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

How does Xactly Sales Planning address your Forecasting Challenges?

How can Xactly Sales Planning enhance your Performance Management process?

Why is Xactly Sales Planning the best choice for Engagement Management?

What solutions does Xactly Sales Planning provide for Competitive Intelligence?

What Are the key features of Xactly Sales Planning 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

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 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
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

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 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

Vodafone New Zealand - Telecommunications

Xactly Incent helped Vodafone New Zealand automate incentive compensation, raising payment accuracy to over 98%. Manual processing time dropped from two days to minutes. Sales teams gained daily trac...king and live dashboards, boosting quota attainment. The Commissions Team’s NPS score shifted from negative to positive. Xactly’s analytics and flexible SPM platform enabled fast plan changes and better sales performance.

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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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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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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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Drata - Computer Software

Xactly for CRM helped Drata move from manual spreadsheets to an automated compensation system. The company faced challenges with inefficient processes and lack of audit trails. Xactly for CRM provide...d a layer on top of Salesforce, allowing easy adjustments and clear audit trails. Sales teams now trust their commission data and focus on selling. Drata also solved international payroll issues by using Xactly's FX rate feature, saving time and reducing accounting headaches.

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Flowserve - Manufacturing

Xactly Connect helped Flowserve unify sales data from multiple sources into a single Power BI dashboard. Jeremy Franks, manager of sales operations, used the tool to speed up data validation and impr...ove reporting. The partnership with Xactly gave Flowserve access to industry insights and automation for complex processes. Flowserve is also implementing Xactly Plan for quota planning and exploring more Xactly tools.

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

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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

Executive

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.

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Product

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.

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Product

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.

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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.

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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

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Financials

M&A