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Sales Management Software

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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.

Overview 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.

Overview 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

Xtiva is also listed in the following subcategories:

Sales Management Software#82
Sales Management Software#82

There are popular and widely used systems in each software group. But are they necessarily the best fit for your enterprise’s unique wants? A popular software solution may have thousands of users, but does it offer what you need? For this reason, do not blindly spend on popular systems. Read at least a few Xtiva reviews and consider the aspects that you want in the software such as the cost, main functionality, available integrations etc. Then, select a few solutions that fit your requirements. Try out the free trials of these products, read online opinions, get information from the maker, and do your investigation systematically. This in-depth research is sure to help you select the best software solution for your company’s special wants.

How Much Does Xtiva Cost?

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

We realize that when you make a decision to buy Sales Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Xtiva reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Xtiva. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?


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.

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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