The Verdict: LegalZoom Transforms Sales Behavior with Xactly

Jul 28, 2015
2 min read
The Verdict: LegalZoom Transforms Sales Behavior with
Better Sales Compensation Planning and Visibility Help LegalZoom Improve Customer Satisfaction and Sales Rep Engagement

SAN JOSE, Calif. – July 28, 2015 – Xactly (NYSE: XTLY), a leading provider of cloud-based incentive solutions, announced today that LegalZoom is improving sales rep engagement and customer satisfaction with Xactly. LegalZoom is the nation’s leading provider of quality online legal solutions for families and small businesses. As the fast-growing company expanded to a few hundred sales managers and reps, they needed to rethink their manual approach to managing sales compensation. Not only was this process laborious, but also limited LegalZoom’s ability to use incentives to drive the right behaviors from their sales team. With Xactly, LegalZoom has been able to reimagine how it approaches sales compensation, leading to happier, more engaged sales reps that are delivering a better experience to customers.

“What really sets Xactly apart in the market for me is not only its technical prowess in handling complex compensation structures, but also its innovative vision for incentive compensation and commitment to customer excellence,” said Aaron Hong, Senior Director of Sales at LegalZoom. “Xactly listens to its customers, understands their pain points, and just keeps getting better and better.”

Today, all of LegalZoom’s compensation plans are managed from one automated system, giving the company a transparent and accurate hub for all of their compensation data. For finance, the system has created a clear, auditable process and restored trust in the numbers. The company also has a historical record of sales compensation, enabling them to compare and review performance year over year. For sales, having real-time visibility into their sales plans and performance has led to a more motivated and driven sales force focused on long-term customer success.

“When we managed sales compensation on spreadsheets, we tried to keep it really simple. But we knew we were really not measuring the right things and behaviors we wanted because it was too difficult,” added Hong. “While we used to focus solely on transactional behaviors, Xactly allowed us to change the entire compensation process and truly do it right. Since launching Xactly, we have actually seen an increase in customer satisfaction scores. We believe this has to do with our agents being a lot happier, more motivated, and excited about their performance.”

Learn more about LegalZoom’s story

Additional Resources • Xactly Corporation • Follow Xactly on TwitterFacebook, and the Xactly Blog • Tweet this: The verdict is in: @LegalZoom transforms #sales rep behavior and engagement, improves customer satisfaction w/@Xactly.

About Xactly Xactly is a leading provider of enterprise-class, cloud-based, incentive compensation solutions for employee and sales performance management. We address a critical business need: To incentivize employees and align their behaviors with company goals. Our products allow organizations to make more strategic decisions, increase employee performance, improve margins, and mitigate risk. Our core values are key to our success, and each day we’re committed to upholding them by delivering the best we can to our customers.

©2015 Xactly Corporation. All rights reserved. Xactly, the Xactly logo, and “Inspire Performance” are registered trademarks or trademarks of Xactly Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners.

PR CONTACT Kristin Reeves Blanc & Otus Public Relations Tel: 415-856-5145 Email: