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Insights on Best Practices




                        DISCLAIMER:
                        THIS IS A SHORT INTRO
                        PRESENTATION ON
                        INSIGHTS AND SHOULD
                        NOT BE RELIED ON TO
                        BUILD YOUR PLANS!
MISALIGNMENT DEGRADES PERFORMANCE
COMPLEX PLANS DEGRADE PERFORMANCE
POORLY MANAGED PLANS EQUALS ERRORS
LACK OF VISIBILITY DRAINS MOTIVATION
BP #1: GET ALIGNED

Sales                  Finance
Perspective            Perspective




    Motivate         Operation
                      Internal
                      Reduce
      Align
       Rep
      Sales          Efficiency
                      Control
                        Costs
    Behavior
    Visibility
      Reps
BP #1: GET ALIGNED

Sales                 Finance
Perspective           Perspective




    Wants to         Wants to
    increase         increase
      sales            sales
BP #2: AUTOMATE: NO MORE SPREADSHEETS
BP #3: INCENT THE RIGHT BEHAVIOR
Incent your people right by making
sure that you: 1) align your incentive
plans with your business objectives,
2) make sure your people have
visibility on retiring quota as they
reach each sale or hit each goal, and
3) make sure goals motivate by being
realistic and attainable.
BP #4: LIMIT THE # OF QUOTAS (FOCUS)
BP #5: USE GAME MECHANICS FOR REPS



                               ACHIEVEMENT
  REWARD




               MOTIVATION

COMPETITION
                     STATUS
BP #6: MEASURE OFTEN
Show them where they stand!
Leaderboards!
Monitor activity (dashboards and displays)!
Provide feedback and guidance!
CONTACT US
CONTACT US




                   !	

WANT TO EXPERIENCE EXPRESS?
www.xactlyexpress.com/try-it-now

OR CALL US AT:
1.877.985.2667

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Best practices (xactly express)

  • 1. Insights on Best Practices DISCLAIMER: THIS IS A SHORT INTRO PRESENTATION ON INSIGHTS AND SHOULD NOT BE RELIED ON TO BUILD YOUR PLANS!
  • 3. COMPLEX PLANS DEGRADE PERFORMANCE
  • 4. POORLY MANAGED PLANS EQUALS ERRORS
  • 5. LACK OF VISIBILITY DRAINS MOTIVATION
  • 6.
  • 7. BP #1: GET ALIGNED Sales Finance Perspective Perspective Motivate Operation Internal Reduce Align Rep Sales Efficiency Control Costs Behavior Visibility Reps
  • 8. BP #1: GET ALIGNED Sales Finance Perspective Perspective Wants to Wants to increase increase sales sales
  • 9. BP #2: AUTOMATE: NO MORE SPREADSHEETS
  • 10. BP #3: INCENT THE RIGHT BEHAVIOR Incent your people right by making sure that you: 1) align your incentive plans with your business objectives, 2) make sure your people have visibility on retiring quota as they reach each sale or hit each goal, and 3) make sure goals motivate by being realistic and attainable.
  • 11. BP #4: LIMIT THE # OF QUOTAS (FOCUS)
  • 12. BP #5: USE GAME MECHANICS FOR REPS ACHIEVEMENT REWARD MOTIVATION COMPETITION STATUS
  • 13. BP #6: MEASURE OFTEN Show them where they stand! Leaderboards! Monitor activity (dashboards and displays)! Provide feedback and guidance!
  • 14. CONTACT US CONTACT US ! WANT TO EXPERIENCE EXPRESS? www.xactlyexpress.com/try-it-now OR CALL US AT: 1.877.985.2667