Xactly Sales Planning Overview

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.

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. ..." Planning for Post COVID-19 Recovery: Addressing Your Real Sales Challenge
Performance Management

4.90/5

Read Reviews (36)

"...Automating territory design can increase your sales productivity by up to , but it is often categorized as a luxury, rather than the Sales Performance Management (SPM) necessity is it...." 3 Reasons to Drop Manual Sales Territory Planning for Good
Engagement Management

4.69/5

Read Reviews (17)

"...Investing in sales territory planning will help you keep sellers engaged and motivated to overperform...." 3 Reasons to Drop Manual Sales Territory Planning for Good
engaging and following up

4.67/5

Read Reviews (15)

"...Account Based Engagement helps the team to focus on some priority and potential accounts...."
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. ..." Planning for Post COVID-19 Recovery: Addressing Your Real Sales Challenge
Performance Management

4.90/5

Read Reviews (36)

"...Automating territory design can increase your sales productivity by up to , but it is often categorized as a luxury, rather than the Sales Performance Management (SPM) necessity is it...." 3 Reasons to Drop Manual Sales Territory Planning for Good
Engagement Management

4.69/5

Read Reviews (17)

"...Investing in sales territory planning will help you keep sellers engaged and motivated to overperform...." 3 Reasons to Drop Manual Sales Territory Planning for Good
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

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

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