Account planning software for sales optimization

Combine innovative technology with expert strategy and methodology for account planning, opportunity management, and more.

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Upland Altify Account Planning

Grow revenue in key accounts and win the deals that matter.

Altify Benefits 1

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.
Altify Benefits 2

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.
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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.

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Get Salesforce-native software for seamless value.

Altify guides your sellers with contextual actions, insights, and best practices right within Salesforce.

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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.

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Having implemented Altify at Dassault Systèmes-Medidata, and previously at Salesforce, I have seen the positive outcomes the software drives to help sellers build better relationships, increase win rates, grow pipeline, and deliver value.

Billy Martin
Senior Director, Strategic Programs & Leadership Development at Dassault Systèmes-Medidata

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Increase your sales velocity.

Activate one or more purpose-built products for smarter account planning, opportunity management, and revenue growth.

Relationship Map

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.

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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.

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Opportunity Manager

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.

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Account Manager

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.

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Sales Reference Manager

Strengthen your prospect’s trust and win deals faster with peer-to-peer references.

  • Displays the references most applicable to the opportunity and most likely to move the deal forward.
  • Increase the likelihood of closed-won opportunities.

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Reliable products.
Real results.

Ciena success story


Ciena upleveled their sales approach

When Ciena acknowledged that Salesforce wasn’t a strong enough sales tool, they looked to Altify to help empower their team.

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BT success story


BT made Altify a cornerstone of their sales transformation

Altify helped BT improve their qualification process, organize their account planning approach, and focus on the deals that provide the most impact.

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Datacom uses Altify to boost overall sales effectiveness

Datacom Limited is an information technology services company offering management and consulting, cloud services, ITO, data center services, custom software development, and payroll services. Datacom employs over 5,800 people globally and is the largest tech company in New Zealand.

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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

And that’s just the beginning.

Let us show you what Upland Altify can do.

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Sales performance, amplified

Pair Upland Altify with other Upland products to boost optimization and streamline sales processes in every direction.


RFP response and proposal management software to win new business faster.

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RO Innovation

Customer reference software to strengthen relationships and close deals faster.

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Content operations software to create digital assets that drive conversions.

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Bring your A game.

Level up your account planning with live, virtual classes or elect for self-paced, online courses.

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Ready to get things done?

Let’s get to work