Name: Xactly - Incent Demo
Uploaded: 2024-08-07T20:21:49.000Z
Duration: 7 min 22 s
Description: Xactly Corporation is a leading provider of sales performance management solutions, specializing in incentive compensation management.

xactly comp logo.png

Xactly

Xactly Corporation offers a comprehensive suite of sales performance management solutions designed to help organizations drive consistent revenue growth. Their Intelligent Revenue Platform integrates data-driven planning, incentive strategies, and precise forecasting to optimize sales operations. Xactly's solutions enable businesses to design effective compensation plans, automate payouts, and gain real-time insights into sales performance. By breaking down silos across go-to-market teams, Xactly ensures that sales strategies align with broader business objectives, fostering a resilient and profitable revenue stream.

Xactly - Incent Demo

This video shows Xactly Incent, a tool for sales managers. You will see the home screen with search, team ranks, charts, and credit gauges. You learn how to find orders, view commissions, bonuses, and payments. You can review plan documents, start a dispute, and read messages. In the My Incentives tab, you check your own pay, credits, and commissions. In the My Team tabs, you view and drill into your team’s statements. Xactly Incent makes tracking pay and plans easy.

Speaker Amy Ames introduces the demonstration and outlines that we’ll review the sales manager user experience in Xactly Incent.

Introduction

Overview of the Home tab showing customizable pods and a search bar that welcomes the sales manager upon login.

Home Screen and Dashboard

Demonstration of using the search bar to find orders containing specific terms (e.g., Amazon) and viewing order details.

Searching Orders

Introduction to the Team Ranks on Attainment pod and the Analytics pod where custom dashboards appear.

Team Ranks and Analytics Pods

Deep dive into the Commission by Earning Group dashboard, selecting periods, viewing team commissions, and drilling into detailed data.

Commission Analytics Dashboard

Viewing Current Year Credits by Type in a gauge chart and accessing Xactly Docspot for documents awaiting review.

Credits Pod and Xactly Docspot

How to review plan documents including earnings, quotas, rates and initiate disputes with supporting documentation.

Reviewing Plan Documents and Disputes

Using the Team Overview pod to compare payments vs. targets, the Messages pod for admin notices, and pods for credits and commissions by period.

Team Overview, Messages, and Period Reports

Viewing current attainment versus quota for each credit type within the Current Year Attainment pod.

Current Year Attainment Pod

Exploring the Sales Manager’s own incentive statement: period payments, quota attainment gauges, detailed credit, commission, and payment sections with drill-down and inquiries.

My Incentives Tab

Xactly - Commission Software

In this video, you’ll see CRM Accelerator, a Salesforce app that tracks sales pay and plans. You’ll first watch a sales rep view of monthly pay, goals, and held pay. Then see a manager view of team goals, pay rankings, and released pay. Learn how “zinc” records create automatically when deals close, sync with Exactly Incent, go through approvals, track changes, and handle pay questions. Finally, see an admin view of requests and error logs. CRM Accelerator ends spreadsheets, shows real-time reports, and puts all incentive info in one place.

Overview of CRM Accelerator, a native Salesforce app that unifies data across your organization to give visibility into incentive and compensation plans without leaving Salesforce.

Introduction to CRM Accelerator

Learn how commissionable events generate ‘zinc’ records in Salesforce, and how bidirectional sync with Exactly Incent brings incentive data back into Salesforce for validation and analytics.

Commissionable Events & Integration

Discover how CRM Accelerator eliminates manual uploads and spreadsheets with pre-configured Salesforce setup, letting you build and manage compensation plans quickly.

No More Spreadsheets

A look at the sales rep view: monthly and year-to-date pay comparisons, quota attainment, held commissions, and zinc records by opportunity, all drillable via native Salesforce reports.

Sales Rep Dashboard

Explore the sales leader view: team quota attainment and rankings, pay comparisons, held vs. released commissions, and flexible filtering with Salesforce reporting.

Sales Leader Dashboard

See how opportunities trigger zinc record creation through no-code flow templates, with customizable field mapping, record relationships, and scheduled sync to Exactly for plan calculations.

Commission Data Flow & Zinc Records

Understand record approval processes using Salesforce approvals, track changes with field history, and empower reps to submit override requests for comp admins to review.

Approvals, Auditing & Overrides

Insights for comp admins: outstanding overrides, manual records, approvals, Source Compare to spot data mismatches, sync status, and detailed error logs for quick resolution.

Comp Admin Dashboard & Error Handling

How daily incentive calculations, in-Salesforce dispute management, and continuous data monitoring simplify month-end. Learn how to boost adoption and revenue intelligence with a free demo.

End-of-Month Processing & Next Steps

The only purpose-built and extensible platform that unites your revenue lifecycle.

Sales Operations Managers, Compensation Analysts, Revenue Operations Managers, Sales Executives, CFOs, HR Managers

 Technology, Financial Services, Healthcare, Manufacturing, Telecommunications

Xactly is a company that helps businesses manage and improve their sales performance. They offer tools to plan sales strategies, design compensation plans, and predict future sales. Their goal is to help companies grow their revenue by making their sales teams more effective. ([xactlycorp.com](https://www.xactlycorp.com/platform-overview?utm_source=openai))

company_summary

Xactly provides customized pricing based on each company's needs. They offer different solutions like Incent, Forecasting, and Sales Planning. To get specific pricing information, you can request a quote on their pricing page. ([xactlycorp.com](https://www.xactlycorp.com/pricing?utm_source=openai))

price_estimate

Xactly is designed for businesses of various sizes, from small companies to large enterprises. It's especially useful for:

- **Sales Managers**: Overseeing sales teams and performance.
- **Compensation Analysts**: Designing and managing pay structures.
- **Finance Professionals**: Managing budgets and financial planning.
- **Operations Managers**: Streamlining sales processes.
- **HR Professionals**: Aligning compensation with company goals.

Industries that benefit from Xactly include technology, finance, healthcare, manufacturing, and retail. ([xactlycorp.com](https://www.xactlycorp.com/company?utm_source=openai))

company_icp

Xactly stands out by offering a comprehensive platform that integrates sales planning, compensation management, and forecasting. Their solutions are built on nearly 20 years of data, providing businesses with valuable insights to drive revenue growth. ([xactlycorp.com](https://www.xactlycorp.com/platform-overview?utm_source=openai))

company_uniqueness

Xactly serves a wide range of customers across different industries. Notable clients include:

- **Avaya**: A global communications company that uses Xactly to manage its sales compensation programs. ([xactlycorp.com](https://www.xactlycorp.com/pricing?utm_source=openai))
- **Gong**: A sales technology platform that leverages Xactly to optimize its sales performance.
- **Anaplan**: A financial planning software company that utilizes Xactly for effective sales planning and forecasting.

best_customers

Companies use Xactly for various purposes, such as:

- **Designing Compensation Plans**: Creating pay structures that motivate sales teams.
- **Sales Forecasting**: Predicting future sales to plan resources effectively.
- **Territory Management**: Organizing sales regions to ensure balanced workloads.
- **Performance Analysis**: Evaluating sales data to identify areas for improvement.
- **Compliance Management**: Ensuring compensation plans meet legal and regulatory standards.

use_cases

- **Sales Planning**: Helps businesses create effective sales strategies and allocate resources efficiently. ([xactlycorp.com](https://www.xactlycorp.com/platform-overview?utm_source=openai))
- **Incentive Compensation Management**: Allows companies to design and manage compensation plans that motivate sales teams. ([xactlycorp.com](https://www.xactlycorp.com/platform-overview?utm_source=openai))
- **Sales Forecasting**: Uses data to predict future sales, helping businesses make informed decisions. ([xactlycorp.com](https://www.xactlycorp.com/platform-overview?utm_source=openai))
- **Territory Management**: Assists in creating balanced sales territories to maximize coverage and performance. ([xactlycorp.com](https://www.xactlycorp.com/platform-overview?utm_source=openai))
- **Data Integration**: Connects with various systems like CRM and ERP to provide a unified view of sales data. ([xactlycorp.com](https://www.xactlycorp.com/platform-overview?utm_source=openai))

features

For more information on Xactly's legal policies, you can visit their Privacy Policy and Terms of Service pages.

Xactly - Incent Demo

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