Account planning software for sales optimization
Combine innovative technology with expert strategy and methodology for account planning, opportunity management, and more.
Grow revenue in key accounts and win the deals that matter.
Optimize your enterprise sales cycle.
Align your revenue team to deliver value with every customer interaction and drive account success.
- Move from pitching products to aligning with customer strategy.
- Identify account whitespace and business initiatives to grow revenue potential.
Deliver intelligent, end-to-end guided selling.
Empower sales performance by coaching your team to account progression and improved sales velocity.
- Highlight vulnerabilities with real-time notifications and in-context actions.
- Provide rich analytics and contextual next steps directly from Salesforce.
Generate insights to focus on deals you can win.
Identify key decision makers and business problems, enable greater visibility, and create strategic opportunity plans to guide sellers toward closing.
Get Salesforce-native software for seamless value.
Altify guides your sellers with contextual actions, insights, and best practices right within Salesforce.
Align your extended revenue team.
Unite sales, marketing, and customer success with a single customer view to enable better collaboration, uncover gaps, and drive more revenue.
Altify is a key component of our sales methodology and a new muscle we are building on how we engage as a trusted advisor with our enterprise customers.
SVP, Worldwide Sales Operations, Tableau
Increase your sales velocity.
Activate one or more purpose-built products for smarter account planning, opportunity management, and revenue growth.
Forge a deeper understanding of key decision makers and influencers.
- Track political and support status, decision criteria, and coverage.
- Visualize contacts, hierarchies, and relationships to identify influence.
Sales Process Manager
Map an effective, repeatable sales process to your customer’s buying cycle.
- Give sellers the right information at the right times to progress the sale.
- Track progress and enable predictive insights for more accurate forecasting.
Assess and qualify new deals to pursue opportunities you can win.
- Align with customers’ business challenges to gain executive credibility.
- Collaborate across the entire revenue team to create winning strategies.
Enable greater team visibility and collaboration on key sales accounts.
- Identify gaps and opportunities to expand and retain revenue.
- Get out-of-the-box Tableau or Salesforce Einstein analytics to measure KPIs.
Intelligent. Insightful. Easy to use.
Skyrocket sales performance with useful tools, rich analytics, and actionable guided selling, all in a user-friendly package.
100% Salesforce native
- Managed application with quick deployment
- Simple to configure and use
- Salesforce-approved reliability, scalability, and security
Guided, contextual selling
- Informed by augmented intelligence
- Supports top-ranked sales methodologies with deep sales insights and critical signals
- Real-time notifications to address activities in the sales process
- Sales enablement materials surfaced within the buying stage
Analytics and reporting
- Tracks sales velocity, deal size, win rates, and other KPIs
- Configureable to measure other leading and lagging indicators
- Out-of-the-box reporting with Salesforce Einstein and Tableau
- Extendibility to other analytics solutions
Visual and interactive features
- Planning tools with drag-and-drop, custom notes, and collaboration
- Real-time opportunity overview with health indicators and action items
- 360-degree summary dashboards of account and opportunity plans
Change isn’t easy. We can help.
Our experienced sales training team can help your enterprise transform sales behaviors and get more out of Upland Altify.
We can help with:
- Executive alignment workshops to identify goals, plans, and roles
- Comprehensive training for sales leads to implement with their teams
- Detailed goal-setting and measurement to define success and monitor progress
- Ongoing coaching to ensure adoption and improve outcomes
Want to know more? Let’s talk
Sales performance, amplified
Pair Upland Altify with other Upland products to boost optimization and streamline sales processes in every direction.
Customer reference software to strengthen relationships and close deals faster.
Resources to drive impact
Know Relationships. Know Sales.
The number one reason deals are lost or don’t happen as forecast is poor relationships. This is your guide to avoiding that fate.
Account Planning: Building for Long-Term Revenue
According to McKinsey, “The five-year growth rate of total returns to shareholders for digital leaders is almost double that of all other firms”, when they undertake a digitally focused account planning strategy.
Why “People Buy From People” is still true in the digital age
Sales teams are fully aware that successful communication with leads and prospects is paramount. Whether it be by email, a phone call, or in person, it’s important to maintain “the human touch”.