Xactly Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Is consistently available (uptime) and allows users to complete tasks reliably.

Is accessible from a mobile device and by users on the go.

Provides analytics tools that reveal important business metrics and track progress.

Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.

CRM integration is flexible and easy to maintain

Financial System integration is flexible and easy to maintain

HCM/HRIS integration is flexible and easy to maintain

System provide sufficient customization to meet business requirements

System provide well documented API's that can be used to integrate to 3rd party systems

System support multiple currencies and languages to enable business in multiple countries

System is consistently available (uptime) and system's speed is don't impact productivity

Define compensation packages and allowance plans within the system. Specify the various components of compensation, including base pay, bonuses, and equity. Structure compensation pools and hierarchies for continual planning.

Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making.

Maintain compliance with corporate policies, state mandates, and federal regulations regarding compensation with built in compliance features, including automated identification and flagging of unapproved behaviors.

Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures.

View budgetory allocations across the organization, compensation information related to individual employees or departments, and underlying compensation trends in analytics dashboards embedded in the system.

Create standard and ad-hoc reports of compensation data within the system. Trends and other graphical representations of data displayed by analytics dashboards can be included in reports.

Easily import data into or export data from the system, and access employee compensation data quickly within the system. Create compensation hierarchies so that managers can access relevant team information.

Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system.

Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.

Method to manage and resolve varialble compensation disputes/descreptancies

Method for a salesrep to see breakdown of variable and base compensation payments that have been made.

Features that enable Sales rep to view details of compensation agreements

Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole.

System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)

Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions

Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives

Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.

Sales manaagement can override/adjust Compensation and split commission manually

Functionality to approve compensation statements or other processes that require approval relating to sales compensation

Features to model and roll up budgets

Functionality that allows admins to adjust and manage compensation disputes

Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource

Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires

Easily creates compensation statements and distributes them to sales team

Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs

Manages changes to sales organization easily

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing.

Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current.

Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards.

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Ability to input geographic data into GIS.

Store vast amounts of data in a variety of ways, such as individual files, databases, geodatabases, or the cloud.

Ability to make edits to data as the landscape changes.

Bring data to life in a 2D or 3D format.

Assign locations to significant addresses so they may placed as points on the map.

Select a point on the map and display data within a certain radius.

Visualize different forms of data in one single image.

Ability to take all of the collected data and publish it into one map.

Ability to read data to make informed decisions and predict patterns.

Export information on a specific data in the map.

Study data in live time to analyze any changes happening in the location.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Facilitates 360-degree feedback between managers, employees, and peers.

Provides customizable employee review forms and questions.

Tracks completion status of employee reviews.

Facilitates goal-setting for individual employees and tracks progress toward goals.

Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.

Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.

Allows employees or managers to request feedback from other employees.

Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.

Provides a forum for employees or managers to deliver public praise for exceptional employee performance.

Generates in-depth visual dashboards and reports based on employee performance data.

Retains historical performance review data or integrates with third-party applications where historical data can be maintained.

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Displays and compares pay equity information, comparing the parity of pay across demographics.

Comes with native pay equity module or capabilities.

Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization.

Provides ability to score accounts based on potential revenue to prioritize accordingly.

Provides ability to structure topline revenue goals.

Segment accounts based on ideal customer profile and business objectives.

Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Forecast sales data for sales teams, individual reps, territories, or products.

Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.

Abilty to create and run "what-if" scenario modeling to inform business decisions.

Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.

Define territories to ensure optimized market coverage and allocate resources appropriately.

Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.

Design quota targets based on factors such as account size, rep performance, and pipeline needs.

Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.

Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.

Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.

Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors.

Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.

Accesses employee compensation history and talent records when evaluating compensation planning strategies.

Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.

Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.

Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives