• October 27, 2021

Upland Launches Altify Sales Reference Manager

Upland Software has released Altify Sales Reference Manager, a reference application built natively on the Salesforce platform and available through the Salesforce AppExchange.

With Sales Reference Manager, Upland users can widen their pool of relevant reference accounts directly within Salesforce.

"To close deals, revenue teams and Upland customers need access to contacts who are willing to join live peer-to-peer reference calls. But finding the right contact, especially on a tight deadline, is a recurring challenge in traditional selling processes," said Patrick Morrissey, senior vice president and general manager of enterprise sales and marketing solutions at Upland, in a statement. "Sales Reference Manager reduces the bottleneck facing B2B revenue teams, placing control in the hands of the actual relationship holders and doing so natively within Salesforce."

Sales Reference Manager provides targeted reference account suggestions directly in Salesforce opportunity records, routes new reference requests to relationship owners, and matches Salesforce opportunities with reference accounts first and contacts second.

"Altify Sales Reference Manager is a welcome addition to AppExchange, as they power digital transformation for customers by providing a reliable and turnkey sales reference solution," said Woodson Martin, general manager of Salesforce AppExchange, in a statement. "AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs."

CRM Covers
for qualified subscribers
Subscribe Now Current Issue Past Issues
Buyer's Guide Companies Mentioned