Cloudbyz + Xactly

Drive sales performance success with the power of Xactly and Cloudbyz’s deep implementation expertise. Cloudbyz helps customers on Sales Performance Management advisory and consultation for customers in end to end sales performance management covering Sales Planning, Sales Operations, Sales Forecast, Compensation, Finance, and IT. We are trained and certified in several SPM disciplines, specializing in project planning, requirements-based vendor selection, implementation services and post-implementation support.

Xactly

What our customers say about us

Cloudbyz has supported Wolters Kluwer to implement three unique Instances of Xactly over a 9 month period. These implementation have helped 3 sales organizations, 15 plan designs and over 200 reps and managers move from an excel based or legacy compensation system to the Xactly platform. Cloudbyz’s has proven to be an essential partner to design, configure, and implement the solution within aggressive timelines. Specifically, they have programmed daily updates through the Connect automation tool, designed and programmed intuitive incentive statements, developed Dashboards and analytic reports, and optimized the Estimator within the tool.

Cloudbyz brings an energy, dedication and work ethic that is second to none, complimented by the technical expertise and flexibility required to get the job done. Most importantly I have enjoyed working with the group who feel like an extension of our internal team vs a third party. I would highly recommend Cloudbyz to support your Xactly implementation and would welcome the opportunity to provide a live recommendation.

Sales Performance Management

Sales performance management (SPM) is a data-driven approach to capacity and quota planning, territory mapping, incentive design, and continuous analysis to help organizations plan more effectively and maximize performance.

Sales Performance Management should start at the top of the company with a buyer-focused sales strategy including go-to-market strategy, value differentiation, and a high-level view of the technologies, tools, processes, and training solutions necessary to support the strategy.

A clearly defined structure gives your organization the firm base or foundation on which to implement Sales Performance Management. This includes the sales process, enablement, Customer Relationship Management, and Incentive Compensation Management that support consistent execution across the organization.


Strategic Sales Planning

Sales performance starts with sales planning. And as market pressures continue to reach new heights, growth strategy leaders are striving, but failing, to accelerate their planning processes fast enough. In order to be successful, sales organizations need a data-driven strategic sales plan that empowers teams to drive performance and achieve organizational goals that include the people, vision, and data of your business.

Strategic Sales Performance Planning Capabilities include:

  • Understand key challenges
  • Perform Review and Assessment of Capabilities, Process and Environment
  • Define Future Capabilities, Process and Solution Architecture
  • Requirements, Business Process Gap Analysis
  • Compensation Plan Design
  • Territory & Quota Optimization
  • Provide Recommendations & Roadmap

Best in class customer relationship management and sales process include:

  • Lead Management
  • Account & Contact Management
  • Opportunity Management
  • Sales Forecast Management
  • CPQ & Contract Management

Sales Performance Planning Capabilities include:

  • Sales Quota Planning
  • Territory Planning
  • Sales Compensation Plan Design
  • Commision Calculations
  • Compensation Payouts & Dispute Resolutions
  • Reporting & Analytics

Wolters Kluwer Case study

Read how Cloudbyz implemented end to end Xactly SPM solution for Wolters Kluwer

Wolters Kluwer Case study

Read how Cloudbyz implemented end to end Xactly SPM solution for Wolters Kluwer

Cloudbyz Sales Performance Management Services

Cloudbyz helps customers on Sales Performance Management advisory and consultation for senior management including Sales Operations, Sales, Compensation, Finance and IT. We are trained and certified in several SPM disciplines, specializing in project planning, requirements-based vendor selection, implementation services and post-implementation support.


Cloudbyz Services include:

Strategy Advisory Services:

Assess and Analyse current sales performance capabilities, processes and technology/tools and provide recommendations on future capabilities, process and technology/tools.

  • Understand key challenges
  • Perform Review and Assessment of Capabilities, Process and Environment
  • Define Future Capabilities, Process and Solution Architecture
  • Requirements, Business Process Gap Analysis
  • Compensation Plan Design
  • Territory & Quota Optimization
  • Provide Recommendations & Roadmap

lmplementation Services:

Plan, Design and Implement Sales, CPQ and Sales Performance Management solutions covering:

  • Project planning and management
  • Functional requirements and solution design
  • Configure Xactly Incent and Connect as per requirements
  • Data integration
  • Build, test and deploy
  • Develop Customer Training/Enablement Plan

Managed Services:

Provide operational support to Sales Operations and incentive compensation support covering plan changes, component configuration changes, approvals, commission payout reports and communications, dispute resolutions etc. Our managed services also include Xactly application support covering:

Post-Implementation Support Services
  • lssue management - acting as liaison with vendor help desk
  • Fiscal year plan changes and migration support
  • Ad hoc enhancements, report requests and miscellaneous technical support
Health Check Review
  • Understand key challenges
  • Perform detailed review of the environment
  • ldentify action items
  • Provide game plan for resolving issues/pain points

Looking for more information?

We are always happy to help with any questions