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

Enable your Customer Success team to deliver exceptional customer experiences by utilizing advanced analytics, automation, and robust project management tools. There's no need to sacrifice functionality for simplicity; easily onboard your team with ready-to-use integrations and project templates. After that, tailor unique customer experiences through scalable customization and automation features. Vitally brings together customer data from your entire technology ecosystem, allowing you to proactively spot trends and harness insights for an outstanding customer journey. Imagine having access to CRM, product analytics, support inquiries, emails, NPS results, and revenue information all consolidated in a single interface, enhancing efficiency and decision-making. This holistic view empowers teams to respond swiftly and effectively to customer needs.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
5X No 
AccessOwl No 
AccuRoute Yes 
Axis LMS No 
Chargebee No 
Clearbit No 
Gmail No 
Google Cloud BigQuery No 
Intercom No 
Mixpanel No 
PostgreSQL No 
Quip Yes 
Refold No 
Segment No 
Slack No 
Superjoin No 
Upland Intelligent Capture Yes 
Zapier No 
Zendesk No 

Integrations

Salesforce Yes 
5X Yes 
AccessOwl Yes 
AccuRoute No 
Axis LMS Yes 
Chargebee Yes 
Clearbit Yes 
Gmail Yes 
Google Cloud BigQuery Yes 
Intercom Yes 
Mixpanel Yes 
PostgreSQL Yes 
Quip No 
Refold Yes 
Segment Yes 
Slack Yes 
Superjoin Yes 
Upland Intelligent Capture No 
Zapier Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99.00/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

www.altify.com

Vendor Details

Company Name

Vitally

Founded

2017

Country

United States

Website

www.vitally.io

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring Yes 
Call Recording No 
Gamification No 
Goal Setting / Tracking Yes 
Learning Plans Yes 
Onboarding Yes 
Performance Metrics Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates No 
Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management Yes 
Lead Management No 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management No 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Alternatives

Alternatives