{"id":1981,"date":"2021-10-28T18:21:10","date_gmt":"2021-10-28T18:21:10","guid":{"rendered":"https:\/\/solutionsreview.com\/marketing-automation\/?p=1981"},"modified":"2021-10-28T18:22:42","modified_gmt":"2021-10-28T18:22:42","slug":"upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals","status":"publish","type":"post","link":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/","title":{"rendered":"Upland Launches Sales Reference Manager to Help B2B Teams Win Deals"},"content":{"rendered":"<div id=\"attachment_1982\" style=\"width: 810px\" class=\"wp-caption alignleft\"><a href=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-1982\" class=\"size-full wp-image-1982\" src=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg\" alt=\"Upland Sales Reference Manager\" width=\"800\" height=\"400\" srcset=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg 800w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo-300x150.jpg 300w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo-768x384.jpg 768w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo-540x270.jpg 540w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo-162x81.jpg 162w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo-360x180.jpg 360w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><p id=\"caption-attachment-1982\" class=\"wp-caption-text\"><em>Source: Upland<\/em><\/p><\/div>\n<p style=\"text-align: justify\">Upland Software <a href=\"https:\/\/uplandsoftware.com\/resources\/news\/upland-launches-sales-reference-manager-on-appexchange\/\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\">has announced<\/a> the launch of Altify Sales Reference Manager, a reference application built natively on the Salesforce platform. The new platform is designed to help B2B sellers widen their pool of reference accounts within Salesforce, increase deal velocity, and maximize win rates. The Altify Sales Reference Manager platform is available now on the Salesforce AppExchange.<\/p>\n<p style=\"text-align: justify\"><span style=\"font-weight: 400\"><div class=\"box box3\">Our<\/span><a href=\"https:\/\/solutionsreview.com\/marketing-automation\/marketing-automation-buyers-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <i><span style=\"font-weight: 400\">Free Marketing Automation Buyer&#8217;s Guide<\/span><\/i><\/a><span style=\"font-weight: 400\"> helps you evaluate the best solution for your use case and features profiles of the leading providers, as well as a category overview of the marketplace.<\/div><\/span><\/p>\n<p style=\"text-align: justify\">Upland Software helps global companies accelerate their digital transformation initiatives by providing them with a library of cloud-based software. Its Altify solution is an account planning software for sales optimization that offers users relationship maps, account management, opportunity management, sales process management, and sales reference management functionalities. Companies can use these tools to optimize enterprise sales cycles, generate insights, align teams, and empower sales performances with end-to-end guided selling features.<\/p>\n<p style=\"text-align: justify\">The Upland Altify Sales Reference Manager will provide customers with targeted reference account suggestions sent directly to Salesforce&#8217;s opportunity records. This functionality will save sales teams time and automatically route new reference requests to relationship owners for approval. The Sales Reference Manager will also match Salesforce opportunities with reference accounts and contacts to ensure they stay referenceable, even if contacts change roles or companies.<\/p>\n<p style=\"text-align: justify\">Patrick Morrissey, the SVP and General Manager for Enterprise Sales and Marketing Solutions at Upland, says, &#8220;To close deals, revenue teams and Upland customers need access to contacts who are willing to join live peer-to-peer reference calls. But finding the right contact, especially on a tight deadline, is a recurring challenge in traditional selling processes. Sales Reference Manager reduces the bottleneck facing B2B revenue teams, placing control in the hands of the actual relationship holders and doing so natively within Salesforce.&#8221;<\/p>\n<p style=\"text-align: justify\">Learn more <a href=\"https:\/\/uplandsoftware.com\/\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\">about Upland Software.<\/a><\/p>\n<hr \/>\n<p style=\"text-align: justify\"><span style=\"font-weight: 400\"><div class=\"widget\"><div class=\"aside-card\">\t\t\t<div class=\"textwidget\"><p><a class=\"speedbump-3\" href=\"https:\/\/solutionsreview.com\/marketing-automation\/marketing-automation-buyers-guide\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-1682\" title=\"Marketing Automation Buyer's Guide\" src=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2019\/02\/marketing-automation-bg-speedbump.jpg\" width=\"800\" height=\"225\" \/><\/a><\/p>\n<\/div>\n\t\t<\/div><\/div><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Upland Software has announced the launch of Altify Sales Reference Manager, a reference application built natively on the Salesforce platform. The new platform is designed to help B2B sellers widen their pool of reference accounts within Salesforce, increase deal velocity, and maximize win rates. The Altify Sales Reference Manager platform is available now on the [&hellip;]<\/p>\n","protected":false},"author":57,"featured_media":1982,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[4],"tags":[1398,1399,49,1401,1400,199],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Upland Launches Sales Reference Manager to Help B2B Teams Win Deals<\/title>\n<meta name=\"description\" content=\"Upland has announced the launch of Altify Sales Reference Manager, a new reference application built natively on the Salesforce platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"William Jepma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/\",\"name\":\"Upland Launches Sales Reference Manager to Help B2B Teams Win Deals\",\"isPartOf\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg\",\"datePublished\":\"2021-10-28T18:21:10+00:00\",\"dateModified\":\"2021-10-28T18:22:42+00:00\",\"author\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976\"},\"description\":\"Upland has announced the launch of Altify Sales Reference Manager, a new reference application built natively on the Salesforce platform.\",\"breadcrumb\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#primaryimage\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg\",\"contentUrl\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg\",\"width\":800,\"height\":400,\"caption\":\"Source: Upland\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/solutionsreview.com\/marketing-automation\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Upland Launches Sales Reference Manager to Help B2B Teams Win Deals\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#website\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/\",\"name\":\"Best Marketing Automation Software, Tools, Vendors &amp; Solutions\",\"description\":\"Marketing Automation News, Best Practices and Buyer&#039;s Guides\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/solutionsreview.com\/marketing-automation\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976\",\"name\":\"William Jepma\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/08\/William_Jepma_600.jpg\",\"contentUrl\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/08\/William_Jepma_600.jpg\",\"caption\":\"William Jepma\"},\"description\":\"William Jepma is an editor, writer, and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Business Process Management (BPM), Marketing Automation, and other WorkTech categories. You can connect with him on LinkedIn or reach him via email at wjepma@solutionsreview.com.\",\"sameAs\":[\"https:\/\/solutionsreview.com\/\",\"https:\/\/www.linkedin.com\/in\/william-jepma\/\",\"https:\/\/x.com\/WorktechReview\"],\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/author\/wjepma\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Upland Launches Sales Reference Manager to Help B2B Teams Win Deals","description":"Upland has announced the launch of Altify Sales Reference Manager, a new reference application built natively on the Salesforce platform.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/","twitter_misc":{"Written by":"William Jepma","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/","url":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/","name":"Upland Launches Sales Reference Manager to Help B2B Teams Win Deals","isPartOf":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/#website"},"primaryImageOfPage":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#primaryimage"},"image":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#primaryimage"},"thumbnailUrl":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg","datePublished":"2021-10-28T18:21:10+00:00","dateModified":"2021-10-28T18:22:42+00:00","author":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976"},"description":"Upland has announced the launch of Altify Sales Reference Manager, a new reference application built natively on the Salesforce platform.","breadcrumb":{"@id":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#primaryimage","url":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg","contentUrl":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2021\/10\/Upland-logo.jpg","width":800,"height":400,"caption":"Source: Upland"},{"@type":"BreadcrumbList","@id":"https:\/\/solutionsreview.com\/marketing-automation\/upland-launches-sales-reference-manager-to-help-b2b-teams-win-deals\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/solutionsreview.com\/marketing-automation\/"},{"@type":"ListItem","position":2,"name":"Upland Launches Sales Reference Manager to Help B2B Teams Win Deals"}]},{"@type":"WebSite","@id":"https:\/\/solutionsreview.com\/marketing-automation\/#website","url":"https:\/\/solutionsreview.com\/marketing-automation\/","name":"Best Marketing Automation Software, Tools, Vendors &amp; Solutions","description":"Marketing Automation News, Best Practices and Buyer&#039;s Guides","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/solutionsreview.com\/marketing-automation\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/b7f0c44f1344c174fcf3ca4d617e9976","name":"William Jepma","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/image\/","url":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/08\/William_Jepma_600.jpg","contentUrl":"https:\/\/solutionsreview.com\/marketing-automation\/files\/2023\/08\/William_Jepma_600.jpg","caption":"William Jepma"},"description":"William Jepma is an editor, writer, and analyst at Solutions Review who aims to keep readers across industries informed and excited about the newest developments in Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Business Process Management (BPM), Marketing Automation, and other WorkTech categories. You can connect with him on LinkedIn or reach him via email at wjepma@solutionsreview.com.","sameAs":["https:\/\/solutionsreview.com\/","https:\/\/www.linkedin.com\/in\/william-jepma\/","https:\/\/x.com\/WorktechReview"],"url":"https:\/\/solutionsreview.com\/marketing-automation\/author\/wjepma\/"}]}},"_links":{"self":[{"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/posts\/1981"}],"collection":[{"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/users\/57"}],"replies":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/comments?post=1981"}],"version-history":[{"count":0,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/posts\/1981\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/media\/1982"}],"wp:attachment":[{"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/media?parent=1981"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/categories?post=1981"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/solutionsreview.com\/marketing-automation\/wp-json\/wp\/v2\/tags?post=1981"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}