Case Study: Planful achieves automated, accurate commission management with Xactly

Planful automates commissions for 60 employees with Xactly

Planful, a technology company providing SaaS solutions for financial planning, faced a significant challenge in managing its sales commission process. The manual method of calculating commissions for 60 employees using spreadsheets was tedious, error-prone, and administratively burdensome. This led the company to seek a dedicated sales performance management (SPM) solution from vendor Xactly Corporation, ultimately selecting their Xactly Incent® product.

By implementing Xactly's solution, Planful automated its compensation process. This provided their sales representatives with an opportunity estimator and real-time earnings visibility, while the finance team received accurate and timely commission accruals and payouts. The results over four years of use included the ability to strategically drive multi-year deals paid upfront and an increase in Salesforce adoption, demonstrating a clear and measurable impact on their business operations thanks to Xactly.

Planful