Case Study: Planful achieves automated, error-free commission payouts and increased Salesforce adoption with Xactly Corporation

A Xactly Corporation Case Study

Preview of the Planful Case Study

Host Analytics’ Commissions Pay off Big with Xactly Express

Planful, a SaaS platform for financial planning, consolidation and reporting, faced an error-prone, time-consuming commissions process managed in spreadsheets for about 60 employees. When VP of Sales Operations Phil Lacorte took responsibility for commissions, the team needed a scalable solution to eliminate manual calculations and administrative overhead.

Planful implemented Xactly’s sales performance management to automate commission calculations, provide an opportunity estimator and give reps real-time visibility into earnings. As a result, finance now receives accurate accruals and final payouts on time, sales are incentivized to close multi-year, up-front deals, and Salesforce adoption across the team has increased.


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Planful

Phil Lacorte

VP Sales Operations


Xactly Corporation

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