Operational Sales Management Software

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.

OSM STATS

We'll let the numbers do the talking.

2-3

X

increased efficiency by automating processes

12

%

increased productivity by integrating processes

Streamline and Operationalize Sales Plans

Remove the burden of time-consuming and error-prone manual processes with Xactly Operational Sales Management. Turn complex data sets from a variety of sources into usable insights within a single source of truth.

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.

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.

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

Read the Case Study