Sales planning software to Automate Capacity and Quota Planning
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Computer Software Case Studies and Customer Success Stories with Xactly Sales Planning
Highspot
- Computer Software
- Medium
Seattle, USA
Highspot used Xactly Incent to help sales reps understand their compensation plans. Managers used dashboards to show reps which deals... would maximize their earnings. During remote work, this helped boost motivation and performance. One rep earned more than his annual target in a single month. Real-time commission visibility increased seller retention and revenue, even during high industry turnover.
Drata used Xactly for CRM to automate and centralize its global commission management. Before Xactly, Drata relied on manual spreadsheets... and emails, making adjustments slow and error-prone. With Xactly, the team eliminated shadow accounting and built trust with sales reps. The platform enabled consistent FX rates, saving time and reducing accounting headaches. Drata now manages variable compensation for all employees with one system.
Pendo used Xactly Incent to automate and scale its incentive compensation programs as its sales force grew from 55 to over 300. The solution provided... detailed visibility into quotas, sales, and payments, boosting transparency and motivation. Xactly Incent, CEA, and Connect enabled Pendo to achieve a 5-day close for finance and accounting teams. The tools also helped ensure compliance with ASC606/IFRS 15 and supported a smoother path to a potential IPO. Pendo’s team saved significant time on compensation administration and execution.
TIBCO Software
- Information Technology And Services
- Large
Palo Alto, USA
Xactly Incent helped TIBCO Software automate its incentive compensation management for over 1,400 employees in 25 currencies. Before Xactly, TIBCO... struggled with manual processes, delayed payments, and resource inefficiencies. With Xactly, employees now access real-time commission data on any device. The solution reduced internal resource needs and improved payout accuracy. TIBCO also gained benchmarking insights and streamlined document approvals.
Toast
- Information Technology And Services
- Large
Boston, USA
Toast used Xactly Incent to move from manual Excel-based sales compensation to an automated system. Trevor Radbill built a new... commissions team and integrated Xactly with HR and Snowflake. The company now runs a seamless monthly compensation cycle. Xactly's support team keeps Toast informed and the system works well. This change improved efficiency and cross-department collaboration.
FICO
- Information Technology And Services
- Large
San Jose, USA
FICO uses Xactly to manage complex sales compensation plans. The team automated crediting logic with Xactly Extend, saving time and... improving efficiency. Xactly Incent helps sellers understand and access their compensation plans. FICO values Xactly’s proactive support and community resources. New reporting features help the team make better business decisions.
Media Production Case Studies and Customer Success Stories with Xactly Sales Planning
Gannett | USA TODAY Network
- Media Production
- Very Large
McLean, USA
Xactly Incent helped Gannett centralize its sales compensation process across 130 sites. The finance team moved from fragmented spreadsheets to... a unified system, boosting accuracy and consistency. Xactly's integration with Salesforce enabled better reporting and empowered sales leaders with new dashboards. The partnership elevated the finance team's role from a "revenue prevention department" to a strategic business partner. Gannett values Xactly's community involvement and collaborative approach.
Xactly Incent helped Benzinga cut commission processing time by 50%. The company automated manual commission tasks, reducing errors and disputes.... Sales teams now see real-time commission data, boosting motivation and trust. Benzinga improved profit margins and scaled revenue operations. The finance team can now focus on growth and accurate forecasting.
Manufacturing Case Studies and Customer Success Stories with Xactly Sales Planning
Flowserve
- Manufacturing
- Very Large
Irving, USA
Xactly Incent helped Flowserve unify sales data and speed up validation. Jeremy Franks, sales operations manager, used Xactly Connect to... pull data into Power BI. This let his team compare and validate records from multiple sources on one dashboard. The new process made reporting faster and easier. Flowserve now plans to expand with more Xactly tools.
Illumina used Xactly Incent and Xactly Insights to improve sales compensation management. The sales commissions team supports 700 global sales... reps. They faced challenges with system setup and almost left Xactly. After fixing internal issues and using Xactly University, they saw major improvements. The partnership with Xactly became a key part of their success.
Management Consulting Case Studies and Customer Success Stories with Xactly Sales Planning
Accenture
- Management Consulting
- Very Large
Dublin, Ireland
Xactly helped Accenture simplify complex sales compensation plans. By clarifying a single comp plan, a sales team reached 130% of... its annual quota in six months. Accenture used Xactly Extend to build a custom, two-level approval process for executive bonuses. The flexibility of Xactly's tools allowed Accenture to solve unique business needs and improve reporting. Accenture values Xactly's superior service and seamless integration features.
Xactly helped KnowBe4 automate incentive compensation management and commission accounting. KnowBe4 reduced payroll close processing time by 40%. Discrepancies in... commission accruals and payouts dropped by up to 80%. The company gained detailed visibility for IPO readiness and audits. Xactly's solution replaced manual spreadsheets, improved accuracy, and made audits faster and easier.
Medical Devices Case Studies and Customer Success Stories with Xactly Sales Planning
Ottobock
- Medical Devices
- Very Large
Duderstadt, Germany
Xactly helped Ottobock automate 99% of its compensation plans. Payroll processing time dropped from weeks to just days. Sales reps... now see real-time commission data in Salesforce. Manual errors and disputes decreased. Ottobock aligned incentives with business goals and improved sales team engagement. The solution supports scalable, transparent compensation for a growing sales team.
Internet Case Studies and Customer Success Stories with Xactly Sales Planning
LinkedIn
- Internet
- Very Large
Sunnyvale, USA
LinkedIn used Xactly Extend to automate sales compensation processes. The team built custom applications, including "Moab," which processed 20% of... all orders and improved pay accuracy by catching manual errors. Xactly Extend's integration with compensation data created a seamless experience for sales teams. The partnership with Xactly enabled innovation and efficiency. LinkedIn values the collaborative approach and future AI possibilities in sales compensation.
Telecommunications Case Studies and Customer Success Stories with Xactly Sales Planning
Vodafone New Zealand
- Telecommunications
- Large
Auckland, New Zealand
Vodafone New Zealand used Xactly’s sales performance management platform to automate incentive compensation. Manual processing time dropped from two days... to a few minutes. Sales teams gained daily tracking and live dashboards, replacing old spreadsheets. Payment accuracy rose to over 98%. The commissions team’s NPS score shifted from negative to positive. Leaders now use analytics to align sales behavior with company goals.
Human Resources Case Studies and Customer Success Stories with Xactly Sales Planning
SThree
- Human Resources
- Large
London, UK
SThree, a global recruitment firm, automated its sales compensation with Xactly Incent. The company replaced a legacy system and spreadsheets,... reducing risk and administrative time. SThree gained better accuracy, control, and transparency in compensation. The team can now track commissions on mobile devices and use modeling tools to plan payouts. Xactly enabled robust reporting and improved motivation across SThree’s global workforce.
Automotive Case Studies and Customer Success Stories with Xactly Sales Planning
Cox Automotive
- Automotive
- Large
Atlanta, USA
Cox Automotive used Xactly to automate its sales compensation process. Before, the team spent too much time on manual data... integration and calculations. With Xactly Connect, they automated data flows and compensation, freeing up time for strategic work. Sales reps now see their quotas and payouts clearly. The company eliminated manual entry and can inspire better performance with accurate, timely payments.
Zoom used Xactly to automate its global sales compensation. Dal Sidhu, head of global sales compensation, says moving from spreadsheets... to Xactly's automated platform was a game-changer. The new system improved data visibility and helped manage complex changes in quotas and promotions. Dal values Xactly's customer-first approach and innovative technology. He recommends automation for better reporting and work-life balance.
