Xactly and Salesforce.com

INTEGRATION WITH

XACTLY & SALESFORCE.COM

PROBLEM: FINANCE TEAMS NEED DATA

68% of companies use spreadsheets to integrate systems*

*Source: Institute of Management Accountants Research – “Rising to the Challenge”-2013

77%

Excessive Manual Effort

48%

Multiple “Versions of the Truth”

45%

Difficulties M

aintaining System

48%

Lack of Timely Reporting

25%

Serious Errors

21%

Excessive Costs Running System

INCENTIVE COMP MGMT – GROWTH!!!

NOW ADD MORE PRODUCTS,REPS, REP TYPES AND PLANS…… YIKES!

PHASE 1: EASY TO MANAGE

PHASE 2: GROWTH IS MAKING

COMP PAINFUL

PHASE 3:TOO DARN DIFFICULT

IMPACT FROM SALES COMP RUN IN EXCEL

• Poor Return On Sales Compensation

• Wasting Time – Costly Work Flows

• Uncaught/Unchecked Errors

• No Clarity Into Sales Performance

USING CRM DATA: BEST PRACTICE

• Primary Tool For Reporting

• Increase CRM Adoption-Used Everyday by Sales Reps*

• Everybody is Paid-Who Closed/Helped?

• Incent on Won Deals

*Aberdeen Study:  Companies  using CRM + ICM are 123% more likely to be top performers

USING FINANCIAL DATA: COMPANY GOALS & COMP

• Primary Tool For Reporting

• Used Everyday by Sales Reps & Leaders

• Everybody is Paid – Who Closed/Helped?

• Incent on Won Deals

XACTLY & SALESFORCE CUSTOMERS

Salesforce.com

8

• ~400 Joint Customers• Salesforce.com incents almost 4000 of their sales

people with Xactly• Unique Integration

• “Show Me the Money” Button for Sales• Incentive Forecasting / Modeling for Finance

• Salesforce.com is a Strategic Investor

XACTLY & SALESFORCE.COM

• Look at the • Over 100 Reviews for Xactly - Only 2 for our

top two competitors COMBINED!

SALESFORCE INTEGRATION

INCENTIVE STATEMENT

INCENTIVE ESTIMATOR