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Xactly Sales Planning

4.18 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(1192 Reviews, Testimonials & Expert Opinions)
(1192 Reviews, Testimonials & Expert Opinions)

Sales planning software to Automate Capacity and Quota Planning

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About 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.

Evaluating Xactly Sales Planning for your Sales Training and Onboarding need?

wyz, your personal AI advisor

Our AI advisor, Wyz, harnessed 1192 insights from peers and experts who used Xactly Sales Planning to help you determine how well it fits your Sales Training and Onboarding needs.

Reviews

Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well Xactly Sales Planning solves your Sales Training and Onboarding needs.

Customer Testimonials

Justin Ritchie

Sr. Director, Sales Operations, Strategy

Cox Automotive

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.

Neil Hudspith

President, Worldwide Field Operations

Docusign

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.

Rodahl Leong-Lyons

Vice President, Sales The Americas

Hyatt

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.

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 Story →

From Start-up to Industry Leader—The Need to Embrace Sales Analytics to Drive Growth

Read Story →

Peer and Expert Opinions
for Xactly Sales Planning

Goals

Increase sales & revenue and Scale best practices are the most popular goals peers achieved using Xactly Sales Planning .

Other goals:

  • Improve efficiency
  • Shorten ramp up time
  • Acquire customers
  • Grow market share
  • Enter new markets internationally or locally
  • Improve ROI
  • Increase customer life time value
  • Enhance customer relationships
  • Improve consistency
  • Improve visibility
  • Improve internal communications
See all goals See less goals

Channels

It is the best suited for social media, mobile, mobile app, channels.

Other channels:

  • e-mail
  • phone calls
  • video
  • user generated content
  • blogs
  • print media
  • magazine
  • promotions
  • games
See all channels See less channels

Processes

Peers recommend forecasting, performance management, engagement management, as the business processes that they have been most satisfied while using Xactly Sales Planning .

Read Peer and Expert Experience for Business Use Cases

BUSINESS USE CASE

SATISFACTION

PEER EXPERIENCES

Forecasting

"...Both departments need data to accurately forecast, but it is important to use the right data...."
Understanding the Sales Planning and Forecasting Relationship

Performance management

"...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

Engagement management

"...Account Based Engagement helps the team to focus on some priority and potential accounts...."
Peer review by User

engaging and following up

+43 more business use cases

Our AI advisor, Wyz, harnessed 1192 insights from peers and experts to help you assess how these Xactly Sales Planning use cases fit your Sales Training and Onboarding needs.

Popular Business Setting
for Xactly Sales Planning

Top Industries

  • Information Technology and Services

Popular in

Peers used Xactly Sales Planning to Increase sales & revenue and Scale best practices

Verify if it works for you

Peer and Expert Opinion on Features
for Xactly Sales Planning

  • Low
  • Medium
  • High

Templates

Feedback surveys

Dashboard

Calculator

IT and Other Capabilities
for Xactly Sales Planning

  • Low
  • Medium
  • High

data

Data Import

Data Export

Support

Chat Support

24/7 Support

Email Support

Phone Support

Other

AI Powered

Analytics

Custom Reports

Failure Risk Guidance Security Report ?

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