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IFS Boosts Sales Team Productivity with Xactly Forecasting®

Aug 17, 2023
1 min read

IFS develops and delivers enterprise software for customers worldwide who manufacture and distribute goods, maintain assets, and manage service-focused operations. With a mantra of “the customer is at the heart of everything we do,it was imperative for the team to collaborate with a forecasting solution from a dependable partner that could keep up with their tremendous growth—and Xactly Forecasting stepped in.

Out With the Old, in With the New

Not only looking for a collaborative partner, IFS was looking to revamp their tech stack which included replacing legacy systems. The team needed a reliable and flexible forecasting solution as their current system no longer made the cut, regularly failing during weekly forecasting calls. Already an Xactly Incent customer, the team turned to Xactly Forecasting as they appreciated Xactly’s product development and collaboration.

With Xactly Forecasting, I can attend a call without having my heart in my throat. I know the sales forecasting data will be available and accurate at critical moments,” said Grant Blenkinsopp, Director of Business Operations at IFS.

Streamlining the Sales Forecasting Process

According to the leaders at IFS, Xactly Forecasting has helped streamline their sales forecasting process in these five ways:

  • Stability: Unlike the former system, the Xactly Forecasting platform never fails during important calls.
  • Performance: The integration with their CRM system has dramatically improved, occurring within two hours, providing leaders certainty in the data.
  • Scalability: As IFS continues to scale, the team can build additional dashboard dimensions to enhance and support its growing global reporting requirements.
  • Accuracy: CRM opportunities are up-to-date, leading to increased transparency that drives better sales behavior and activity.
  • Dependability: IFS can trust that the real-time data from Xactly Forecasting will be available when needed.

A Strong Collaboration for Mutual Success

Aligning with IFS’s “the customer is at the heart of everything we do” philosophy, Xactly prioritized IFS’s product development needs, providing substantial value over their legacy system. The strong collaboration between IFS and Xactly has allowed the teams to work together and create features that have not only been integral to IFS’s continued success, but have extended to all of Xactly’s customers. With Xactly, IFS has:

✔ Increased sales productivity up to 15%
✔ Improved CRM data accuracy up to 30%
✔ Restored trust between IFS’s sales leaders and the C-Suite

Read the full IFS customer story.

Ready to see what Xactly Forecasting can do for your team? Contact Us.

  • Cloud/SaaS
  • Customer Story
  • Forecasting
  • Sales Performance Management
Jordan Scott Headshot
Jordan Scott
Senior Manager, PR and Customer Communications

Jordan Scott is the Senior Manager of PR and Customer Communications at Xactly. She attended The University of California at Santa Cruz, and received degrees in Literature and Education.