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

Automated B2B sales reference recommendations directly in Salesforce.

No Ratings
$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.

Compatibility

Salesforce Editions
Enterprise

App Details

Version
Upland Sales Reference Manager/Summer 21 1.1.1
Listed On
09/29/2021
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 3
Custom Apps: 2
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.1
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/07/2021

Additional Details

Sales Reference Manager is the only Salesforce native reference software built by sales experts for B2B sellers. The software removes the complexity of traditional reference and advocacy programs by putting relationship owners in control. Sales Reference Manager adds targeted reference account suggestions directly to Salesforce opportunity records and routes new reference requests to the relationship owners who know their accounts best for approval. With the software’s familiar Salesforce interface, practically overnight, sellers can go from overusing back pocket references to diving into an organization-wide pool of relevant reference accounts to close deals faster and increase win rates. Sales Reference Manager is brought to you by Upland Altify. For over 15 years, Upland Altify has enabled B2B sales teams to grow revenue in key accounts and win the deals that matter. By combining innovative technology with expert strategy and methodology for account planning, opportunity management, reference management, and sales processes, Altify aligns revenue teams to deliver value with every customer interaction, improve sales velocity, and drive account success.

Need help?

Altify, LLC

Contact the Upland Altify Sales Reference Manager team for further support and SLA information.

Support Phone1-833-UPLAND-1 (875-2631)
Other ResourcesEmailTerms & Conditions