Fliptop (Discontinued Product) vs. Xactly Forecasting

1. Be sure to specify and understand the impact on your model when looking at volume versus value factors. 2. Ask all your potential vendors about set-up costs and time. 3. Understand, with any predictive model, how it will affect both marketing and sales - a predictive tool should bring the two closer together. 4. Remember - its predictive, not all-knowing and brief/train your teams accordingly.

I think TopOPPS is better suited for the larger sales team with shorter sales cycles. We have very long sales cycles and we have not truly seen it impact how we do business in terms of sales. I also think it's better suited for teams that have a true sales manager monitoring the reps and opps.

Incentivized

• Listening to customers - very responsive customer success team.
• Working with customers to build the most predictable model.
• Easy to set up and get useful reporting quickly.

• Clean UI to make data more digestable
• Health Scoring
• Forecasting
• Milestone Tracking on Opportunities

Incentivized

• A little more explanation of how different factors can affect the model in terms of the customer objectives - they've really listened here and have really focussed on the changes we needed to make.
• Update specific fields/features e.g. multi-currency support (now done), non-confusing field names (being released), custom fiscal years for reporting (coming I believe)

• Wasn't super sticky for our team
• Is not compatible with our main sales outreach tool
• Initial onboarding was challenging

Incentivized

We pushed Fliptop through to preferred vendor because (at that time):

• Fast set up time with zero cost
• Public appexchange listing (passed salesforce security)
• Demonstrated best understanding of our requirements

The tool was way [more]cost effective than something like Wave which is crazy expensive and not worth it. The other tools we evaluated were: 1. Salesforce's Wave Analytics - Too Expensive 2. Tableau - Not very user-friendly at the time and too expensive 3. Excel solutions - the data would become stale as soon as the Excel was exported.

Incentivized

• Before fliptop around 50% of our MQLs were in lower quality accounts, that number has reduced to around 15%.
• We have identified the key market segments that drove over 50% of our growth last year.
• Real focus for the marketing teams and intel on where to focus key email and nurture campaigns.

• Honestly, we cannot put a value on it. It's hard to know if it helped or hurt, but don't think it has helped.

Incentivized