Features and Benefits

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Roster and Territory Management

Maintain operational agility around personnel and territory changes without impacting the attainability of company goals.

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Quota and Credit Management

Maintain transparency on quotas, incentives and goals, while reducing time-consuming administrative burden.

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Customizable Dashboards

Increase collaboration across sales, sales leadership and operations to seamlessly manage day-to-day changes with customizable dashboards that track performance and quickly identify gaps.

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Seamless Integration

Integrate seamlessly with your existing tech stack - CRM, HCM, ERP and other internal or external systems - to automate processes and eliminate time-consuming and error-prone manual tasks.

Execute Changes with Ease at Scale

Xactly’s Operational Sales Management solution automates the administration of day-to-day changes that inevitably occur within a sales organization.

Executive dashboard view in Operational Sales Management from Xactly
Operations dashboard view in Operational Sales Management from Xactly

Tailored Solution to Address Operational Sales Challenges

Utilize a fully-customizable solution designed to address your organization's unique operational sales challenges across four critical areas - roster, territories, quotas and credits.

I've been with Flowserve 27 years. I know our customer base, our products, and our organization. What I don't know is if what we're doing is the most effective thing. That’s why I rely on experts, and through solution workshops and assessments, Xactly helps us travel that path. They can inform our choices as a true partner in a relationship.

David Lowe, Global Director of Sales Operations
Flowserve

 

Manufacturing Tool Kit: Flowserve Case Study
Ventana Research Value Index: Revenue Performance Management Customer Service

Xactly ranked #1 in Customer Experience, TCO/ROI, and Validation

Xactly has an impressive level of information to communicate their commitment and dedication to customer needs for RPM.