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What is Boxxstep?
The engagement platform tailored for buyers is essential for connecting sales teams with the various buying committees of their clients. Typically, purchasing decisions are made by a wide array of individuals from multiple departments within an organization, and this committee can often be more extensive than anticipated. Understanding, assisting, and extracting insights from these key stakeholders is crucial for influencing your present success and future opportunities. Are you familiar with the specific challenges and needs that your prospective clients encounter? What methods do you use to gather and systematically arrange this vital information? The decision-making process for your prospects can be complex and fraught with difficulties; what tactics can you employ to help them and reduce the likelihood of them choosing to remain inactive? Identifying the members of the buying committee is essential; knowing their roles, reporting lines, and the internal dynamics at play can significantly impact your approach. What are the priorities and concerns of these individuals? The group responsible for making purchase decisions generally consists of a variety of buyers, including executive, economic, technical, and user buyers, each bringing their distinct viewpoints and priorities to the table. By acknowledging the significance of these varied roles, you can more effectively customize your strategies to address their collective requirements, which is vital for fostering successful engagement. Ultimately, understanding these dynamics will empower you to facilitate smoother interactions and drive more effective decision-making.
What is Upland Altify?
Upland Altify focuses on boosting business revenue by refining customer interactions, which ultimately propels growth. Their methodology, termed Customer Revenue Optimization (CRO), equips sales teams to seize crucial opportunities, enhance revenue within key accounts, and improve sales execution through better collaboration across the entire revenue team. Widely adopted by numerous sales professionals, leaders, and executives, Altify’s CRO applications integrate seamlessly with the Salesforce platform, facilitating ongoing optimization of customer revenue and sales success. The ALTIFY SALES PROCESS MANAGER provides a well-structured and proven sales framework that increases the likelihood of achieving successful outcomes for all parties involved. This tool is customized to meet unique business requirements and relies on effective industry templates, offering a visual representation of the sales process along with vital content and resources that support sales personnel in progressing opportunities through the sales pipeline. Furthermore, by implementing these tools, organizations can cultivate a culture of continuous enhancement in their sales strategies, which contributes to greater competitiveness in the market while ensuring that sales teams are equipped with the necessary skills and insights to thrive.
Integrations Supported
Salesforce
AccuRoute
LinkedIn
LinkedIn Sales Navigator
Microsoft Dynamics 365
Quip
Upland Intelligent Capture
ZoneBilling
Integrations Supported
Salesforce
AccuRoute
LinkedIn
LinkedIn Sales Navigator
Microsoft Dynamics 365
Quip
Upland Intelligent Capture
ZoneBilling
API Availability
Has API
API Availability
Has API
Pricing Information
$126 per user per year
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Boxxstep
Date Founded
2016
Company Location
United Kingdom
Company Website
www.boxxstep.com
Company Facts
Organization Name
Upland Software
Date Founded
2010
Company Location
United States
Company Website
www.altify.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Categories and Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Coaching
Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management