Xactly for CRM
Manage incentive compensation natively within Salesforce.
Xactly for CRM enables you to manage any type of compensation plan or process directly within your Salesforce instance. Effortlessly prepare, adjust, and approve data before payouts are made, and arm go-to-market teams with the visibility and transparency within the solutions they use every day.
The power of Incent. The familiarity of Salesforce.
When roughly 10% of an organization’s revenue is spent on incentive compensation, maximizing that ROI is critical. Being able to quickly leverage a platform your team already uses every day—like Salesforce—makes maximizing that investment easily attainable.
Is Xactly for CRM right for you?
You’re All in with Salesforce
You’re a current Salesforce customer and want to tell your end-to-end RevOps story natively within Salesforce and manage critical sales performance data directly within your CRM for more holistic reporting.
You’re Streamlining Operations
Your company is scaling and you need a compensation solution that you can operate autonomously, easily configure and manage at the same rate.
Your Reps Want a Focused Experience
Your reps spend their days closing deals and managing relationships within your CRM, and you want to keep them there while providing the transparency and on-demand visibility into their potential payouts in real-time, without running their own calculations in spreadsheets.
Measure impact.
Easily prepare, adjust and manage compensation data alongside your CRM data, ensuring you always have one clean record for accurate and timely payouts.
- Familiar UI
Access all critical compensation data and workflows with the ease and familiarity of Salesforce—no additional expertise from your team is required. - Powerful Analytics
Streamline use of powerful Salesforce analytical tools and help build intuitive dashboards to measure compensation program effectiveness with pre-built templates.
Motivate performance.
Give reps on-demand visibility into their comp plans and commissions within the platform they already use every day.
- Motivate Reps
Provide greater transparency into pay and performance, leading to fewer disputes and inquiries, while motivating reps to hit and exceed their quota. - Single Source of Data
Get faster insights to take action and make data-informed decisions with all your data in one place.
Automate and simplify comp.
Ditch the spreadsheets and manual processes for good. With Xactly for CRM, you no longer need to worry about manual data uploads or extraction processes. Because it’s already preconfigured for Salesforce, you can start to build and manage your programs in no time.
- Self-Serve
An extensive help portal and setup guides allow your teams to truly own the entire process. But if you do need our help, we got you covered. - Specialist Not Required
Because you know Salesforce like the back of your hand, you have that familiarity to make changes without investing in specialist resources.