Xactly Integrations

Leverage near real-time reporting on pay and performance and AI to empower a consistent health check on your sales organization. From the outset see a clear, high-level snapshot of team performance. Leverage AI/ML-based indicators to help determine areas of concern. Xactly's Rep Attrition algorithm helps managers proactively stem attrition before it happens. Xactly Insights is the only SPM solution to offer real-time dynamic performance indicators based on real pay and performance data from a number of industries. Sales, sales operations, and finance teams can all leverage this data to make accurate and timely business decisions. Leverage AI/ML to predict sales rep attrition and proactively take measures to address before it happens. Compare plan design and performance against industry peers with advanced filter settings that allow customers to slice and dice sales and business data to configure advanced metrics and reports that support a wide array of sales performance business needs.

Drive higher revenue and lower the cost of sales with a purpose-built solution that automates and optimizes territory design and planning. Visualize customer and prospect potential in order to place sales reps in the locations with the highest concentration of potential. Spatial analysis capability assists companies in identifying new sales opportunities. Easily upload and combine third party data to uncover “whitespace opportunities”. The built-in analytics engine automatically creates balanced and fair territories based on your parameters. Automate territory alignment and apply advanced market analytics with the optimizer feature. Use streamlined sales territory management to process data from up to 10 different data sources at once, including spreadsheets and ODBC databases. Xactly Territories makes it easy to quickly create and adjust territories.

Leverage AI/ML to optimize sales pipeline, improve sales & commission earnings forecast accuracy, and hit sales targets every time. Use data-driven insights and visual dashboards to better assess pipeline health, get deeper visibility into pipeline activities & trends, and prioritize high-potential opportunities. Eliminate guesswork for reps with a digital rep assistant that auto-captures relevant opportunity data, maintains CRM hygiene, and guides reps on deals. Leverage machine learning to create accurate multi-level forecasts, improve revenue predictability, and streamline pipeline forecast management. Keep the pipeline clean with smart data capture and by automatically enforcing desired sales behaviors across all the sales org with alerts & next best actions that guide the reps.

With an intuitive and user-friendly interface, Xactly Objectives increases employee engagement and inspires performance by giving them more involvement and visibility into their goals. With automated processes, Xactly Objectives lowers time spent on processes from weeks to just a few hours. Likewise, scoring performance takes just minutes for managers and employees. With clearly defined, measurable, and agreed-upon goals, Xactly Objectives increases alignment between employees and managers. Using manager and rep projected payouts, administrators can give finance faster estimates on expected payouts, speeding and increasing accuracy of accruals. Reduce the time spent on MBO and employee performance management. With automated processes, quickly and easily deploy MBO plans. Customize your plan’s content based on your organization’s specific needs, and score performance in just minutes.

Xactly Plan helps organizations orchestrate GTM planning through leading prepackaged functionality that are adaptable to maximize coverage without compromising effectiveness, testing potential adjustments, and continuously monitor performance to keep your revenue engine humming. Xactly’s Intelligent Revenue platform delivers predictable, profitable, and resilient revenue by breaking down the silos across your go-to-market teams to support planning, performance, and prediction. Provide the agility to manage personnel and territory changes, and maintain transparency of quotas, incentives, and goals within a centralized solution, translating sales plans into revenue growth. Keep your teams focused on the right deals, and help them unlock their earning potential.

Xactly Incent is a robust sales performance management solution designed to help enterprises drive agent performance, take control, and embrace mobility. Xactly Incent comes with a powerful incentive compensation engine that supports businesses in adapting to changing market conditions. The software also offers simple reporting tools and dashboards that give real-time visibility into rep performance, analytics and modeling tools for evaluating incentive compensation programs, and Xactly Incent iOS and Android mobile apps for accessing information on the go.