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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 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 AlignStar
Xactly Forecasting
Xactly Incent
Xactly Insights
Xactly Objectives
Xactly Plan

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Xactly

Date Founded

2005

Company Location

United States

Company Website

www.xactlycorp.com

Company Facts

Organization Name

Winning Sales Plan

Date Founded

2009

Company Location

United States

Company Website

www.winningsalesplan.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

Lead Management

Lead Scoring
Pipeline Management
Source Tracking

Sales Coaching

Assessments
Call Recording
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Forecasting

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

Sales Intelligence

CRM Integration
Lead Scoring
Performance Management
Pipeline Management
Reporting/Analytics

Sales Planning

Not specified

Sales Tracking

Not specified

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