Xtiva Review
What is Xtiva?
Xtiva is a strategic sales management platform designed to assist organizations who are offering financial services to generate sales. It permits them to gain insights into business and sales performance data and create various types of incentive compensation plans that are in line with the goals of their financial institution or firm.
Xtiva enables users to create and implement incentive compensation plans in a dynamic and smart way. They can consider various factors as they conduct incentive compensation planning and modeling such as customer satisfaction and engagement, gross profit margin, and salary.
The platform consolidates all the information they need in a single tool so they can come up with incentive compensation plans that are backed up by reliable and accurate data. They can also monitor and analyze if the incentive compensation plans they created are yielding positive results through the aid of dashboards.
Show MoreOverview of Xtiva Benefits
Strategic Incentive Compensation Plans
Xtiva is a strategic sales management platform that enables financial service institutions and firms to come up with incentive compensation plans that are effective enough to boost the sales performance of their teams. They can create incentive compensation plans that encourage their personnel to perform better and promote cooperation among team members, allowing them to easily meet specific business requirements and objectives and drive business success.
Consolidated Business Data
To be able to come up with effective incentive compensation plans, Xtiva permits users to gain reliable, accurate, and valuable insights into any business data they have. They are given the capability to integrate their existing technologies with the platform and aggregate business data. Then, they can use the aggregated and consolidated data to explore various factors they need to consider as they formulate their incentive compensation plans.
For instance, the sales management platform allows users to track and assess pieces of information about their customers such as those ones related to customer retention and satisfaction. As they design incentive compensation plans, they will be able to define specific customer metrics that the incentive compensation plans are supposed to target.
Business and Sale Performance Analytics
Xtiva also makes it easy for financial service organizations to verify if the incentive compensation plans they have implemented are producing good results. This is made possible through the aid of its dashboards. From these dashboards, they can access information to evaluate how effective their plans are and how their business is performing.
Show MoreOverview of Xtiva Features
- Strategic Incentive Compensation Planning
- Customer-Focused Compensation Plans
- Data Integration
- Business Performance Monitoring
What Problems Will Xtiva Solve?
Problem #1: Data Integration
Financial service firms no longer need to switch between multiple technologies and tools, like back-office systems and clearing services, to track and access essential business data. This is because Xtiva integrates all the data they need into a single system, simplifying data analysis, incentive plan creation, and sales performance optimization.
Problem #2: Business Performance Monitoring
Accurate information and metrics about how their business is performing are quickly made available to financial advisors. Through Xtiva’s dashboards, users will be able to monitor and evaluate the progress and effectiveness of their incentive compensation plans, check if their objectives are being met, and leverage data to enhance business performance.
Problem #3: Compensation Plan Management
Compensation management teams of financial service organizations are given sufficient capabilities in order for them to handle their processes smoothly. For example, fixing inconsistencies in incentive compensation rules and updating incentive compensation plans are executed right away.
Awards & Quality Certificates
Xtiva Position In Our Categories
Since businesses have distinct business-related demands, it is only logical that they steer clear of paying for a one-size-fits-all, “perfect” software. Nonetheless, it would be hard to try to chance on such application even among widely used software systems. The efficient step to undertake is to narrow down the various significant factors that call for a research including critical features, pricing, technical skill competence of staff members, organizational size, etc. The second step is, you must double down on your research to a full extent. Go over these Xtiva review articles and look over the other software options in your shortlist more closely. Such all-encompassing product investigation guarantee you keep away from unfit applications and choose the one which has all the tools your company requires in growing the business.
Position of Xtiva in our main categories:
Every enterprise has its own characteristics, and can require a particular type of Sales Management Software solution that will be fit for their company size, type of clients and staff and even individual industry they deal with. We advise you don't count on locating a perfect services that will be suitable for each business regardless of their background is. It may be a good idea to read a few Xtiva Sales Management Software reviews first and even then you should keep in mind what the software is supposed to do for your business and your staff. Do you require an easy and intuitive solution with just basic features? Will you actually use the complex functionalities required by pros and big enterprises? Are there any specific features that are especially useful for the industry you operate in? If you ask yourself these questions it will be much easier to get a reliable app that will match your budget.
How Much Does Xtiva Cost?
Xtiva Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
What are Xtiva pricing details?
Xtiva Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
Xtiva provides SMB and enterprise pricing by quote. Get in touch with the software vendor for information.
User Satisfaction
Positive Social Media Mentions
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Negative Social Media Mentions
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We are aware that when you decide to buy a Sales Management Software it’s vital not only to see how professionals score it in their reviews, but also to discover if the actual clients and businesses that purchased this software are genuinely happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Xtiva reviews across a vast range of social media sites. The data is then displayed in a simple to understand form showing how many people had positive and negative experience with Xtiva. With that information at hand you will be prepared to make an informed buying decision that you won’t regret.
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Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
- Open API
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Xtiva?
Xtiva supports integration with tools and systems offered by leading financial service, clearing service, and B2B solution providers, which include the following:
- Pershing & Fidelity
- DTCC
- DST
- Salesforce
- Workday
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