Compare Quote Roller vs Xactly vs Salestrail

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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 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.

About Salestrail

The easiest way to drive sales activity and build better pipeline

Salestrail is an AI-powered sales platform that guides sales teams to build a better sales pipeline and close more deals. Salestrail drives activity, captures interactions automatically in Salesforce and encourages planning.

We make salespeople unstoppable.

Value:

Drive activity

  • Instant access to Salesforce leads and contacts
  • Smart reminders and action buttons
  • Activity graphs

Automate data entry

  • Log calls, emails and meetings automatically to Salesforce
  • Add notes by speech
  • Create new Salesforce leads and contacts by scanning business cards

Plan ahead

  • Caller ID
  • Instant access to tasks
  • Workflow for task creation

Salespeople will enjoy the benefits of a data-rich CRM without spending time on manual logging. Salestrail will capture all sales activities, such as calls, emails and meetings automatically to Salesforce and give salespeople smart suggestions on what to do next. Less admin, more sales.

Sales operations and sales management will get data to map the sales process, down to every pick-up, every email sent and every meeting executed. Add custom fields and queries to collect the data that is important for your organization.

Marketing can enjoy a real-time view on which prospects sales are working on and build marketing automation based on the prospects salespeople add to Salesforce through the business card scanner.

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

  • 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

  • Log calls, emails and events automatically to Salesforce

  • Scan business cards to Salesforce

  • Activate Caller ID for Salesforce

  • Manage and close opportunities on your smartphone

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

    No FAQs associated with this application.

Vendor Information

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

Vendor Information

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

Vendor Information

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

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

Who uses Salestrail
  • SMEs
  • Agencies
  • Enterprises
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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