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VerifiedChecked 2026-09-12

Altify

Part of Upland Software

Salesforce-native account planning and deal management software for complex B2B sales.

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Revenue footprint

Where Altify fits

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Revenue areas

Primary and supporting use cases
Coverage

Documented jobs

6 distinct jobs across 5 revenue areas

PartialAlign stakeholders ↗

Relationship and insight maps help revenue teams align around stakeholders, relationships, customer business issues, and deal strategy. This covers a meaningful part of align stakeholders, but the reviewed evidence does not establish the complete canonical outcome.

Upland Software documentation ↗
StrongAssess opportunity qualification ↗

Opportunity Manager provides opportunity assessment and qualification workflows to determine whether a deal is worth pursuing.

Condition: Requires Opportunity Manager.Upland Software documentation ↗
StrongDefine process and playbooks ↗

Sales Process Manager guides sellers through structured sales processes and best practices.

Upland Software documentation ↗
StrongIdentify expansion opportunities ↗

Account Manager provides opportunity maps and whitespace analysis to identify potential expansion opportunities within accounts.

Condition: Requires Account Manager.Upland Software documentation ↗
StrongMap buying groups ↗

Relationship Map helps sellers navigate complex buying groups, identify key players, and map relationships and influence.

Condition: Requires the relevant Relationship Map capability or license.Upland Software documentation ↗
StrongPlan account growth ↗

Account Manager supports account plans for retaining and growing revenue, including account research, relationship strategy, whitespace, objectives, and revenue targets.

Condition: Requires Account Manager.Upland Software documentation ↗

Overview

What Altify does

Altify provides account planning, opportunity management, relationship mapping, insight mapping, structured sales processes, and AI-assisted deal and account insights within Salesforce.

Account planning for retaining and growing revenue in key accounts.Opportunity planning with assessment, relationship maps, insight maps, process guidance, actions, competitive strategy, and deal coaching.Relationship mapping to identify key players, decision makers, influence, and stakeholder relationships.Insight mapping for customer goals, pressures, initiatives, obstacles, and solutions.Structured sales-process guidance and best-practice workflows.AI-assisted key-player identification, buying insights, deal summaries, account research, and deal-progression planning.Native Salesforce deployment; Altify-related data resides in the Salesforce org.

Buying context

Fit and constraints

Best for
Enterprise B2B revenue teams managing strategic accounts, complex buying groups, opportunity qualification, and account growth.
Relevant constraints
  • Requires Salesforce; the vendor states that its account-based selling software is Salesforce native.
  • Product access depends on licensed Altify modules and Salesforce permissions.
  • The application primarily accesses Salesforce standard objects and Altify custom objects; it cannot generally be configured to use unrelated custom objects.
  • Current public pricing and plan entitlements are not published.
  • Current availability of the historically announced 21-day Relationship Map trial is not established.
Evidence status
Vendor documented · checked 2026-09-12

Pricing

Plans and billing

Pricing has not been researched yet.

Public pricing was not found. Upland directs prospects toward demo or sales-assisted evaluation; current plan prices, currency, taxes, commitments, and minimums are not published.

Reviews

Buyer reviews

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Product references

We reviewed these official vendor documents. Product claims have not yet been independently tested.

  1. Default.aspx ↗investor.uplandsoftware.com/news/news-details/2023/Upland-Altify-Named-in-Landscape-Report-for-Account-Based-Selling-Technologies/default.aspxVendor documentation
  2. OpportunityManager UserGuide 9.7.pdf ↗help.uplandsoftware.com/altify/help/v9.7/PDFs/OpportunityManager_UserGuide_9.7.pdfVendor documentation
  3. Setup intro ↗help.uplandsoftware.com/altify/eLearningWinter20/v9.0/AM/Setup/setup-intro.htmVendor documentation
  4. Course ↗help.uplandsoftware.com/altify/eLearningSpring22/v9.9/AM/course.htmVendor documentation

Alternatives

Peers in this market

40
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