Upland Altify Pros and Cons

The ease of use. The software interface is user friendly and optimizes everything that is necessary for tracking CRO. I have tried multiple different softwares for this sector of my business and this has worked the best for me and my team. Review collected by and hosted on G2.com.

I do not have any real frustrations with the software. I am always looking for new and exciting features - so maybe more updates with higher impacts that can help with efficiency and analytics. Review collected by and hosted on G2.com.

The software itself provides a good user interface for end users. The sales methodology is very sound.The Altify team that supports the implementation and rollout of the software was amazing. The best vendor I have ever worked with. A real pleasure to work with! Review collected by and hosted on G2.com.

The back-end data model is entierly based on data, so Altify will not work in Dev sandboxes. Any dev work and testing needs to be done in a partial or full copy sandbox. Back end administration is a bit tedious and error-prone because of lack of support with change sets. Review collected by and hosted on G2.com.

Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals Review collected by and hosted on G2.com.

The cost structure is quite steep for small companies Review collected by and hosted on G2.com.

- The AI driven Insights,salesforce interagtion, deal management support Review collected by and hosted on G2.com.

Limited functionality alongside the interface being a bit difficult to learn Review collected by and hosted on G2.com.

It's very straightforward and easy to use, the customer support is great and they're quick to respond Review collected by and hosted on G2.com.

It doesn't have as much training material as I would like Review collected by and hosted on G2.com.

The Altify Account Manager software is easy to use and configurable throughout the entire application meeting our Enterprise sales team needs. It is a simple and organized experience to conduct account planning. Alitfy Account Manager integrates with Salesforce objects such as contacts, opportunities, and tasks, reducing duplicative and entry, and it is a bi-directional sync with Salesforce. Review collected by and hosted on G2.com.

An area of opportunity for Altify Account Manager is to provide the ability to associate opportunities directly with objectives. This would allow us to track the direct influence that account planning and specific objectives have on growing revenue for our organization. Our end users struggle with leveraging multiple components within Altify and would like a single page to all their work. Some areas seem redundant within the application. I wish Altify Account Manager exported account plans into an Executive summary that was ready to send to leadership. The Executive summary is not leader facing today. Review collected by and hosted on G2.com.

Good account mapping cabailities. Similair to other providers such as Clari which we use now. Review collected by and hosted on G2.com.

UI/UX is rather complex. Could be easier to navigate. Review collected by and hosted on G2.com.

-The planning abilities are a great tool!

- The way the tool can be used to guide sellers in the direction they need to go, to be able to better ascertain winning a deal.

-The tool is highly customizable to be able to fit your org.

-Altify Support is outstanding! I have always gotten the assistance I need and expect, no matter how complex the issue. They strive to get back to you as quickly as possible and/or set expectations on when to expect to hear back.

-Software has a modern feel and looks appealing and fresh. Review collected by and hosted on G2.com.

-It's a pretty complex tool that takes some time to learn from an administrative aspect. There are a lot of settings that go along with the various parts of the solution.

-it would be nice if there was an analytics tool that went along with it.

-Feel the support documents could be organized a little better on the help site. Perhaps broken down in a way that makes searching for specifics a little easier. Review collected by and hosted on G2.com.

Altify provides easy access to account plans with a user-friendly interface embedded in Salesforce. Ability to identify a strategy for relationship building within an account. Working with the implementation team and dedicated Success Manager has increased utilization throughout the users and provided the proper support for the Sales Operation. Review collected by and hosted on G2.com.

Altify's plan download to PPT might not fit your company's needs. Review collected by and hosted on G2.com.

Helpful to boost salesforce adoption, helps streamline account planning Review collected by and hosted on G2.com.

I don't really have anything that I can see as a con Review collected by and hosted on G2.com.