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Case Study

CI Investments Improves Sales Forecasting Accuracy and Retains Top Talent With Xactly’s Intelligent Revenue Platform

CI Investments Improves Sales Forecasting Accuracy and Retains Top Talent With Xactly’s Intelligent Revenue Platform

CI Investments Improves Sales Forecasting Accuracy and Retains Top Talent With Xactly’s Intelligent Revenue Platform

Xactly
Pages 2 Pages

CI Global Asset Management implemented Xactly to align production, revenue, compensation, and forecasting data as the company expanded its operations. Sales operations teams use daily performance information to adjust sales plans, communicate clearly with executives and representatives, and reverse-engineer workflows from revenue forecasts. Historical trends and current data now provide a more reliable understanding of revenue streams and the effectiveness of variable compensation. Xactly improved forecasting accuracy by 20% and reduced errors by 10%, preventing mistakes that could have cost tens of thousands of dollars. The platform also strengthened collaboration between finance and sales by creating greater transparency and trust. CI credits its digital transformation with improving bus

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