Case Study: Planmeca achieves streamlined, more accurate incentive compensation with Xactly Corporation's CRM Accelerator

A Xactly Corporation Case Study

Preview of the Planmeca Case Study

Planmeca Uses Xactly® CRM Accelerator to Streamline and Enhance Incentive Compensation Management

Planmeca, a global leader in dental equipment and software, faced growing complexity in managing incentive compensation across roughly 35 sales reps, multiple managers and 10 compensation plans. Chris Hyerdall, Manager of Business Applications and IT, found their legacy compensation tool lacked functionality and sought a more robust, integrated solution to improve accuracy and administration within Salesforce.

They implemented Xactly CRM Accelerator, a native Salesforce application that brings credits, returns, orders, manual adjustments and custom dashboards directly into opportunity records, enabling real‑time quota tracking and coaching. The result: more transparent, streamlined compensation processes, higher commission accuracy with a 15–20% reduction in errors, fewer rep inquiries and faster day‑to‑day administration.


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Planmeca

Chris Hyerdall

Manager, Business Applications and IT


Xactly Corporation

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