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Altify Sales Reference Manager | 100% Native B2B Customer Reference Management

Automated B2B sales reference recommendations directly in Salesforce.

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$15   USD/user/month
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Business Need
Sales Intelligence

Sales Reference Manager adds relevant reference suggestions to Opportunity records and routes reference requests directly to relationship owners for approval. Stop overusing back pocket references and win more with a company-wide sales reference pool.

Highlights

Stop wasting time hunting for customers to join peer-to-peer sales reference calls. Always have relevant sales reference accounts to pick from — recommended directly on Salesforce Opportunity records.

Start fast and grow your customer reference pool rapidly. Get going on day one with familiar, native Salesforce controls — without the burden or complexity of launching a traditional reference program.

Automatic workflows route new reference requests to relationship owners and highlight the statuses of pending requests. Relationship owners approve requests, maintaining control of their accounts.

Provider Details

Pricing Details

Upland Altify Sales Reference Manager is a Salesforce native application available for an annual subscription fee. 

Default Plan

$15 USD/user/month

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