Features

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Real-Time Dynamic Dashboards

Proactively monitor and continuously optimize sales plans with changes in real-time business conditions to course-correct as required.

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Workflows & Multi-User Editing

Build trust and collaborate efficiently across different departments. Create iterative snapshots of your plan, model “what-if” scenarios and monthly forecasts, and analyze side-by-side comparisons across teams.

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Seamless CRM Integration

Integrate seamlessly with your existing CRM such as Salesforce, Incentive Compensation Management solution, and other enterprise systems to transfer data and thus enable a holistic approach to sales planning.

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Leverage Artificial Intelligence (AI)

Enhance decision making by leveraging AI to predict key metrics including ideal ramp times, quota targets and seasonality in sales.

Align with Corporate Goals

Leverage iterative planning and what-if modeling to reconcile top-down targets with bottoms-up capacity. Use data-driven metrics to assess target achievability. Align corporate targets across territories, products, business segments and sales roles.

Sales Planning Dashboard
Sales Planning Dashboard

Uncover Your True Sales Capacity

Apply historical performance data to ensure that you’re hiring the right sales role at the right time. Set and customize hiring profiles across territories to identify the resources you need. Easily compare contribution margin on ramped versus in-ramped reps.

Strengthen Organizational Insights with AI

Leverage AI to predict key indicators such as ramp times, ideal quotas and seasonality in sales to create optimal sales plans. Use out of the box KPIs and dashboards highlighting historical and real-time data, proactively analyze metrics to spot and correct problem areas faster. Easily create snapshots of your plan to build ‘what-if’ scenarios and monthly forecasts.

Sales Planning Dashboard
Sales Planning Dashboard

Amplify Value with an Integrated SPM Platform

Break down operational silos and maximize the power of data with an automated and integrated sales performance AI platform. Fully integrated with your existing CRM, Xactly delivers all the tools and insights to plan, execute and optimize sales performance management (SPM), from territory design to quota planning to resource management to incentive compensation.