Why you should automate with Xactly
Sync sales data
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.
