Your plan to make plan
Altify
The Account Planning AI Cloud
- Category Strategy
- Positioning
- Acquisition Narrative
- Story Design
- Brand Identity Update
- Website Migration & Optimization
Opportunity
Reclaim a category leader
After Upland acquired Altify, Customer Revenue Optimization was lost as part of Upland’s enterprise software suite. Altify became “Account Planning Software” marketed as “Selling Simplified,” and growth dropped from 12-15% to under 8%.
Recognizing the return-to-growth potential, Altify’s former leadership secured private equity from Gallant Capital Partners and reacquired the company.
Obstacle
Enterprise entanglement
Buried inside Upland’s enterprise system, Altify needed a new category position, acquisition narrative for investors and press, complete brand separation from Upland, and full website extraction—all within 90 days.
Solution
A new plan to make plan
A 90-day plan relaunched Altify as the Account Planning AI Cloud with “Your plan to make plan” at the heart of relationship growth. The legacy logo returned with renewed color on a facade homepage bridging the transition to rebuild Upland Altify’s 860-page website on a fast SEO performance framework, delivering top rankings and WYSIWYG editing.
Results
From buried to #1 in 90 days
- Website performance scores improved 86 → 99%, ranking #1 organically for “account planning software”
- Two at-risk customers renewed, one new logo added
- Website became a growth driver with top rankings for Account Planning thought leadership content
