Xactly 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

자동화를 해야하는 이유 Xactly

Sync sales data

Sync sales data
Get insight into sales numbers
Streamline compensation

Why these integrations and automations matter:

Ensure that everyone on your sales team is working with the same sales data by integrating Xactly with your CRM. Then, add manual approvals via your communication platform to verify key data points and authorize payments, and alerts to keep sales managers up to date.
Verify key data points.

Integrate Xactly with a CRM like Salesforce or Microsoft Dynamics CRM to sync data points, like orders and accounts, across platforms. Detect duplicate entries and standardize fields, like the date, using powerful integration logic.
Add manual approvals.

If someone adds incorrect account or order details to your CRM, you don’t want it to corrupt your Xactly data. Control for mistakes by integrating Xactly with a communication app like Slack or Microsoft Teams so that a manager can approve key changes, like adding a new order, before they’re sent to Xactly.
Add alerts and schedule reports.

You can also set up alerts for key metrics, like your sales team meeting a quarterly performance goal, in your communication app or you can have Xactly send periodic performance reports to stakeholders via your email platform.

Do everything in one place

Actions

Do this…

Xactly

Custom action
Custom action in Xactly (Custom)
Read rows Batch
Read rows in Xactly

Any other action you can think up

Let us tailor your Xactly integrations

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Xactly 통합 소개

Xactly is a sales engagement platform that lets your business engage your employees by managing sales performance, evaluating sales effectiveness, and awarding commision. Xactly can help you reward and retain talent, close more deals, and grow revenue for your business.