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 can Xactly Sales Planning optimize your Forecasting Workflow?

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

What benefits does Xactly Sales Planning offer for Engagement Management?

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
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
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
CUSTOMERS TESTIMONIALS
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
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

Case Studies

CASE STUDY Zoom

Xactly Incent helps Zoom manage complex global sales compensation. Dal Sidhu, head of global sales compensation at Zoom, values Xactly's customer-first approach and innovative technology. He says mov...ing from spreadsheets to Xactly's automated platform is a game-changer. The system improves data visibility and work-life balance. Dal highlights the importance of curiosity and strong partnerships in sales compensation success.

Manufacturing

CASE STUDY Flowserve

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.

Consumer Services

CASE STUDY Cox Automotive

Xactly Connect helped Cox Automotive automate their sales compensation process. Before, the team spent too much time on manual data entry and had little visibility. With Xactly, they integrated data,... simplified incentive programs, and used analytics to set better quotas. Sales reps now see their progress and get accurate payments. Sales operations can focus on strategy instead of manual work.

Media Production

CASE STUDY LinkedIn

Xactly Extend helped LinkedIn improve sales compensation processes. The team built custom apps and automations, including 'Moab,' which reduced risk and improved pay accuracy. Moab processed 20% of a...ll orders and caught manual errors. Integration with Xactly made workflows seamless for sales teams. LinkedIn praised Xactly for strong partnership and innovation support.

Computer Software

CASE STUDY Drata

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.

Manufacturing

CASE STUDY Illumina

Xactly Incent helped Illumina, a global biotech company, improve their sales compensation management. Tyler Koral, sales commissions manager, shares how his team struggled with using the tool at firs...t. After working closely with Xactly, they fixed their setup and saw big improvements. Tyler values the partnership and custom solutions Xactly provides. Illumina now trusts Xactly and renewed their contract for three more years.

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 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

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.

Product

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.

Partnership

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.

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