Greatest forecasting tool for sales! Xactly Forecasting®!
January 10, 2025

Greatest forecasting tool for sales! Xactly Forecasting®!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Forecasting®

Xactly Forecasting® helps us to better align our selves with the companies goals. After our ERP Update, Xactly Forecasting® is taking information from our CRM data to help deliver more accurate forecasting as well as giving us a health check along the way. it is important in sales to have an accurate and healthy pipeline which will better help support our job functions.

Pros

  • Provides a quick detailed over view of our pipeline. This will help us identify deals that need attention and to maintain a healthy pipeline
  • being able to view our pipeline is also a motivational tool to help us drive success
  • an aligned forecast helps us to be more confident in our sales numbers as well as providing more accurate information to our management team.

Cons

  • With the integration in to our SFDC, this sometimes can delay when the information is loaded to Xactly Forecasting®. This may be an one off issue with the way it is being loaded by our company.
  • Consolidating data from our CRM as well as our newly updated ERP System
  • Being able to view team and individual performance
  • Being online and being able to view this data from out of office
  • More accurately forecasting incoming revenue
  • Cleaner and Healthier pipeline - moving out dead deals and focusing on fresh opportunities and keeping close with those customers
I have had an excellent experience so far with Xactly Forecasting®.
I mainly use this application for the ability to develop, manage and inspect my pipeline to move deals along to the correct stages, have the correct forecasted dates and being able to stay on top of my deals. This allows me to push out deals that are no longer interested and close more deals.

Do you think Xactly Forecasting® delivers good value for the price?

Not sure

Are you happy with Xactly Forecasting®'s feature set?

Yes

Did Xactly Forecasting® live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Xactly Forecasting® go as expected?

I wasn't involved with the implementation phase

Would you buy Xactly Forecasting® again?

No

This is an amazing tool that is welcomed and enjoyed from top management all the way to the customer facing agents.
For our company, Directors and Managers - it helps them to be aligned with the company goals and to better manage employees. Possibly outlining issues with closing deals or with agents.

for Agents - This tool is amazing as it helps you focus on the important deals/ opportunities and making sure you will be able to hit your Quarterly and Annual numbers.

Xactly Forecasting® Feature Ratings

Sales Forecasting Features
10.0
Sales Benchmarking
10
Quick Dashboard/Forecast
10
Sales Visuals
10
Sales Forecast Templates
10
Sales Forecasting Factors
10
Sales Forecast Review
10
Sales Forecasting Management
10
Custom Forecast Models
10
Record of Previous Sales Forecasts
10
Sales Forecast Collaboration:
10
CRM Data Import
10

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