Sales
Unlock Growth and Accelerate Sales Performance
Keep your teams focused on the right deals, and help them unlock their earning potential.
Pipeline and Sales Forecasting
Predicting performance and calling where your team will end a given month, quarter, or year, is one of the most important, and difficult, tasks for a sales leader today. It takes dissecting sales pipeline metrics, checking them for accuracy, meeting with team leaders, making educated bets, and even spotting the deals where you need to get more involved. This can be a painstaking process ripe with second-guessing, overly ambitious or conservative projections that, if too far off, can have massive impact on the health of a business.
With Xactly, sales leaders can:
- Quickly access the health of every deal in their pipeline, and within the same screen, drill into activity data, momentum, and any missing pieces from your sales methodology.
- Wake up to a sales leader-specific view into the most important metrics to you, whether that’s pipeline coverage, deal cycles, trends by region, team, segment, and more.
- Feel confident that the activities and behaviors they know result in more closed deals are being reinforced through automated alerts, deal health checks, and AI coaching insights.
Sales and Revenue Planning
Whether in the final stretch of a great year where you’re crushing all your goals, or a year where you took a step back, sales planning is a critical process for any sales leader. Though an important part of future success, many sales leaders find themselves in a difficult position because they missed a forecast or two, their sales targets for next year aren’t aligned with Finance’s, or they’re trying to balance short-term wins with sustained success long-term.
With Xactly, sales leaders can:
- Collaborate more directly with Finance to define appropriate targets and resources needed to have ample coverage for near and long term success.
- Team up with RevOps to design and define balanced territory and team strategies utilizing historical performance and whitespace analysis.
- Define go-to-market strategies that accelerate performance and align with company-wide objectives.
Supporting Sales Leaders Across the Revenue Lifecycle
Incentive Compensation Management
Tailor compensation plans to the 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.
Territory and Quota Management
Streamline the assignments of territories (geographic, account-based, or otherwise) and quotas, keeping them motivated and focused with clear visibility into their quotas and territory potential.
Why Sales Leaders Benefit From 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.
