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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 OPALCRM?

Contract manufacturing firms can leverage OPAL CRM to efficiently oversee their field sales teams, empowering sales representatives to devise comprehensive sales plans, establish objectives, and improve their incentive structures. This adaptable platform also caters to financial services sectors—including banking, wealth management, capital markets, and insurance—by promoting seamless interaction among front-office, middle-office, and back-office functions, which ultimately strengthens client relationships. In the highly competitive real estate industry, it is vital to manage sales pipelines effectively and engage potential clients to achieve successful conversions. Furthermore, organizations involved in corporate training, skill development, and educational institutions often face difficulties in managing their lead pipelines. OPAL CRM’s Lead Management Software tackles these issues head-on, allowing these organizations to enhance their lead management processes, drive successful closures, and significantly boost their overall operational effectiveness. By streamlining these functions, OPAL CRM ensures that businesses can focus on their core competencies while fostering growth and success.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$9.99 per user per month

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Xactly

Date Founded

2005

Company Location

United States

Company Website

www.xactlycorp.com

Company Facts

Organization Name

KloudPortal

Company Location

India

Company Website

www.opalcrm.com

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

CRM

Email Marketing
Mobile Access

Sales Planning

Not specified

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