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Xactly Sales Planning: Use-Cases, Insights and Reviews | 2025 Cuspera

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(1038)

Sales planning software to Automate Capacity and Quota Planning

AI Powered

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

"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

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

Comprehensive Insights on Xactly Sales Planning Use Cases

How does Xactly Sales Planning address your Forecasting Challenges?

Xactly helps businesses forecast sales. The system uses data to predict future sales performance. Accurate forecasts lead to effective sales plans.

"...Subscribe to our blog Stay up to date with the latest sales, forecasting, and planning tips, best practices, and more. ..." Sales Planning Fundamentals Part Four: Territory Planning

How can Xactly Sales Planning enhance your Performance Management process?

Xactly provides tools and insights to plan, execute, and optimize sales performance. It helps organizations gain visibility into sales performance and address issues related to quotas, territories, and compensation. Xactly integrates with existing CRM systems to enhance sales performance management.

"...Fully integrated with your existing CRM, Xactly delivers all the tools and insights to plan, execute and optimize sales performance management (SPM), from territory design to quota planning to resource management to incentive compensation. ..." Xactly Sales Planning

What Are the key features of Xactly Sales Planning for Engagement Management?

How efficiently Does Xactly Sales Planning manage your Competitive Intelligence?

What benefits does Xactly Sales Planning offer for Lead Analytics?

40+ more Business Use Cases

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.

Customer Testimonials

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
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
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

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
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
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

Case Studies

Medical Devices

CASE STUDY Ottobock

Xactly Incent helped Ottobock automate 99% of their compensation plans. Manual commission processes were replaced, cutting monthly payroll processing from weeks to days. Sales teams now see real-time... commission data in Salesforce. Ottobock reduced errors and improved trust with clear, automated payouts. The solution scaled with their growing sales team and complex compensation needs.

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Media Production

CASE STUDY Benzinga

Xactly Incent helped Benzinga automate commission management and improve revenue operations. Before, Benzinga used manual processes that slowed growth and caused errors. With Xactly Incent, Benzinga ...cut the time to close commission processes by 50%. They reduced commission costs and improved revenue growth. The platform gave 100% accuracy in commission calculations and payments. Sales teams now see real-time data, and finance spends less time on manual work.

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CASE STUDY Toast

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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Professional Training & Coaching

CASE STUDY Accenture

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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Media Production

CASE STUDY Gannett | USA TODAY Network

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.

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Computer & Network Security

CASE STUDY KnowBe4

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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Video

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 Competitors

More Xactly Sales Planning Alternatives...

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

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for Xactly Sales Planning

Overall Risk Meter

Low Medium High

Top Failure Risks for Xactly Sales Planning

Xactly News

Product 20/08/2025

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.

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Product 07/08/2025

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.

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Partnership 05/05/2025

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.

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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