Real-World Case Studies and Customer Success Stories with Xactly

Qlik used Xactly Incent to replace manual spreadsheets for incentive compensation. The company needed a better way to manage sales... incentives for over one thousand sales team members. Xactly Incent integrated with Qlik’s CRM, ERP, and HR systems, giving sales and finance teams real-time visibility. Qlik saw higher user adoption, faster dispute resolution, and more accurate commission payments. Both sales and finance teams now collaborate better and use mobile tools to track performance.
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Planful used Xactly to automate their commission management. Before Xactly, they managed commissions for 60 employees using spreadsheets. Xactly provided... automated payouts, real-time earnings visibility, and an opportunity estimator. The finance team now gets accurate commission accruals and payouts on time. Sales reps can see their earnings and predict potential income. Planful also saw more multi-year deals paid up front and higher Salesforce adoption.
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Xactly helped National Instruments automate and improve their incentive compensation reporting. Before Xactly, reporting was manual and lacked clear metrics.... Xactly Strategic Services worked with the team to create custom dashboards and analytics. Now, National Instruments can track performance by quarter, job title, and geography. The new tools help them compare expectations to actual results and find ways to improve their sales programs.
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Xactly Incent helped Marcura cut commission processing time by 76%, from 3 weeks to 5 days. Marcura automated manual, error-prone... compensation tasks and unified data in Salesforce. Sales teams now see real-time, accurate commission data, boosting trust and motivation. The new system reduced manual work and improved payout accuracy. Marcura plans to move to monthly compensation cycles for even faster results.
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Xactly Incent helped LogicMonitor automate their compensation management. The business operations team replaced manual spreadsheets with real-time commission tracking. This... gave sales reps instant visibility into their earnings and improved motivation. LogicMonitor saw faster, error-free payouts and more time for strategic work. Deal sizes and revenue quality increased, and the company built a scalable, accurate compensation process.
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DocuSign used Xactly Incent to improve its sales compensation program. The company integrated compensation data across SPM, CRM, ERP, and... billing systems. This gave DocuSign a single source of truth and deeper insights into sales performance. Real-time data and analytics helped motivate sales teams and set fair, transparent quotas. DocuSign now uses data-driven intelligence to shape its sales and go-to-market strategy.
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Databricks used Xactly to automate and scale its sales compensation as it grew rapidly. Before Xactly, Databricks struggled with manual... processes and frequent plan changes. Xactly Incent enabled Databricks to expand from 25 to hundreds of compensated users, improving visibility and reducing financial review meeting times by 83%. The solution helped align compensation plans with business goals and supported IPO readiness. Databricks now pivots plans quickly and motivates teams with transparent incentives.
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Xactly Incent® helps Ahead's finance team align with budgeting and forecasting. The controller can now import data and run calculations... in under five minutes each week. Accurate compensation inspires better performance. The team has more confidence in their numbers. Xactly supports Ahead's growth in IT services.
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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.
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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.
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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.
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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. Xactly 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.
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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 data. 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.
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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. Xactly 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.
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Workiva used Xactly Incent to automate its sales compensation processes. Before, Workiva managed compensation manually with spreadsheets, causing errors and... wasted time. With Xactly Incent, Workiva cut post-payroll processing spend by 99%. Disputes and SLA turnaround times dropped from over 30 days to less than 3. Sales reps now see real-time data and focus more on selling. Executives get better analytics for decision-making. The company improved bookings, data integrity, and plan design flexibility.
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IFS used Xactly Forecasting to replace its legacy sales forecasting system. The old system often failed during key calls, causing... stress and unreliable data. With Xactly Forecasting, IFS saw a 10-15% increase in sales productivity and a 20-30% improvement in CRM data accuracy. The platform provided real-time, dependable data and supported IFS’s rapid global growth. Trust between sales leaders and executives improved, and forecasting became more collaborative and accurate.
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Toast used Xactly to automate complex compensation processes. They eliminated a recurring reporting issue and now save about 10 hours... each month. The team created a seamless way to assign credit for deals after employee turnover. Integrations with Workday, Salesforce, and Snowflake improved data management and sales rep visibility. Toast reduced rule volume by 70% and made compensation plans easier to manage.
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Xactly Reporting and Extend helped Redis cut order adjustment time by 75%. The commissions team moved from manual spreadsheets to... real-time dashboards. Sales leaders and executives now get instant access to compensation data. Custom reports and audit trails improved accuracy and trust. Redis reduced email and ticket requests by making insights self-serve.
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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.
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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.
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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.
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Planmeca used Xactly for CRM to improve incentive compensation management. The company integrated Xactly for CRM with Salesforce, making commission... data more reliable and accessible. This change led to a 15-20% reduction in commission errors. Sales reps and managers now track quotas and commissions in real time. The new system made day-to-day operations faster and easier for the team.
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Xactly Incent and Xactly Analytics helped Illumina, a global biomedical testing company, improve sales performance management. Illumina redesigned its use... of Xactly’s tools, connecting CRM and business systems for better data flow. The company saw a 13% increase in accuracy year over year and achieved 99.9% payout accuracy. Leadership assessment scores for the ICM department rose by 60%. Salespeople now trust the numbers and get paid faster, driving more sales.
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Xactly Incent helped a major HVAC manufacturer and distributor fix big compensation problems after several acquisitions. The company switched from... spreadsheets to Xactly Incent to manage incentive compensation. This change made payment processing 50% faster and improved accuracy to 99%. Sales reps now spend less time on admin and more time selling. The team also gained 10 extra hours each month for strategic work.
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Xactly Incent® helped Flowserve, a global manufacturer, manage sales performance during major industry disruption. Flowserve used real-time dashboards to track... sales and spot issues quickly. The solution replaced slow spreadsheets, saving time for strategic work. Teams could pivot fast and stay agile in changing markets. Xactly's partnership gave Flowserve new insights and confidence to handle uncertainty.
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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.
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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.
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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 earnings. 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.
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Desert Financial Credit Union used Xactly Incent to improve incentive compensation management. Before Xactly, payroll and analytics took hours and... required manual work. With Xactly Incent, analytics reports now run in five seconds, a 99% improvement. Teams save time, trust the data, and have real-time visibility into compensation. Automation reduced errors and increased transparency for managers and sales reps.
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Xactly helped CI Investments improve sales forecasting accuracy by 20%. The platform enabled a 10% reduction in errors, saving tens... of thousands of dollars. CI Investments used Xactly to align sales and finance teams, increase trust, and boost transparency. The solution also helped attract and retain top sales talent. Daily data insights allowed the team to make fast, informed decisions.
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Xactly Forecasting helped Apptio improve financial accuracy and energize its sales team. Before Xactly, Apptio's sales reps juggled multiple reporting... tools and outdated data, causing frustration and wasted time. With Xactly, Apptio consolidated data into one system, giving leaders and reps real-time insights and a single view of sales activity. This streamlined process boosted confidence, increased collaboration, and empowered the team to focus on reaching goals. Apptio now plans to expand pipeline management for even greater visibility.
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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 time 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.
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Proofpoint used Xactly Incent to improve sales team performance. The sales team gained fast and accurate commission data on both... desktop and mobile. This change increased sales rep comfort and changed their behavior. Proofpoint chose Xactly over other commission tools for its superior features. The solution helped drive better selling with data-driven insights.
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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.
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Xactly Incent helped SThree automate its sales compensation process. SThree replaced a legacy system and spreadsheets with a cloud-based solution.... The new platform improved accuracy and reduced risk in compensation calculations. SThree’s global team can now track commissions on mobile devices. The system increased transparency and trust in compensation data. SThree uses reporting and modeling tools to optimize compensation plans and motivate its team.
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Xactly Incent helped Insperity automate its sales compensation process. Before, paying sales compensation was slow and complex, taking days to... finish. Now, over 435 employees get accurate, on-time payments from one system. Managers can see sales numbers and track team performance easily. Reporting and compliance checks are now quick and simple. The mobile app lets advisors access compensation info anywhere.
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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.
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