Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Upland Altify stands as a leader in revenue optimization, dedicated to empowering businesses to extract maximum value from every customer interaction to enhance their revenue streams. The concept of Customer Revenue Optimization (CRO) is pivotal in equipping sales teams to secure critical opportunities, expand revenue within their primary accounts, and refine sales execution by synchronizing the broader revenue team. Altify's CRO applications, seamlessly integrated into the Salesforce platform, assist countless sales professionals, leaders, and executives in achieving ongoing optimization of customer revenue and sustained sales achievements. The ALTIFY SALES PROCESS MANAGER is designed to direct sellers through a systematic and validated sales approach, enhancing their chances of achieving favorable results for both themselves and their clients. Utilizing established industry templates tailored to fit your organization, the Sales Process Manager visually outlines your sales workflow, providing essential links to the appropriate content and tools necessary for your sales team to effectively navigate opportunities through the sales funnel, ensuring a streamlined and effective sales experience. By implementing these strategies, companies not only maximize their sales potential but also foster lasting relationships with their customers.

Description

Enhance your productivity by integrating sales engagement directly into your CRM system. Equip your sales representatives with a single platform to efficiently interact with clients across various channels. By automating routine tasks such as scheduling meetings and sending follow-up emails, you free up valuable time for reps to foster meaningful connections. Leverage the AI-driven insights and suggestions from our sales engagement solution to pinpoint the prospects with the highest likelihood of conversion. Consolidate all sales activities—including emails, phone calls, social media interactions, and tasks—into one comprehensive to-do list. This allows for easy access and management of every task from a unified hub within the CRM. Establish a cohesive seller experience that meticulously tracks each prospect throughout the sales journey. Support your sales team with clear, step-by-step guidance on prospecting and share best practices across the organization. Incorporate essential sales tasks through email, phone, and social media outreach. Streamline the prospecting process to ensure leads are consistently engaged, and offer reps AI-driven recommendations to tailor their workflows, maximizing efficiency and effectiveness. By doing so, you not only enhance individual performance but also boost the overall success of your sales team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
AccuRoute
Gong
Google Drive
Highspot
LeanData
LinkedIn
LinkedIn Sales Navigator
Microsoft 365
Quip
Salesforce Einstein
Upland Intelligent Capture
ZoneBilling

Integrations

Salesforce
AccuRoute
Gong
Google Drive
Highspot
LeanData
LinkedIn
LinkedIn Sales Navigator
Microsoft 365
Quip
Salesforce Einstein
Upland Intelligent Capture
ZoneBilling

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50/user/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

www.altify.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/engagement-platform/

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Alternatives

Alternatives

lemlist Reviews

lemlist

lempire
Groove Reviews

Groove

Clari