• October 4, 2016

Xactly Integrates with Salesforce

Xactly, a provider of cloud-based incentive solutions, today announced pre-built integrations with Salesforce.com through the Xactly Connect Open Platform, enabling a seamless flow of data and extending functionality between Salesforce and Xactly.

"Combining these solutions make sales teams more efficient and effective," said Ron Rasmussen, chief technology officer and senior vice president of engineering at Xactly, in a statement. "By empowering customers to connect information and processes in their Salesforce ecosystems, they can get a better view of how to structure deals, serve customers, motivate reps, and drive performance."

For instance, through the integration, Salesforce customers can place the Xactly Incentive Estimator, a Salesforce Lightning component, directly into their Salesforce dashboard to run what-if scenarios on deals. This allows reps to model how every change in a deal structure impacts their compensation while enabling the company to encourage selling behavior that is in-line with corporate objectives.

Similarly, Salesforce Wave Analytics users can pull in essential information from Xactly, analyze it, and deliver insights via custom reports. This provides stakeholders a holistic view of sales performance – from the initial point of contact through to the commission payment.

In addition, users can automatically load critical data directly from Salesforce into their Xactly Incent software.


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