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

Augmented Intelligence

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


Expert Insights

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.

Explore Upland Altify


Sales Process Manager

Build Repeatable Winning Sales Processes

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Opportunity Manager

Win the Opportunities that Matter

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Account Manager

Grow and Maximize Revenue in Your Key Accounts

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