Xactly for CRM
Manage compensation natively within Your CRM.
Xactly for CRM enables you to manage any type of compensation plan or process directly within your Salesforce or Microsoft Dynamics instance. Effortlessly prepare, adjust, and approve data before payouts are made, and arm go-to-market teams with the visibility and transparency within the solutions they use every day.
Xactly for CRM
Manage any type of compensation plan, SPIF program, or process directly within your Salesforce instance.
SPIF Management
Quickly create, deploy, and manage SPIF programs to spot bonus activities and time-bound competitions, with tracking directly in Salesforce.
Incentive Data Management
Easily manage upstream Incentive data and visualize using Salesforce reporting capabilities for a more seamless experience and collaboration with stakeholders across the GTM ecosystem.
Incentive Process Orchestration
Coordinate and synchronize the multiple moving pieces that flow throughout your incentive program in a single, broadly visible location.
The power of Incent. The familiarity of your CRM.
When roughly 10% of an organization’s revenue is spent on incentive compensation, maximizing that ROI is critical. Being able to quickly leverage a platform your team already uses every day, like Salesforce and Microsoft Dynamics, makes maximizing that investment easily attainable.
Measure impact.
Easily prepare, adjust and manage compensation data alongside your CRM data, ensuring you always have one clean record for accurate and timely payouts.
- Familiar UI
Access all critical compensation data and workflows with the ease and familiarity of your CRM, no additional expertise from your team is required. - Powerful Analytics
Streamline the use of powerful analytical tools within your CRM and build intuitive dashboards to measure compensation program effectiveness with pre-built templates.
Motivate performance
Provide reps with instant access to their compensation plans, commissions, and incentives using the platform they already utilize daily.
- Motivate Reps
Provide greater transparency into pay and performance, leading to fewer disputes and inquiries, while motivating reps to hit and exceed their quota. - Single Source of Data
Get faster insights to take action and make data-informed decisions with all your data in one place.
Automate and simplify comp.
Get rid of spreadsheets and manual processes once and for all. Xactly for CRM eliminates the need for manual data uploads, spiff management, and extraction processes. It's preconfigured for leading CRMs like Salesforce and Microsoft Dynamics, making it quick to build and manage your programs.
- Self-Serve
An extensive help portal and setup guides allow your teams to truly own the entire process. But if you do need our help, we got you covered. - Specialist Not Required
Because you know Salesforce like the back of your hand, you have that familiarity to make changes without investing in specialist resources.
We now spend less time resolving disputes, and the sales team has regained confidence in the accuracy of their commissions. This has increased our competitiveness and employee satisfaction.
We ended up switching to CRM Accelerator [Xactly for CRM] because we liked the way the information was all inside Salesforce itself.
We needed something in Salesforce that helped us control and manage the complexities of our data and our plans, and that’s where Xactly CRM Accelerator [Xactly for CRM] came in.
