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What is Xactly Forecasting?

Leverage artificial intelligence and machine learning to improve the efficiency of the sales pipeline, refine the precision of sales and commission predictions, and consistently meet sales targets. By utilizing data-driven insights paired with visual dashboards, teams can enhance their understanding of pipeline health, discover deeper insights into activities and trends, and effectively prioritize high-value opportunities. Eliminate uncertainty for sales representatives with a digital assistant that automatically logs critical opportunity details, guarantees CRM accuracy, and offers guidance for navigating deals successfully. Implement machine learning to create accurate multi-level forecasts, improve revenue predictability, and streamline the management of pipeline forecasts. Ensure a well-organized pipeline through smart data collection and by automatically promoting desired sales practices across the organization via alerts and recommendations for the next best actions, which aid representatives in closing deals. This holistic approach not only elevates sales performance but also fosters a more proactive and knowledgeable sales culture within the company. Ultimately, embracing these advanced technologies can lead to significant improvements in overall sales strategies and outcomes.

What is OpPlan?

Improve the accuracy of your forecasts, increase win rates, and reduce turnover in your sales force. The ideal solution for your sales team combines CRM, benchmarking, analytics, competitive SWOT analysis, sales tactics, action plans, and much more! You can efficiently evaluate your opportunities and contacts using a simple scoring system. This enables you to quickly assess the status of your opportunities, the buying committee, the performance of your sales staff, and your win/loss statistics. Furthermore, you can conveniently monitor the strengths, weaknesses, opportunities, and threats (SWOT) of your competitors. By responding to a series of focused questions related to the current opportunity, you'll reveal a suitable strategy along with valuable coaching insights. Additionally, you can create a detailed list of actions to take with your prospects and ensure their commitment to the steps required to close the deal. This effective methodology not only helps to move stalled deals forward but also gauges the level of interest from your prospects, ultimately driving more successful results. With these powerful tools at your fingertips, your sales team can foster a more efficient and effective process for securing deals, paving the way for sustained success in your sales endeavors.

Media

Media

Integrations Supported

Xactly Incent

Integrations Supported

Xactly Incent

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xactly

Date Founded

2005

Company Location

United States

Company Website

www.xactlycorp.com/products/xactly-forecast

Company Facts

Organization Name

Winning Sales Plan

Date Founded

2009

Company Location

United States

Company Website

www.winningsalesplan.com

Categories and Features

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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