Altify
Altify is a sales account management software that helps revenue teams visualize complex accounts, map key stakeholders, and execute strategic opportunity plans directly within your Salesforce CRM environment.
Upland Qvidian
Upland Qvidian is a cloud-based proposal management software that automates the creation of sales documents, RFP responses, and professional presentations to help your sales teams win more high-value deals.
Quick Comparison
| Feature | Altify | Upland Qvidian |
|---|---|---|
| Website | altify.com | uplandsoftware.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2005 | 1977 |
| Headquarters | Dublin, Ireland | Austin, USA |
Overview
Altify
Altify helps you master complex B2B selling by turning tribal knowledge into visual, actionable strategy. You can build detailed account maps to identify key decision-makers and blockers, ensuring you never get blindsided by hidden stakeholders. The platform guides your team through proven sales methodologies, helping you qualify opportunities more accurately and focus your energy on the deals you are most likely to win.
You can manage your entire sales ecosystem without leaving Salesforce, as the software integrates natively to keep your data clean and centralized. It solves the problem of disconnected sales teams by providing a shared language and visual framework for account planning. Whether you are navigating a global enterprise account or a high-velocity opportunity, you get the insights needed to increase win rates and grow deal sizes.
Upland Qvidian
Upland Qvidian helps you eliminate the manual grind of responding to RFPs and creating sales proposals. By centralizing your best, most up-to-date content in a single library, you can quickly pull verified answers into documents without hunting through old emails or spreadsheets. You can automate the formatting of complex documents to ensure every bid looks professional and stays on-brand.
The platform is designed for mid-market and enterprise organizations with complex sales cycles and high security requirements. It allows your sales and proposal teams to collaborate in real-time, track the progress of various bids, and use analytics to see which content actually wins deals. By streamlining these workflows, you can submit more accurate proposals in less time and focus on closing sales.
Overview
Altify Features
- Relationship Maps Visualize the political landscape of your accounts to identify key supporters, blockers, and decision-makers in every deal.
- Opportunity Management Apply proven sales methodologies to qualify deals and create a clear path to closure with automated guided selling.
- Account Planning Build long-term strategic plans for your most important customers to identify white space and expansion opportunities.
- Sales Process Automation Standardize your winning behaviors across the entire team with built-in playbooks that guide reps through every stage.
- Insight Maps Connect your solutions to specific customer business problems to ensure your value proposition resonates with executive buyers.
- Native Salesforce Integration Work entirely within your existing CRM to ensure high adoption rates and maintain a single source of truth.
Upland Qvidian Features
- Centralized Content Library. Store and organize your pre-approved RFP answers and proposal snippets in one searchable location for instant access.
- Automated Document Creation. Generate polished proposals and RFP responses automatically using your pre-defined templates and branding guidelines.
- Microsoft Office Integration. Work directly within Word and Excel to pull in library content without ever leaving your familiar document environment.
- Step-by-Step Workflows. Assign tasks to subject matter experts and track the status of every proposal section through a visual dashboard.
- Content Analytics. Identify your most effective content and track which responses lead to wins with built-in reporting tools.
- Compliance Tracking. Ensure every document meets legal and brand standards with automated expiration dates and review cycles for your content.
Pricing Comparison
Altify Pricing
Upland Qvidian Pricing
Pros & Cons
Altify
Pros
- Excellent visualization of complex stakeholder relationships
- Native Salesforce integration keeps workflows centralized
- Provides a structured framework for strategic account planning
- Helps identify gaps in deal qualification early
- Improves collaboration between sales and leadership teams
Cons
- Requires significant manual data entry for accuracy
- Learning curve for teams new to sales methodology
- Mobile experience is less intuitive than desktop
- Can feel overwhelming for simple, transactional sales
Upland Qvidian
Pros
- Powerful integration with Microsoft Word and Excel
- Robust content library with advanced search filters
- Significantly reduces time spent on RFP responses
- Excellent for maintaining brand consistency across teams
- Strong security features suitable for enterprise needs
Cons
- Significant learning curve for new administrators
- Initial library setup requires substantial time investment
- Interface can feel dated compared to newer tools