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.
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 ★ |
"...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 ★ |
"...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 ★ |
"...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 ★ |
"...Account Based Engagement helps the team to focus on some priority and potential accounts...." Peer review by User |
| PEER EXPERIENCES | |
|---|---|
| Forecasting with User Generated Content and Blogs |
4.85/5 ★ |
"...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 ★ |
"...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 ★ |
"...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 ★ |
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 |
|---|---|
|
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 |
|
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 |
|
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 analyticsRead More |
Frequently Asked Questions(FAQ)
for Xactly Sales Planning
What is Xactly Sales Planning?
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?
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
Xactly Sales Planning Alternatives
Peer and Expert Opinion on Features
for Xactly Sales Planning
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (28) |
| Feedback surveys | Read Reviews (17) |
| Calculator | Read Reviews (7) |
| Dashboard | Read Reviews (6) |
| Gamification | Read Reviews (6) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (28) |
| Feedback surveys | Read Reviews (17) |
| Calculator | Read Reviews (7) |
| Dashboard | Read Reviews (6) |
| Gamification | Read Reviews (6) |
IT and Other Capabilities
for Xactly Sales Planning
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (72) |
| Data Export | Read Reviews (22) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (72) |
| Data Export | Read Reviews (22) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (33) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (33) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (28) |
| Analytics | Read Reviews (146) |
| Custom Reports | Read Reviews (169) |
| CAPABILITIES (OTHER) | 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
Vendor Profile Details
HQ Location
505 S. Market St., San Jose, CA 95113
Employees
501-1000
Social
Financials
M&A
Get a personalised risk report for Xactly Sales Planning
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
Xactly Sales Planning may get in touch with you regarding your request.
Request Custom Quote
Xactly will get in touch with you regarding your request.