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What is Pathlight?

By following a few straightforward steps, you can empower numerous team members to quicken their progress and meet their goals. Our platform seamlessly connects with various applications like Salesforce, Zendesk, Outreach, Stella Connect, and several others. Take advantage of a diverse selection of templates or create personalized objectives using Pathlight's advanced metric creation workflows. With Pathlight’s intuitive organizational chart, setting up your goals can be accomplished in mere minutes. This ensures that all employees, regardless of their location, are working with the same set of information. With just one click, you can acknowledge your team's accomplishments or provide targeted coaching to specific individuals. Every message includes performance data automatically, simplifying communication. If you observe that a team member is facing challenges, our collection of over 20 customizable coaching templates allows you to offer the right assistance efficiently. Additionally, our pre-designed agenda templates can greatly enhance the productivity of your 1:1 meetings, making sure that every conversation is goal-oriented. This strategy not only elevates performance but also nurtures a culture of ongoing improvement within your team, reinforcing the value of collaboration and support. Ultimately, by fostering an environment where everyone can thrive, you create a more engaged and motivated workforce.

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.

Media

Media

Integrations Supported

Salesforce
AccuRoute
Google Workspace
LinkedIn
LinkedIn Sales Navigator
Outreach
Quip
Stella Connect
Upland Intelligent Capture
Zendesk
ZoneBilling

Integrations Supported

Salesforce
AccuRoute
Google Workspace
LinkedIn
LinkedIn Sales Navigator
Outreach
Quip
Stella Connect
Upland Intelligent Capture
Zendesk
ZoneBilling

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Pathlight

Date Founded

2017

Company Location

United States

Company Website

www.pathlight.com/product/how-it-works

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

www.altify.com

Categories and Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

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

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

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

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