Fall '20

Upland Altify’s Fall ’20 Release is here!

Upland Altify continues to innovate on our strategy, methodology and technology to simplify the way you sell. The latest Fall ’20 release further advances these capabilities by bringing Salesforce account data directly into the new Altify Account Plan Hub. Identifying whitespace is more straightforward, with account roll-ups enabling sellers to organize accounts and divisions into logical groups, crucial when selling to large organizations with multiple territories and industry types.

 

Guided Plan Set-Up & Account Structure Flexibility

  • Improved Account Plan Set up including new roll-up rows
  • Extending division support for Objectives & Account Details
  • Improved format for Account Questions
Fall '20

Relationship Map Enhancements

  • Account ‘Suggested Target’ rules on the Relationship Map
  • Contacts assigned to multiple Account Division Relationship Maps
Fall '20

Collaboration & Integration

  • Solution templates enhancements
  • Account Plan ‘Hub’ – Surfacing account info into plan details
  • Opportunity & Account completeness scoring
Fall '20