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Upland Altify Named in Forrester’s New Tech Report

Upland Software, Inc. has been named in Forrester’s New Tech: Account-Based Sales Technologies, Q1 2022 report. This report provides an overview of account-based selling technologies.

Upland Altify’s strategic account planning software was one of 19 vendors included in the report. Additionally, it was only one of seven late-stage technology providers acknowledged in the report.

“We’re proud to be recognized by Forrester among solutions that help enterprises find the white space and unlock new pipeline to grow business in their strategic accounts.”

“We’re proud to be recognized by Forrester among solutions that help enterprises find the white space and unlock new pipeline to grow business in their strategic accounts.”

“As a leader in the account planning technology space for over 15 years, we have partnered with global enterprises such as Salesforce, Lumen, UnitedHealth Group, and many others to enable the skillset, mindset, and toolset for account-based selling in their organizations,” said Patrick Morrissey, SVP and GM at Upland.

The vendors on the report were evaluated based on the following criteria –
  • Top ranked competitors
  • Company tenure
  • Full-time employees

Forrester then scored vendors these criteria using progressive point values across maturity stages and divided them into three final groups of Late-Stage, Growth-Stage, and Early-Stage vendors.

Altify delivers account planning software in Salesforce. It combines innovative technology with strategy and methodology. It identifies white space, helps reveal complex relationships, defines repeatable sales processes, supports opportunity planning efforts, and coordinates collaboration across sales, marketing, customer success and the extended revenue team to make it easier to identify, win, and retain business.

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