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Description

Booking meetings becomes ineffective when you're targeting the wrong accounts; therefore, it's essential to allocate the appropriate accounts at the optimal time. To enhance sales efficiency, identify the gaps in your CRM and direct your sales representatives towards accounts with a higher likelihood of conversion, transitioning to dynamic account management. This shift from traditional static territories to a more versatile and resilient approach is where dynamic booking proves invaluable. Having extensive experience in the RevOps field, we understand the specific needs of high-performing sales teams, as we've been on the front lines ourselves. Discover how dynamic books serve as a viable alternative to conventional static territories by accessing our complimentary guide on dynamic book management. Our offerings include the assignment of both built-in and custom objects, adaptive round-robin allocation based on parameters such as weight, capacity, and availability, along with comprehensive logging, audit history, and reporting functionalities. Additionally, we provide premium onboarding and dedicated support to ensure smooth implementation of dynamic book management. Embrace this innovative approach to transform your sales strategy today.

Description

Xactly is an AI-powered sales performance orchestration platform that helps organizations manage compensation, planning, forecasting, territories, quotas, and other revenue operations. Its connected product suite is designed to give sales, finance, and operations teams a shared source of data for managing the revenue lifecycle. Xactly Incent supports incentive compensation management by automating commission calculations, payouts, and seller visibility into earnings. Xactly Forecast analyzes pipeline and performance information alongside compensation data to help teams improve forecast accuracy and understand expected revenue. Xactly Plan provides collaborative tools for territory design, quota allocation, resource planning, and broader go-to-market planning. Xactly Design allows organizations to model compensation plans, compare scenarios, benchmark structures against industry data, and evaluate potential changes before deployment. Xactly Manage centralizes territories, organizational hierarchies, credits, splits, and quotas so teams can operationalize their sales plans more consistently. The platform integrates with CRM, HR, planning, and other business systems to maintain connected and current revenue data. Xactly is intended for organizations that want to replace fragmented sales performance processes with an AI-assisted platform for planning, execution, compensation, and forecasting.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Lumen by Talkwalker
Microsoft 365
Outreach
QuotaPath
Salesloft
Upwork
Xactly AlignStar
Xactly Forecasting
Xactly Incent
Xactly Insights
Xactly Objectives
Xactly Plan

Integrations

Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Lumen by Talkwalker
Microsoft 365
Outreach
QuotaPath
Salesloft
Upwork
Xactly AlignStar
Xactly Forecasting
Xactly Incent
Xactly Insights
Xactly Objectives
Xactly Plan

Pricing Details

$200 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Gradient Works

Country

United States

Website

www.gradient.works/

Vendor Details

Company Name

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com

Product 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

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Forecasting

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

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

Alternatives

Alternatives