Xactly Implementation Consulting

xactly implementation consulting

Delbridge – Leading Partner for Xactly’s Professional Services 

At Delbridge, our focus is customer satisfaction, hence our consultants are committed to helping our clients throughout the implementation cycle and transitioning to support ensuring an exceptional user experience. We partner with Xactly’s professional services Implementation and Consulting team which comprises consultants, compensation experts, project managers, and sales professionals.

The team operates across a wide variety of industries, including SaaS, consulting, financial services, and management consulting. We are a group of dedicated, highly motivated, self-reliant, and experienced individuals who can quickly adapt and thrive in a changing startup culture, with good business acumen in the SPM domain to handle complex project requirements.

We are one of the leading partners for Xactly capable of handling end-to-end project implementation such as Requirement gathering, configuration, SIT, UAT, deployment, and post-implementation support. We follow Xactly Standards and Best Practices during each phase of the project and emphasize delivering quality key documentation like Functional Requirement Documents, Integrated Design Documents, Ops Guide, etc.

Xactly Implementation Consulting

Delbridge is a proud partner of Xactly to implement Incent, Operational Sales Management (OSM), Analytics, Xactly Sales Planning, etc. We are your experts in SPM. Xactly helps organizations streamline their Sales Planning, Execution, and Optimization processes by providing the required tools to effectively manage sales performance.

Its comprehensive functionality, which includes Sales and Revenue Management, Territory and Quota Management, Workforce Management, Incentive Compensation Management, and Profitability Management, provides organizations with a solution that supports the end-to-end sales performance life cycle; automating processes for the Offices of Sales, HR and Finance.

Delbridge has a group of certified and experienced consultants who help Xactly’s clients in Designing and implementing the best-in-class SPM solutions using key Xactly tools and modules like Incent, Operational Sales Management (OSM), Analytics, Credit Assignment, Xactly Sales Planning, etc. along with seamless integration with existing ERP tools and technologies using their SQL based ETL tool called Xactly Connect.

Xactly Market Planning | Xactly Sales Planning

Xactly Sales Planning offers sales coverage and capacity planning in an automated manner along with dynamic dashboards offering visibility to monitor sales performance and link planning to execution. It also offers uses predictive AI along with data integration to predict key indicators like ideal quotas, seasonality in sales, and ramp-up times for Sales Reps, hence empowering the customer to optimize the Sales plan.

We specialize in enhancing your Go-To-Market (GTM) strategy by automating and optimizing sales planning activities with Xactly Sales Planning. Our goal is to design, optimize, and monitor sales capacity, quota, and territory plans to ensure agility and responsiveness to market changes. Xactly’s Planning Solutions, including Alignstar® and Territories®, are utilized to create balanced territories and optimize territory alignment, automate capacity and quota planning, and unify operations across your sales force​​.

Xactly Market Planning | Operational Sales Management (OSM)

Operational Sales Management offers a platform for Roster and territory management along with quota and credit management. With OSM, clients can have customizable dashboards to track performance, along with seamless integration avoiding manual intervention, hence eliminating time-consuming and error-prone manual activities.

At Delbridge Solutions, we understand the critical role that operational sales management plays in driving revenue growth. That’s why we offer comprehensive Xactly OSM services – to automate, unify, and streamline your sales planning activities. From roster and territory management to quota and credit assignments, our goal is to ensure that your sales plans are executed flawlessly, leading to tangible growth in your bottom line.

Roster and Territory Management

Our Xactly OSM services begin with a detailed analysis of your sales personnel and territories. We maintain operational agility, making real-time adjustments that support your company goals, ensuring that your sales team is positioned for success.

Seamless Integration

Delbridge Solutions empowers your teams with customizable dashboards, fostering collaboration and providing insights at a glance. We seamlessly integrate Xactly OSM with your existing tech stack, automating processes to eliminate manual tasks.

Quota and Credit Management

Transparency in quotas and incentives is key to a motivated salesforce. Our services reduce the administrative burden, allowing your sales leaders to focus on strategy and performance.

Strategic Market Planning

We help you turn complex data sets into actionable insights, ensuring that your market planning is data-driven and aligned with your strategic objectives. Our services enable you to execute changes with ease and scale, addressing your unique operational sales challenges.

Xactly Sales Compensation Management | Xactly Incent and Analytics

Xactly Incent allows clients to create and manage compensation plans with the ability to reuse elements like rules, quotas, and rate tables. The tool also offers features like Document Management and Workflows which can be used to route plan documents or manage payment inquiries through well-defined workflows. Xactly Incent offers standard out-of-the-box reports as well as offer option to create customizable reports and dashboards for Admin and end-user using Analytics. The product can be seamlessly integrated with CRM, ERP, and HCM systems to deliver automated compensation solutions providing real-time data to the end user for better motivation.

Delbridge Solutions is a premier provider of implementation and optimization services for Xactly Incent, the leading incentive compensation management software. Our partnership with Xactly and our dedicated team of experts ensure that your incentive compensation management programs are not only well-designed but also effectively managed and automated to drive your organization’s success.

Design and Manage Effective Compensation Plans

With Xactly Incent, Delbridge Solutions helps you create and manage any type of compensation plan, whether it’s simple or complex. We utilize Xactly’s purpose-built software, with best practices embedded to ensure that you’re designing the most effective compensation plans for your teams. We provide access to reusable plan components, such as rules, quotas, and rate tables, to simplify design and adjustments and make plan rollovers for the next year a breeze​​.

Automate and Streamline Compensation Processes

Delbridge Solutions leverages Xactly Incent to automate your complex commission calculations and related processes, allowing your teams to focus on more strategic work. We aim to create efficiencies across your organization, speeding up payroll close, and accrual close, and ensuring a complete audit trail for compliance and accuracy​​.

We understand the importance of performance insights for your sales representatives. With Xactly Incent, Delbridge provides on-demand visibility into pay and potential earnings for every deal in the pipeline. By getting payouts right every time, we help build trust and motivate your team, driving better sales results​​.

Xactly Process Extension and Automation | Xactly Connect

Xactly Connect is an ANSI SQL-based ETL tool that can seamlessly integrate with modern and existing technologies such as ERP, CRM, HCM, payroll, etc. The tool offers an interactive web UI for ease-to-use the tool. The standard SQL language which is easily understandable by most IT teams helps reduce the time to learn and own the Integration space.

Delbridge Solutions offers expert services to integrate Xactly Connect, a comprehensive data integration platform designed to enhance the interoperability of your systems, including Xactly Incent. Our partnership with Xactly equips us to provide a platform that not only surrounds the API but improves how your systems interoperate, allowing for a seamless data flow that drives business efficiency and effectiveness.

Secure and Efficient Data Access

Xactly Connect’s ability to pull data from and push data to any platform securely saves hundreds of hours of manual labor each month. Delbridge Solutions helps you exploit this benefit to the fullest, enhancing business integration, increasing efficiencies, and driving superior results​​.

Xactly Process Extension and Automation | Xactly Show Me

Xactly ShowMe consists of Guides to help end Users and Admins follow directions and important information to accomplish a specific task. It also helps to monitor content utilization by segmenting users and identifying their behavior and trends. ShowMe also offers notifications to end users to circulate critical information among targeted audiences.

Delbridge harnesses the power of Xactly Show Me, a digital adoption solution designed to enhance user experience and maximize the return on software investments. By strategically placing guides within a user’s workflow, we provide clear direction and critical information to accomplish tasks efficiently. Our approach involves user segmentation to understand behavior and needs better, enabling targeted support and information distribution​​​​.


About Xactly SPM Suite

Xactly’s comprehensive sales performance management (SPM) suite uses data from the AI platform to provide timely insights across the entire SPM value chain, from sales planning to execution, including compensation and optimization. Our goal is to transform sales performance management from a dark art to a science by providing decision-makers with the data they need to harness the motivational power of their reward compensation. With access to predictive analytics and benchmark data, businesses can now optimize territories, develop the right reward and incentive plans, and accelerate the achievement and optimization of sales figures.

About Delbridge SPM Team

Delbridge is a multi-tenant cloud provider of enterprise-class incentive compensation solutions for employee performance and sales. We help our clients solve the most important problem for them, which is to motivate their employees and align their behavior with the goals of the company.
Our solutions enable organizations to make more informed strategic decisions, optimize behavior, increase sales and employee productivity, increase margins, increase operational efficiency, reduce risk, develop more effective incentive compensation plans, and reduce errors in incentive compensation calculations.

We have achieved a good position through industry expertise and innovative technology. We offer our solutions within the software as a service (SaaS) business model. On average, we reduce the time that passes between customers and their decision (sales cycle) by an average of 45 days, helping you see results faster and more efficiently. We have also helped Xactly implementation consulting customers achieve benefits such as a 90% reduction in reimbursement processing times and a 50% increase in the efficiency of the administrative staff supporting these processes – increasing product confidence. We drive sales success with deep Xactly implementation consulting experience.

Delbridge Solutions assists clients in sales performance management and advises clients in end-to-end sales performance management, including sales planning, sales operations, sales forecasting, compensation, finance, and IT. We are trained and certified in several SPM disciplines, specializing in project planning, requirements-based vendor selection, implementation services, and post-deployment support.

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Contact us to schedule your consultation.

Delbridge is a privately held global company with offices in Canada, the USA, Costa Rica, and Romania.

Delbridge Solutions specializes in providing Corporate Performance Management, Sales Performance Management, and Data & Software Engineering.

888.866.6176

 info@delbridge.solutions

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