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features
design
support

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Write a Review

Description

Upland Altify stands as a leader in revenue optimization, dedicated to empowering businesses to extract maximum value from every customer interaction to enhance their revenue streams. The concept of Customer Revenue Optimization (CRO) is pivotal in equipping sales teams to secure critical opportunities, expand revenue within their primary accounts, and refine sales execution by synchronizing the broader revenue team. Altify's CRO applications, seamlessly integrated into the Salesforce platform, assist countless sales professionals, leaders, and executives in achieving ongoing optimization of customer revenue and sustained sales achievements. The ALTIFY SALES PROCESS MANAGER is designed to direct sellers through a systematic and validated sales approach, enhancing their chances of achieving favorable results for both themselves and their clients. Utilizing established industry templates tailored to fit your organization, the Sales Process Manager visually outlines your sales workflow, providing essential links to the appropriate content and tools necessary for your sales team to effectively navigate opportunities through the sales funnel, ensuring a streamlined and effective sales experience. By implementing these strategies, companies not only maximize their sales potential but also foster lasting relationships with their customers.

Description

Boost your revenue, cultivate customer relationships, and evaluate your performance with our award-winning CRM solution. webCRM is designed to assist your sales team with essential tasks by keeping a comprehensive record of daily activities, ensuring follow-ups are remembered, and efficiently generating call lists or targeted email campaigns. These capabilities are just a glimpse of the extensive features that grant you and your team additional time to focus on your customers. Sales representatives can now easily recall all necessary follow-ups, as the task management feature on the homepage consolidates daily to-dos. You can analyze data and create instant reports for your sales meetings, or utilize the analysis tool to tailor your email broadcasts effectively. Eliminate redundant tasks for both your sales and accounting teams, while seamlessly synchronizing data from your current ERP system with webCRM. The success of any new system hinges on its adoption, and webCRM is crafted by seasoned sales professionals who understand the needs of your team. With its user-friendly interface and robust functionalities, webCRM empowers your sales force to achieve their goals more efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccuRoute Yes 
Blotout No 
Contractbook No 
Desktop.com No 
GetAccept No 
Hootsuite No 
Leadfeeder No 
LinkedIn Yes 
LinkedIn Sales Navigator Yes 
Mailjet No 
Meltano No 
Microsoft Outlook No 
Tripletex No 
Upland Intelligent Capture Yes 
WatcherMe No 
Wildix No 
Xinix No 
Zapier No 
ZoneBilling Yes 
Zynk No 

Integrations

AccuRoute No 
Blotout Yes 
Contractbook Yes 
Desktop.com Yes 
GetAccept Yes 
Hootsuite Yes 
Leadfeeder Yes 
LinkedIn No 
LinkedIn Sales Navigator No 
Mailjet Yes 
Meltano Yes 
Microsoft Outlook Yes 
Tripletex Yes 
Upland Intelligent Capture No 
WatcherMe Yes 
Wildix Yes 
Xinix Yes 
Zapier Yes 
ZoneBilling No 
Zynk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$23.00/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

www.altify.com

Vendor Details

Company Name

webCRM

Founded

2003

Country

Denmark

Website

www.webcrm.com

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring Yes 
Call Recording No 
Gamification No 
Goal Setting / Tracking Yes 
Learning Plans Yes 
Onboarding Yes 
Performance Metrics Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates No 
Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management Yes 
Lead Management No 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics No 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

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