Xactly for CRM
Manage incentive compensation natively within Salesforce.
Effortlessly prepare, adjust, and approve data before payouts are made, and arm go-to-market teams with the visibility and transparency within the solutions they use every day.
Xactly for CRM
Manage any type of compensation plan, SPIF program, or process directly within your Salesforce 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 Salesforce.
Xactly for CRM enables you to tell your end-to-end RevOps story natively within Salesforce, manage critical sales performance data directly within your CRM and leveraging the reporting capabilities your go-to-market teams can easily consume.
Measure impact.
Easily prepare, adjust and manage compensation data alongside your CRM data, 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 Salesforce—no additional expertise from your team is required. - Powerful Analytics
Streamline use of powerful Salesforce analytical tools and help build intuitive dashboards to measure compensation program effectiveness with pre-built templates.
Motivate performance
Give reps on-demand visibility into their comp plans and commissions within the platform they already use every day.
- 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.
Ditch the spreadsheets and manual processes for good. With Xactly for CRM, you no longer need to worry about manual data uploads or extraction processes. Because it’s already preconfigured for Salesforce, you can start to build and manage your programs in no time.
- 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.
