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Work together on Altify account and opportunity plans with Slack

Upland

Work together on Altify account and opportunity plans with Slack. By integrating Slack with Altify, an account planning software built natively in Salesforce, sellers can easily work together to refine account plans and win opportunities—with all critical insight captured in Salesforce for future reference.

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Strengthen Altify account and opportunity plans with Google Docs

Upland

The most successful account executives rely on close collaboration with their wider revenue teams to expand existing customer relationships and win the opportunities that matter. That’s where an integration between Google Docs and Altify comes in to simplify collaboration—and sellers’ lives in general.

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Stopping the reference insanity for salespeople

Upland

Sales reps and leaders don’t have responsibility for the reference status of their accounts. There’s no easy way to add new accounts and people to reference programs. These shortcomings led us to build Altify Sales Reference Manager: a reference solution designed for the needs of B2B sales teams.

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Sales Velocity Equation – 4 Levers to Success

Upland

At Upland Altify, we think about velocity a lot. Aligning each specific offer with your buyer’s needs and presenting the right product at the right time is an essential part of great selling, helping you to uncover whitespace and encourage your salespeople to create the largest possible account footprint. That direction is revenue.

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4 Ways NLP AI and Sales Methodology Will Join Forces

Upland

A 10-year veteran of Altify, Travis has led the digitization of sales process, opportunity management, and account management methodologies at some of the world’s largest, most complex sales organizations.

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Forecast management challenges? You have a relationship problem

Upland

These questions are distinct, but the heart of each one is the same: How effectively has the team been able to build relationships in the account? Now, revenue teams need to visualize an organization’s hierarchy digitally in order to build and execute a pipeline management solution. Start your Altify Relationship Map free trial.

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What is Key Account Management? Strategy and Tips

Upland

Account planning and effective account management strategies are about much, much more than your key accounts. That said, any account manager worth their salt has a strategy for their key accounts. First, what is a key account? Everyone calls their key accounts something different.