---
title: Xactly Reviews
meta_title: 'Xactly Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1096 reviews by the users' company size, role or industry
  to find out how Xactly works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 1096
  scale: '5'
date_modified: '2026-08-13'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Xactly Reviews
**Vendor:** Xactly  
**Category:** [Sales Compensation Software](https://www.g2.com/categories/sales-compensation)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 1,096
## About Xactly
Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com.



## Xactly Pros & Cons
**What users like:**

- Users find Xactly to be remarkably **easy to use** , thanks to its intuitive interface and efficient commission management. (182 reviews)
- Users appreciate the **speed and accuracy** of Xactly in managing compensation and tracking commission progress. (60 reviews)
- Users appreciate the **intuitive interface and comprehensive features** of Xactly, enhancing usability and performance tracking. (49 reviews)
- Users value the **automation and streamlining** of complex compensation processes with Xactly Incent&#39;s flexible solutions. (30 reviews)
- Users value the **ease of use and advanced data insights** from Xactly, facilitating commission management and team oversight. (30 reviews)
- Users praise Xactly for its **intuitive design and user-friendly experience** , making navigation and usage straightforward. (30 reviews)
- Users praise the **accuracy** of Xactly, appreciating quick updates and clear breakdowns of commission payouts. (29 reviews)
- Users appreciate the **effective handling of complex incentive calculations** by Xactly, enhancing versatility and simplicity for teams. (29 reviews)
- Ease of Understanding (24 reviews)
- Users appreciate the **commission tracking** feature of Xactly, enabling better visibility and improvement in sales performance. (23 reviews)

**What users dislike:**

- Users find Xactly&#39;s interface **not intuitive** , facing difficulties with navigation and understanding essential functions. (49 reviews)
- Users face challenges with **slow loading** , experiencing delays and under-developed reporting that hinder overall efficiency. (34 reviews)
- Users find the **outdated UI** of Xactly unappealing, desiring a more modern and intuitive design for better usability. (29 reviews)
- Users express concerns about **timely data updates** , as reports often lag behind and create stress during month-end. (27 reviews)
- Users experience **difficult navigation** in Xactly, complicating access to reports and necessary information efficiently. (25 reviews)
- Users find the **poor interface design** of Xactly cumbersome and lacking modern usability improvements. (22 reviews)
- Users note that Xactly&#39;s interface is **not user-friendly** , causing confusion and a learning curve for many end users. (21 reviews)
- Update Issues (21 reviews)
- Users find the **insufficient detail** in Xactly cumbersome, hindering customization and clarity in revenue tracking. (18 reviews)
- Navigation Difficulty (18 reviews)

## Xactly Reviews
  ### 1. Great Commission Tracking, But the UI Needs a Modern Refresh

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about Xactly?**

To see my commissions and how I'm tracking

**What do you dislike about Xactly?**

The overall user interface is not that great. Should look much better for 2026

**What problems is Xactly solving and how is that benefiting you?**

Tracking my commission in sales

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. I recommend reaching out to the XU team (xactlyuniversity@xactlycorp.com) to get enrolled into training. We have a large catalog of free courses to support you through any challenges you may face with the learning curve! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 2. Many improvements needed

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** February 16, 2025

**What do you like best about Xactly?**

Not sure I like it. Lots of improvements needed.

**What do you dislike about Xactly?**

UX is not user friendly. Many times, I had issues in logging in and had to reset the password. Mobile app is not working for me.

**What problems is Xactly solving and how is that benefiting you?**

I sign the commission plan and check my quota/commission status.

  ### 3. Never made any sense of the numbers presented

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** February 20, 2025

**What do you like best about Xactly?**

The month by month granularity of information

**What do you dislike about Xactly?**

Not intuitive. The numbers are presented with no explanation of what they represent and how they are calculated in a simple manner.

**What problems is Xactly solving and how is that benefiting you?**

Understanding my monthly commission.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment, I am sorry that you are having a difficult time understanding your commissions. I recommend looking into our End User Training if you have not already taken that, or reach out to your admin to ask them in more detail to understand how your comp plan works! Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 4. not interested in this product

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** February 11, 2025

**What do you like best about Xactly?**

detailed answers and it is used by all of us

**What do you dislike about Xactly?**

not easy to read, no real way of tracking

**What problems is Xactly solving and how is that benefiting you?**

this is not a benefit

  ### 5. Revenue/commisison doesnt update frequently enough

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Xactly?**

Great source of retro spective truth when looking at individual performance

**What do you dislike about Xactly?**

a) doent update frequently enough 
b) doesnt tell me when it revenue/commisison last updated (that i can see) 
c) Comp plans get reissued without any explanation as to why they are being reissued

**What problems is Xactly solving and how is that benefiting you?**

looking at retrospective performance - however it doesnt show quarterly performance totals, only half yearly - means i have to do a manual calculation

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. It's possible that your company isn't taking advantage of all the features available through Incent. You can forward my name to the administrator with whom you work, and I could speak with them if you believe I can assist in any way. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 6. Very difficult to understand

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

Dashboards that explain where I am from my targets

**What do you dislike about Xactly?**

The way the commission is published makes it ver complicated to know how much I am earning from a single deal

**What problems is Xactly solving and how is that benefiting you?**

Visualizing the real target reach
consolidation of all the commissions

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. It's possible that your company isn't taking advantage of all the features available through Incent. You can forward my name to the administrator with whom you work, and I could speak with them if you believe I can assist in any way. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 7. lack of precision

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

It's well organised, so the informations showed are crystal clear

**What do you dislike about Xactly?**

I have trouble with sales datas that can't be found in Xactly, maybe because the software is not linked properly to the other softwares Cegid uses

**What problems is Xactly solving and how is that benefiting you?**

clarity over may wages

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your feedback. We welcome the opportunity to discuss your experience so we can see if we can find a resolution as well as ensure any issues you have encountered are addressed for future projects. If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 8. The navigation is so cumbersome

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

I am not a fan of this app at all.......

**What do you dislike about Xactly?**

The screen layout, reporting, drill down, layout of the screen is just really challenging.

**What problems is Xactly solving and how is that benefiting you?**

just use it for weekly forcasts

  ### 9. incentive is always wrong

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 31, 2024

**What do you like best about Xactly?**

it calculates all your comission in one place

**What do you dislike about Xactly?**

it doesnt capture all your incentives that should be paid out

**What problems is Xactly solving and how is that benefiting you?**

it helps putting the sales in one place and comission in same place

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. If you believe it would be beneficial to chat with a member of our team to determine if there is another strategy to ensure your incentives are accurate, we would be pleased to assist and offer you potential resources. Please email me at srossi@xactlycorp.com. If you find a solution to any of the issues we discuss, we invite you to update your initial ranking. Thank you. Sonia Cabrera Rossi is Director of Xactly Product Education.

  ### 10. Okta needs to buy more product offerings to make it look better

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.)

**Reviewed Date:** May 21, 2024

**What do you like best about Xactly?**

Clicking into the drill down on the incentive statement

**What do you dislike about Xactly?**

How clunky it is and not scalable with the current incentive design structures we have in place

**What problems is Xactly solving and how is that benefiting you?**

Generative AI will be next level help

**Official Response from Sonia Cabrera Rossi:**

> 
We appreciate your feedback and will consider it as we seek to continuously enhance our users' experiences. Please contact me at srossi@xactlycorp.com if you believe it would be beneficial to talk with a member of our staff to discuss your specific concerns. We invite you to revise your original ranking if we discover a solution to any of the problems we discuss. Thank you! Sonia Cabrera Rossi, Director Xactly Product Education.


  ### 11. Senior Sales Operations Analyst

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** December 07, 2023

**What do you like best about Xactly?**

Ease of accessing any employees incentive statement with a 1 or 2 clicks of a button

**What do you dislike about Xactly?**

The inability to track quota attainment for reps that switch roles/positions mid year.

**What problems is Xactly solving and how is that benefiting you?**

It is running a lot of credit and compensation rules for us that we otherwise wouldn't be able to create.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your feedback. It's great to know that you can get to the information you need with just one or two clicks of a button. We offer resources on the Xactly Community Portal and courses at Xactly University that you might be interested in. If you believe it would be helpful to speak with someone, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 12. When Xactly is up and running, it works well. However, the interface isn't very intuitive.

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.)

**Reviewed Date:** January 10, 2023

**What do you like best about Xactly?**

It allows our sales representatives to view their biweekly commissions.

**What do you dislike about Xactly?**

Pages don't load properly. It is very hard to troubleshoot errors within the program.

**What problems is Xactly solving and how is that benefiting you?**

Making our upload process quicker.

  ### 13. I really cannot see any benefit to this app, Salesforce forecasts is far better!

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 02, 2021

**What do you like best about Xactly?**

I really do not like anything about this app at all.

**What do you dislike about Xactly?**

The user experience is terrible, look and feel is totally different to Salesforce, as a salesperson I see no value in using this app.

**Recommendations to others considering Xactly:**

I would not recommend this app.

**What problems is Xactly solving and how is that benefiting you?**

Absolutely not solving any problem I had within the Salesforce app

  ### 14. Review of TopOpps

**Rating:** 1.5/5.0 stars

**Reviewed by:** Chad S. | Director of Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 08, 2018

**What do you like best about Xactly?**

I like the focus it drives on moving opportunities through the various stages

**What do you dislike about Xactly?**

The way it tracks activity is not smooth.  If the activity is in salesforce it has to be tied to the specific opportunity, but salesforce doesn't do that naturally.

**Recommendations to others considering Xactly:**

Make sure you have your sales process steps and opportunity stages well defined before implementing

**What problems is Xactly solving and how is that benefiting you?**

We were trying to put more focus on opportunity management.  The benefit was that is does keep your opportunities front and center.

**Official Response from Jackie Hayden:**

> Hi Chad,

Thank you for taking the time to write a review of TopOPPS on G2 Crowd.

I will reach out to you to get more information on your TopOPPS experience.  It is important to us that our product supports all of your forecasting & pipeline management needs.

Best,

Jackie Hayden

  ### 15. Pretty Sales Pitch with Lack Luster Useage

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 12, 2017

**What do you like best about Xactly?**

The concept is amazing and appeared as though it would solve all the problems of manual calculation! 

**What do you dislike about Xactly?**

The production just simply can not handle a complicated comp plan even though sales reps and solutions consultants stated that it could. 

**Recommendations to others considering Xactly:**

Thoroughly vet that the product can handle all of your comp plans. Ask them to set up a demo site where all of your comp plans are already built in and there is also data in the sight for a whole year. This will  allow you to fully vet the system with your comp plan information to make sure it can do what they say it can. 

**What problems is Xactly solving and how is that benefiting you?**

We were attempting to remove the need for manual calculations. There were almost zero benefits do to the fact that the system could not handle our comp plans. 

  ### 16. Xactly 

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** June 27, 2017

**What do you like best about Xactly?**

End users can see their statements & drill down

**What do you dislike about Xactly?**

Very static. Not intuitive neither user friendly. 

**What problems is Xactly solving and how is that benefiting you?**

Automated bonus payouts

  ### 17. Not ideal for Plans with more then 1 line item

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 31, 2016

**What do you like best about Xactly?**

The user interface is great and allowing real-time routing and acknowledgement of plans is great! Sales reps like the visibility and real-time access to their commissions earnings

**What do you dislike about Xactly?**

It is incredibly complex to set up business rules and if you are changing your plans from year to year you will likely need to engage services to do it.  They also outsource their services so year to year you have no control of the resource you get. 

**Recommendations to others considering Xactly:**

Great User Interface for your end users.  Painful to get plans up and running unless you have super simple 1 line item configurations.  Creating rankings and other reporting can also be difficult.  We are dependent on services throughout the year despite having really smart, capable internal people. 

**What problems is Xactly solving and how is that benefiting you?**

Need to have automation for commissions payout on backend and need a simple, streamlined way to create compensation plans


## Xactly Discussions
  - [Why does BBB state that the bussines file wasn’t opened untill 2/2021 with no reviews and posted reviews go back 3 years?](https://www.g2.com/discussions/43654-why-does-bbb-state-that-the-bussines-file-wasn-t-opened-untill-2-2021-with-no-reviews-and-posted-reviews-go-back-3-years) - 1 comment, 1 upvote
  - [I don&#39;t see much documentation on the website in terms of FAQ, etc. Is there an online resource I can use if I have any questions?](https://www.g2.com/discussions/xactly-incent-documentation) - 1 comment, 1 upvote
  - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment

- [View Xactly pricing details and edition comparison](https://www.g2.com/products/xactly/reviews?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-13+05%3A32%3A34+-0500&secure%5Bsession_id%5D=55728e58-b8a9-44a9-9447-b9cb0b104013&secure%5Btoken%5D=1f06351e8ae67509947f4bbd5c4a1b2c5cc41021f04dec74162ff62eec52579e&format=llm_user)
## Xactly Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Workday Compensation](https://www.g2.com/products/workday-compensation/reviews)
  - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews)

## Xactly Features
**Additional Functionality**
- Data Import/Export
- Commission Calculator
- Forecasting
- SSL Security
- Status Tracking
- Single Sign On
- Alerts/Notifications
- Reporting/Analytics
- Activity Tracking
- Multi-Currency
- Commission Scheduling
- Search/Filter
- Access Controls/Permissions
- Commission Rules/Conditions
- Performance Metrics
- Financial Analysis
- Generative AI
- Real-Time Reporting
- AI Copilot

**Sales Rep Portal**
- Commission Estimator
- Dispute Management
- Compensation Statements
- Plan Documents and Agreements
- Individual and Team Performance Reports
- Mobile User Support
- Agency Commission
- Tiered Commissions
- Percentage Commissions
- Split Commissions
- Flat Commissions
- Template Management
- Document Management
- Compensation Management
- Compliance Management
- Audit Management
- Incentive Management
- Workflow Management
- User Management

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Platform**
- Reward Structuring
- Event Management
- Workflow Automation
- Compensation History
- Automated Compliance
- Performance Management Integration
- Embedded Analytics
- Reporting Capabilities
- Compensation Data Management
- Internationalization
- Bonus Management
- Real-Time Data
- Reporting/Analytics
- Benefits Management
- Commission Management
- Incentive Management
- Payroll Management
- Budget Management
- Workflow Management
- Compliance Management
- Performance Management
- Document Management
- Employee Management

**Performance reviews**
- 360 Reviews
- Customizable Forms
- Review Cycle Tracking
- Ongoing Performance Tracking
- Applicant Tracking

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Sales Performance Features - Sales Planning**
- Account Scoring
- Revenue Planning
- Account Segmentation
- Sales Performance
- Sales Forecasting
- Integrations
- Scenario Modeling

**Platform - Compensation Planning**
- Compensation Budgeting
- Merit Cycle Planning
- Pay Transparency
- Automated Compliance
- Reward Structuring
- Compensation History
- Succession Planning
- Salary Planning

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Additional Functionality**
- Onboarding
- Individual Development Plans
- Career Development
- Approval Process Control
- Customizable Branding
- AI Copilot
- Reminders
- Customizable Templates
- Employee Profiles
- Employee Engagement
- Learning & Development
- API

**Management Portal**
- Sales Org Performance Reports
- Monitor Sales Rep Performance
- Quota Assignments/Management
- Commission splits and overrides
- Workflow and Approvals
- Budgeting
- Customizable Reports

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Goals**
- Goal Setting/Tracking
- Company Goals And OKRs

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Marketing Leads
- Contact Capture

**Benchmarking and Equity - Compensation Management**
- Benchmarking Data
- Pay Equity
- Salary Bands

**Territory Management - Sales Planning**
- Territory Management
- Territory Planning

**Additional Features - Compensation Planning**
- Reporting Capabilities
- Workflow Automation
- Integrations

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Additional Functionality**
- Approval Process Control
- Duplicate Detection
- AI Copilot
- Customizable Reports
- Role-Based Permissions
- Employee Onboarding
- Alerts/Notifications
- Data Import/Export
- Reminders
- Customizable Templates
- Compensation Statements
- Goal Setting/Tracking
- Automated Receipt Matching
- Organizational Charting
- Market Data Analysis
- Employee Reward Programs
- Employee Portal
- Compensation Plan Modeling
- Employee Database
- Audit Trail

**Additional Functionality**
- Approval Process Control
- Duplicate Detection
- AI Copilot
- Customizable Reports
- Role-Based Permissions
- Employee Onboarding
- Alerts/Notifications
- Data Import/Export
- Reminders
- Customizable Templates
- Compensation Statements
- Goal Setting/Tracking
- Automated Receipt Matching
- Organizational Charting
- Market Data Analysis
- Employee Reward Programs
- Employee Portal
- Compensation Plan Modeling
- Employee Database
- Audit Trail

**Administration**
- Adjustments/Dispute Resolution
- Comp Modeling - Ease of Admin
- Comp Modeling - Design Flexibility
- Comp Statement Calculation and Distribution
- Reports and Dashboards
- Sales Hierarchy Management
- Activity Dashboard

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**Feedback**
- Continuous Feedback
- Requesting Feedback
- 1-On-1 Meetings
- Public Praise
- Surveys & Feedback
- 360 Degree Feedback

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Quota & Capacity Management - Sales Planning**
- Quota Management
- Capacity Management
- Quota Planning

**Platform**
- Third-Party Integrations
- Financial Integration
- HCM/HRIS Integration
- Customization
- APIs
- Internationalization
- Performance and Reliability
- Accounting Integration

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Data**
- Dashboards And Reports
- Historical Data
- Customizable Reports
- Real-Time Data

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Social Media Integration
- Website Integration

**Agentic AI - Sales Planning**
- Autonomous Task Execution
- Multi-step Planning

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Platform**
- Customization 
- Integration APIs
- Internationalization
- User, Role, and Access Management
- Activity Dashboard
- Activity Dashboard
- Mobile Access
- Activity Dashboard
- Training Management
- Goal Management
- Feedback Management
- Action Management
- Mobile Access
- Activity Dashboard
- Benefits Dashboard
- Activity Dashboard
- Feedback Management
- Performance Management
- Recruitment Management
- Compliance Management
- Training Management
- Calendar Management
- Employee Management
- Orientation Workflow Management
- Task Management
- HR Management
- Help Desk Management
- Mobile Access
- Payroll Management
- Document Management
- Job Description Management
- Social Media Integration
- Mobile Access
- Activity Dashboard
- Third-Party Integrations
- Assessment Management
- Social Media Integration
- Activity Dashboard
- Mobile Access
- Third-Party Integration
- Initiative Management
- Workflow Management
- Community Management
- Employee Referral Management
- Candidate Management
- Workflow Management
- Communication Management
- Advertising Management
- Application Management
- Email Management
- Job Management
- Discount Management
- Pipeline Management
- File Management
- Job Management
- Data Storage Management
- Compensation Management
- Employee Management
- Job Application Management
- HR Management
- Competency Management
- Performance Management
- Compliance Management
- Job Description Management
- Evaluation Management
- User Management
- Role-Based Permissions
- Third-Party Integrations

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Performance Management**
- Succession Planning
- Multi-step Planning
- Natural Language Interaction

**Agentic AI - Sales Compensation**
- Natural Language Interaction

**Additional Functionality**
- Employee Portal
- Performance Metrics
- Self Service Portal
- Customizable Templates
- Generative AI
- Employee Management
- Employee Profiles
- Reporting & Statistics
- AI Copilot
- Alerts/Notifications
- Weighted Performance Measures
- Third-Party Integrations
- Peer Appraisals
- Personalization and Recommendation
- Compensation Management
- Performance Appraisal
- Individual Development Plans
- Self Assessment
- Skills Assessment
- Performance Review Management
- Document Management
- Workflow Management
- Training Management
- Employee Database
- Approval Process Control
- AI Summarization
- Competency Management
- API
- Employee Recognition
- Onboarding
- Career Development
- Customizable Branding
- Reminders
- Employee Engagement
- Learning & Development
- Workflow Automation

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

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