Operations
The Efficiency Operators Need To Succeed
A single platform that unifies critical revenue planning and execution data, fostering collaboration throughout the organization.
Territory & Quota Management
Operations leaders are required to know the what, why, and how of all processes throughout a business, not to mention the impacts on people and data should there be changes. Yet when digging into how territories and quotas are delivered, communicated, and assigned, they’re left searching for the details. This challenge compounds when new team members are hired, high-performers are promoted, or people leave the business and changes are required.
With Xactly, Operations leaders can:
- Gain clear visibility into sales, territory, and quota plans to make the required changes when necessary.
- Unify data to identify and ideate on potential adjustments, ensuring changes are aligned with top-down business objectives.
- Quickly deploy and communicate changes to teams and stakeholders from a singular platform for seamless data transfer and robust integrations to external systems.
Pipeline and Sales Forecasting
Revenue is the lifeblood of every business, requiring collaboration across go-to-market, Finance, and Operations teams. Naturally, this is an ideal place for operations experts to lean in. Yet, when looking to unify multiple data sources, create robust dashboards, and empower go-to-market leaders with insights to inform their strategy, they’re left wanting more.
With Xactly, Operations Leaders can
- Quickly spot pipeline trends, sales process and methodology compliance, and overall pipeline coverage.
- Support better sales execution and engagement with customizable health scoring for accounts and opportunities, supported by award-winning AI.
- Unify pipeline data with any external source to quickly and easily build reports and dashboards powered by AI to help go-to-market leaders triangulate their revenue predictions.
Incentive Compensation Management
Tailor compensation plans to activities and behaviors that accelerate revenue performance, no matter how unique the sales roles, and provide on-demand visibility into payouts for your team to keep them focused.
Incentive Design and Forecasting
Design ideal sales incentive plans by simulating different pay mixes, acceleration, performance distribution changes, and other factors that drive the behaviors to deliver desired outcomes for your business.
Sales and Revenue Planning
Work closely with Finance to ensure ideal capacity to optimize coverage across high value territories, segments, accounts, and more, while each member of the go-to-market team has fair and balanced quotas.
Why Operations Leaders Want A Unified Platform
Xactly was born in the cloud and maintains almost 20 years of experience delivering best practice Sales Performance Management solutions. This journey led to uniting critical business processes, fostering stronger collaboration amongst the teams that drive businesses forward. This is accomplished by equipping practitioners with the tools they need to automate more tasks, easily unify and visualize data, optimally staff sales organizations, equally distribute capacity and quotas, and balance territories.
Xactly’s Intelligent Revenue Platform delivers predictable, profitable, and resilient revenue by breaking down the silos across your go-to-market teams to accelerate performance and unlock revenue performance.
