Compare Quote Roller vs Xactly vs Flow XO

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Crozscore:

85%
what is this?
83%
41%

Crozscore:

89%
what is this?
89%
41%
interest falling

Crozscore:

80%
what is this?
44%
interest rising
Quote Roller screenshot view 1 more Xactly screenshot view 5 more Flow XO screenshot view 3 more

Software Description:

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

Software Description:

Xactly helps companies reach their sales goals efficiently and quickly by eliminating commission errors and providing full compensation visibility. It is one of the best performing secure sales incentive compensation solutions for enterprise-level organizations on the market.

Xactly offers solutions for more efficient sales compensation program by replacing most manual processes, that would be otherwise performed via spreadsheet-based applications. It drives performance of sales teams by providing on-demand information from anywhere, at any time, from plan design & calculations to reporting & analytics.

Modules, included in Xactly platform are: Xactly SimplyComp, for DIY Compensation performance; Xactly Express, an effective Incentive Compensation Management tool; Xactly Incent - Sales Performance Management tool; Xactly Objectives, for MBO Plan Management; Xactly Inspire, for Sales Coaching; and Xactly Insights, for advanced analytics.

Software Description:

Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.

Features:

Features:

  • Notifications
  • Data Visualization
  • Scheduling
  • Data Export
  • Data Import
  • Budgeting
  • Forecasting
  • CRM Integration
  • API
  • Multi-Currency
  • Dashboard
  • External Integrations
  • Sales Motivator

Features:

Summary:

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary:

  • Commission Estimator

  • Managerial Reports

  • Dashboards for Reps and Managers

  • Single Sign-On CRM Integration

  • Customizable Data Integration

  • Flexible Comp Plan Design

  • Sales Rep/Manager Dashboards

  • Data Integration

  • Plan Documents

  • Multi-Currency

Summary:

  • Marketing: Drip marketing campaigns; Lead management; Post event follow up.

  • Onboarding: Claims handling; Order processing & approval; Welcome emails.

  • Renewals & Retention: Annual renewals; Collecting feedback; Handling cancellations.

  • Upselling: Upgrade offers; Customer reviews; Identifying cross-selling opportunities.

Pricing:

  • Credit card required: N/A
  • Free: 2 workflows; 100 tasks; 5 minute triggers
    Micro: $19 per month; 5 workflows; 5,000 tasks; 5 minute triggers.
    Plus: $49 per month; 10 workflows; 15,000 tasks; 1 minute triggers.
    Pro: $99 per month; 20 workflows; 45,000 tasks; 1 minute triggers.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Phone/Electronic Support, Online Community Access, 24/7 Integration Restart, Phone Support.

  • Who are the main user groups of this service?
  • Main users of Xactly are enterprise-class businesses.

  • What is this service generally used for?
  • This service is generally used as a sales compensation application.

  • Does this service offer an API?
  • Yes, it offers API.

  • What platforms does this service support?
  • Xactly is a web-based software.

  • Does this service integrate with any other apps?
  • Integrations: Salesforce, Workday, SAP, Microsoft Dynamics, Oracle, Sage Intacct, SpringCM.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM and accounting systems.

FAQs:

    What is this service generally used for?
  • It is used to build automated sales & marketing workflows.

  • What platforms does this service support?
  • Flow XO is a cloud-based service.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with Google apps and various CRM and email marketing platforms.

  • Does this service integrate with any other apps?
  • Flow XO integrates with: Google apps, Campaign Monitor, Mailchimp, Pipedrive, FreshBooks, Trello, Slack, Twilio etc.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • They offer knowledge base and live chat.

Publisher:

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
1.01k
Followers:
3.25k

Publisher:

Founded:
-
Based in:
San Jose
Employees:
501-1000
Likes:
8.8k
Followers:
24.3k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
2.54k

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Xactly
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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