Xactly

Xactly is a revenue management platform that optimizes sales performance through advanced analytics, automation, and artificial intelligence. The software provides tools for incentive compensation, forecasting, and sales planning, enabling organizations to streamline their sales processes and improve overall revenue management.

Key features:

- Incentive Compensation Management: Design and automate compensation plans tailored to motivate sales teams, provide on-demand visibility into commission structures and payouts, and ensure accurate and timely commission payments.
- Forecasting Tools: Integrate complex compensation data for more accurate revenue forecasting, adapt forecasts dynamically based on real-time data inputs, and consolidate data from various sources to provide a unified view of revenue potential.
- Sales and Revenue Planning: Streamline go-to-market (GTM) operations without reliance on spreadsheets, facilitate collaborative territory building and quota management, and utilize a single source of truth for all planning activities.
- Predictive Analytics: Leverage over 19 years of pay and performance data to inform strategic decisions and utilize AI-driven insights to forecast sales outcomes and identify growth opportunities.
- User-Friendly Interface: Provide intuitive dashboards for easy navigation and data interpretation, as well as customizable reporting tools to meet specific business needs.

How it works:

1. Sign up for a free trial or request a demo to explore the platform.
2. Set up compensation plans using the Incent module to align with business goals.
3. Import sales data and historical performance metrics to enhance forecasting accuracy.
4. Use forecasting tools to assess revenue projections and adjust strategies as needed.
5. Track sales performance and commission payouts through the dashboard, ensuring transparency and accountability.

Integrations:

CRM Systems (Salesforce, HubSpot), ERP Solutions (SAP, Oracle), Business Intelligence Tools (Tableau, Power BI)

Use of AI:

Xactly leverages generative AI to enhance its predictive analytics and forecasting capabilities. The platform analyzes historical data to predict future sales trends and optimize compensation plans, allowing businesses to make data-informed decisions quickly and effectively.

AI foundation model:

Xactly utilizes a proprietary AI foundation model that powers its predictive analytics and forecasting features.

Target users:

- Sales professionals and managers looking to optimize performance
- Finance teams needing accurate compensation management
- Organizations of all sizes, particularly those in technology, finance, and services industries

How to access:

Xactly is available as a web application. The platform also provides an API for developers to integrate its features into other applications. No mobile app is currently offered.

Industry applications:

Xactly is applicable across various industries, including technology, financial services, healthcare, retail, and telecommunications.