Upland Altify Features
What are the features of Upland Altify?
Data Sourcing
- Data Sourcing
- Interactive Dashboards
- Data Segmentation
Predictive Analytics
- Opportunity Scoring
- Risk Analysis
Sales Management
- Live Pipeline Management
- Activity Tracking
Sales Team
- Flexible Sales Process
- Training Mode
- Playbooks
Intelligence
- Opportunity Identification
- Zero-touch Renewals
- Smart Content
Mapping
- Multiple Org Charts
- Stakeholder Roles
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Upland Altify Categories on G2
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Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 13 reviewers of Upland Altify have provided feedback on this feature. | 67% (Based on 13 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. | Not enough data | |
Interactive Dashboards | Based on 13 Upland Altify reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 67% (Based on 13 reviews) | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 13 Upland Altify reviews. | 68% (Based on 13 reviews) |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. | Not enough data | |
Opportunity Scoring | Based on 13 Upland Altify reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing. | 82% (Based on 13 reviews) | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 13 Upland Altify reviews. | 72% (Based on 13 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. | Not enough data |
Sales Management
Live Pipeline Management | Based on 13 Upland Altify reviews. Updates every time a change is made enabling users to trace a deal through the pipeline. | 73% (Based on 13 reviews) | |
Account-Based Analytics | Based on 13 Upland Altify reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 72% (Based on 13 reviews) | |
Activity Tracking | As reported in 13 Upland Altify reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 82% (Based on 13 reviews) |
Sales Team
Flexible Sales Process | Based on 22 Upland Altify reviews. Can operate under at least two distinct sales methodologies | 80% (Based on 22 reviews) | |
Training Mode | As reported in 22 Upland Altify reviews. Includes recording and review capabilities to train new salespeople or review old deals | 76% (Based on 22 reviews) | |
Playbooks | Creates and stores multiple playbooks for sales 21 reviewers of Upland Altify have provided feedback on this feature. | 75% (Based on 21 reviews) |
Intelligence
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities 21 reviewers of Upland Altify have provided feedback on this feature. | 74% (Based on 21 reviews) | |
Zero-touch Renewals | Can fully automate the deal renewal process 18 reviewers of Upland Altify have provided feedback on this feature. | 62% (Based on 18 reviews) | |
Smart Content | As reported in 20 Upland Altify reviews. Suggests content appropriate to stage and tone of the deal | 67% (Based on 20 reviews) |
Mapping
Multiple Org Charts | Allows multiple relationship maps for each account and opportunity This feature was mentioned in 24 Upland Altify reviews. | 83% (Based on 24 reviews) | |
Stakeholder Roles | As reported in 24 Upland Altify reviews. Includes explicit definitions of stakeholder roles | 85% (Based on 24 reviews) |
Revenue Sourcing and Forecasting
Revenue History | Allows users to track how previous revenue forecasts have developed over time | Not enough data | |
Pipeline Management | Based on 10 Upland Altify reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities | 67% (Based on 10 reviews) | |
Dashboard Analytics | Reports results on revenue attainment, conversion rate, and overall revenue analytics | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices | Not enough data | |
Data Segmentation | Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. | Not enough data | |
Predictive Forecasting | Provides users with ability to predict upcoming forecast based on AI insights and deal health | Not enough data | |
Revenue Operations Cadence | Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success | Not enough data |
CRM Data Enrichment
Calendar Sync | Automatically associates calendar invites to update deal progress in a CRM | Not enough data | |
Email Activity Capture | Automatically associates sales activities within emails to the relevant accounts in your CRM | Not enough data | |
Conversation Intelligence | Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM | Not enough data | |
Marketing Leads | Automatically links marketing leads to sales generated opportunities in your CRM | Not enough data | |
Contact Capture | Automatically captures contacts engaged with and associates to relevant accounts in a CRM | Not enough data |
Account Management
Nonengaged Accounts | Identifies accounts that sales reps aren't engaging with | Not enough data | |
Account optimization | Maximizes account coverage by determining the optimal number of accounts per rep | Not enough data | |
Historical Patterns | Identifies common themes among historical deals that are won or lost | Not enough data | |
Rep Performance | Identifies common themes and actions amongst reps that close the most deals | Not enough data | |
Account Engagement | Allows users to track the level of engagement with each account and provides insights on frequency of engagement | Not enough data | |
Historical Win/Loss Patterns | Identifies common themes among historical deals that are won or lost to provide insights into successful strategies | Not enough data |
