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What is Xtiva?

We understand that every client has their own unique organizational frameworks, goals, and priorities; therefore, our customized Incentive Compensation Management service is designed to provide optimal flexibility and alignment with your specific business objectives. Our innovative Sales Performance Management platform offers a comprehensive range of data and insights right at your fingertips, empowering your team to boost productivity and achieve more of your strategic objectives. Featuring a newly upgraded, future-ready engine, XTIVA incorporates advanced capabilities aimed at enhancing your business’s overall success. Our extensive experience, built over many years, serves as a valuable resource that shapes the way you and your team operate. At XTIVA, we dedicate ourselves solely to Financial Services firms, which enables us to deeply comprehend the intricate and unique demands of your industry, addressing various challenges faced by producers, regulators, operations, shareholders, and customers alike. We take pride in providing solutions that are meticulously tailored to effectively tackle these complex issues, ensuring your firm is well-equipped to thrive in a competitive landscape. Ultimately, our commitment to understanding your needs positions us to partner with you in driving sustainable growth.

What is FunnelSource?

Elevate the effectiveness of your pipeline meetings and coaching sessions by utilizing FunnelSource, a tool that offers in-depth visibility into your organization's pipeline. Tailored specifically for sales professionals, this powerful pipeline management and forecasting solution is ideal for both sales executives and representatives. Its quota-focused interface standardizes revenue generation processes across various companies, ensuring alignment among all team members. By promoting clarity and consistency, FunnelSource enhances the productivity of weekly coaching calls while paving a clear path toward success. Sales representatives benefit from a consolidated dashboard that boosts efficiency, maintains data precision, and encourages accountability in key performance areas. Moreover, executives and managers receive real-time insights into the sales funnel, allowing them to engage in proactive management and effectively hold their teams accountable. This platform minimizes the chances of sandbagging and swiftly detects underperforming deals, which in turn enhances forecast accuracy and strengthens overall sales performance. By adopting FunnelSource, organizations are empowered to revolutionize their pipeline management approach, ultimately leading to better results and increased revenue potential. With its user-friendly interface and robust features, FunnelSource not only supports sales endeavors but also fosters a culture of continuous improvement within the sales team.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Xtiva

Date Founded

1995

Company Location

United States

Company Website

xtiva.com

Company Facts

Organization Name

Baker Communications

Date Founded

1979

Company Location

United States

Company Website

www.bakercommunications.com/funnelsource.html

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

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

Categories and Features

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

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