# Altify

> Altify is an enterprise sales execution software company whose Salesforce-native applications turn account planning, opportunity qualification, relationship mapping and sales methodology into day-to-day workflow. Founded as The TAS Group in 2005, renamed Altify in 2016, acquired by Upland Software for $84 million in 2019 and returned to standalone ownership under Gallant Capital in 2025, the company now combines its long-running methodology with MaxAI coaching and implementation services for complex global revenue teams.

- **Founded:** 2005
- **Headquarters:** Los Angeles, United States
- **Founders:** Donal Daly (Founder and former CEO)
- **Team size:** Approximately 110 employees, based on supplied company data.
- **Products:** Altify Accounts, Altify Opportunities, Altify Insights, Altify Sales Process, TeamView
- **Notable:** Built a Salesforce-native account and opportunity planning franchise from The TAS Group's Target Account Selling heritage., Rebranded from The TAS Group to Altify in 2016., Acquired by Upland Software for $84 million in cash in 2019, when Upland reported approximately $24 million in annualized revenue from the business.

## Products & services

- **Altify Accounts** — Salesforce-native strategic account planning for customer objectives, whitespace, relationships and growth plans.
- **Altify Opportunities** — Opportunity qualification and execution tools that expose risks, buying criteria and next actions on complex deals.
- **Altify Insights** — Relationship and insight mapping to connect stakeholders, influence and customer business problems.
- **Altify Sales Process** — Configurable sales-process management aligned to customer buying cycles, with pipeline visibility and coaching cues.
- **TeamView** — A manager view of pipeline progress, risk, forecast signals and coaching priorities using live Salesforce data.
- **MaxAI** — Methodology-aware account research and sales coaching using live Altify and Salesforce context, including access through MCP-compatible AI assistants.
- **Enablement Services** — Methodology design, onboarding, certification, managed services and change-management support for enterprise rollouts.

## Achievements

- Built a Salesforce-native account and opportunity planning franchise from The TAS Group's Target Account Selling heritage.
- Rebranded from The TAS Group to Altify in 2016.
- Acquired by Upland Software for $84 million in cash in 2019, when Upland reported approximately $24 million in annualized revenue from the business.
- Returned to standalone ownership through Gallant Capital Partners in March 2025.
- Used by enterprise sales organizations whose public references include Salesforce, T-Mobile, AWS, GE HealthCare, Autodesk, Informatica, Datacom, BT and NEXTDC.
- Expanded its product into methodology-aware AI coaching and MCP access for AI assistants.

## Latest updates

- **2025-10** — Altify published new product and methodology resources, including competitive material for Altify Insights and MaxAI.
- **2025-09** — A new NEXTDC customer story described shared account and deal reviews and credited Altify in a record company deal.
- **2025-03** — Gallant Capital Partners acquired Altify from Upland and brought Patrick Morrissey and Anthony Reynolds back to lead the standalone business.

## Links

- Website: https://altify.com/
- LinkedIn: https://www.linkedin.com/company/altify/
- Twitter/X: https://x.com/altifyinc
- Facebook: https://www.facebook.com/Altify/

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Profile page: https://yespress.io/altify
Published by YesPress — https://yespress.io
Last updated: 2026-08-10