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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 Teamwork CRM?

Teamwork CRM provides an intuitive sales management solution that enables you to effectively organize your leads and opportunities across distinct pipelines. This functionality improves your control over the sales process, removing the complexity of juggling multiple spreadsheets and emails for lead management. By utilizing Teamwork CRM, you gain valuable insights into your sales journey, allowing you to accelerate the process while ensuring that no potential opportunity slips through the cracks. The platform gathers all necessary information from the initial contact stage to the final deal closure, allowing your team to focus on key priorities and track the progress of each deal throughout the sales cycle. By clearly differentiating between leads and opportunities, you can cultivate a more results-driven pipeline that ultimately enhances the accuracy of your revenue predictions. Improved visibility not only optimizes operational efficiency but also has the potential to significantly boost revenue, equipping your team to achieve superior outcomes. This methodical approach can revolutionize the functioning of your sales team, simplifying the identification of obstacles and enabling the refinement of successful strategies. Ultimately, adopting Teamwork CRM can lead to a more cohesive sales process that aligns team efforts with organizational goals.

Media

Media

Integrations Supported

Beamible
COZYROC SSIS+ Suite
Clarity Security
Easy Insight
Gmail
Guru
Integrately
Integration.app
Kindo
KonnectzIT
Kualitee
Minoa
Nango
Rambox
StarfishETL
SurveySparrow
Teamwork.com
WiserNotify
Xactly Incent
Zoho Directory

Integrations Supported

Beamible
COZYROC SSIS+ Suite
Clarity Security
Easy Insight
Gmail
Guru
Integrately
Integration.app
Kindo
KonnectzIT
Kualitee
Minoa
Nango
Rambox
StarfishETL
SurveySparrow
Teamwork.com
WiserNotify
Xactly Incent
Zoho Directory

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$8 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

Teamwork.com

Date Founded

2007

Company Location

Ireland

Company Website

www.teamwork.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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