Upland Altify

Upland Altify

Upland Software
+

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About

Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. 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, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.

About

The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics.

About

Promomash is the industry’s most complete retail sales & marketing management solution. We help emerging brands organize their retail channel marketing efforts to win more sales with a suite of tools for effective planning, execution, and analysis of account planning activities. How do we do it? With software + services that elevate your retail marketing. Beautiful, easy-to-use software helps you handle staffing, training, planning, scheduling, executing, reporting & accounting. Our industry-leading client success team helps to transform your field events and activations from chaos to calm. Building a successful brand in stores begins with strategic organization of all the moving pieces – the logistics, the processes, and the people who make it all happen. If you don’t have a handle on any of these areas, you’re doomed before you start. Anyone can say your success is important – but we truly live it. Making our clients successful is at the heart of everything we do.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Large enterprise organizations and B2B sales teams

Audience

Chief Revenue Officer, Chief Sales Officer, SVP/RVP Sales, VP Sales, Sales Director, Sales Manager, Sales Operations, Sales Enablement.

Audience

Growing CPG brands and agencies looking for a retail sales and marketing management solution to win more sales

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$349 per month
Billed Annually
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.6 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • As an SDR, I love how simple it is to create and edit sequences. On a daily basis we send a lot of emails so it's very important to have a tool that makes it as simple as possible. We have to do everything from Outreach (cold calls, sequenced emails, leave voicemails, etc) so it helps us save a lot of time and we can contact more people per day. It is really time efficient.
  • Their training team is highly professional and makes onboarding seamless for my team. The user interface is super appealing. It keeps you updated on every opportunity for sales. Easy to analyze and modify sales pipeline. It helps you to increase your conversion rate of leads. Detailed reports on sales activity.
  • It has a good dashboard that helps me positively visualize the functions. The calendar has impressive releases in each edition. It is imperative to trigger a multi-touch activity sequence in terms of sales. It integrates with Salesforce and other relevant software.
  • I love that it integrates with Salesforce and simplifies the process of logging tasks. More than anything though I love that the sequences help me to follow up with my prospects in a regular cadence.
  • The software handles sales automation that helps us to speed up all workflows that include our sales team communications. With the platform it is easy to create strategies that are attached to email, voice calls and social media. Outreach is a good fit for sales management services that do not focus directly on funnel management.

Cons

  • Sometimes it gets stuck out of nowhere and you have to kinda reset it.
  • Loved the Outreach platform. No cons experienced.
  • It is impossible to change the steps or edit them when activating a sales sequence; I have to recreate one from scratch.
  • You can filter your tasks by certain criteria but not by step in the sequence. (Currently)
  • Unlike other services of its kind, Outreach cannot be implemented as an extension for Help Desk services, so it doesn't seem to be possible to perform actions such as help desk ticket scanning in Outreach. In any case, Outreach still maintains many qualities that keep it at the forefront of today's sales world.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Upland Software
Founded: 2010
United States
www.altify.com

Company Information

Outreach
Founded: 2014
United States
outreach.io

Company Information

Promomash
Founded: 2012
United States
promomash.com

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Upland Altify

Upland Altify

Upland Software

Categories

Categories

Categories

Account Planning Supported
Field Sales Supported

Sales Coaching Features

Assessments Not Supported
Audio / Video Conferencing Not Supported
Built-In Course Authoring Supported
Call Recording Not Supported
Gamification Not Supported
Goal Setting / Tracking Supported
Learning Plans Supported
Onboarding Supported
Performance Metrics Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Not Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Not Supported
Workflow Management Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Field Sales Management Supported
Lead Management Not Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

Account Based Marketing Features

Analytics Supported
Campaign Personalization Supported
Customer Segmentation Supported
Engagement Monitoring Supported
Lead Nurturing Supported
Lead Scoring Supported
Progress Tracking Supported
Prospecting Tools Supported
Target Account Identification Supported

Customer Data Platforms (CDP) Features

Behavioral Analytics Not Supported
Campaign Management Supported
Customer Profiles Not Supported
Customer Segmentation Not Supported
Data Integration Not Supported
Data Matching Not Supported
GDPR Compliance Not Supported
Personalization Not Supported
Predictive Modeling Not Supported

Customer Engagement Features

Analytics Supported
Churn Management Supported
Communication Management Not Supported
Community Management Not Supported
Content Syndication Not Supported
Feedback Collection Not Supported
Gamification Not Supported
Live Chat Not Supported
Video Content Not Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Capture Features

Business Card / Badge Scanning Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Not Supported
Prospecting Tools Supported
Visitor Identification Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Not Supported
Prospecting Tools Supported
Source Tracking Supported

Sales Acceleration Features

Campaign Management Not Supported
CPQ Not Supported
Dialer Not Supported
Email Sequencing Supported
Email Templates Not Supported
Email Tracking Not Supported
List Building Not Supported
Meeting Scheduler Not Supported
Predictive Analytics Not Supported
Reporting Supported
Sales Gamification Not Supported
Sales Intelligence Supported
Sales Workflow Management Not Supported

Sales Content Management Features

Audio / Video Recording Not Supported
Audio File Management Not Supported
Branded Sales Content Not Supported
Centralized Sales Content Repository Supported
Collaboration Tools Supported
Content Recommendations Not Supported
Email Management Supported
Engagement Analytics Not Supported
Interaction Tracking Not Supported
Personalization Not Supported
Sales Partner Management Not Supported
Sales Training / Onboarding Not Supported
Video File Management Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Not Supported
Templates Supported
Workflow Management Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Supported
Field Sales Management Not Supported
Lead Management Supported
Opportunity Management Not Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Not Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Not Supported
Data Enrichment Not Supported
Data Import/Export Not Supported
Data Mining Not Supported
Data Verification Not Supported
Email Integration Supported
Lead Scoring Supported
List Building Supported
Performance Management Supported
Pipeline Management Supported
Predictive Modeling/Analytics Not Supported
Prospecting Tools Supported
Reporting/Analytics Supported
Sales Forecasting Not Supported

Sales Performance Management Features

Incentive Compensation Management (ICM) Not Supported
Predictive Sales Analytics Not Supported
Quota Management Not Supported
Reporting / Analytics Supported
Sales Coaching Analysis Supported
Sales Gamification Not Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Supported
Territory Management Not Supported

Integrations

Actively AI Not Supported
BigPicture Not Supported
Chorus by ZoomInfo Not Supported
Constant Contact Not Supported
ExecVision Not Supported
FlowMate Not Supported
Gong Not Supported
Hightouch Not Supported
MoData Not Supported
Modern Sales Not Supported
ON24 Not Supported
Outdoo AI Not Supported
Personas Not Supported
Rep.ai Not Supported
Sapling AI Writing Assistant Not Supported
Seamless.AI Not Supported
Seismic Not Supported
Syncari Not Supported
VOL AI Not Supported

Integrations

Actively AI Supported
BigPicture Supported
Chorus by ZoomInfo Supported
Constant Contact Supported
ExecVision Supported
FlowMate Supported
Gong Supported
Hightouch Supported
MoData Supported
Modern Sales Supported
ON24 Supported
Outdoo AI Supported
Personas Supported
Rep.ai Supported
Sapling AI Writing Assistant Supported
Seamless.AI Supported
Seismic Supported
Syncari Supported
VOL AI Supported

Integrations

Actively AI Not Supported
BigPicture Not Supported
Chorus by ZoomInfo Not Supported
Constant Contact Not Supported
ExecVision Not Supported
FlowMate Not Supported
Gong Not Supported
Hightouch Not Supported
MoData Not Supported
Modern Sales Not Supported
ON24 Not Supported
Outdoo AI Not Supported
Personas Not Supported
Rep.ai Not Supported
Sapling AI Writing Assistant Not Supported
Seamless.AI Not Supported
Seismic Not Supported
Syncari Not Supported
VOL AI Not Supported
Claim Upland Altify and update features and information
Claim Upland Altify and update features and information
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Claim Outreach and update features and information
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