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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 QuotaPath?

QuotaPath enhances accountability and ownership within revenue teams by facilitating automated tracking and managing compensation effectively. The platform empowers these teams to create highly customizable compensation structures, provide real-time commission forecasts, and present valuable insights through intuitive dashboards. Revenue operations, sales leaders, and finance departments depend on QuotaPath to streamline the creation and distribution of compensation plans, establish tailor-made quotas and acceleration tiers, and manage deal data, as well as override earnings and configure role hierarchies and permissions while forecasting revenue accurately. Our seamless CRM integrations with platforms like HubSpot, Salesforce, and Close ensure that data flows effortlessly into QuotaPath, allowing users access to the most current and precise deal information. Additionally, with features such as Payouts and specialized finance tools, we support operations, finance, and HR teams in efficiently managing month-end closing activities to audit, verify, and execute payouts without complications. In this way, QuotaPath not only optimizes compensation management but also fosters collaboration across various departments, driving overall business success.

Media

Media

Integrations Supported

Close
Copper
Gradient Works
HubSpot CRM
HubSpot Customer Platform
Pipedrive
QuickBooks Online
Salesforce
Stripe
Xactly Incent
Zoho CRM

Integrations Supported

Close
Copper
Gradient Works
HubSpot CRM
HubSpot Customer Platform
Pipedrive
QuickBooks Online
Salesforce
Stripe
Xactly Incent
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$15 per user per month
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

QuotaPath

Date Founded

2018

Company Location

United States

Company Website

www.quotapath.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

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Forecasting

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

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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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