Xactly Operational Sales Management™
Automate and Execute Sales Planning Activities with Xactly Sales Performance Management Software
Automate, unify and communicate four critical areas - roster, territory, quota, and credit data so your sales management plans translate into revenue growth.
OSM Features and Benefits
Roster and Territory Management
Maintain operational agility around personnel and territory changes without impacting the attainability of company goals.
Quota and Credit Management
Maintain transparency on quotas, incentives and goals, while reducing time-consuming administrative burden.
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.
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.
Value that Matters to You
Tackle the toughest sales performance management challenges and deliver the results that matter for everyone from Sales to Finance.
Sales/Revenue Operations
Streamline time-consuming and error-prone processes to minimize manual work-related bottlenecks that can impact goal attainment.
Finance
Ensure credits and quotas align with company goals using data-driven insights.
Information Technology
Manage complex data structures securely through seamless integration of roster, territory, quota, and credit information.
Sales Leaders
Automate the day-to-day management of sales organization changes by driving efficiencies across roster, territories, quotas, and credits.
Execute Changes with Ease at Scale
Xactly’s sales performance management solution automates the administration of day-to-day changes that inevitably occur within a sales organization.
Tailored Solution to Address Operational Sales Challenges
Utilize a fully-customizable sales performance management solution designed to address your organization's unique operational sales challenges across four critical areas - roster, territories, quotas and credits.
Integrate Seamlessly with Xactly Incent®
Sync user-related changes made in Incent, such as hire date, sales region and reporting manager to OSM in real-time.
Top Use Cases for Xactly OSM
The only constant among Sales organizations is change. Xactly Operational Sales Management helps you manage the ripple effect of operational changes by ensuring that leadership across Sales, Sales Operations, Compensation, and Finance can respond to continuous changes all while still hitting their revenue goals. Ready to streamline and operationalize your Sales plans? Download your copy and discover how.
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.
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.
