Case Study: Apptio improves financial accuracy and sales forecasting with Xactly Forecasting

Apptio improves forecasting in its first month with Xactly

Apptio, a finance industry company founded in 2007, faced a challenge with its sales forecasting process. Their sales representatives were juggling multiple data systems between Tableau, Salesforce, and offline spreadsheets, which was time-consuming and provided outdated information. This lack of real-time data and collaboration frustrated the team and hindered financial accuracy, prompting them to seek a solution from vendor Xactly Corporation and implement Xactly Forecast®.

Xactly's solution provided a simplified, streamlined process that gave Apptio a single system for all sales data. This allowed leadership and sales reps to collaborate from the same starting point, offering executives a "single pane of glass" for real-time visibility. As a result, Apptio improved financial accuracy, empowered its sales team to be more strategic, and increased confidence in hitting their sales goals. The vendor Xactly Corporation helped Apptio energize its team and put them on target to meet their objectives.

Apptio