Upland

MARCH 24, 2021

To help revenue teams address the relationship challenges of B2B selling, we’re offering a free trial of Upland Altify’s Relationship Map, which guides sellers to turn contacts into relationships so they can navigate and win the deals that matter. Start your Altify Relationship Map free trial. And that’s music to your CRO’s ears.

Management 195

Management Decision-making B2B Sales Environment 195

Upland

JUNE 30, 2023

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.

Co-Creation 195

Co-Creation Sales B2B Decision-making 195

Upland

OCTOBER 8, 2021

These shortcomings led us to build Altify Sales Reference Manager: a reference solution designed for the needs of B2B sales teams. Altify Sales Reference Manager reflects the modern way salespeople work and enables an easy and scalable way to manage sales references and turn customer relationships into closed-won business.

B2B 195

B2B Sales Leadership Organization Customer Success 195

Upland

APRIL 26, 2022

Altify’s Spring ’22 release introduces Altify Account Plan: a long-awaited capability that’s included for all Account Manager customers. With Altify Account Plan, sellers can start building pipelines faster by working directly at the account level in Salesforce to understand people, problems, and potential.

Account Planning 39

Account Planning Account Management Management Customer Success 39

Upland

MAY 4, 2023

And when the data comes in, publish and communicate your results with Salesforce reports, Upland Altify dashboards, and other third-party analytics tools. Start by defining a few critical KPIs, such as the number of deals, average deal size, win rate, and sales cycle.

Account Planning 195

Account Planning Publishing Shareholders Communication 195

Upland

OCTOBER 17, 2023

For example, Altify is a 100% Salesforce native application, and as a Salesforce Partner we will have early access to generative AI features and capabilities Salesforce introduces. For this reason, tools that integrate with Salesforce natively will be hugely impactful for sellers.

Artificial Intelligence 195

Artificial Intelligence Sales Decision-making CRM 195

Upland

AUGUST 24, 2020

To help revenue teams address the relationship challenges of B2B selling, we’re offering a free trial of Upland Altify’s Relationship Map , which guides sellers to turn contacts into relationships so they can navigate and win the deals that matter. You can start your free trial and learn more here.

Decision-making 195

Decision-making B2B Sales Environment Digitalization 195

Upland

JULY 9, 2020

See how Altify Account Manager can help you put the focus back on your customers’. . Organizations that move more aggressively now to rethink their go-to-market strategy for the digital-first future and put the customer at the center of their business will be positioned to win and to grow their business.

Account Management 195

Account Management Management Account Planning Digitalization 195

Strategic Account Management Association

FEBRUARY 3, 2022

Some of the folks at Upland Altify who conducted a study of their own recently found that less than half of the companies they surveyed are effectively maximizing opportunity in existing accounts. Yet it remains a blind spot for many of us. That’s a lot of money we’re leaving on the table.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

Upland

MAY 18, 2023

Key account management software is the bedrock for your success “I’ve never seen an organization put a good account planning practice in place without good software to support them.” – Phil Trapani – Upland Altify Behind every elite sales team, there’s an equally elite tech stack.

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

Upland

MAY 5, 2023

Being a trusted advisor is how you get into that room. In Not Just Another Vendor, the latest, indispensable book on account planning to come out of Altify, we learn about one seller who took a long time to learn this lesson. Sales were good, but they weren’t great.

Account Planning 195

Account Planning Healthcare Decision-making Stakeholders 195

Janek Performance Group: Account Planning

OCTOBER 25, 2023

However, according to Altify: Companies receive 60 percent of their sales revenue from existing customers. Altify notes account planning has increased from 36 percent of companies in 2013 to 50 percent today. In B2B selling, we often focus on new accounts. These build business and increase revenue.

Account Planning 52

Account Planning Decision-making Communication B2B 52

Upland

JUNE 14, 2023

As Nigel Cullington, VP of Marketing for Upland Software’s Sales Effectiveness division, explains the phenomenon in his recent eBook, The Practice of Account Planning: “In the digital age, it can sometimes seem out of touch to say that the human touch is the most valuable aspect of a B2B sales interaction.

Artificial Intelligence 195

Artificial Intelligence Digital Transformation Account Planning Supply Chain 195

Upland

JANUARY 26, 2020

And when the data comes in, publish and communicate your results with Salesforce reports, Upland Altify dashboards, and other third-party analytics tools. Start by defining a few critical KPIs, such as the number of deals, average deal size, win rate, and sales cycle.

Account Planning 195

Account Planning Publishing Shareholders Communication 195

Hubspot Sales

JULY 22, 2020

Upland Altify. The Sales Process Manager by Upland Altify helps develop a repeatable process for managing sales pipelines while coaching and aligning the team as they progress deals. Pricing: Contact for a Quote.

Account Planning 108

Account Planning Sales CRM Prioritization 108

Upland

JUNE 15, 2023

As Travis Hill of Upland Altify states in Not Just Another Vendor, “Once you have a technology that can present what you know visually, you can start seeing the gaps in your strategy.” This kind of visualization can even help drive conversations with customers themselves.

Account Planning 195

Account Planning Software Software Organization 195

SBI

OCTOBER 23, 2017

Altify @altifyinc Altify is the digital sales transformation software company, helping sales teams win the deals that matter and increase wallet share with a suite of software products that improve opportunity and account management. Altify @altifyinc. My Hot Picks for Off-Site SalesTech Vendor Events. avisoinc Groove.

Sales 56

Sales Prioritization B2B Software 56

Hubspot Sales

MARCH 21, 2019

Source: Altify. Once you’ve divided your market segments, run a sales velocity equation for each one. Sales Velocity = Number of Opportunities x Deal Value x Win Rate / Length of Sales Cycle. The four factors of sales velocity. Your CRM should be tracking these metrics already.

Sales 105

Sales Negotiation CRM Organization 105

SBI

DECEMBER 8, 2020

The second way it changed selling as we know it was by creating the AppExchange (in 2005) which BusinessWeek referred to at the time as “ebay for business software.” [1] 1] The AppExchange offered partners a place for Salesforce customers to easily find their solutions.

Digitalization 67

Digitalization Sales Software Software 67

Janek Performance Group: Account Planning

JULY 25, 2023

For example: 74 percent saw a better win rate 59 percent of companies realized more won deals than lost deals when utilizing account planning A similar survey by Altify revealed more. Here, 72 percent of respondents said that account planning increased their understanding of their clients’ business.

Account Planning 52

Account Planning Prioritization Decision-making Organization 52

SBI

NOVEMBER 1, 2017

Altify – Donal Daley’s book launch at Novela. Here’s my advice, wear comfortably shoes and take advantage of the many off-venue lounges where you’ll find free food and drink and a comfortable place to hang out and listen to interesting speakers. Here’s where I’ll be: Monday 6th. 7:00-8:00 p.m. Tuesday 7th.

Meetings 55

Meetings Software Software Organization 55

The Center for Sales Strategy

DECEMBER 7, 2018

In fact, 73% of managers spend less than 5% of their time coaching according to Altify. >>> No wonder so many sales leaders find themselves short on time when it comes to meeting with their reps and providing personal guidance. >>> READ MORE.

Facilitation 63

Facilitation Marketing Sales Meetings 63