Altify Solutions

Winning Sales Solutions to Maximize Sales Effectiveness.

Combine innovative technology with expert strategy and methodology for account planning, opportunity management, and more. Win bigger, better deals, and grow and retain revenue in key accounts natively in Salesforce.

Request a demo

New Solution

Altify Insights

Check out our latest solution, Altify Insights, built to elevate team collaboration, build customer intimacy, and drive revenue by enabling you to understand who the key buyer decision makers are, and how you solve their challenges.

Click Here

Maximize your sales effectiveness.

Activate one or more Altify solutions for enhanced buyer insights, opportunity management, account planning and more, to deliver revenue growth.

Altify Insights

Understand who key players are, and how you solve their business challenges.

  • Understand who key players are, and how you solve their business challenges.
  • Refocus sellers on buyers motivations to align with customer goals.

Learn more

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.

Learn more

Opportunity Manager

Assess and qualify new deals to pursue opportunities you can win.

  • Align with customers’ business motivations to gain executive credibility.
  • Collaborate across the entire revenue team to create winning strategies.

Learn more

Account Manager

Enable greater team visibility and collaboration on your key accounts.

  • Identify gaps and opportunities to grow and retain revenue.
  • Get out-of-the-box Tableau or Salesforce Einstein analytics to measure KPIs.

Learn more

Grow and retain revenue in your key accounts.

Altify Benefits 1

Uncover new pipeline and win more business, faster.

Align your revenue team to deliver value with every customer interaction and drive account success.

  • Move from pitching products to aligning with buyer motivations.
  • Identify account whitespace and business initiatives to uncover pipeline and grow revenue.

Align your extended revenue team around key accounts.

Discover, develop and win new business in your key accounts.

  • Unite sales, marketing, and customer success with a single customer view.
  • Enable better collaboration, uncover opportunities, and drive more revenue.
Altify Icon 1
Generate Insights to Focus on Bigger, Better Deals.

Identify key decision makers and business motivations, and develop opportunity plans to guide sellers toward closing.

right geo
Deliver intelligent, end-to-end guided selling.

Empower sales effectiveness by coaching your team to grow account penetration and improve sales velocity.

Get Salesforce-native Software for Seamless Value.

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

bt logo
Autodes logo
optum logo

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

Learn more about Legends

Reliable solutions.
Real results.

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.

Read more



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.

Read more

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.

Read more

Intelligent. Insightful. Easy to use.

Boost sales effectiveness with dynamic sales solutions, rich analytics, and actionable guided selling to win bigger, better deals, and grow and retain revenue in your key accounts.

100% Salesforce native
  • Managed applications 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 consulting and sales training teams can help your business 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 Altify can do.

Contact Us

Not Just Another Vendor

How do some companies build enduring, mutually beneficial customer relationships while others get stuck fighting for every deal? We reached out to top sales leaders to learn their secrets to success and compiled their stories into a new book.

Get Digital Book

Altify Solutions FAQs

  • Altify solutions are all 100% native Salesforce applications. We provide all the benefits of the considerable investments made by Salesforce in infrastructure, data management, controls, security, dependability and certifications.

    Download Whitepaper

  • In the ever-evolving landscape of sales and customer success, staying ahead of the competition requires the adoption of innovative tools and methodologies.

    Enter Altify and ChatGPT, two powerful technologies that, when combined, offer a synergistic approach to revolutionizing sales processes and enhancing customer engagement.

    Altify and ChatGPT can empower sellers and customer success teams by streamlining research on personas and industries, optimizing discovery and qualification, mastering sales methodologies, harnessing competitive intelligence, and facilitating effective summarization of calls and actions.

    • In this article, we explore 5 Ways to use ChatGPT with Altify for high value insights.
    • In this article, we explore 4 ways NLP AI and Sales Methodology will join forces.

    As Altify solutions are 100% Salesforce native applications, this means that with the announcement of Sales GPT by Salesforce, and as a Crest Partner, we will have early access to generative AI features and capabilities from Salesforce.

    With Salesforce Sales GPT, powered by Einstein GPT, customers will be able to harness the combined power of generative AI, Salesforce and Altify and embark on an entirely new journey of delivering value across your revenue team and to your customers.

    *Upland Software, Inc. is not affiliated with, sponsored by, endorsed by or otherwise supported by OpenAI.

  • Altify solutions are 100% Salesforce native applications, so any data integrated with Salesforce can be configured to display and used within Altify solutions.

    For example, if contact data is enriched in Salesforce through a customer data platform (CDP), those custom fields can be displayed in a relationship map and the values associated with each contact can be displayed, and used in filters and reports.

    If using a system to track transactional or relationship-based Net Promoter Score®, field values that are captured at the contact level, the data can be displayed in a relationship map, and used in filters and reports.

    Anything that integrates with Salesforce or where data can be imported into contact or account objects can be used in various Altify components.

  • Einstein, Tableau, and other BI software tools

    We provide both managed and unmanaged Salesforce packages that provide multiple standard reports and dashboards to support business administrators, and the revenue team, plus custom reporting capabilities and point-of-view reporting documentation for Einstein, Tableau, and other BI software tools.


    Teams can collaborate in real-time (or asynchronously) to refine account plans by sending messages between Slack and Altify. All critical insight and feedback sent from Slack can be captured in Altify for future reference. More Info

    Google Docs

    Customers can configure Google Docs to automatically pull in relevant details from their linked opportunities and account plans in Altify (in real-time or asynchronously). This enables revenue teams to collaborate in real-time or asynchronously using all the collaboration capabilities Google Docs supports. More Info

Ready to get things done?

Contact us to learn how Altify can help you elevate your sales effectiveness.

Let’s get to work