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Integration with Xactly Incent and Salesforce.com
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INTEGRATION WITH
XACTLY & SALESFORCE.COM
PROBLEM: FINANCE TEAMS NEED DATA
68% of companies use spreadsheets to integrate systems*
*Source: Institute of Management Accountants Research – “Rising to the Challenge”-2013
77%
Excessive Manual Effort
48%
Multiple “Versions of the Truth”
45%
Difficulties M
aintaining System
48%
Lack of Timely Reporting
25%
Serious Errors
21%
Excessive Costs Running System
INCENTIVE COMP MGMT – GROWTH!!!
NOW ADD MORE PRODUCTS,REPS, REP TYPES AND PLANS…… YIKES!
PHASE 1: EASY TO MANAGE
PHASE 2: GROWTH IS MAKING
COMP PAINFUL
PHASE 3:TOO DARN DIFFICULT
IMPACT FROM SALES COMP RUN IN EXCEL
• Poor Return On Sales Compensation
• Wasting Time – Costly Work Flows
• Uncaught/Unchecked Errors
• No Clarity Into Sales Performance
USING CRM DATA: BEST PRACTICE
• Primary Tool For Reporting
• Increase CRM Adoption-Used Everyday by Sales Reps*
• Everybody is Paid-Who Closed/Helped?
• Incent on Won Deals
*Aberdeen Study: Companies using CRM + ICM are 123% more likely to be top performers
USING FINANCIAL DATA: COMPANY GOALS & COMP
• Primary Tool For Reporting
• Used Everyday by Sales Reps & Leaders
• Everybody is Paid – Who Closed/Helped?
• Incent on Won Deals
XACTLY & SALESFORCE CUSTOMERS
Salesforce.com
8
• ~400 Joint Customers• Salesforce.com incents almost 4000 of their sales
people with Xactly• Unique Integration
• “Show Me the Money” Button for Sales• Incentive Forecasting / Modeling for Finance
• Salesforce.com is a Strategic Investor
XACTLY & SALESFORCE.COM
• Look at the • Over 100 Reviews for Xactly - Only 2 for our
top two competitors COMBINED!
SALESFORCE INTEGRATION
INCENTIVE STATEMENT
INCENTIVE ESTIMATOR