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.
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.
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
"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." - Rodahl Leong-Lyons
Peer review evidence (same sources as the product rating summary)
"...Webinar Budgeting and forecasting are constrained in their accuracy when they are based on old data...." How Finance Can Drive Revenue with a Continuous Approach to Sales Planning
"...Territory planning represents the foundation of sales performance management (SPM)...." Sales Planning Fundamentals Part Four: Territory Planning
"...Account Based Engagement helps the team to focus on some priority and potential accounts...." Peer review by User
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
What makes Xactly Sales Planning ideal for Forecasting?
What solutions does Xactly Sales Planning provide for Performance Management?
How does Xactly Sales Planning address your Engagement Management Challenges?
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 |
|---|---|
|
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 |
|
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 |
|
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 |
|---|---|
|
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 |
|
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 |
|
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 |
Xactly Sales Planning to design: monitor and optimize sales capacity and quota plans.
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?
What are the top features of Xactly Sales Planning?
Who uses Xactly Sales Planning?
What are Xactly Sales Planning alternatives?
Where is Xactly Sales Planning located?
Peers used Xactly Sales Planning for forecasting and performance management
Xactly Sales Planning Competitors
Xactly Sales Planning Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (28) |
| Analytics | Read Reviews (146) |
| Custom Reports | Read Reviews (169) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (28) |
| Analytics | Read Reviews (146) |
| Custom Reports | Read Reviews (169) |
Software Failure Risk Guidance
?for Xactly Sales Planning
Overall Risk Meter
Top Failure Risks for Xactly Sales Planning
Xactly News
Xactly Strengthens C-Suite with Appointment of Chief Technology Officer and Chief Product Officer to Accelerate AI-Driven Innovation | Xactly
Xactly has promoted Kandarp Desai to Chief Technology Officer and Christopher Li to Chief Product Officer. These appointments are part of Xactly's strategy to enhance its AI-driven revenue platform and strengthen its executive team. Desai and Li will focus on advancing technology and product strategy to drive innovation and customer value.
Xactly Strengthens C - Suite with Appointment of Chief Technology Officer and Chief Product Officer to Accelerate AI - Driven Innovation
Xactly has promoted Kandarp Desai to Chief Technology Officer and Christopher Li to Chief Product Officer. These appointments aim to enhance Xactly's AI-driven revenue platform and align technology and product strategies. Desai will focus on advancing AI and platform architecture, while Li will drive product innovation and customer value. The leadership changes support Xactly's growth and innovation goals.
Xactly Unveils New AI Agents to Optimize GTM Strategy
Xactly has launched Incent AI Agents to enhance sales performance management by optimizing incentive compensation programs. These AI-powered tools improve agility and operational efficiency for SPM practitioners and provide sellers with insights into performance and commissions. The agents leverage Xactly's proprietary data and AI architecture to offer a collaborative, intuitive experience, aligning sales teams with strategic priorities.
Xactly Unveils New AI Agents to Transform Incentive Compensation Management and Optimize Go-to-Market Strategy
Xactly has launched Incent AI Agents on its Intelligent Revenue Platform, enhancing sales performance management by automating incentive compensation processes. These AI agents offer SPM practitioners tools for rapid program design and performance optimization, while sellers gain insights into their earnings and can manage compensation queries. This innovation leverages Xactly's proprietary data to drive revenue growth with agility and precision.
Xactly Profile
HQ Location
505 S. Market St., San Jose, CA 95113
Employees
501-1000
Social
Financials
M&A
