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What is Xactly?

Xactly is an AI-driven sales performance management and revenue orchestration platform designed to connect planning, compensation, forecasting, and execution across go-to-market teams. The intelligent revenue platform combines multiple revenue operations functions so organizations can manage sales plans and performance from a shared data environment. Xactly Incent automates incentive compensation processes, including commission calculations, payout management, and seller access to earnings information. Xactly Forecast helps revenue teams evaluate pipeline performance and improve forecast accuracy by incorporating sales and compensation data into the forecasting process. Xactly Plan supports collaborative territory planning, quota allocation, resource management, and broader sales planning without relying on disconnected spreadsheets. Xactly Design provides tools for creating and modeling compensation plans, benchmarking them against historical industry data, and simulating the potential effects of plan changes. Xactly Manage gives organizations a centralized system for managing territories, people, hierarchies, quotas, sales credits, and credit splits. AI and automation capabilities are used throughout the platform to surface insights, reduce manual work, and support faster revenue decisions. Integrations with CRM, HR, and planning systems help keep sales performance information synchronized across the organization. The platform can support finance, compensation, sales operations, revenue operations, and sales leadership teams that need greater visibility and consistency across complex incentive and planning processes. Xactly is designed to help organizations improve revenue predictability, align seller behavior with company goals, and manage the full sales performance lifecycle through one connected platform.

What is Forecastio?

Introducing a sales performance management solution specifically designed for HubSpot users, aimed at refining your sales strategy. By utilizing your historical data from HubSpot, you can strategically plan your sales initiatives and establish achievable objectives. Enhance your management of sales capacity through carefully organized hiring schedules, ensuring you consistently reach your targets. Prevent unforeseen obstacles at the end of each quarter by applying diverse forecasting methods. By exploring what-if scenarios, you can allocate resources in a way that maximizes efficiency. Tap into valuable sales insights sourced from HubSpot, which can significantly inform your decision-making process. With the availability of predefined planning templates and dynamic evaluations of goal feasibility, you can simplify your strategy development. Leverage AI and predictive forecasting features to obtain accurate projections for future sales outcomes. Monitor critical sales performance metrics in real-time, allowing for prompt adjustments to your tactics. Quickly identify and address performance gaps related to staff, processes, and pipelines without delving into extensive reports. Assess your current sales capacity while automatically calculating the additional resources needed to achieve your sales goals. Moreover, keep track of your sales pipeline's progression in real-time, enabling you to swiftly pinpoint and tackle potential bottlenecks that could impede your success. This comprehensive approach ensures that you not only meet but also surpass your sales targets.

Media

Media

Integrations Supported

Xactly AlignStar
Xactly Forecasting
Xactly Incent
Xactly Insights
Xactly Objectives
Xactly Plan

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$149 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Xactly

Date Founded

2005

Company Location

United States

Company Website

www.xactlycorp.com

Company Facts

Organization Name

Forecastio

Date Founded

2023

Company Location

United States

Company Website

forecastio.ai/

Categories and Features

AI Sales Assistants

Not specified

Commission

Not specified

Revenue Intelligence

Not specified

Revenue Operations

Not specified

Salary Benchmarking

Not specified

Sales Analytics

Not specified

Sales Compensation

Not specified

Sales Forecasting

Not specified

Sales Planning

Not specified

Territory Mapping

Not specified

Categories and Features

Sales Forecasting

Not specified

Sales Planning

Not specified

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