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Xactly

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About Quote Roller

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.

About SalesLoft

From first contact to close, SalesLoft empowers authentic conversations throughout the customer lifecycle.

SalesLoft is a sales engagement platform that helps sales teams work more effectively, enhancing their communication capabilities, and optimizing process.

Your customers are more connected than ever before, engaging across multiple channels. SalesLoft provides the only true multichannel sales communication platform, with email, dialer, social, direct sales, calendaring, and meeting intelligence available in a single pane of glass. SalesLoft seamlessly integrates with your existing tech stack and CRM, prioritizing leads and equipping sellers with the information they need to close more deals and have more productive sales conversations.

Leaders gain better insight into the sales process and how their teams are performing. Provide real-time call coaching, whether you are sitting right next to a sales rep, across the office, or across the globe. Whether you want to seek out active calls, respond to real-time requests for help, or review meetings for formal coaching sessions SalesLoft allows you to provide the attention and care good coaching requires, at scale.

Automate your account-based plays and buyer journeys with multi-touch Cadences that can be shared across your team, personalized by account, and continually optimized.

SalesLoft supplies actionable insights that professionals need to optimize performance, improve effectiveness, and scale success. Break down complex data into what you really want to know: are you being effective? SalesLoft makes it easy to understand success at a glance.

About Xactly

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.

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Summary

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary

  • Account-Based Engagement

  • Salesforce Integration

  • Cadence Scheduling

  • Sales Email Engine

  • Integrated Dialer

  • User Administration

  • Email Tracking

  • Timezone Detection

  • Streamlined, Smart Sales Dialing

  • Bridge And VOIP

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

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Support: Knowledge Base, Salesloft University, Community Forum, Email support, Videos.

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

  • Does this service offer an API?
  • The SalesLoft API provides an easy REST-ful way to programmatically interact with your SalesLoft instance data.

  • What is this service generally used for?
  • This service is used as a sales engagement platform.

  • Does this service integrate with any other apps?
  • Integrations: Salesforce, Owler, DiscoverOrg, Crystal, Datanyze, RingLead, Sigstr, Prospectify, Gmail, Outlook, Linkedin, Slack.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with Salesforce.

  • Who are the main user groups of this service?
  • Main users of SalesLoft are sales teams in medium-sized and large organizations.

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.

Vendor Information

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
19.2k

Vendor Information

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

Other

Regional Restrictions:
No restrictions.

Other

Who uses SalesLoft
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

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