Xactly Sales Planning Overview

Xactly Sales Planning enables organizations to optimize sales planning and drive growth using analytics and AI. It features real-time dashboards, CRM integration, and AI-driven quota planning.

Use Cases

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

Other use cases:

  • Competitive Intelligence
  • Lead Analytics
  • Collaboration
  • Sales Incentive Management
  • Motivation Management
  • Lead Qualification: Behavioural
  • Digital Marketing
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Business Priorities

Increase Sales & Revenue and Scale Best Practices are the most popular business priorities that customers and associates have 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
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Xactly Sales Planning Use-Cases and Business Priorities: Customer Satisfaction Data

Xactly Sales Planning works with different mediums / channels such as User Generated Content. and Blogs.

Xactly Sales Planning's features include Templates, Feedback Surveys, Calculator, etc. and Xactly Sales Planning support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Xactly Sales Planning analytics capabilities include Analytics, and Custom Reports.

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

Xactly Sales Planning, MindTickle, Ease, ACTO Commercialization Cloud, WorkRamp Training Software, 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.

Popular Business Setting

for Xactly Sales Planning

Top Industries

  • Information Technology and Services
  • Hospitality
  • Computer Software

Popular in

Xactly Sales Planning is popular in Information Technology And Services, Hospitality, and Computer Software and is widely used by

Xactly Sales Planning Customer wins, Customer success stories, Case studies

Why is Xactly Sales Planning the best choice for Forecasting?

What benefits does Xactly Sales Planning offer for Performance Management?

How can Xactly Sales Planning enhance your Engagement Management process?

How efficiently Does Xactly Sales Planning manage your Competitive Intelligence?

What makes Xactly Sales Planning ideal for Lead Analytics?

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.

CUSTOMERS TESTIMONIALS
Xactly Sales Planning testimonial

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
Xactly Sales Planning testimonial

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
Xactly Sales Planning testimonial

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
Xactly Sales Planning testimonial

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
Xactly Sales Planning testimonial

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
Xactly Sales Planning testimonial

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

Pendo - Computer Software

Xactly Incent helped Pendo automate and scale their incentive compensation as their sales team grew 6x. The tool gave sales reps clear info on quotas, sales, and payments, boosting motivation and tra...nsparency. Pendo used Xactly Show Me to let reps find answers on their own, saving time for the compensation team. Xactly CEA and Connect helped Pendo reach a 5-day close for finance and accounting. The system made compliance and audit tasks easier, supporting Pendo's growth and IPO plans.

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FICO - Business Services

Xactly helped FICO manage complex sales compensation programs. FICO used Xactly to automate crediting logic and improve reporting. The Xactly team provided strong support and training. FICO built tra...ining resources for sellers using Xactly. Meredith Westerdale values the community and proactive help from Xactly. FICO is excited about new reporting features in Xactly.

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Toast - Technology

Xactly Incent helped Toast move from manual sales compensation in Excel to a seamless, integrated system. Trevor Radbill, senior commissions manager, built a new team and implemented Xactly with HR a...nd Snowflake integrations. The new process runs smoothly every month. Trevor values the support from Xactly's team and says the system works very well. Toast now has a high-functioning compensation cycle that supports their business growth.

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Accenture - Professional Services

Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.

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KnowBe4 - Computer & Network Security

Xactly Incent and Commission Expense Accounting helped KnowBe4 automate and streamline sales incentive and commission accounting. KnowBe4 faced slow, error-prone manual processes and complex commissi...on rules. Xactly's solution reduced payroll close processing time by 40%. Discrepancies in commission accruals and payouts dropped by up to 80%. The system improved audit readiness and gave better visibility for IPO protocols.

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Gannett | USA TODAY Network - Media Production

Xactly Incent helped Gannett | USA TODAY Network fix a fragmented compensation process across 130 sites. Nicki StJohn centralized her team and used Xactly to boost accuracy and teamwork. The finance ...team moved from using messy Excel sheets to a single, integrated platform. This change made their work more accurate and let them become true partners with HR and sales. Nicki values Xactly’s community focus and the new reporting tools that make data easy to use.

Read more →

Xactly Sales Planning to design: monitor and optimize sales capacity and quota plans.

Video Thumbnail

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.

It features real-time dynamic dashboards, workflows & multi-user editing, Seamless CRM integration and leverages Artificial Intelligence. It helps to reduce time in creating sales plan and increase time in sales quota attainment.

It allows to accurately plan sales quotas leveraging AI to predict KPIs, use data-driven metrics to assess target achievability and align with corporate goals. It supports to identify the resources you need and customize hiring profiles across territories by applying historical performance. It provides the tools and insights to plan, execute and optimize sales performance management.

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?

MindTickle, Ease, ACTO Commercialization Cloud and WorkRamp Training Software 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.
lightning

Peers used Xactly Sales Planning for forecasting and performance management

Xactly Sales Planning Features

  • Low
  • Medium
  • High
FEATURE 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 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

Xactly News

Product

Xactly Continues AI-Driven Innovation with Market-First Incentive Design Product, Enhanced Reporting, and Application Building | Xactly

Xactly has launched three new solutions: Xactly Design, Xactly Reporting, and Xactly Extend's Builder Platform. These offerings enhance incentive plan design, streamline reporting, and enable application building on the Xactly platform. The solutions leverage AI and a unified data model to improve incentive strategies and data analytics, setting a new standard in Sales Performance Management.

Product

Xactly Launches First-Ever Sales Performance Management AI Agents - MarTech Cube

Xactly introduces AI Agents for Sales Performance Management, enhancing its Intelligent Revenue Platform. These AI Agents streamline application development, allowing users to create applications quickly through natural language, sketches, and collaborative modes. This innovation supports go-to-market optimization by enabling faster process orchestration for SPM practitioners.

Partnership

Xactly Joins the AWS Partner Network and Launches AWS Marketplace Listing to Accelerate Revenue Performance of AWS Customers - Yahoo Finance

Xactly has joined the AWS Partner Network and launched its Intelligent Revenue Platform on the AWS Marketplace. This integration allows AWS customers to access Xactlys sales performance management and revenue intelligence solutions directly through AWS, streamlining procurement and deployment for enhanced revenue operations.

Xactly Profile

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