Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts, and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Upland Altify helps thousands of salespeople, sales leaders, and executives achieve sustained customer revenue optimization and sales success.
Unlocking revenue growth by providing a better customer experience
Through the combination of our deep understanding of sales strategy and best practices, sales methodology, and applications enabled with augmented and artificial intelligence, we help companies accelerate guided selling. This is a radical re-imagining and modernization of the traditional CRM model and now ensures organizations truly put customers at the center of their business.
- Harness the knowledge of the entire enterprise to understand the customers’ business problems
- Improve revenue capability and execution by moving from selling products to enabling customer outcomes
- Continuously optimize all organization resources to drive better experiences and unlock more revenue
- Make every employee part of the revenue team
Altify delivers deep muscle memory from a million sales engagements, knowledge of the world’s best sales methodologies, and the insights from your own business. We guide users on what to do next to progress a sale, to trigger the next action, to increase the seller’s knowledge, and to achieve increased sales results, every day.
Deep Sales Knowledge
Salesforce | Key Differentiators
End-to-End Customer-Centric Guided Selling Approach
Guided selling that informs the seller and sales manager on next steps and considerations in context of where they are in the selling process.
Deeply Embedded within Salesforce
The only revenue optimization solution delivered natively in Salesforce, allowing for enterprise scalability and performance with faster customer implementation on the world’s most trusted CRM platform.
Augmented Intelligence-Focused Applications
The world’s first and only augmented intelligent customer revenue optimization solution delivers real-time notifications and immediately addresses events in the buyer’s journey.
Altify’s engine is a new model for creating and distributing augmented intelligence
By filtering the data for the important indicators – called Insight Signals – and interpreting what the signals mean in the business of sales, Altify highlights vulnerabilities in a sale and provides intelligent coaching on how to approach the situation.
“It’s all about making a better experience for your customers, but also creating revenue streams at every point you can through the process.”
Chief Revenue Officer – Traction on Demand
Altify ResourcesView all »
Account Planning: Bring Your Customer Revenue Optimization Strategy to Life
Discover the critical steps it takes to develop an effective account plan.
Achieving Greater Sales Velocity
Learn more about the four key levers that directly impact the success...
Customer Revenue Optimization
CRO helps sales teams win the opportunities that matter, grow revenue in...