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How to Prospect, Conduct a CNA, & Develop the Right Proposal

Check out Part 1 of our can't-miss Seller's Workshop!

The most important – yet often most overlooked – step of your sales process is the Customer Needs Analysis (CNA). In this session, we will show you how to prospect the right advertisers, how to ask the right questions to understand your advertiser’s goals, and how to craft a proposal that will meet those goals.

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Anshu Mishra Employee Spotlight

Hear more about Anshu Mishra's role at Upland as a Senior Software Engineer I for Waterfall, and his teams' successes.

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Grow Revenue Fast with Altify Account Plans

In this short demo/highlight video, see how to create strategic plans on the account level in Salesforce with Altify Account Plans.

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Rew Golding Employee Spotlight

Hear more about Rew's career growth and what's inspired him along the way.

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