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

Comprehensive Insights on Xactly Sales Planning Use Cases

How can Xactly Sales Planning enhance your Forecasting process?

How can Xactly Sales Planning enhance your Performance Management process?

How does Xactly Sales Planning facilitate Engagement Management?

What makes Xactly Sales Planning ideal for Competitive Intelligence?

What solutions does Xactly Sales Planning provide for Lead Analytics?

40+ more Business Use Cases

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

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

Case Studies

Medical Devices

CASE STUDY Abiomed

Abiomed, a leader in heart pump technology, faced challenges in aligning sales incentives with performance goals. They partnered with Xactly to automate their Management By Objectives (MBO) process. ...This led to a 50% reduction in time to manage the MBO process and scaling their ICM program from 50 to 900 payees. The solution improved accuracy and transparency for the sales team.

Information Technology and Services

Case Study Leading provider of behavioral analytics

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

Information Technology and Services

Case Study Leading provider of behavioral analytics

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

Information Technology and Services

CASE STUDY Pendo

Pendo uses Xactly Incent to manage and scale their sales compensation programs. They started with 55 sales team members, which has grown 6x. Xactly Incent helps automate incentive plans and workflows..., providing transparency and motivation. It also supports multi-currency and analytics for global offices. Pendo aims for a 5-day close as they consider going public.

CASE STUDY Blackbaud

Blackbaud used Xactly's solution to improve sales performance. Sales reps reached quota 15% more often. The percentage of reps exceeding 100% of quota increased. Xactly's data helped with accurate fo...recasting and accruals. Integration with Salesforce improved visibility and accuracy. Communication was key to sales team adoption.

Video

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 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