Upland Altify Delivers AI-Powered Sales Productivity Solutions for Smarter Account Planning and Deal Management

Upland Software, Inc. (Nasdaq: UPLD), a leader in AI-enabled cloud software for digital transformation, today announced that Upland Altify is now powered by Altify MaxAI, taking sales productivity to the next level with its innovative account planning and deal management software. As a trusted leader in the industry, Altify is dedicated to streamlining even the most complex sales processes, helping sales professionals boost efficiency and maximize their performance with AI-enhanced solutions.

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Upland Altify MaxAI (Graphic: Business Wire)

"At Upland Altify, we’re committed to simplifying complex sales for B2B organizations by streamlining best practices in account planning and deal management,” said Toby Hottovy, Senior Vice President and General Manager of Sales Effectiveness solutions at Upland Software. "Altify MaxAI-powered solutions help automate time-consuming tasks, giving sellers valuable insights that drive success—allowing them to focus more on building relationships with prospects and customers, while driving revenue growth.”

Building on Altify’s robust foundation, Altify MaxAI brings cutting-edge AI capabilities to empower sales professionals, enabling them to maximize their potential and significantly elevate sales productivity. New Altify MaxAI capabilities include the following:

• Identifying Key Players: Automatically fill gaps in contact and persona data, empowering sellers to drive more strategic activities.
• Uncover Critical Buying Insights: Automate suggestions for account goals, pressures, initiatives, and obstacles on insight maps to uncover key buyer motivations.
• Actionable Deal Summaries: Convert deal signals into actionable insights, to give sellers a winning edge.
• Strategic Planning for Account Growth: Automate account research to develop winning account strategies that drive success.
• Strategic Planning for Deal Progression: Streamline strategic deal planning with automated competitive research for faster, more efficient wins.

"Altify MaxAI is a game-changer for sales organizations,” said Richard Scheig, Chief Revenue Officer at MeridianLink. "By harnessing AI-driven insights, sellers can now prioritize top accounts and identify new growth opportunities quickly. Altify MaxAI can give sales teams a strategic advantage, allowing them to make data-backed decisions and focus efforts on the deals with the highest potential impact.”

Building on Altify’s 20+ years of account planning expertise, Altify MaxAI expands on the legacy of Max Insights, Altify’s pioneering ‘Augmented Intelligence’ engine that launched almost a decade ago. Using CRM data, Max Insights utilized a library of pre-delivered rules to identify key signals and actionable insights across Accounts and Opportunities. Now, with Generative AI, Altify MaxAI will bring even greater intelligence and advanced capabilities to Altify customers.

Learn more about Altify MaxAI here.

About Upland Software

Upland Software Inc. enables global businesses to work smarter with over 25 proven enterprise cloud software products that increase revenue, reduce costs, and deliver immediate value. Our solutions offer many integrated AI capabilities and cover digital marketing, knowledge management, contact center service, sales productivity, content lifecycle automation, and more. Upland's powerful cloud products are trusted by more than 10,000 global customers. Learn how Upland helps businesses achieve outcomes that matter at www.uplandsoftware.com.

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