Name: Xactly Sales Planning
Author: Xactly Corp

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Contract Management

Data Extraction

Risk Management

VoIP

Workspace Planning

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Collaboration

Data Masking

Desktop Outsourcing

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integration Platform as a Service (iPaaS)

License Management

Log Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Password Management System

Release Management

Remote Support

Secret Managers

Software Distribution

Threat Intelligence

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audience Intelligence

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Gamification

Heatmap and Session Recording

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Swag Management

Video Marketing

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Architecture

Debt Collection

Public Sector Software

Real Estate

Vertical-Specific

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Anaplan

Workday Adaptive Planning

Microsoft Excel

Xactly Sales Planning provides end-to-end continuous sales planning solutions that incorporate automation and data-based insights, so the user can manage everything including coverage, territory, quota and capacity management.

For salespeople, tools to accelerate business outcomes with sales planning, automated sales management processes, incentive compensation management, and the ability to analyze sales performance at scale.

Oracle Sales guides sellers with intelligent recommendations to help them focus on the most valuable prospects at the right time. These machine learning-based CRM selling tools center around clean, complete customer data from internal and external sources.

Professional

Standard

Premium

Oracle Sales

Xactly Sales Planning

Sales Performance Management

Xactly Sales Planning Dashboard: Automate the sales coverage and capacity planning processes, and determine the optimal resources required to hit bookings goals.

Xactly Sales Planning ramp view: Strengthen organizational insights using AI and data integration to predict key indicators such as ramp times, ideal quotas and seasonality in sales to build optimal sales plans.

Xactly was founded by a sales leader, for salespeople everywhere. Xactly’s AI-powered Intelligent Revenue Platform gives Revenue Operations teams the data they need to power sales leaders to plan with agility, motivate with intention, and predict with conviction. We are on a mission to transform the sales industry with AI to power reps and leaders to deliver results regardless of circumstances. To learn more about Xactly and the latest issues and trends in intelligent revenue, follow us on LinkedIn, and visit <a href="https://www.xactlycorp.com/" target="_blank" rel="noopener noreferrer">https://www.xactlycorp.com</a>.

Sales ICM

Features around incentive compensation management for sales

Sales compensation plan creation

Easy for Sales to create incentive compensation plans without IT assistance.

Complex sales crediting

Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

Sales compensation process automation

Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

Incentive auditing/regulation compliance

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

Sales compensation dashboards & forecasting

Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

Incentive modeling

Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

Agile incentive strategy

Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

ICM mobile visibility

Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

Sales Gamification

Features related to gamifying sales operations.

Sales contest templates

Includes pre-designed sales competitions based on common sales goals and KPIs.

Custom sales contests

System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.

Team competitions

Enables contests involving groups of employees playing against one another, rather than one-on-one competitions or every rep for themselves (as with a leaderboard).

Multiple competitions

Allows for multiple competitions of different types to be going on simultaneously; this kind of complexity is especially important for enterprises.

Contest flexibility

Administrators can make adjustments to competition design, duration, etc. as needed, allowing sales managers to test and modify different competitive dynamics for agile improvement. Also helps keep contests aligned with current company goals.

Sales rep view

Sales reps have their own profiles/personal view of the platform to monitor performance, progress, and goals. May include mini-games or coaching; often mobile access is important.

Mobile game functionality

Users can view results or participate in games and contests on their mobile devices.

Game notifications & updates

Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.

Social competition / Game collaboration

There is a social element to the competition; the gamification software allows users to post, like, share, and comment on each others’ wins and losses, or integrates to the company’s social/collaboration channel(s). May also allow non-salespeople to get involved.

Sales game integration to Salesforce

Pulls sales performance data and details from Salesforce CRM.

Sales performance reporting

Gamification software reports on individual and team sales results in an engaging, clear, and simple way.

TV streaming

Results of competitions, along with other motivational and competitive material, can be televised. This may be a matter of digitally displaying the sales performance report (static), or may be more like a news report/continuous content feed.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Pipeline Analytics

Provide the ability to rapidly visualize and identify pipeline changes.

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Xactly Sales Planning

Overview

What is Xactly Sales Planning?