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
See all use cases See less use cases

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
See all business priorities See less business priorities

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

Peer review evidence (same sources as the product rating summary)

"...Subscribe to our blog Stay up to date with the latest sales, forecasting, and planning tips, best practices, and more. ..." 3 Reasons Continuous Sales Planning is the Future of Business
"...You can view more insights about continuous sales planning in Forrester s full research report, Sales Performance Management...." 3 Reasons Continuous Sales Planning is the Future of Business
"...Common signs that your reps aren t waiting long enough to engage buyers include low conversion, low average deal size, and high turnover...." Removing Roadblocks To Sales Planning Effectiveness

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 facilitate Forecasting?

What makes Xactly Sales Planning ideal for Performance Management?

How does Xactly Sales Planning address your Engagement Management Challenges?

How can Xactly Sales Planning optimize your Competitive Intelligence Workflow?

How can Xactly Sales Planning optimize your Lead Analytics Workflow?

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
 

KnowBe4 - Computer & Network Security - Large

Clearwater, USA

KnowBe4 used Xactly Incent and CEA to automate sales commission management. Before Xactly, manual processes caused errors and took too much time. With Xactly, KnowBe4 cut payroll close processing tim...e by 40%. Discrepancies in commission accruals and payouts dropped by up to 80%. The team gained better audit readiness and detailed reporting. This helped KnowBe4 support its IPO and ongoing growth.

 

Benzinga - Financial Services - Medium

Detroit, USA

Xactly Incent helped Benzinga automate commission management, cutting commission processing time by 50%. Manual errors and disputes dropped, and sales teams gained real-time visibility into their ear...nings. The finance team now spends less time on calculations and more on strategic planning. Benzinga improved profit margins and scaled revenue operations efficiently. Accurate payouts and better forecasting support their growth goals.

 

A leading web tracking and analytics company - Computer Software - Large

Xactly Incent helped a leading web tracking and analytics company fix its incentive compensation management problems. The company wanted software to connect sales, operations, and finance teams. Xact...ly Incent gave leaders a clear view of sales rep performance and quota goals. Salespeople could track their commissions and see what deals they needed to close. The company saw better motivation and efficiency in its sales team.

 

A SaaS Fortune 1000 AI search platform company - Computer Software - Large

Xactly Incent helped a SaaS Fortune 1000 AI search platform company automate incentive compensation management. The company reduced manual processes by 80% and designed sales plans fully backed by da...ta. Sales team motivation increased, leading to a 43% rise in revenue. Xactly Incent enabled accurate compensation planning and compliance with ASC 606/IFRS 15. The solution turned sales operations into strategic business partners.

 

Undisclosed contact center solutions company - Computer Software - Small

Xactly Forecast helped a fast-growing contact center solutions company improve sales forecasting. The company tripled revenue and headcount in a year, creating visibility and tracking challenges. Xac...tly Forecast gave real-time pipeline insights and unified reporting. The company saw a 100% increase in total contract value and a 13% rise in wins. Sales pipeline accuracy improved by 87%, and sales cycles dropped to under two months.

 

Vodafone New Zealand - Telecommunications - Large

Auckland, New Zealand

Vodafone New Zealand used Xactly Incent to automate incentive compensation payments. Before Xactly, manual processes caused delays and lacked visibility. Automation cut payment processing from two da...ys to minutes. Sales teams gained daily tracking and live dashboards. Quota attainment improved with better plan flexibility and analytics. Leaders could quickly adjust plans to drive strategic goals.

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

Video Thumbnail

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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.

Executive

Xactly Strengthens C - Suite with Appointment of Chief Technology Officer and Chief Product Officer to Accelerate AI - Driven Innovation

Xactly has promoted Kandarp Desai to Chief Technology Officer and Christopher Li to Chief Product Officer. These appointments aim to enhance Xactly's AI-driven revenue platform and align technology and product strategies. Desai will focus on advancing AI and platform architecture, while Li will drive product innovation and customer value. The leadership changes support Xactly's growth and innovation goals.

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.

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.

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