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Case Study

Planmeca Uses Xactly for CRM to Streamline and Enhance Incentive Compensation Management

Planmeca Uses Xactly for CRM to Streamline and Enhance Incentive Compensation Management

Planmeca Uses Xactly for CRM to Streamline and Enhance Incentive Compensation Management

Xactly
Pages 3 Pages

Planmeca implemented Xactly for CRM after its previous compensation platform could no longer support evolving requirements across approximately 35 representatives, four managers, and ten compensation plans. Because the application operates natively within Salesforce, sellers can access credits, returns, sales orders, adjustments, quotas, and commission details directly from opportunity records. Managers use customized dashboards and actual sales data to monitor attainment and provide more accurate coaching. Administrators can add controls, investigate discrepancies, and manage compensation without switching systems or depending on external support. Since implementation, Planmeca has reduced commission errors by 15% to 20%, improved trust and transparency, and decreased compensation-related

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