[ Xactly Reviews ](https://www.g2.com/products/xactly/reviews) [ Xactly Reviews ](https://www.g2.com/products/xactly/reviews) # Xactly Features ##### ## Platform (22) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs 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. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Dashboards Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. CRM Integration CRM integration is flexible and easy to maintain Financial Integration Financial System integration is flexible and easy to maintain HCM/HRIS Integration HCM/HRIS integration is flexible and easy to maintain Customization System provide sufficient customization to meet business requirements APIs System provide well documented API's that can be used to integrate to 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Performance and Reliability System is consistently available (uptime) and system's speed is don't impact productivity Reward Structuring 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. Event Management Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments. Workflow Automation 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. Compensation History Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making. Automated Compliance 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. Performance Management Integration Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures. Embedded Analytics 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. Reporting Capabilities 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. Compensation Data Management 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. Internationalization Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. Show More ##### ## Sales Rep Portal (6) Commission Estimator Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. Dispute Management Method to manage and resolve varialble compensation disputes/descreptancies Compensation Statements Method for a salesrep to see breakdown of variable and base compensation payments that have been made. Plan Documents and Agreements Features that enable Sales rep to view details of compensation agreements Individual and Team Performance Reports 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. Mobile User Support System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) Show More ##### ## Management Portal (6) Sales Org Performance Reports Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions Monitor Sales Rep Performance Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives Quota Assignments/Management Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required. Commission splits and overrides Sales manaagement can override/adjust Compensation and split commission manually Workflow and Approvals Functionality to approve compensation statements or other processes that require approval relating to sales compensation Budgeting Features to model and roll up budgets Show More ##### ## Administration (6) Adjustments/Dispute Resolution Functionality that allows admins to adjust and manage compensation disputes Comp Modeling - Ease of Admin Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource Comp Modeling - Design Flexibility Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires Comp Statement Calculation and Distribution Easily creates compensation statements and distributes them to sales team Reports and Dashboards Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs Sales Hierarchy Management Manages changes to sales organization easily Show More ##### ## Data Sourcing (5) Data Sourcing Compiles data from a breadth of either internal or external sources. Exporting & Sharing Data Enables user to communicate data by securely exporting and sharing it. Multi-Device Data Visualization Allows users to view data visualizations on several devices. Interactive Dashboards Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. Data Segmentation Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (4) Lead Scoring Provides scores or rankings of each prospect based on the data provided. Opportunity Scoring Provides insights to determine which deals already in the pipeline have the best chance of closing. Risk Analysis Warns sales teams of accounts that may be at risk of being lost. Live Forecasting Provides live customer data so that sales organizations forecasts stay current. Show More ##### ## Sales Management (4) Live Pipeline Management Updates every time a change is made enabling users to trace a deal through the pipeline. Sales Gamification Enables competition between a sales team by providing things like challenges and scoreboards. Account-Based Analytics Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Show More ##### ## Incentives (4) Badges Assigns achievement badges to high-performing employees based on pre-determined standards. Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (4) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide Data Entry Automates the entry of collected data. Integrations / APIs 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. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Performance reviews (3) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Status Tracking Tracks completion status of employee reviews. Show More ##### ## Goals (2) Goal-Setting Facilitates goal-setting for individual employees and tracks progress toward goals. Company Goals And OKRs Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. Show More ##### ## Feedback (4) Continuous Feedback Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. Requesting Feedback Allows employees or managers to request feedback from other employees. 1-On-1 Meetings Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. Public Praise Provides a forum for employees or managers to deliver public praise for exceptional employee performance. Show More ##### ## Data (2) Dashboards And Reports Generates in-depth visual dashboards and reports based on employee performance data. Historical Data Retains historical performance review data or integrates with third-party applications where historical data can be maintained. Show More ##### ## Revenue Sourcing and Forecasting (7) Revenue History Allows users to track how previous revenue forecasts have developed over time Pipeline Management Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities Dashboard Analytics Reports results on revenue attainment, conversion rate, and overall revenue analytics Multi-Device Data Visualization Allows users to view data visualizations on several devices Data Segmentation Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health Revenue Operations Cadence Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success Show More ##### ## CRM Data Enrichment (5) Calendar Sync Automatically associates calendar invites to update deal progress in a CRM Email Activity Capture Automatically associates sales activities within emails to the relevant accounts in your CRM Conversation Intelligence Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM Marketing Leads Automatically links marketing leads to sales generated opportunities in your CRM Contact Capture Automatically captures contacts engaged with and associates to relevant accounts in a CRM Show More ##### ## Account Management (6) Nonengaged Accounts Identifies accounts that sales reps aren't engaging with Account optimization Maximizes account coverage by determining the optimal number of accounts per rep Historical Patterns Identifies common themes among historical deals that are won or lost Rep Performance Identifies common themes and actions amongst reps that close the most deals Account Engagement Allows users to track the level of engagement with each account and provides insights on frequency of engagement Historical Win/Loss Patterns Identifies common themes among historical deals that are won or lost to provide insights into successful strategies Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Benchmarking and Equity - Compensation Management (3) Benchmarking Data Displays and compares pay equity information, comparing the parity of pay across demographics. Pay Equity Comes with native pay equity module or capabilities. Salary Bands Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization. Show More ##### ## Sales Performance Features - Sales Planning (7) Account Scoring Provides ability to score accounts based on potential revenue to prioritize accordingly. Revenue Planning Provides ability to structure topline revenue goals. Account Segmentation Segment accounts based on ideal customer profile and business objectives. Sales Performance Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. Sales Forecasting Forecast sales data for sales teams, individual reps, territories, or products. Integrations Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. Scenario Modeling Abilty to create and run "what-if" scenario modeling to inform business decisions. Show More ##### ## Territory Management - Sales Planning (2) Territory Management Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. Territory Planning Define territories to ensure optimized market coverage and allocate resources appropriately. Show More ##### ## Quota & Capacity Management - Sales Planning (3) Quota Management Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. Capacity Management Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. Quota Planning Design quota targets based on factors such as account size, rep performance, and pipeline needs. Show More ##### ## Platform - Compensation Planning (6) Compensation Budgeting Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization. Merit Cycle Planning Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses. Pay Transparency Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management. Automated Compliance Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors. Reward Structuring Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity. Compensation History Accesses employee compensation history and talent records when evaluating compensation planning strategies. Show More ##### ## Additional Features - Compensation Planning (3) Reporting Capabilities Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards. Workflow Automation Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required. Integrations Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions. Show More ##### ## Agentic AI - Revenue Operations & Intelligence (RO&I) (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Planning (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Performance Management (2) Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Sales Compensation (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - AI Sales Assistant (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Revenue AI Platforms (6) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Connects to multiple software systems or databases to gather relevant context data for AI agents Decision Making Makes informed choices based on available data and objectives Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Platform - Revenue AI Platforms (9) Conversation Intelligence Turns unstructured conversation data into clear, actionable insights for coaching, deal analysis, and operational improvement Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health CRM Data Enrichment Augments, improves or enriches CRM data Actionable Insights Gathers actionable insights from customer interactions for strategic decison making Risk Flagging Flags deals at risk, declined engagement, stalled opportunities, or other warnings in order to prevent issues from escalating Workflow Orchestration Coordinates and aligns on actions across sales, marketing, customer success, and RevOps in a unified platform Sales Coaching Surface insights from key deals, account signals, conversations, and win/loss patterns for offering data-driven coaching or feedback Pipeline & Deal Management Allows users to track pipeline to identify deals that are stalled, at risk, and future opportunities Customer Data Capture Collects and organizes customer interaction data from multiple channels or systems Show More ## Top-Rated Alternatives [ ![CaptivateIQ](https://images.g2crowd.com/uploads/product/hd_favicon/692764d544294ca14208a55081ac9031/captivateiq.svg "CaptivateIQ") CaptivateIQ 4.7/5(3,488) ](https://www.g2.com/products/captivateiq/reviews) [ ![Varicent](https://images.g2crowd.com/uploads/product/hd_favicon/1dcdfdd63c75a3317370f485c979da79/varicent-varicent.svg "Varicent") Varicent 4.5/5(599) ](https://www.g2.com/products/varicent-varicent/reviews) [ ![Anaplan](https://images.g2crowd.com/uploads/product/hd_favicon/5cf128ff71aab2571ec196297196c5ca/anaplan.svg "Anaplan") Anaplan 4.6/5(461) ](https://www.g2.com/products/anaplan/reviews) [ View All Alternatives ](https://www.g2.com/products/xactly/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Compensation Statements](/glossary/compensation-statements) Compensation statements outline an employee’s compensation history, including all employer-provided benefits and rewards, throughout the fiscal year. Learn more about the elements included in a compensation statement and why it’s important to create one. [Compensation History](/glossary/compensation-history) Compensation history is the private information that some companies may choose to ask candidates for during the interview process. Learn about states where asking salary history is banned, the benefits of having this data, and more. Xactly Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d0d6ccf428616c2b6e15d4988148712b/sap-successfactors-incentive-management-formerly-sap-commissions.png "Product Avatar Image") SAP SuccessFactors... 4.1/5(190) [ Compare Now ](https://www.g2.com/compare/sap-successfactors-incentive-management-formerly-sap-commissions-vs-xactly) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f200eaa5592253a6c9394f91217e9482/captivateiq.png "Product Avatar Image") CaptivateIQ 4.7/5(3,488) [ Compare Now ](https://www.g2.com/compare/captivateiq-vs-xactly) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6103aa2e17ecf83f400ba36552a8c183/salesforce-spiff.png "Product Avatar Image") Salesforce Spiff 4.6/5(3,068) [ Compare Now ](https://www.g2.com/compare/salesforce-spiff-vs-xactly) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Sales Analytics ](https://www.g2.com/categories/sales-analytics)[ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management) [ Performance Management ](https://www.g2.com/categories/performance-management)[ Revenue Operations & Intelligence (RO&I) ](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[ Revenue AI Platforms ](https://www.g2.com/categories/revenue-ai-platforms)[ Sales Planning ](https://www.g2.com/categories/sales-planning)[ Compensation Planning ](https://www.g2.com/categories/compensation-planning)[ Compensation Management ](https://www.g2.com/categories/compensation-management)[ Sales Compensation ](https://www.g2.com/categories/sales-compensation) Show More ##### Explore More [ Best rated SEO software for local business marketing ](https://www.g2.com/discussions/best-rated-seo-software-for-local-business-marketing)[ What are the top tools for automating brand asset approvals? ](https://www.g2.com/discussions/what-are-the-top-tools-for-automating-brand-asset-approvals)[ Best software for managing international payrolls ](https://www.g2.com/discussions/what-s-the-best-software-for-managing-international-payrolls) [ What are some email archiving solutions for financial services firms needing SEC and FINRA-compliant long-term retention? ](https://www.g2.com/discussions/what-are-some-email-archiving-solutions-for-financial-services-firms-needing-sec-and-finra-compliant-long-term-retention%20)[ Which platforms integrate payment gateways and CRM systems for real-time financial fraud prevention software data syncing? ](https://www.g2.com/discussions/which-platforms-integrate-payment-gateways-and-crm-systems-for-real-time-financial-fraud-prevention-software-data-syncing)[ Pros and Cons Details ](https://www.g2.com/products/xactly/reviews?qs=pros-and-cons) Show More [ Best rated SEO software for local business marketing ](https://www.g2.com/discussions/best-rated-seo-software-for-local-business-marketing)[ What are the top tools for automating brand asset approvals? ](https://www.g2.com/discussions/what-are-the-top-tools-for-automating-brand-asset-approvals)[ Best software for managing international payrolls ](https://www.g2.com/discussions/what-s-the-best-software-for-managing-international-payrolls) [ What are some email archiving solutions for financial services firms needing SEC and FINRA-compliant long-term retention? ](https://www.g2.com/discussions/what-are-some-email-archiving-solutions-for-financial-services-firms-needing-sec-and-finra-compliant-long-term-retention%20)[ Which platforms integrate payment gateways and CRM systems for real-time financial fraud prevention software data syncing? ](https://www.g2.com/discussions/which-platforms-integrate-payment-gateways-and-crm-systems-for-real-time-financial-fraud-prevention-software-data-syncing)[ Pros and Cons Details ](https://www.g2.com/products/xactly/reviews?qs=pros-and-cons)