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Upland Releases Altify Sales Reference Manager on Salesforce AppExchange

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Upland Software has released Altify Sales Reference Manager, an application built on the Salesforce platform specifically for B2B sellers. Upland customers can greatly increase the pool of relevant references within Salesforce as a result of Sales Reference Manager, resulting in an increase in deal velocity and win rates.

Patrick Morrissey, SVP and General Manager for Enterprise Sales and Marketing Solutions at Upland, said, “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. 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.”

By providing targeted reference account suggestions directly in Salesforce opportunity records, the Sales Reference Manager eliminates the need for sellers to hunt for contact information. Reference requests are then routed to the relationship owners who know their accounts best for approval. With Upland’s newest addition, Salesforce opportunities are also matched first with reference accounts and then with contacts. Accounts remain referenceable even if individual contacts change roles or companies.

Woodson Martin, GM of Salesforce AppExchange, said, “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. AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”

A new product, Altify Sales Reference Manager, joins Upland’s suite of Salesforce-centric products, including Altify Opportunity Manager, Altify Account Manager, Altify Sales Process Manager, and Altify Relationship Maps.


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