Xactly Sales Planning Overview

This is a summary of the comprehensive capabilities and benefits of Xactly Sales Planning based on over 1038 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Xactly Sales Planning, Saleshood, LevelJump, Allego, MindTickle, etc., all belong to a category of solutions that help Sales Training and Onboarding. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Xactly Sales Planning is right for your needs? Our Cuspera AI engine can evaluate how Xactly Sales Planning fits your specific business needs, industry, and context. Get your personalized assessment report today.

Xactly Sales Planning supports business activities such as:

  • Forecasting
  • Performance Management
  • Engagement Management
  • Competitive Intelligence
  • Lead Analytics

Xactly Sales Planning can help you with many business goals, such as Increase Sales & Revenue, Scale Best Practices, Improve Efficiency, Shorten Ramp Up Time, Acquire Customers, etc. It can help manage these activities if you use User Generated Content and Blogs for these needs. As a solution, Xactly Sales Planning's capabilities include Templates, Feedback Surveys, Calculator, etc.

Xactly Sales Planning was founded in 2005. Information Technology and Services Vertical is its biggest customer base.

Reviews

"It's more than calculating commissions...it's inspiring a sales force to be the best they can be. We use Xactly to inspire performance. " - Justin Ritchie

Cuspera Reviews

12 buyers and buying teams have used Cuspera to assess how well Xactly Sales Planning solved their Sales Training and Onboarding needs. Cuspera uses 1038 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Training and Onboarding needs.

Business Priorities

Increase Sales & Revenue and Scale Best Practices are the most popular business priorities peers achieved using Xactly Sales Planning.

Other priorities:

  • Improve Efficiency
  • Shorten Ramp Up Time
  • Acquire Customers
  • Enter New Markets Internationally Or Locally
  • Enhance Customer Relationships
  • Grow Market Share
  • Improve ROI
  • Increase Customer Life Time Value
  • Improve Consistency
  • Improve Visibility
  • Improve Internal Communications
See all business priorities See less business priorities

Use Cases

Peers recommend Forecasting , Performance Management , Engagement Management , as the business use cases that they have been most satisfied while using Xactly Sales Planning.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Forecasting with User Generated Content and Blogs

4.85/5 ★

Read Reviews (77)

"...Subscribe to our blog Stay up to date with the latest sales, forecasting, and planning tips, best practices, and more. ..." How to Use Capacity Planning to Increase Sales
Performance Management

4.90/5 ★

Read Reviews (36)

"...This data includes your sales performance management strategies and results...." 3 Simple Steps to Boost Your Continuous Sales Planning Game
Engagement Management

4.69/5 ★

Read Reviews (17)

"...It s exciting to think that post-crisis you could increase your team s productivity by focusing travel on impactful face-to-face meetings and redefining how to increase the value of customer interactions...." Planning for Post COVID-19 Recovery: Addressing Your Real Sales Challenge
engaging and following up

4.67/5 ★

Read Reviews (15)

"...Common signs that your reps aren t waiting long enough to engage buyers include low conversion, low average deal size, and high turnover...."
PEER EXPERIENCES
Forecasting with User Generated Content and Blogs

4.85/5 ★

Read Reviews (77)

"...Subscribe to our blog Stay up to date with the latest sales, forecasting, and planning tips, best practices, and more. ..." How to Use Capacity Planning to Increase Sales
Performance Management

4.90/5 ★

Read Reviews (36)

"...This data includes your sales performance management strategies and results...." 3 Simple Steps to Boost Your Continuous Sales Planning Game
Engagement Management

4.69/5 ★

Read Reviews (17)

"...It s exciting to think that post-crisis you could increase your team s productivity by focusing travel on impactful face-to-face meetings and redefining how to increase the value of customer interactions...." Planning for Post COVID-19 Recovery: Addressing Your Real Sales Challenge
engaging and following up

4.69/5 ★

Read Reviews (15)

40+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1038 insights from peers and experts to help you assess how these Xactly Sales Planning use cases fit your Sales Training and Onboarding needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Justin Ritchie

Sr. Director, Sales Operations, Strategy

Cox Automotive

It's more than calculating commissions...it's inspiring a sales force to be the best they can be. We use Xactly to inspire performance. Testimonial By Justin Ritchie

Rodahl Leong-Lyons

Vice President, Sales The Americas

Hyatt

We have Xactly Premium [PLUS] Support ; the individuals we have supporting us are highly engaged and respond immediately. We feel like Premium [PLUS] Support is the smartest thing we have ever done. Testimonial By Rodahl Leong-Lyons

Neil Hudspith

President, Worldwide Field Operations

Docusign

We use Xactly Insights to understand how other people are paying and use that data to work with HR and recruiting. We want to be more than competitive and Xactly helps us achieve that goal. Testimonial By Neil Hudspith
CUSTOMERS TESTIMONIALS

Justin Ritchie

Sr. Director, Sales Operations, Strategy

Cox Automotive

It's more than calculating commissions...it's inspiring a sales force to be the best they can be. We use Xactly to inspire performance. Testimonial By Justin Ritchie

Rodahl Leong-Lyons

Vice President, Sales The Americas

Hyatt

We have Xactly Premium [PLUS] Support ; the individuals we have supporting us are highly engaged and respond immediately. We feel like Premium [PLUS] Support is the smartest thing we have ever done. Testimonial By Rodahl Leong-Lyons

Neil Hudspith

President, Worldwide Field Operations

Docusign

We use Xactly Insights to understand how other people are paying and use that data to work with HR and recruiting. We want to be more than competitive and Xactly helps us achieve that goal. Testimonial By Neil Hudspith

Case Studies

COMPANY CASE STUDIES
Case Study Leading provider of behavioral analytics

From Start-up to Industry Leader—The Need to Embrace Sales Analytics to Drive Growth

Read More

Frequently Asked Questions(FAQ)

for Xactly Sales Planning

What is Xactly Sales Planning?

Xactly Sales Planning is a software that provides the necessary tools to optimize sales planning with data intelligence and deliver an unparalleled competitive advantage. It is suited for enterprises looking to improve organizational alignment and drive productivity.

What is Xactly Sales Planning used for?

Xactly Sales Planning is a Sales Training and Onboarding Software mainly used by its customers to Increase Sales & Revenue and Scale Best Practices by Forecasting, Performance Management and Engagement Management .

What are the top features of Xactly Sales Planning?

Templates, Feedback surveys and Calculator are some of the top features of Xactly Sales Planning.

Who uses Xactly Sales Planning?

Xactly Sales Planning is used by Information Technology And Services, Hospitality and Computer Software among other industries.

What are Xactly Sales Planning alternatives?

Saleshood, LevelJump, Allego and MindTickle are popular alternatives for Xactly Sales Planning.

Where is Xactly Sales Planning located?

Xactly Sales Planning is headquartered at 505 S. Market St., San Jose, CA 95113.

Popular Business Setting

for Xactly Sales Planning

Top Industries

  • Information Technology and Services
  • Hospitality
  • Computer Software

Popular in

Peers used Xactly Sales Planning to Increase sales & revenue and Scale best practices

Peer and Expert Opinion on Features

for Xactly Sales Planning

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Templates

3.12/5 ★

Read Reviews (28)
Feedback surveys

3.30/5 ★

Read Reviews (17)
Calculator

3.40/5 ★

Read Reviews (7)
Dashboard

2.94/5 ★

Read Reviews (6)
Gamification

2.94/5 ★

Read Reviews (6)
FEATURES RATINGS AND REVIEWS
Templates

3.12/5 ★

Read Reviews (28)
Feedback surveys

3.30/5 ★

Read Reviews (17)
Calculator

3.40/5 ★

Read Reviews (7)
Dashboard

2.94/5 ★

Read Reviews (6)
Gamification

2.94/5 ★

Read Reviews (6)

IT and Other Capabilities

for Xactly Sales Planning

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.33/5 ★

Read Reviews (72)
Data Export

3.10/5 ★

Read Reviews (22)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.33/5 ★

Read Reviews (72)
Data Export

3.10/5 ★

Read Reviews (22)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.00/5 ★

Read Reviews (33)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.00/5 ★

Read Reviews (33)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.96/5 ★

Read Reviews (28)
Analytics

3.52/5 ★

Read Reviews (146)
Custom Reports

3.39/5 ★

Read Reviews (169)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.96/5 ★

Read Reviews (28)
Analytics

3.52/5 ★

Read Reviews (146)
Custom Reports

3.39/5 ★

Read Reviews (169)

Software Failure Risk Guidance

?

for Xactly Sales Planning

Overall Risk Meter

Low Medium High

Top Failure Risks for Xactly Sales Planning

Vendor Profile Details

Company Name

Xactly

Company Website

https://www.xactlycorp.com/

Year Founded

2005

HQ Location

505 S. Market St., San Jose, CA 95113

Employees

501-1000

Social

Financials

M&A