With our sales CRM solutions, effortlessly prepare, adjust, and approve data. Any data, such as revenue generated (e.g., total revenue, ARR, MRR), pipeline health (e.g., conversion rates, close rates, sales cycle length), and customer value (e.g., churn rate, customer lifetime value) can be assessed. Then, utilizing the discoveries made from that data, payouts can be made and arm go-to-market teams with the visibility and transparency within the solutions they use every day. Explore Xactly for CRM.
Xactly for CRM
Natively plug into your CRM for compensation management.
Xactly for CRM
A native CRM sales solution that manages any type of sales compensation plan, SPIF program, or process directly within your Salesforce or Microsoft Dynamics 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, such as revenue generated (e.g., total revenue, ARR, MRR), pipeline health (e.g., conversion rates, close rates, sales cycle length), and customer value (e.g., churn rate, customer lifetime value), 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, automates and tracks Sales Performance Incentive Funds (SPIFs) for convenient SPIF management, and eases 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.
Frequently Asked Questions
What is a sales CRM?
A sales Customer Relationship Management (CRM) system, such as Salesforce or Microsoft Dynamics 365, acts as the primary "system of record" for all customer-facing activities. It captures every stage of the buyer journey—from lead generation to the final "Closed/Won" status. However, to maximize the ROI of a CRM, organizations use Xactly for CRM to layer compensation and performance data directly on top of these records, turning a simple database into a powerful motivational tool for sales reps.
What does implementation look like alongside Salesforce or Microsoft Dynamics?
Implementation is designed to be "native," meaning Xactly functions directly within your existing Salesforce or Dynamics instance. Unlike traditional integrations that require constant data shuffling, Xactly connects via pre-built connectors to synchronize objects like Opportunities, Products, and Users. This "plug-and-play" approach ensures that your existing workflows remain unchanged while adding a layer of automated SPIF management and real-time commission tracking without needing a dedicated specialist to manage the sync.
How do revenue platforms integrate with Salesforce and other major CRMs?
Revenue platforms integrate through deep, bi-directional API connections that allow for "real-time data orchestration." For Salesforce and Microsoft Dynamics, this means Xactly doesn't just pull data—it lives inside the CRM. This integration eliminates the need for manual CSV uploads and ensures that any change in a CRM record (such as a deal value adjustment or a change in close date) is immediately reflected in the representative's performance dashboard and potential payout.
How do revenue operations teams break down data silos between CRM, ERP, and HRIS?
RevOps teams use Xactly to bridge the gap between the "Front Office" (Salesforce/Dynamics) and the "Back Office" (ERP systems like NetSuite and HRIS systems like Workday). By centralizing data from these disparate systems, Xactly creates a Single Source of Truth. This allows RevOps to automatically validate CRM sales data against ERP financial records, ensuring that commissions are paid only on verified revenue, while HRIS data ensures that quotas and territory assignments are always aligned with current staffing levels.
What are the keys to integrating compensation data back into CRM records?
The most effective integrations prioritize "In-Flight Visibility" for the sales team. Key strategies include:
- Native Dashboards: Surfacing commission data directly on the Salesforce or Dynamics homepage so reps can see their attainment daily.
- Estimated Commissions: Integrating a "what-if" calculator on individual CRM Opportunity records, showing reps exactly what they stand to earn before they close a deal.
- Automated SPIF Tracking: Using CRM-native reporting to track time-bound competitions and spot bonuses, providing immediate gratification for specific sales behaviors.
- Auditability: Ensuring that every commission line item is hyperlinked back to the original CRM record, allowing for quick dispute resolution and total transparency.
