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In today's B2B sales environment, sales performance management and incentive compensation planning are critical to driving sales team productivity and revenue growth. Xactly has established itself as a leading provider of sales compensation management software for enterprise organizations, but many companies—especially those using HubSpot as their CRM—require alternatives that better fit their specific needs, technology stack, and budget. Many competitors position their solutions as the only way to combine revenue intelligence with sales performance management to unlock full revenue potential and provide a critical tool for finance and sales leaders.
What is Xactly?
Xactly Corporation (NYSE: XTLY) is a leading provider of cloud-based sales performance management and incentive compensation software. Founded in 2005, Xactly Corp has established itself as a pioneer in the sales performance and compensation market.
Key products and solutions
Xactly's core product is Xactly Incent, a sales compensation management solution that automates and streamlines commission calculations and payments. Incent helps companies eliminate errors and manual calculations, freeing up administrative time to focus on more strategic initiatives. Xactly Incent is well-suited for companies with complex commission plans and structures, providing transparency for sales reps and management alike.
Additional features
Sales performance management
Performance analytics and reporting for sales teams
Compensation plan design and modeling
Real-time commission statements
Territory and quota management
Xactly forecasting module helps companies
Forecast future sales performance
Analyze historical sales trends
Project commission expenses
Plan for future compensation costs
Allocate resources effectively
How Xactly works
Xactly's commission calculation engine processes sales data in real-time from your CRM and financial systems, capturing:
Sales data from your CRM
Order and revenue information from your financial system
Additional data from your ERP, HR, or other systems
Applies complex business rules
Calculates commissions accurately
Generates detailed reports and analytics
What is Xactly Used For?
Xactly is primarily used for sales performance management and incentive compensation planning. Here are some of Xactly's strengths:
Incentive compensation planning
Advanced commission calculation
Sales performance management
Territory and quota management
Commission expense accounting
Historical trend analysis
Native integration with enterprise CRMs
While Xactly Corp has a place in the market, particularly for larger enterprises with complex compensation plans, many mid-market companies and sales teams find it expensive and cumbersome, seeking alternative solutions that better fit their needs and technology stack.
Why are Companies Looking for Xactly Alternatives?
Here are some of the key reasons companies are seeking alternative sales commission management and sales performance management solutions:
Cost: Xactly's enterprise pricing is prohibitive for many mid-market companies, requiring significant upfront costs.
Complexity: Xactly implementation can be time-consuming and require specialized resources, straining SMB budgets and bandwidth.
Difficulty using: The system can be complex and difficult to use, requiring significant training and adoption time.
Limited HubSpot integration: Companies using HubSpot as their CRM may encounter integration issues and added complexity.
Top 9 Xactly Alternatives for 2025
1. Forecastio: Best Xactly alternative for HubSpot users
We've named Forecastio our top-rated Xactly alternative, and for good reason. This modern sales performance management platform was designed specifically for HubSpot CRM users, providing a seamless experience that integrates tightly with your existing workflow. If you're a sales leader looking to upgrade your performance management capabilities without adding complexity or disrupting your workflow, Forecastio is the perfect choice.
Native HubSpot integration
Forecastio's integration with HubSpot goes beyond basic data synchronization. It creates a unified ecosystem where sales data flows seamlessly in real time. Your team can continue working in their favorite HubSpot interface while accessing powerful forecasting and analytics tools. Zero-setup means you can deploy Forecastio in minutes without IT support or complex configurations.
Advanced sales performance management
Forecastio provides sales managers and leaders with unparalleled visibility into team performance. It's more than just tracking metrics – you'll gain actionable insights into trends and patterns. Identify areas where your team is crushing it and where they need help.
Sales leaders can make data-driven decisions about coaching, resource allocation, and strategic adjustments by analyzing activity data alongside outcome analysis.
Sales forecasting capabilities
Forecastio's sales forecasting improves native HubSpot forecasting. The platform analyzes historical data and real-time deal activity to provide dynamic, accurate forecasts for sales planning. One of its new features is pipeline coverage analysis, which helps sales leaders evaluate not only the quantity of their pipeline but the quality of forecasted deals. Say goodbye to chasing bad forecasts and hello to data-driven planning for sales leaders who trust Forecastio.
Sales planning and strategic analysis
Forecastio's scenario modeling helps teams plan for multiple sales outcomes. Sales leaders can:
Model different growth scenarios
Test resource allocation strategies
Adjust sales plans to ensure visibility into possible outcomes
Make more strategic resource investments
Transparent pricing and value
Forecastio's pricing model is the opposite of Xactly's enterprise approach. It's based on the number of users and deals, making it more affordable for growing businesses. There are no surprise fees or implementation charges, resulting in a significantly lower total cost of ownership. Native integration with HubSpot means you can avoid costly custom work and consulting fees.
Key differentiators from Xactly:
Quick implementation with native HubSpot integration
Zero complex setup or technical resources required
Transparent, user-based pricing
Focus on SMB needs, not enterprise complexity
Modern, intuitive interface
Faster time to value
Best suited for:
HubSpot-centric sales organizations
Growing sales organizations seeking performance visibility
Companies requiring accurate forecasting without complexity
Sales leaders who prioritize data-driven decision making
Organizations seeking quick implementation and ROI
2. SAP Sales Cloud
SAP Sales Cloud is a full-featured sales performance management platform that helps large enterprises manage complex sales compensation and operations. SAP Sales Cloud offers a comprehensive suite of tools for incentive compensation management, territory management, and sales performance analytics. While it's overkill for most mid-market companies, it's a strong option for enterprise organizations requiring advanced sales performance management capabilities.
While very functional, SAP Sales Cloud requires significant technical resources for implementation and maintenance. The platform often necessitates customization, driving up the total cost of ownership. Companies typically need to dedicate administrative or consulting resources to manage the system effectively. While powerful, some users find the compensation management module less user-friendly than Xactly's out-of-the-box solution.
SAP Sales Cloud features:
AI-powered sales performance analytics
Advanced incentive compensation planning
Territory and quota management
Sales performance optimization
Full workflow automation
SAP Sales Cloud is a complex system that may be overwhelming for growing sales teams or companies with simple compensation plans. While it's a good option for large enterprises with complex sales operations, many mid-market companies find it too expensive and time-consuming to implement.
SAP Sales Cloud pricing:
Enterprise-grade pricing
Contact sales for detailed quotes
Annual commitments required
SAP Sales Cloud free trial:
Demo available upon request
Pros SAP Sales Cloud vs Xactly:
Deeper integration with SAP ecosystem
Stronger territory and quota planning
More customization options for complex enterprise needs
More advanced workflow automation
Wider range of sales tools beyond compensation
Cons SAP Sales Cloud vs Xactly:
More complex implementation process
Higher total cost of ownership
Steeper learning curve
Less intuitive user interface
Requires significant IT resources
G2 Reviews:
3. Varicent
Varicent is a standalone sales performance and incentive compensation management solution designed to help complex companies manage sales performance and compensation processes. Varicent helps sales leaders align seller behavior with business objectives using data-driven insights. It's well-suited for companies with complex compensation scenarios and sales performance challenges.
Varicent can be overwhelming for small teams or companies with simple compensation plans. The platform requires significant setup and configuration to get the most out of its features. While powerful, it can be complex to implement, and setup time can be extensive. Varicent often requires specialized resources, which can drive up the total cost of ownership.
Varicent features:
Advanced compensation planning
AI-powered performance analytics
Territory and quota management
Sales performance dashboards
Revenue intelligence
Robust reporting engine
Workflow automation
Varicent pricing:
Custom pricing
Annual commitments required
Contact sales for detailed pricing
Varicent free trial:
Demo available upon request
Pros Varicent vs Xactly:
More flexible compensation modeling
Better handling of complex compensation scenarios
Stronger analytics
More complete revenue intelligence
Superior territory and quota planning
Cons Varicent vs Xactly:
More complex setup requirements
Higher implementation costs
Steeper learning curve
Less intuitive user interface
Requires specialized expertise
G2 Reviews:
4. CaptivateIQ
CaptivateIQ is a modern sales commission platform that simplifies commission management and provides more flexibility than traditional sales commission management software. Its spreadsheet-like interface and ability to handle simple or complex compensation plans have made it a favorite among companies graduating from manual spreadsheets to automated commission tracking.
CaptivateIQ excels with its user-friendly interface, but some advanced features may not be as robust as Xactly's. While it's highly flexible, companies with extremely complex enterprise needs may find certain advanced features limited.
CaptivateIQ features:
Intuitive commission plan builder
Real-time commission tracking
Flexible calculation engine
Customizable reporting
Modern API integrations
Self-serve analytics
CaptivateIQ pricing:
Custom pricing
All plans billed annually
Contact sales for quotes
CaptivateIQ free trial:
Demo available upon request
Pros CaptivateIQ vs Xactly:
More intuitive user interface
Better spreadsheet-like familiarity
Faster implementation
More flexible plan changes
More transparent calculations
Cons CaptivateIQ vs Xactly:
Less extensive enterprise features
More limited territory management
Fewer advanced automation options
Less robust reporting capabilities
Limited ecosystem integrations
G2 Reviews:
5. Performio
Performio is a well-rounded sales commission management platform designed for mid-market companies. It offers a great balance of features and functionality without overwhelming complexity. Performio is a good choice for growing sales teams and companies seeking to upgrade from manual commission tracking.
While Performio works well for most companies, some users find its enterprise features lacking compared to Xactly. The tradeoff is a much faster implementation and lower complexity, which is a significant advantage for mid-market companies.
Performio features:
Automated commission calculations
Performance dashboards
Integration capabilities
Mobile accessibility
Custom reporting tools
Document management
Audit trail tracking
Performio pricing:
Custom pricing
Implementation fees apply
Contact sales for quotes
Performio free trial:
Demo available upon request
Pros Performio vs Xactly:
Faster implementation
More user-friendly interface
Better mid-market focus
Less complexity
More responsive support
Cons Performio vs Xactly:
Less extensive enterprise features
More limited customization options
Fewer advanced analytics tools
More basic territory management
Smaller partner ecosystem
G2 Reviews:
6. beqom
beqom is a total compensation management platform that specializes in helping large, global enterprises manage complex compensation scenarios across multiple regions and departments. It's a robust solution for companies with intricate compensation plans and multiple types of employees.
beqom is a complex system that requires significant resources and expertise to implement and maintain. While very powerful, it's overkill for companies primarily needing sales compensation management rather than total compensation solutions.
beqom features:
Total compensation management
Global compensation planning
Advanced modeling capabilities
Regulatory compliance tools
Performance management
Analytics and reporting
Multi-currency support
beqom pricing:
Enterprise pricing model
Custom implementation fees
Annual contracts required
Contact sales for quotes
beqom free trial:
Demo available upon request
Pros beqom vs Xactly:
More comprehensive compensation coverage
Better global capabilities
Stronger compliance features
More advanced modeling
Better total rewards management
Cons beqom vs Xactly:
More complex implementation
More expensive
Longer deployment
Steeper learning curve
Requires more internal resources
G2 Reviews:
7. QCommission
QCommission is a versatile sales commission software designed for small, mid-market, and large enterprises. Its adaptable approach to commission tracking and calculation makes it a good choice for companies with simple or moderately complex commission plans.
QCommission provides good functionality for simple to mid-market compensation needs, but companies with extremely complex enterprise requirements may find it lacking in certain areas. The platform is designed to balance functionality with simplicity, which means it may lack some of the advanced features available in Xactly.
QCommission features:
Flexible commission structures
QuickBooks integration
Multiple payment frequencies
Standard report templates
Basic workflow automation
Commission statements
Payment processing
QCommission pricing:
Pro: Starting at $16/payee/month
Premier: Starting at $22/payee/month
Enterprise: Starting at $39/payee/month
Implementation fees vary
Contact sales for quotes
QCommission free trial:
Demo available upon request
Pros QCommission vs Xactly:
More affordable for small businesses
Better QuickBooks integration
Easier implementation
Quicker learning curve
More straightforward pricing
Cons QCommission vs Xactly:
Less advanced analytics
More limited customization
Fewer advanced features
Basic reporting capabilities
Limited scalability for large enterprises
G2 Reviews:
8. Salesforce Spiff
Salesforce Spiff is a modern commission platform that's redefining the way sales teams earn commissions. This innovative commission software provides real-time calculations and unparalleled transparency into commissions. Spiff's clean interface and commission visibility features give sales reps the clarity they need to optimize earnings.
While Spiff is innovative and exciting, it may not offer the comprehensive enterprise features that Xactly provides. The platform shines by making commissions transparent and easy to understand, but complex enterprises may require additional solutions to meet their unique needs.
Salesforce Spiff features:
Real-time commission tracking
Modern user interface
Design studio for plans
Integration capabilities
Automated calculations
Commission statements
Performance dashboards
Salesforce Spiff pricing:
Custom pricing
Implementation fees apply
Contact sales for quotes
Salesforce Spiff free trial:
Demo available upon request
Pros Salesforce Spiff vs Xactly:
More modern user interface
Better real-time visibility
Faster implementation
Easier plan design
Improved sales rep experience
Cons Salesforce Spiff vs Xactly:
Less extensive enterprise features
Fewer advanced calculations
More limited territory management
Less robust reporting
Newer in the market
G2 Reviews:
9. Sales Cookie
Sales Cookie is a lightweight sales commission platform that simplifies complex compensation calculations. The platform is known for its balance of functionality and simplicity, making it a good fit for mid-market companies automating commission tracking.
Sales Cookie works well for simple to mid-market compensation needs, but large enterprises may find it lacking in features. The platform sacrifices some customization options for ease of use, which can be a pro or con depending on your implementation needs.
Sales Cookie features:
Automated commission calculations
Visual plan designer
Standard reporting tools
Basic workflow automation
Performance dashboards
Commission statements
Integration options
Sales Cookie pricing:
Business: $30/per user/ month
Business+: $50/per user/ month
Contact sales for quotes
Sales Cookie free trial:
14-day free trial available
Pros Sales Cookie vs Xactly:
More affordable entry point
Simpler implementation process
Better user interface
Faster setup time
More transparent pricing
Cons Sales Cookie vs Xactly:
Less extensive feature set
More limited customization
Basic reporting capabilities
Fewer integration options
Limited enterprise scaling
G2 Reviews:
Making Your Final Decision: Key Considerations
When choosing between these Xactly alternatives, consider these crucial factors:
Integration requirements
The success of your sales performance management solution heavily depends on how well it integrates with your existing tech stack. Consider:
CRM integration capabilities
Data synchronization needs
API availability and flexibility
Integration maintenance requirements
Technical support availability
Team size and complexity
Different solutions are optimized for different organizational sizes and complexity levels:
Enterprise organizations with complex processes might benefit from SAP Sales Cloud or beqom
Mid-market companies often find better value in platforms like Performio or CaptivateIQ
SMBs using HubSpot should consider Forecastio for its native integration and focused functionality
Budget considerations
Consider the total cost of ownership, including:
Initial implementation fees
Per-user licensing costs
Training requirements
Integration expenses
Ongoing maintenance needs
Scaling costs as your team grows
Core requirements
Focus on your primary needs:
Need better HubSpot integration? Consider Forecastio.
Want enterprise-grade features? Look at SAP Sales Cloud or Varicent.
Need simple, effective commission management? Explore CaptivateIQ or Performio.
Require global compensation management? Evaluate beqom.
Implementation best practices
Successfully implementing a new sales performance management solution requires careful planning and execution. Whether you're transitioning from Xactly or implementing a new system, following these best practices will help ensure a smooth transition and successful adoption.
Planning phase
The foundation of a successful implementation begins with thorough planning. Start by documenting your current compensation plans and processes in detail. This documentation should include not just the basic commission structures, but also special incentives, bonuses, and any unique calculations specific to your organization.
Next, identify all critical integration points with your existing systems, particularly your CRM and financial software. This step is crucial as it will influence your data migration strategy and help prevent disruption to your ongoing operations. Work with stakeholders from sales, finance, and IT to define clear success metrics for the implementation. These metrics might include reduced calculation time, improved accuracy, or increased sales team satisfaction.
Create a realistic timeline that accounts for all phases of the implementation, including data migration, testing, and training. Be sure to build in buffer time for unexpected challenges and system optimization. Assign clear responsibilities to team members involved in the implementation, ensuring everyone understands their role in the process.
Data preparation
Data preparation is often the most critical and time-consuming aspect of implementation. Begin with a comprehensive audit of your existing compensation data. This includes historical commission payments, current compensation plans, and any relevant performance metrics. Clean and standardize your data formats to ensure consistency in the new system.
Work closely with your chosen vendor to map your existing data fields to the new system's structure. This mapping process should be thorough and validated by both technical and business stakeholders. Pay particular attention to historical information that will be needed for reporting and analysis in the new system.
Prepare detailed test scenarios that cover your most common compensation calculations as well as edge cases. These scenarios will be invaluable during the testing phase and help ensure accuracy in the new system. Document any data transformation rules or special calculations that need to be maintained in the new platform.
Team readiness
The success of your new sales performance management solution ultimately depends on user adoption. Start by identifying key stakeholders who will champion the new system within their departments. These champions should be involved throughout the implementation process and can help address concerns from their colleagues.
Develop comprehensive training materials that cater to different user groups. Sales representatives will need to understand how to view their commissions and track their performance, while administrators will require more in-depth training on system configuration and maintenance. Consider creating a mix of training formats, including written documentation, video tutorials, and hands-on workshops.
Establish a clear communication strategy that keeps all users informed throughout the implementation process. Regular updates about progress, upcoming changes, and training opportunities help build confidence in the new system. Set up support processes for both the implementation period and ongoing operations, ensuring users know where to turn for help.
Create specific user adoption metrics to track the success of your implementation. These might include system login rates, help desk ticket volumes, or user satisfaction scores. Use these metrics to identify areas where additional training or system optimization might be needed.
Post-implementation support
After going live with your new system, maintain strong support for at least the first few commission cycles. Monitor system performance closely and be prepared to make adjustments based on user feedback. Schedule regular check-ins with your vendor's support team to address any issues quickly.
Consider implementing a feedback loop where users can suggest improvements or report challenges. This ongoing dialogue helps ensure the system continues to meet your organization's needs as they evolves. Plan for periodic system reviews to evaluate whether you're achieving your implementation goals and identify opportunities for optimization.
Regular maintenance and updates are crucial for long-term success. Establish a process for reviewing and updating compensation plans in the system, ensuring changes are properly tested before deployment. Keep your documentation updated as processes evolve and new features are implemented.
Conclusion
While Xactly remains a significant player in the sales performance management space, the market offers several compelling alternatives that might better suit your organization's specific needs and budget. Whether you're a growing company looking for flexibility with CaptivateIQ, an enterprise seeking comprehensive capabilities with SAP Sales Cloud, or a HubSpot-centric organization wanting seamless integration with Forecastio, there's a solution that can match your requirements.
Consider your organization's specific needs, growth trajectory, and existing technology ecosystem when making your selection. Remember that the right choice isn't always the most feature-rich or expensive option, but rather the one that best aligns with your company's goals and operational requirements.
Ready to take the next step? Request demos from your top choices and involve key stakeholders in the evaluation process to ensure you select a solution that will drive your sales organization's success in 2025 and beyond.
In today's B2B sales environment, sales performance management and incentive compensation planning are critical to driving sales team productivity and revenue growth. Xactly has established itself as a leading provider of sales compensation management software for enterprise organizations, but many companies—especially those using HubSpot as their CRM—require alternatives that better fit their specific needs, technology stack, and budget. Many competitors position their solutions as the only way to combine revenue intelligence with sales performance management to unlock full revenue potential and provide a critical tool for finance and sales leaders.
What is Xactly?
Xactly Corporation (NYSE: XTLY) is a leading provider of cloud-based sales performance management and incentive compensation software. Founded in 2005, Xactly Corp has established itself as a pioneer in the sales performance and compensation market.
Key products and solutions
Xactly's core product is Xactly Incent, a sales compensation management solution that automates and streamlines commission calculations and payments. Incent helps companies eliminate errors and manual calculations, freeing up administrative time to focus on more strategic initiatives. Xactly Incent is well-suited for companies with complex commission plans and structures, providing transparency for sales reps and management alike.
Additional features
Sales performance management
Performance analytics and reporting for sales teams
Compensation plan design and modeling
Real-time commission statements
Territory and quota management
Xactly forecasting module helps companies
Forecast future sales performance
Analyze historical sales trends
Project commission expenses
Plan for future compensation costs
Allocate resources effectively
How Xactly works
Xactly's commission calculation engine processes sales data in real-time from your CRM and financial systems, capturing:
Sales data from your CRM
Order and revenue information from your financial system
Additional data from your ERP, HR, or other systems
Applies complex business rules
Calculates commissions accurately
Generates detailed reports and analytics
What is Xactly Used For?
Xactly is primarily used for sales performance management and incentive compensation planning. Here are some of Xactly's strengths:
Incentive compensation planning
Advanced commission calculation
Sales performance management
Territory and quota management
Commission expense accounting
Historical trend analysis
Native integration with enterprise CRMs
While Xactly Corp has a place in the market, particularly for larger enterprises with complex compensation plans, many mid-market companies and sales teams find it expensive and cumbersome, seeking alternative solutions that better fit their needs and technology stack.
Why are Companies Looking for Xactly Alternatives?
Here are some of the key reasons companies are seeking alternative sales commission management and sales performance management solutions:
Cost: Xactly's enterprise pricing is prohibitive for many mid-market companies, requiring significant upfront costs.
Complexity: Xactly implementation can be time-consuming and require specialized resources, straining SMB budgets and bandwidth.
Difficulty using: The system can be complex and difficult to use, requiring significant training and adoption time.
Limited HubSpot integration: Companies using HubSpot as their CRM may encounter integration issues and added complexity.
Top 9 Xactly Alternatives for 2025
1. Forecastio: Best Xactly alternative for HubSpot users
We've named Forecastio our top-rated Xactly alternative, and for good reason. This modern sales performance management platform was designed specifically for HubSpot CRM users, providing a seamless experience that integrates tightly with your existing workflow. If you're a sales leader looking to upgrade your performance management capabilities without adding complexity or disrupting your workflow, Forecastio is the perfect choice.
Native HubSpot integration
Forecastio's integration with HubSpot goes beyond basic data synchronization. It creates a unified ecosystem where sales data flows seamlessly in real time. Your team can continue working in their favorite HubSpot interface while accessing powerful forecasting and analytics tools. Zero-setup means you can deploy Forecastio in minutes without IT support or complex configurations.
Advanced sales performance management
Forecastio provides sales managers and leaders with unparalleled visibility into team performance. It's more than just tracking metrics – you'll gain actionable insights into trends and patterns. Identify areas where your team is crushing it and where they need help.
Sales leaders can make data-driven decisions about coaching, resource allocation, and strategic adjustments by analyzing activity data alongside outcome analysis.
Sales forecasting capabilities
Forecastio's sales forecasting improves native HubSpot forecasting. The platform analyzes historical data and real-time deal activity to provide dynamic, accurate forecasts for sales planning. One of its new features is pipeline coverage analysis, which helps sales leaders evaluate not only the quantity of their pipeline but the quality of forecasted deals. Say goodbye to chasing bad forecasts and hello to data-driven planning for sales leaders who trust Forecastio.
Sales planning and strategic analysis
Forecastio's scenario modeling helps teams plan for multiple sales outcomes. Sales leaders can:
Model different growth scenarios
Test resource allocation strategies
Adjust sales plans to ensure visibility into possible outcomes
Make more strategic resource investments
Transparent pricing and value
Forecastio's pricing model is the opposite of Xactly's enterprise approach. It's based on the number of users and deals, making it more affordable for growing businesses. There are no surprise fees or implementation charges, resulting in a significantly lower total cost of ownership. Native integration with HubSpot means you can avoid costly custom work and consulting fees.
Key differentiators from Xactly:
Quick implementation with native HubSpot integration
Zero complex setup or technical resources required
Transparent, user-based pricing
Focus on SMB needs, not enterprise complexity
Modern, intuitive interface
Faster time to value
Best suited for:
HubSpot-centric sales organizations
Growing sales organizations seeking performance visibility
Companies requiring accurate forecasting without complexity
Sales leaders who prioritize data-driven decision making
Organizations seeking quick implementation and ROI
2. SAP Sales Cloud
SAP Sales Cloud is a full-featured sales performance management platform that helps large enterprises manage complex sales compensation and operations. SAP Sales Cloud offers a comprehensive suite of tools for incentive compensation management, territory management, and sales performance analytics. While it's overkill for most mid-market companies, it's a strong option for enterprise organizations requiring advanced sales performance management capabilities.
While very functional, SAP Sales Cloud requires significant technical resources for implementation and maintenance. The platform often necessitates customization, driving up the total cost of ownership. Companies typically need to dedicate administrative or consulting resources to manage the system effectively. While powerful, some users find the compensation management module less user-friendly than Xactly's out-of-the-box solution.
SAP Sales Cloud features:
AI-powered sales performance analytics
Advanced incentive compensation planning
Territory and quota management
Sales performance optimization
Full workflow automation
SAP Sales Cloud is a complex system that may be overwhelming for growing sales teams or companies with simple compensation plans. While it's a good option for large enterprises with complex sales operations, many mid-market companies find it too expensive and time-consuming to implement.
SAP Sales Cloud pricing:
Enterprise-grade pricing
Contact sales for detailed quotes
Annual commitments required
SAP Sales Cloud free trial:
Demo available upon request
Pros SAP Sales Cloud vs Xactly:
Deeper integration with SAP ecosystem
Stronger territory and quota planning
More customization options for complex enterprise needs
More advanced workflow automation
Wider range of sales tools beyond compensation
Cons SAP Sales Cloud vs Xactly:
More complex implementation process
Higher total cost of ownership
Steeper learning curve
Less intuitive user interface
Requires significant IT resources
G2 Reviews:
3. Varicent
Varicent is a standalone sales performance and incentive compensation management solution designed to help complex companies manage sales performance and compensation processes. Varicent helps sales leaders align seller behavior with business objectives using data-driven insights. It's well-suited for companies with complex compensation scenarios and sales performance challenges.
Varicent can be overwhelming for small teams or companies with simple compensation plans. The platform requires significant setup and configuration to get the most out of its features. While powerful, it can be complex to implement, and setup time can be extensive. Varicent often requires specialized resources, which can drive up the total cost of ownership.
Varicent features:
Advanced compensation planning
AI-powered performance analytics
Territory and quota management
Sales performance dashboards
Revenue intelligence
Robust reporting engine
Workflow automation
Varicent pricing:
Custom pricing
Annual commitments required
Contact sales for detailed pricing
Varicent free trial:
Demo available upon request
Pros Varicent vs Xactly:
More flexible compensation modeling
Better handling of complex compensation scenarios
Stronger analytics
More complete revenue intelligence
Superior territory and quota planning
Cons Varicent vs Xactly:
More complex setup requirements
Higher implementation costs
Steeper learning curve
Less intuitive user interface
Requires specialized expertise
G2 Reviews:
4. CaptivateIQ
CaptivateIQ is a modern sales commission platform that simplifies commission management and provides more flexibility than traditional sales commission management software. Its spreadsheet-like interface and ability to handle simple or complex compensation plans have made it a favorite among companies graduating from manual spreadsheets to automated commission tracking.
CaptivateIQ excels with its user-friendly interface, but some advanced features may not be as robust as Xactly's. While it's highly flexible, companies with extremely complex enterprise needs may find certain advanced features limited.
CaptivateIQ features:
Intuitive commission plan builder
Real-time commission tracking
Flexible calculation engine
Customizable reporting
Modern API integrations
Self-serve analytics
CaptivateIQ pricing:
Custom pricing
All plans billed annually
Contact sales for quotes
CaptivateIQ free trial:
Demo available upon request
Pros CaptivateIQ vs Xactly:
More intuitive user interface
Better spreadsheet-like familiarity
Faster implementation
More flexible plan changes
More transparent calculations
Cons CaptivateIQ vs Xactly:
Less extensive enterprise features
More limited territory management
Fewer advanced automation options
Less robust reporting capabilities
Limited ecosystem integrations
G2 Reviews:
5. Performio
Performio is a well-rounded sales commission management platform designed for mid-market companies. It offers a great balance of features and functionality without overwhelming complexity. Performio is a good choice for growing sales teams and companies seeking to upgrade from manual commission tracking.
While Performio works well for most companies, some users find its enterprise features lacking compared to Xactly. The tradeoff is a much faster implementation and lower complexity, which is a significant advantage for mid-market companies.
Performio features:
Automated commission calculations
Performance dashboards
Integration capabilities
Mobile accessibility
Custom reporting tools
Document management
Audit trail tracking
Performio pricing:
Custom pricing
Implementation fees apply
Contact sales for quotes
Performio free trial:
Demo available upon request
Pros Performio vs Xactly:
Faster implementation
More user-friendly interface
Better mid-market focus
Less complexity
More responsive support
Cons Performio vs Xactly:
Less extensive enterprise features
More limited customization options
Fewer advanced analytics tools
More basic territory management
Smaller partner ecosystem
G2 Reviews:
6. beqom
beqom is a total compensation management platform that specializes in helping large, global enterprises manage complex compensation scenarios across multiple regions and departments. It's a robust solution for companies with intricate compensation plans and multiple types of employees.
beqom is a complex system that requires significant resources and expertise to implement and maintain. While very powerful, it's overkill for companies primarily needing sales compensation management rather than total compensation solutions.
beqom features:
Total compensation management
Global compensation planning
Advanced modeling capabilities
Regulatory compliance tools
Performance management
Analytics and reporting
Multi-currency support
beqom pricing:
Enterprise pricing model
Custom implementation fees
Annual contracts required
Contact sales for quotes
beqom free trial:
Demo available upon request
Pros beqom vs Xactly:
More comprehensive compensation coverage
Better global capabilities
Stronger compliance features
More advanced modeling
Better total rewards management
Cons beqom vs Xactly:
More complex implementation
More expensive
Longer deployment
Steeper learning curve
Requires more internal resources
G2 Reviews:
7. QCommission
QCommission is a versatile sales commission software designed for small, mid-market, and large enterprises. Its adaptable approach to commission tracking and calculation makes it a good choice for companies with simple or moderately complex commission plans.
QCommission provides good functionality for simple to mid-market compensation needs, but companies with extremely complex enterprise requirements may find it lacking in certain areas. The platform is designed to balance functionality with simplicity, which means it may lack some of the advanced features available in Xactly.
QCommission features:
Flexible commission structures
QuickBooks integration
Multiple payment frequencies
Standard report templates
Basic workflow automation
Commission statements
Payment processing
QCommission pricing:
Pro: Starting at $16/payee/month
Premier: Starting at $22/payee/month
Enterprise: Starting at $39/payee/month
Implementation fees vary
Contact sales for quotes
QCommission free trial:
Demo available upon request
Pros QCommission vs Xactly:
More affordable for small businesses
Better QuickBooks integration
Easier implementation
Quicker learning curve
More straightforward pricing
Cons QCommission vs Xactly:
Less advanced analytics
More limited customization
Fewer advanced features
Basic reporting capabilities
Limited scalability for large enterprises
G2 Reviews:
8. Salesforce Spiff
Salesforce Spiff is a modern commission platform that's redefining the way sales teams earn commissions. This innovative commission software provides real-time calculations and unparalleled transparency into commissions. Spiff's clean interface and commission visibility features give sales reps the clarity they need to optimize earnings.
While Spiff is innovative and exciting, it may not offer the comprehensive enterprise features that Xactly provides. The platform shines by making commissions transparent and easy to understand, but complex enterprises may require additional solutions to meet their unique needs.
Salesforce Spiff features:
Real-time commission tracking
Modern user interface
Design studio for plans
Integration capabilities
Automated calculations
Commission statements
Performance dashboards
Salesforce Spiff pricing:
Custom pricing
Implementation fees apply
Contact sales for quotes
Salesforce Spiff free trial:
Demo available upon request
Pros Salesforce Spiff vs Xactly:
More modern user interface
Better real-time visibility
Faster implementation
Easier plan design
Improved sales rep experience
Cons Salesforce Spiff vs Xactly:
Less extensive enterprise features
Fewer advanced calculations
More limited territory management
Less robust reporting
Newer in the market
G2 Reviews:
9. Sales Cookie
Sales Cookie is a lightweight sales commission platform that simplifies complex compensation calculations. The platform is known for its balance of functionality and simplicity, making it a good fit for mid-market companies automating commission tracking.
Sales Cookie works well for simple to mid-market compensation needs, but large enterprises may find it lacking in features. The platform sacrifices some customization options for ease of use, which can be a pro or con depending on your implementation needs.
Sales Cookie features:
Automated commission calculations
Visual plan designer
Standard reporting tools
Basic workflow automation
Performance dashboards
Commission statements
Integration options
Sales Cookie pricing:
Business: $30/per user/ month
Business+: $50/per user/ month
Contact sales for quotes
Sales Cookie free trial:
14-day free trial available
Pros Sales Cookie vs Xactly:
More affordable entry point
Simpler implementation process
Better user interface
Faster setup time
More transparent pricing
Cons Sales Cookie vs Xactly:
Less extensive feature set
More limited customization
Basic reporting capabilities
Fewer integration options
Limited enterprise scaling
G2 Reviews:
Making Your Final Decision: Key Considerations
When choosing between these Xactly alternatives, consider these crucial factors:
Integration requirements
The success of your sales performance management solution heavily depends on how well it integrates with your existing tech stack. Consider:
CRM integration capabilities
Data synchronization needs
API availability and flexibility
Integration maintenance requirements
Technical support availability
Team size and complexity
Different solutions are optimized for different organizational sizes and complexity levels:
Enterprise organizations with complex processes might benefit from SAP Sales Cloud or beqom
Mid-market companies often find better value in platforms like Performio or CaptivateIQ
SMBs using HubSpot should consider Forecastio for its native integration and focused functionality
Budget considerations
Consider the total cost of ownership, including:
Initial implementation fees
Per-user licensing costs
Training requirements
Integration expenses
Ongoing maintenance needs
Scaling costs as your team grows
Core requirements
Focus on your primary needs:
Need better HubSpot integration? Consider Forecastio.
Want enterprise-grade features? Look at SAP Sales Cloud or Varicent.
Need simple, effective commission management? Explore CaptivateIQ or Performio.
Require global compensation management? Evaluate beqom.
Implementation best practices
Successfully implementing a new sales performance management solution requires careful planning and execution. Whether you're transitioning from Xactly or implementing a new system, following these best practices will help ensure a smooth transition and successful adoption.
Planning phase
The foundation of a successful implementation begins with thorough planning. Start by documenting your current compensation plans and processes in detail. This documentation should include not just the basic commission structures, but also special incentives, bonuses, and any unique calculations specific to your organization.
Next, identify all critical integration points with your existing systems, particularly your CRM and financial software. This step is crucial as it will influence your data migration strategy and help prevent disruption to your ongoing operations. Work with stakeholders from sales, finance, and IT to define clear success metrics for the implementation. These metrics might include reduced calculation time, improved accuracy, or increased sales team satisfaction.
Create a realistic timeline that accounts for all phases of the implementation, including data migration, testing, and training. Be sure to build in buffer time for unexpected challenges and system optimization. Assign clear responsibilities to team members involved in the implementation, ensuring everyone understands their role in the process.
Data preparation
Data preparation is often the most critical and time-consuming aspect of implementation. Begin with a comprehensive audit of your existing compensation data. This includes historical commission payments, current compensation plans, and any relevant performance metrics. Clean and standardize your data formats to ensure consistency in the new system.
Work closely with your chosen vendor to map your existing data fields to the new system's structure. This mapping process should be thorough and validated by both technical and business stakeholders. Pay particular attention to historical information that will be needed for reporting and analysis in the new system.
Prepare detailed test scenarios that cover your most common compensation calculations as well as edge cases. These scenarios will be invaluable during the testing phase and help ensure accuracy in the new system. Document any data transformation rules or special calculations that need to be maintained in the new platform.
Team readiness
The success of your new sales performance management solution ultimately depends on user adoption. Start by identifying key stakeholders who will champion the new system within their departments. These champions should be involved throughout the implementation process and can help address concerns from their colleagues.
Develop comprehensive training materials that cater to different user groups. Sales representatives will need to understand how to view their commissions and track their performance, while administrators will require more in-depth training on system configuration and maintenance. Consider creating a mix of training formats, including written documentation, video tutorials, and hands-on workshops.
Establish a clear communication strategy that keeps all users informed throughout the implementation process. Regular updates about progress, upcoming changes, and training opportunities help build confidence in the new system. Set up support processes for both the implementation period and ongoing operations, ensuring users know where to turn for help.
Create specific user adoption metrics to track the success of your implementation. These might include system login rates, help desk ticket volumes, or user satisfaction scores. Use these metrics to identify areas where additional training or system optimization might be needed.
Post-implementation support
After going live with your new system, maintain strong support for at least the first few commission cycles. Monitor system performance closely and be prepared to make adjustments based on user feedback. Schedule regular check-ins with your vendor's support team to address any issues quickly.
Consider implementing a feedback loop where users can suggest improvements or report challenges. This ongoing dialogue helps ensure the system continues to meet your organization's needs as they evolves. Plan for periodic system reviews to evaluate whether you're achieving your implementation goals and identify opportunities for optimization.
Regular maintenance and updates are crucial for long-term success. Establish a process for reviewing and updating compensation plans in the system, ensuring changes are properly tested before deployment. Keep your documentation updated as processes evolve and new features are implemented.
Conclusion
While Xactly remains a significant player in the sales performance management space, the market offers several compelling alternatives that might better suit your organization's specific needs and budget. Whether you're a growing company looking for flexibility with CaptivateIQ, an enterprise seeking comprehensive capabilities with SAP Sales Cloud, or a HubSpot-centric organization wanting seamless integration with Forecastio, there's a solution that can match your requirements.
Consider your organization's specific needs, growth trajectory, and existing technology ecosystem when making your selection. Remember that the right choice isn't always the most feature-rich or expensive option, but rather the one that best aligns with your company's goals and operational requirements.
Ready to take the next step? Request demos from your top choices and involve key stakeholders in the evaluation process to ensure you select a solution that will drive your sales organization's success in 2025 and beyond.
In today's B2B sales environment, sales performance management and incentive compensation planning are critical to driving sales team productivity and revenue growth. Xactly has established itself as a leading provider of sales compensation management software for enterprise organizations, but many companies—especially those using HubSpot as their CRM—require alternatives that better fit their specific needs, technology stack, and budget. Many competitors position their solutions as the only way to combine revenue intelligence with sales performance management to unlock full revenue potential and provide a critical tool for finance and sales leaders.
What is Xactly?
Xactly Corporation (NYSE: XTLY) is a leading provider of cloud-based sales performance management and incentive compensation software. Founded in 2005, Xactly Corp has established itself as a pioneer in the sales performance and compensation market.
Key products and solutions
Xactly's core product is Xactly Incent, a sales compensation management solution that automates and streamlines commission calculations and payments. Incent helps companies eliminate errors and manual calculations, freeing up administrative time to focus on more strategic initiatives. Xactly Incent is well-suited for companies with complex commission plans and structures, providing transparency for sales reps and management alike.
Additional features
Sales performance management
Performance analytics and reporting for sales teams
Compensation plan design and modeling
Real-time commission statements
Territory and quota management
Xactly forecasting module helps companies
Forecast future sales performance
Analyze historical sales trends
Project commission expenses
Plan for future compensation costs
Allocate resources effectively
How Xactly works
Xactly's commission calculation engine processes sales data in real-time from your CRM and financial systems, capturing:
Sales data from your CRM
Order and revenue information from your financial system
Additional data from your ERP, HR, or other systems
Applies complex business rules
Calculates commissions accurately
Generates detailed reports and analytics
What is Xactly Used For?
Xactly is primarily used for sales performance management and incentive compensation planning. Here are some of Xactly's strengths:
Incentive compensation planning
Advanced commission calculation
Sales performance management
Territory and quota management
Commission expense accounting
Historical trend analysis
Native integration with enterprise CRMs
While Xactly Corp has a place in the market, particularly for larger enterprises with complex compensation plans, many mid-market companies and sales teams find it expensive and cumbersome, seeking alternative solutions that better fit their needs and technology stack.
Why are Companies Looking for Xactly Alternatives?
Here are some of the key reasons companies are seeking alternative sales commission management and sales performance management solutions:
Cost: Xactly's enterprise pricing is prohibitive for many mid-market companies, requiring significant upfront costs.
Complexity: Xactly implementation can be time-consuming and require specialized resources, straining SMB budgets and bandwidth.
Difficulty using: The system can be complex and difficult to use, requiring significant training and adoption time.
Limited HubSpot integration: Companies using HubSpot as their CRM may encounter integration issues and added complexity.
Top 9 Xactly Alternatives for 2025
1. Forecastio: Best Xactly alternative for HubSpot users
We've named Forecastio our top-rated Xactly alternative, and for good reason. This modern sales performance management platform was designed specifically for HubSpot CRM users, providing a seamless experience that integrates tightly with your existing workflow. If you're a sales leader looking to upgrade your performance management capabilities without adding complexity or disrupting your workflow, Forecastio is the perfect choice.
Native HubSpot integration
Forecastio's integration with HubSpot goes beyond basic data synchronization. It creates a unified ecosystem where sales data flows seamlessly in real time. Your team can continue working in their favorite HubSpot interface while accessing powerful forecasting and analytics tools. Zero-setup means you can deploy Forecastio in minutes without IT support or complex configurations.
Advanced sales performance management
Forecastio provides sales managers and leaders with unparalleled visibility into team performance. It's more than just tracking metrics – you'll gain actionable insights into trends and patterns. Identify areas where your team is crushing it and where they need help.
Sales leaders can make data-driven decisions about coaching, resource allocation, and strategic adjustments by analyzing activity data alongside outcome analysis.
Sales forecasting capabilities
Forecastio's sales forecasting improves native HubSpot forecasting. The platform analyzes historical data and real-time deal activity to provide dynamic, accurate forecasts for sales planning. One of its new features is pipeline coverage analysis, which helps sales leaders evaluate not only the quantity of their pipeline but the quality of forecasted deals. Say goodbye to chasing bad forecasts and hello to data-driven planning for sales leaders who trust Forecastio.
Sales planning and strategic analysis
Forecastio's scenario modeling helps teams plan for multiple sales outcomes. Sales leaders can:
Model different growth scenarios
Test resource allocation strategies
Adjust sales plans to ensure visibility into possible outcomes
Make more strategic resource investments
Transparent pricing and value
Forecastio's pricing model is the opposite of Xactly's enterprise approach. It's based on the number of users and deals, making it more affordable for growing businesses. There are no surprise fees or implementation charges, resulting in a significantly lower total cost of ownership. Native integration with HubSpot means you can avoid costly custom work and consulting fees.
Key differentiators from Xactly:
Quick implementation with native HubSpot integration
Zero complex setup or technical resources required
Transparent, user-based pricing
Focus on SMB needs, not enterprise complexity
Modern, intuitive interface
Faster time to value
Best suited for:
HubSpot-centric sales organizations
Growing sales organizations seeking performance visibility
Companies requiring accurate forecasting without complexity
Sales leaders who prioritize data-driven decision making
Organizations seeking quick implementation and ROI
2. SAP Sales Cloud
SAP Sales Cloud is a full-featured sales performance management platform that helps large enterprises manage complex sales compensation and operations. SAP Sales Cloud offers a comprehensive suite of tools for incentive compensation management, territory management, and sales performance analytics. While it's overkill for most mid-market companies, it's a strong option for enterprise organizations requiring advanced sales performance management capabilities.
While very functional, SAP Sales Cloud requires significant technical resources for implementation and maintenance. The platform often necessitates customization, driving up the total cost of ownership. Companies typically need to dedicate administrative or consulting resources to manage the system effectively. While powerful, some users find the compensation management module less user-friendly than Xactly's out-of-the-box solution.
SAP Sales Cloud features:
AI-powered sales performance analytics
Advanced incentive compensation planning
Territory and quota management
Sales performance optimization
Full workflow automation
SAP Sales Cloud is a complex system that may be overwhelming for growing sales teams or companies with simple compensation plans. While it's a good option for large enterprises with complex sales operations, many mid-market companies find it too expensive and time-consuming to implement.
SAP Sales Cloud pricing:
Enterprise-grade pricing
Contact sales for detailed quotes
Annual commitments required
SAP Sales Cloud free trial:
Demo available upon request
Pros SAP Sales Cloud vs Xactly:
Deeper integration with SAP ecosystem
Stronger territory and quota planning
More customization options for complex enterprise needs
More advanced workflow automation
Wider range of sales tools beyond compensation
Cons SAP Sales Cloud vs Xactly:
More complex implementation process
Higher total cost of ownership
Steeper learning curve
Less intuitive user interface
Requires significant IT resources
G2 Reviews:
3. Varicent
Varicent is a standalone sales performance and incentive compensation management solution designed to help complex companies manage sales performance and compensation processes. Varicent helps sales leaders align seller behavior with business objectives using data-driven insights. It's well-suited for companies with complex compensation scenarios and sales performance challenges.
Varicent can be overwhelming for small teams or companies with simple compensation plans. The platform requires significant setup and configuration to get the most out of its features. While powerful, it can be complex to implement, and setup time can be extensive. Varicent often requires specialized resources, which can drive up the total cost of ownership.
Varicent features:
Advanced compensation planning
AI-powered performance analytics
Territory and quota management
Sales performance dashboards
Revenue intelligence
Robust reporting engine
Workflow automation
Varicent pricing:
Custom pricing
Annual commitments required
Contact sales for detailed pricing
Varicent free trial:
Demo available upon request
Pros Varicent vs Xactly:
More flexible compensation modeling
Better handling of complex compensation scenarios
Stronger analytics
More complete revenue intelligence
Superior territory and quota planning
Cons Varicent vs Xactly:
More complex setup requirements
Higher implementation costs
Steeper learning curve
Less intuitive user interface
Requires specialized expertise
G2 Reviews:
4. CaptivateIQ
CaptivateIQ is a modern sales commission platform that simplifies commission management and provides more flexibility than traditional sales commission management software. Its spreadsheet-like interface and ability to handle simple or complex compensation plans have made it a favorite among companies graduating from manual spreadsheets to automated commission tracking.
CaptivateIQ excels with its user-friendly interface, but some advanced features may not be as robust as Xactly's. While it's highly flexible, companies with extremely complex enterprise needs may find certain advanced features limited.
CaptivateIQ features:
Intuitive commission plan builder
Real-time commission tracking
Flexible calculation engine
Customizable reporting
Modern API integrations
Self-serve analytics
CaptivateIQ pricing:
Custom pricing
All plans billed annually
Contact sales for quotes
CaptivateIQ free trial:
Demo available upon request
Pros CaptivateIQ vs Xactly:
More intuitive user interface
Better spreadsheet-like familiarity
Faster implementation
More flexible plan changes
More transparent calculations
Cons CaptivateIQ vs Xactly:
Less extensive enterprise features
More limited territory management
Fewer advanced automation options
Less robust reporting capabilities
Limited ecosystem integrations
G2 Reviews:
5. Performio
Performio is a well-rounded sales commission management platform designed for mid-market companies. It offers a great balance of features and functionality without overwhelming complexity. Performio is a good choice for growing sales teams and companies seeking to upgrade from manual commission tracking.
While Performio works well for most companies, some users find its enterprise features lacking compared to Xactly. The tradeoff is a much faster implementation and lower complexity, which is a significant advantage for mid-market companies.
Performio features:
Automated commission calculations
Performance dashboards
Integration capabilities
Mobile accessibility
Custom reporting tools
Document management
Audit trail tracking
Performio pricing:
Custom pricing
Implementation fees apply
Contact sales for quotes
Performio free trial:
Demo available upon request
Pros Performio vs Xactly:
Faster implementation
More user-friendly interface
Better mid-market focus
Less complexity
More responsive support
Cons Performio vs Xactly:
Less extensive enterprise features
More limited customization options
Fewer advanced analytics tools
More basic territory management
Smaller partner ecosystem
G2 Reviews:
6. beqom
beqom is a total compensation management platform that specializes in helping large, global enterprises manage complex compensation scenarios across multiple regions and departments. It's a robust solution for companies with intricate compensation plans and multiple types of employees.
beqom is a complex system that requires significant resources and expertise to implement and maintain. While very powerful, it's overkill for companies primarily needing sales compensation management rather than total compensation solutions.
beqom features:
Total compensation management
Global compensation planning
Advanced modeling capabilities
Regulatory compliance tools
Performance management
Analytics and reporting
Multi-currency support
beqom pricing:
Enterprise pricing model
Custom implementation fees
Annual contracts required
Contact sales for quotes
beqom free trial:
Demo available upon request
Pros beqom vs Xactly:
More comprehensive compensation coverage
Better global capabilities
Stronger compliance features
More advanced modeling
Better total rewards management
Cons beqom vs Xactly:
More complex implementation
More expensive
Longer deployment
Steeper learning curve
Requires more internal resources
G2 Reviews:
7. QCommission
QCommission is a versatile sales commission software designed for small, mid-market, and large enterprises. Its adaptable approach to commission tracking and calculation makes it a good choice for companies with simple or moderately complex commission plans.
QCommission provides good functionality for simple to mid-market compensation needs, but companies with extremely complex enterprise requirements may find it lacking in certain areas. The platform is designed to balance functionality with simplicity, which means it may lack some of the advanced features available in Xactly.
QCommission features:
Flexible commission structures
QuickBooks integration
Multiple payment frequencies
Standard report templates
Basic workflow automation
Commission statements
Payment processing
QCommission pricing:
Pro: Starting at $16/payee/month
Premier: Starting at $22/payee/month
Enterprise: Starting at $39/payee/month
Implementation fees vary
Contact sales for quotes
QCommission free trial:
Demo available upon request
Pros QCommission vs Xactly:
More affordable for small businesses
Better QuickBooks integration
Easier implementation
Quicker learning curve
More straightforward pricing
Cons QCommission vs Xactly:
Less advanced analytics
More limited customization
Fewer advanced features
Basic reporting capabilities
Limited scalability for large enterprises
G2 Reviews:
8. Salesforce Spiff
Salesforce Spiff is a modern commission platform that's redefining the way sales teams earn commissions. This innovative commission software provides real-time calculations and unparalleled transparency into commissions. Spiff's clean interface and commission visibility features give sales reps the clarity they need to optimize earnings.
While Spiff is innovative and exciting, it may not offer the comprehensive enterprise features that Xactly provides. The platform shines by making commissions transparent and easy to understand, but complex enterprises may require additional solutions to meet their unique needs.
Salesforce Spiff features:
Real-time commission tracking
Modern user interface
Design studio for plans
Integration capabilities
Automated calculations
Commission statements
Performance dashboards
Salesforce Spiff pricing:
Custom pricing
Implementation fees apply
Contact sales for quotes
Salesforce Spiff free trial:
Demo available upon request
Pros Salesforce Spiff vs Xactly:
More modern user interface
Better real-time visibility
Faster implementation
Easier plan design
Improved sales rep experience
Cons Salesforce Spiff vs Xactly:
Less extensive enterprise features
Fewer advanced calculations
More limited territory management
Less robust reporting
Newer in the market
G2 Reviews:
9. Sales Cookie
Sales Cookie is a lightweight sales commission platform that simplifies complex compensation calculations. The platform is known for its balance of functionality and simplicity, making it a good fit for mid-market companies automating commission tracking.
Sales Cookie works well for simple to mid-market compensation needs, but large enterprises may find it lacking in features. The platform sacrifices some customization options for ease of use, which can be a pro or con depending on your implementation needs.
Sales Cookie features:
Automated commission calculations
Visual plan designer
Standard reporting tools
Basic workflow automation
Performance dashboards
Commission statements
Integration options
Sales Cookie pricing:
Business: $30/per user/ month
Business+: $50/per user/ month
Contact sales for quotes
Sales Cookie free trial:
14-day free trial available
Pros Sales Cookie vs Xactly:
More affordable entry point
Simpler implementation process
Better user interface
Faster setup time
More transparent pricing
Cons Sales Cookie vs Xactly:
Less extensive feature set
More limited customization
Basic reporting capabilities
Fewer integration options
Limited enterprise scaling
G2 Reviews:
Making Your Final Decision: Key Considerations
When choosing between these Xactly alternatives, consider these crucial factors:
Integration requirements
The success of your sales performance management solution heavily depends on how well it integrates with your existing tech stack. Consider:
CRM integration capabilities
Data synchronization needs
API availability and flexibility
Integration maintenance requirements
Technical support availability
Team size and complexity
Different solutions are optimized for different organizational sizes and complexity levels:
Enterprise organizations with complex processes might benefit from SAP Sales Cloud or beqom
Mid-market companies often find better value in platforms like Performio or CaptivateIQ
SMBs using HubSpot should consider Forecastio for its native integration and focused functionality
Budget considerations
Consider the total cost of ownership, including:
Initial implementation fees
Per-user licensing costs
Training requirements
Integration expenses
Ongoing maintenance needs
Scaling costs as your team grows
Core requirements
Focus on your primary needs:
Need better HubSpot integration? Consider Forecastio.
Want enterprise-grade features? Look at SAP Sales Cloud or Varicent.
Need simple, effective commission management? Explore CaptivateIQ or Performio.
Require global compensation management? Evaluate beqom.
Implementation best practices
Successfully implementing a new sales performance management solution requires careful planning and execution. Whether you're transitioning from Xactly or implementing a new system, following these best practices will help ensure a smooth transition and successful adoption.
Planning phase
The foundation of a successful implementation begins with thorough planning. Start by documenting your current compensation plans and processes in detail. This documentation should include not just the basic commission structures, but also special incentives, bonuses, and any unique calculations specific to your organization.
Next, identify all critical integration points with your existing systems, particularly your CRM and financial software. This step is crucial as it will influence your data migration strategy and help prevent disruption to your ongoing operations. Work with stakeholders from sales, finance, and IT to define clear success metrics for the implementation. These metrics might include reduced calculation time, improved accuracy, or increased sales team satisfaction.
Create a realistic timeline that accounts for all phases of the implementation, including data migration, testing, and training. Be sure to build in buffer time for unexpected challenges and system optimization. Assign clear responsibilities to team members involved in the implementation, ensuring everyone understands their role in the process.
Data preparation
Data preparation is often the most critical and time-consuming aspect of implementation. Begin with a comprehensive audit of your existing compensation data. This includes historical commission payments, current compensation plans, and any relevant performance metrics. Clean and standardize your data formats to ensure consistency in the new system.
Work closely with your chosen vendor to map your existing data fields to the new system's structure. This mapping process should be thorough and validated by both technical and business stakeholders. Pay particular attention to historical information that will be needed for reporting and analysis in the new system.
Prepare detailed test scenarios that cover your most common compensation calculations as well as edge cases. These scenarios will be invaluable during the testing phase and help ensure accuracy in the new system. Document any data transformation rules or special calculations that need to be maintained in the new platform.
Team readiness
The success of your new sales performance management solution ultimately depends on user adoption. Start by identifying key stakeholders who will champion the new system within their departments. These champions should be involved throughout the implementation process and can help address concerns from their colleagues.
Develop comprehensive training materials that cater to different user groups. Sales representatives will need to understand how to view their commissions and track their performance, while administrators will require more in-depth training on system configuration and maintenance. Consider creating a mix of training formats, including written documentation, video tutorials, and hands-on workshops.
Establish a clear communication strategy that keeps all users informed throughout the implementation process. Regular updates about progress, upcoming changes, and training opportunities help build confidence in the new system. Set up support processes for both the implementation period and ongoing operations, ensuring users know where to turn for help.
Create specific user adoption metrics to track the success of your implementation. These might include system login rates, help desk ticket volumes, or user satisfaction scores. Use these metrics to identify areas where additional training or system optimization might be needed.
Post-implementation support
After going live with your new system, maintain strong support for at least the first few commission cycles. Monitor system performance closely and be prepared to make adjustments based on user feedback. Schedule regular check-ins with your vendor's support team to address any issues quickly.
Consider implementing a feedback loop where users can suggest improvements or report challenges. This ongoing dialogue helps ensure the system continues to meet your organization's needs as they evolves. Plan for periodic system reviews to evaluate whether you're achieving your implementation goals and identify opportunities for optimization.
Regular maintenance and updates are crucial for long-term success. Establish a process for reviewing and updating compensation plans in the system, ensuring changes are properly tested before deployment. Keep your documentation updated as processes evolve and new features are implemented.
Conclusion
While Xactly remains a significant player in the sales performance management space, the market offers several compelling alternatives that might better suit your organization's specific needs and budget. Whether you're a growing company looking for flexibility with CaptivateIQ, an enterprise seeking comprehensive capabilities with SAP Sales Cloud, or a HubSpot-centric organization wanting seamless integration with Forecastio, there's a solution that can match your requirements.
Consider your organization's specific needs, growth trajectory, and existing technology ecosystem when making your selection. Remember that the right choice isn't always the most feature-rich or expensive option, but rather the one that best aligns with your company's goals and operational requirements.
Ready to take the next step? Request demos from your top choices and involve key stakeholders in the evaluation process to ensure you select a solution that will drive your sales organization's success in 2025 and beyond.
In today's B2B sales environment, sales performance management and incentive compensation planning are critical to driving sales team productivity and revenue growth. Xactly has established itself as a leading provider of sales compensation management software for enterprise organizations, but many companies—especially those using HubSpot as their CRM—require alternatives that better fit their specific needs, technology stack, and budget. Many competitors position their solutions as the only way to combine revenue intelligence with sales performance management to unlock full revenue potential and provide a critical tool for finance and sales leaders.
What is Xactly?
Xactly Corporation (NYSE: XTLY) is a leading provider of cloud-based sales performance management and incentive compensation software. Founded in 2005, Xactly Corp has established itself as a pioneer in the sales performance and compensation market.
Key products and solutions
Xactly's core product is Xactly Incent, a sales compensation management solution that automates and streamlines commission calculations and payments. Incent helps companies eliminate errors and manual calculations, freeing up administrative time to focus on more strategic initiatives. Xactly Incent is well-suited for companies with complex commission plans and structures, providing transparency for sales reps and management alike.
Additional features
Sales performance management
Performance analytics and reporting for sales teams
Compensation plan design and modeling
Real-time commission statements
Territory and quota management
Xactly forecasting module helps companies
Forecast future sales performance
Analyze historical sales trends
Project commission expenses
Plan for future compensation costs
Allocate resources effectively
How Xactly works
Xactly's commission calculation engine processes sales data in real-time from your CRM and financial systems, capturing:
Sales data from your CRM
Order and revenue information from your financial system
Additional data from your ERP, HR, or other systems
Applies complex business rules
Calculates commissions accurately
Generates detailed reports and analytics
What is Xactly Used For?
Xactly is primarily used for sales performance management and incentive compensation planning. Here are some of Xactly's strengths:
Incentive compensation planning
Advanced commission calculation
Sales performance management
Territory and quota management
Commission expense accounting
Historical trend analysis
Native integration with enterprise CRMs
While Xactly Corp has a place in the market, particularly for larger enterprises with complex compensation plans, many mid-market companies and sales teams find it expensive and cumbersome, seeking alternative solutions that better fit their needs and technology stack.
Why are Companies Looking for Xactly Alternatives?
Here are some of the key reasons companies are seeking alternative sales commission management and sales performance management solutions:
Cost: Xactly's enterprise pricing is prohibitive for many mid-market companies, requiring significant upfront costs.
Complexity: Xactly implementation can be time-consuming and require specialized resources, straining SMB budgets and bandwidth.
Difficulty using: The system can be complex and difficult to use, requiring significant training and adoption time.
Limited HubSpot integration: Companies using HubSpot as their CRM may encounter integration issues and added complexity.
Top 9 Xactly Alternatives for 2025
1. Forecastio: Best Xactly alternative for HubSpot users
We've named Forecastio our top-rated Xactly alternative, and for good reason. This modern sales performance management platform was designed specifically for HubSpot CRM users, providing a seamless experience that integrates tightly with your existing workflow. If you're a sales leader looking to upgrade your performance management capabilities without adding complexity or disrupting your workflow, Forecastio is the perfect choice.
Native HubSpot integration
Forecastio's integration with HubSpot goes beyond basic data synchronization. It creates a unified ecosystem where sales data flows seamlessly in real time. Your team can continue working in their favorite HubSpot interface while accessing powerful forecasting and analytics tools. Zero-setup means you can deploy Forecastio in minutes without IT support or complex configurations.
Advanced sales performance management
Forecastio provides sales managers and leaders with unparalleled visibility into team performance. It's more than just tracking metrics – you'll gain actionable insights into trends and patterns. Identify areas where your team is crushing it and where they need help.
Sales leaders can make data-driven decisions about coaching, resource allocation, and strategic adjustments by analyzing activity data alongside outcome analysis.
Sales forecasting capabilities
Forecastio's sales forecasting improves native HubSpot forecasting. The platform analyzes historical data and real-time deal activity to provide dynamic, accurate forecasts for sales planning. One of its new features is pipeline coverage analysis, which helps sales leaders evaluate not only the quantity of their pipeline but the quality of forecasted deals. Say goodbye to chasing bad forecasts and hello to data-driven planning for sales leaders who trust Forecastio.
Sales planning and strategic analysis
Forecastio's scenario modeling helps teams plan for multiple sales outcomes. Sales leaders can:
Model different growth scenarios
Test resource allocation strategies
Adjust sales plans to ensure visibility into possible outcomes
Make more strategic resource investments
Transparent pricing and value
Forecastio's pricing model is the opposite of Xactly's enterprise approach. It's based on the number of users and deals, making it more affordable for growing businesses. There are no surprise fees or implementation charges, resulting in a significantly lower total cost of ownership. Native integration with HubSpot means you can avoid costly custom work and consulting fees.
Key differentiators from Xactly:
Quick implementation with native HubSpot integration
Zero complex setup or technical resources required
Transparent, user-based pricing
Focus on SMB needs, not enterprise complexity
Modern, intuitive interface
Faster time to value
Best suited for:
HubSpot-centric sales organizations
Growing sales organizations seeking performance visibility
Companies requiring accurate forecasting without complexity
Sales leaders who prioritize data-driven decision making
Organizations seeking quick implementation and ROI
2. SAP Sales Cloud
SAP Sales Cloud is a full-featured sales performance management platform that helps large enterprises manage complex sales compensation and operations. SAP Sales Cloud offers a comprehensive suite of tools for incentive compensation management, territory management, and sales performance analytics. While it's overkill for most mid-market companies, it's a strong option for enterprise organizations requiring advanced sales performance management capabilities.
While very functional, SAP Sales Cloud requires significant technical resources for implementation and maintenance. The platform often necessitates customization, driving up the total cost of ownership. Companies typically need to dedicate administrative or consulting resources to manage the system effectively. While powerful, some users find the compensation management module less user-friendly than Xactly's out-of-the-box solution.
SAP Sales Cloud features:
AI-powered sales performance analytics
Advanced incentive compensation planning
Territory and quota management
Sales performance optimization
Full workflow automation
SAP Sales Cloud is a complex system that may be overwhelming for growing sales teams or companies with simple compensation plans. While it's a good option for large enterprises with complex sales operations, many mid-market companies find it too expensive and time-consuming to implement.
SAP Sales Cloud pricing:
Enterprise-grade pricing
Contact sales for detailed quotes
Annual commitments required
SAP Sales Cloud free trial:
Demo available upon request
Pros SAP Sales Cloud vs Xactly:
Deeper integration with SAP ecosystem
Stronger territory and quota planning
More customization options for complex enterprise needs
More advanced workflow automation
Wider range of sales tools beyond compensation
Cons SAP Sales Cloud vs Xactly:
More complex implementation process
Higher total cost of ownership
Steeper learning curve
Less intuitive user interface
Requires significant IT resources
G2 Reviews:
3. Varicent
Varicent is a standalone sales performance and incentive compensation management solution designed to help complex companies manage sales performance and compensation processes. Varicent helps sales leaders align seller behavior with business objectives using data-driven insights. It's well-suited for companies with complex compensation scenarios and sales performance challenges.
Varicent can be overwhelming for small teams or companies with simple compensation plans. The platform requires significant setup and configuration to get the most out of its features. While powerful, it can be complex to implement, and setup time can be extensive. Varicent often requires specialized resources, which can drive up the total cost of ownership.
Varicent features:
Advanced compensation planning
AI-powered performance analytics
Territory and quota management
Sales performance dashboards
Revenue intelligence
Robust reporting engine
Workflow automation
Varicent pricing:
Custom pricing
Annual commitments required
Contact sales for detailed pricing
Varicent free trial:
Demo available upon request
Pros Varicent vs Xactly:
More flexible compensation modeling
Better handling of complex compensation scenarios
Stronger analytics
More complete revenue intelligence
Superior territory and quota planning
Cons Varicent vs Xactly:
More complex setup requirements
Higher implementation costs
Steeper learning curve
Less intuitive user interface
Requires specialized expertise
G2 Reviews:
4. CaptivateIQ
CaptivateIQ is a modern sales commission platform that simplifies commission management and provides more flexibility than traditional sales commission management software. Its spreadsheet-like interface and ability to handle simple or complex compensation plans have made it a favorite among companies graduating from manual spreadsheets to automated commission tracking.
CaptivateIQ excels with its user-friendly interface, but some advanced features may not be as robust as Xactly's. While it's highly flexible, companies with extremely complex enterprise needs may find certain advanced features limited.
CaptivateIQ features:
Intuitive commission plan builder
Real-time commission tracking
Flexible calculation engine
Customizable reporting
Modern API integrations
Self-serve analytics
CaptivateIQ pricing:
Custom pricing
All plans billed annually
Contact sales for quotes
CaptivateIQ free trial:
Demo available upon request
Pros CaptivateIQ vs Xactly:
More intuitive user interface
Better spreadsheet-like familiarity
Faster implementation
More flexible plan changes
More transparent calculations
Cons CaptivateIQ vs Xactly:
Less extensive enterprise features
More limited territory management
Fewer advanced automation options
Less robust reporting capabilities
Limited ecosystem integrations
G2 Reviews:
5. Performio
Performio is a well-rounded sales commission management platform designed for mid-market companies. It offers a great balance of features and functionality without overwhelming complexity. Performio is a good choice for growing sales teams and companies seeking to upgrade from manual commission tracking.
While Performio works well for most companies, some users find its enterprise features lacking compared to Xactly. The tradeoff is a much faster implementation and lower complexity, which is a significant advantage for mid-market companies.
Performio features:
Automated commission calculations
Performance dashboards
Integration capabilities
Mobile accessibility
Custom reporting tools
Document management
Audit trail tracking
Performio pricing:
Custom pricing
Implementation fees apply
Contact sales for quotes
Performio free trial:
Demo available upon request
Pros Performio vs Xactly:
Faster implementation
More user-friendly interface
Better mid-market focus
Less complexity
More responsive support
Cons Performio vs Xactly:
Less extensive enterprise features
More limited customization options
Fewer advanced analytics tools
More basic territory management
Smaller partner ecosystem
G2 Reviews:
6. beqom
beqom is a total compensation management platform that specializes in helping large, global enterprises manage complex compensation scenarios across multiple regions and departments. It's a robust solution for companies with intricate compensation plans and multiple types of employees.
beqom is a complex system that requires significant resources and expertise to implement and maintain. While very powerful, it's overkill for companies primarily needing sales compensation management rather than total compensation solutions.
beqom features:
Total compensation management
Global compensation planning
Advanced modeling capabilities
Regulatory compliance tools
Performance management
Analytics and reporting
Multi-currency support
beqom pricing:
Enterprise pricing model
Custom implementation fees
Annual contracts required
Contact sales for quotes
beqom free trial:
Demo available upon request
Pros beqom vs Xactly:
More comprehensive compensation coverage
Better global capabilities
Stronger compliance features
More advanced modeling
Better total rewards management
Cons beqom vs Xactly:
More complex implementation
More expensive
Longer deployment
Steeper learning curve
Requires more internal resources
G2 Reviews:
7. QCommission
QCommission is a versatile sales commission software designed for small, mid-market, and large enterprises. Its adaptable approach to commission tracking and calculation makes it a good choice for companies with simple or moderately complex commission plans.
QCommission provides good functionality for simple to mid-market compensation needs, but companies with extremely complex enterprise requirements may find it lacking in certain areas. The platform is designed to balance functionality with simplicity, which means it may lack some of the advanced features available in Xactly.
QCommission features:
Flexible commission structures
QuickBooks integration
Multiple payment frequencies
Standard report templates
Basic workflow automation
Commission statements
Payment processing
QCommission pricing:
Pro: Starting at $16/payee/month
Premier: Starting at $22/payee/month
Enterprise: Starting at $39/payee/month
Implementation fees vary
Contact sales for quotes
QCommission free trial:
Demo available upon request
Pros QCommission vs Xactly:
More affordable for small businesses
Better QuickBooks integration
Easier implementation
Quicker learning curve
More straightforward pricing
Cons QCommission vs Xactly:
Less advanced analytics
More limited customization
Fewer advanced features
Basic reporting capabilities
Limited scalability for large enterprises
G2 Reviews:
8. Salesforce Spiff
Salesforce Spiff is a modern commission platform that's redefining the way sales teams earn commissions. This innovative commission software provides real-time calculations and unparalleled transparency into commissions. Spiff's clean interface and commission visibility features give sales reps the clarity they need to optimize earnings.
While Spiff is innovative and exciting, it may not offer the comprehensive enterprise features that Xactly provides. The platform shines by making commissions transparent and easy to understand, but complex enterprises may require additional solutions to meet their unique needs.
Salesforce Spiff features:
Real-time commission tracking
Modern user interface
Design studio for plans
Integration capabilities
Automated calculations
Commission statements
Performance dashboards
Salesforce Spiff pricing:
Custom pricing
Implementation fees apply
Contact sales for quotes
Salesforce Spiff free trial:
Demo available upon request
Pros Salesforce Spiff vs Xactly:
More modern user interface
Better real-time visibility
Faster implementation
Easier plan design
Improved sales rep experience
Cons Salesforce Spiff vs Xactly:
Less extensive enterprise features
Fewer advanced calculations
More limited territory management
Less robust reporting
Newer in the market
G2 Reviews:
9. Sales Cookie
Sales Cookie is a lightweight sales commission platform that simplifies complex compensation calculations. The platform is known for its balance of functionality and simplicity, making it a good fit for mid-market companies automating commission tracking.
Sales Cookie works well for simple to mid-market compensation needs, but large enterprises may find it lacking in features. The platform sacrifices some customization options for ease of use, which can be a pro or con depending on your implementation needs.
Sales Cookie features:
Automated commission calculations
Visual plan designer
Standard reporting tools
Basic workflow automation
Performance dashboards
Commission statements
Integration options
Sales Cookie pricing:
Business: $30/per user/ month
Business+: $50/per user/ month
Contact sales for quotes
Sales Cookie free trial:
14-day free trial available
Pros Sales Cookie vs Xactly:
More affordable entry point
Simpler implementation process
Better user interface
Faster setup time
More transparent pricing
Cons Sales Cookie vs Xactly:
Less extensive feature set
More limited customization
Basic reporting capabilities
Fewer integration options
Limited enterprise scaling
G2 Reviews:
Making Your Final Decision: Key Considerations
When choosing between these Xactly alternatives, consider these crucial factors:
Integration requirements
The success of your sales performance management solution heavily depends on how well it integrates with your existing tech stack. Consider:
CRM integration capabilities
Data synchronization needs
API availability and flexibility
Integration maintenance requirements
Technical support availability
Team size and complexity
Different solutions are optimized for different organizational sizes and complexity levels:
Enterprise organizations with complex processes might benefit from SAP Sales Cloud or beqom
Mid-market companies often find better value in platforms like Performio or CaptivateIQ
SMBs using HubSpot should consider Forecastio for its native integration and focused functionality
Budget considerations
Consider the total cost of ownership, including:
Initial implementation fees
Per-user licensing costs
Training requirements
Integration expenses
Ongoing maintenance needs
Scaling costs as your team grows
Core requirements
Focus on your primary needs:
Need better HubSpot integration? Consider Forecastio.
Want enterprise-grade features? Look at SAP Sales Cloud or Varicent.
Need simple, effective commission management? Explore CaptivateIQ or Performio.
Require global compensation management? Evaluate beqom.
Implementation best practices
Successfully implementing a new sales performance management solution requires careful planning and execution. Whether you're transitioning from Xactly or implementing a new system, following these best practices will help ensure a smooth transition and successful adoption.
Planning phase
The foundation of a successful implementation begins with thorough planning. Start by documenting your current compensation plans and processes in detail. This documentation should include not just the basic commission structures, but also special incentives, bonuses, and any unique calculations specific to your organization.
Next, identify all critical integration points with your existing systems, particularly your CRM and financial software. This step is crucial as it will influence your data migration strategy and help prevent disruption to your ongoing operations. Work with stakeholders from sales, finance, and IT to define clear success metrics for the implementation. These metrics might include reduced calculation time, improved accuracy, or increased sales team satisfaction.
Create a realistic timeline that accounts for all phases of the implementation, including data migration, testing, and training. Be sure to build in buffer time for unexpected challenges and system optimization. Assign clear responsibilities to team members involved in the implementation, ensuring everyone understands their role in the process.
Data preparation
Data preparation is often the most critical and time-consuming aspect of implementation. Begin with a comprehensive audit of your existing compensation data. This includes historical commission payments, current compensation plans, and any relevant performance metrics. Clean and standardize your data formats to ensure consistency in the new system.
Work closely with your chosen vendor to map your existing data fields to the new system's structure. This mapping process should be thorough and validated by both technical and business stakeholders. Pay particular attention to historical information that will be needed for reporting and analysis in the new system.
Prepare detailed test scenarios that cover your most common compensation calculations as well as edge cases. These scenarios will be invaluable during the testing phase and help ensure accuracy in the new system. Document any data transformation rules or special calculations that need to be maintained in the new platform.
Team readiness
The success of your new sales performance management solution ultimately depends on user adoption. Start by identifying key stakeholders who will champion the new system within their departments. These champions should be involved throughout the implementation process and can help address concerns from their colleagues.
Develop comprehensive training materials that cater to different user groups. Sales representatives will need to understand how to view their commissions and track their performance, while administrators will require more in-depth training on system configuration and maintenance. Consider creating a mix of training formats, including written documentation, video tutorials, and hands-on workshops.
Establish a clear communication strategy that keeps all users informed throughout the implementation process. Regular updates about progress, upcoming changes, and training opportunities help build confidence in the new system. Set up support processes for both the implementation period and ongoing operations, ensuring users know where to turn for help.
Create specific user adoption metrics to track the success of your implementation. These might include system login rates, help desk ticket volumes, or user satisfaction scores. Use these metrics to identify areas where additional training or system optimization might be needed.
Post-implementation support
After going live with your new system, maintain strong support for at least the first few commission cycles. Monitor system performance closely and be prepared to make adjustments based on user feedback. Schedule regular check-ins with your vendor's support team to address any issues quickly.
Consider implementing a feedback loop where users can suggest improvements or report challenges. This ongoing dialogue helps ensure the system continues to meet your organization's needs as they evolves. Plan for periodic system reviews to evaluate whether you're achieving your implementation goals and identify opportunities for optimization.
Regular maintenance and updates are crucial for long-term success. Establish a process for reviewing and updating compensation plans in the system, ensuring changes are properly tested before deployment. Keep your documentation updated as processes evolve and new features are implemented.
Conclusion
While Xactly remains a significant player in the sales performance management space, the market offers several compelling alternatives that might better suit your organization's specific needs and budget. Whether you're a growing company looking for flexibility with CaptivateIQ, an enterprise seeking comprehensive capabilities with SAP Sales Cloud, or a HubSpot-centric organization wanting seamless integration with Forecastio, there's a solution that can match your requirements.
Consider your organization's specific needs, growth trajectory, and existing technology ecosystem when making your selection. Remember that the right choice isn't always the most feature-rich or expensive option, but rather the one that best aligns with your company's goals and operational requirements.
Ready to take the next step? Request demos from your top choices and involve key stakeholders in the evaluation process to ensure you select a solution that will drive your sales organization's success in 2025 and beyond.
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Dmytro is a seasoned marketing professional with over 10 years in the B2B and startup ecosystem. He is passionate about helping companies better plan their revenue goals, improve forecast accuracy, and proactively address performance bottlenecks or seize growth opportunities.
Dmytro is a seasoned marketing professional with over 10 years in the B2B and startup ecosystem. He is passionate about helping companies better plan their revenue goals, improve forecast accuracy, and proactively address performance bottlenecks or seize growth opportunities.
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