The Account Planning AI Cloud.

Altify solutions are all 100% native Salesforce applications. We provide all the benefits of the considerable investments made by Salesforce in infrastructure, data management, controls, security, dependability and certifications.

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In the ever-evolving landscape of sales and customer success, staying ahead of the competition requires the adoption of innovative tools and methodologies.

Enter Altify and ChatGPT, two powerful technologies that, when combined, offer a synergistic approach to revolutionizing sales processes and enhancing customer engagement.

Altify and ChatGPT can empower sellers and customer success teams by streamlining research on personas and industries, optimizing discovery and qualification, mastering sales methodologies, harnessing competitive intelligence, and facilitating effective summarization of calls and actions.

• In this article, we explore 5 Ways to use ChatGPT with Altify for high value insights.



• In this article, we explore 4 ways NLP AI and Sales Methodology will join forces.

As Altify solutions are 100% Salesforce native applications, this means that with the announcement of Sales GPT by Salesforce, and as a Crest Partner, we will have early access to generative AI features and capabilities from Salesforce.

With Salesforce Sales GPT, powered by Einstein GPT, customers will be able to harness the combined power of generative AI, Salesforce and Altify and embark on an entirely new journey of delivering value across your revenue team and to your customers.

*Upland Software, Inc. is not affiliated with, sponsored by, endorsed by or otherwise supported by OpenAI.

Altify solutions are 100% Salesforce native applications, so any data integrated with Salesforce can be configured to display and used within Altify solutions.

For example, if contact data is enriched in Salesforce through a customer data platform (CDP), those custom fields can be displayed in a relationship map and the values associated with each contact can be displayed, and used in filters and reports.

If using a system to track transactional or relationship-based Net Promoter Score®, field values that are captured at the contact level, the data can be displayed in a relationship map, and used in filters and reports.

Anything that integrates with Salesforce or where data can be imported into contact or account objects can be used in various Altify components.

Einstein, Tableau, and other BI software tools

We provide both managed and unmanaged Salesforce packages that provide multiple standard reports and dashboards to support business administrators, and the revenue team, plus custom reporting capabilities and point-of-view reporting documentation for Einstein, Tableau, and other BI software tools.

Slack

Teams can collaborate in real-time (or asynchronously) to refine account plans by sending messages between Slack and Altify. All critical insight and feedback sent from Slack can be captured in Altify for future reference. More Info

Google Docs

Customers can configure Google Docs to automatically pull in relevant details from their linked opportunities and account plans in Altify (in real-time or asynchronously). This enables revenue teams to collaborate in real-time or asynchronously using all the collaboration capabilities Google Docs supports. More Info