Case Study: CI Investments improves sales forecasting accuracy with Xactly

CI Investments improves forecast accuracy by 20% with Xactly

CI Investments, a financial services firm, faced the need to improve sales forecasting accuracy and operational agility while aiming to retain top talent and enhance revenue intelligence. To address this, they turned to Xactly Corporation and implemented the Xactly Intelligent Revenue Platform, including Xactly Incent.

By leveraging Xactly's data and reporting solutions, CI Investments gained strategic insights into production and revenue streams. The solution enabled daily performance assessment and reverse-engineered workflows from forecasts. This implementation, led by Xactly, resulted in a 20% improvement in forecast accuracy and a 10% reduction in costly errors. Furthermore, it increased transparency and trust between departments, strengthening their competitive advantage in talent retention.

CI Investments