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Sales performance management for planning, commissions and forecasting
Updated
Xactly is a sales performance management platform for finance, sales operations and compensation teams that plan territories and quotas and pay commissions. The vendor brands it the Intelligent Revenue Platform.
Teams build territories and quotas, design compensation plans and simulate changes before rollout. Sales and CRM data feed commission calculations, which pay out and show sellers their earnings. Forecasts then combine pipeline with compensation data. The platform also supports ASC 606 commission expense accounting.
The vendor lists finance, HR and payroll, compensation, RevOps, sales and IT as users, across financial services, healthcare and pharma, manufacturing, SaaS, telecom, retail, insurance and media. Named customers include Cox Automotive, Flowserve, TDC Brands, Spirent and Zywave.
Xactly does not publish pricing; plans are quoted by the vendor through a request-a-quote form. The vendor offers a demo and a product tour rather than a self-serve trial.
Xactly lists Salesforce as a partner and describes integrations with CRM, ERP and HRIS systems. A Marketplace offers pre-built apps and connectors, and an Extend option supports custom apps.
Salesforce Sales Cloud is a CRM that manages the pipeline, whereas Xactly handles the compensation, quota and territory side that sits beside it. Zoho CRM and Pipedrive are lighter CRMs for managing deals. monday sales CRM is a flexible work-management CRM. Buyers often use Xactly alongside a CRM rather than instead of one.
Pricing Model
QUOTE BASED
Starting Price
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Free Options
None
CRM
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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