Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

Description

We recognize that each client operates under distinct organizational structures, objectives, and priorities, which is why our tailored Incentive Compensation Management service is crafted to ensure maximum adaptability and alignment with your business goals. Our cutting-edge Sales Performance Management platform delivers a wealth of information and insights at your fingertips, enabling you and your team to enhance productivity and accomplish more of your strategic ambitions. With a newly revamped, future-ready engine, XTIVA integrates sophisticated features designed to bolster your business’s success. Our extensive experience, spanning decades, is a significant asset that influences the way you and your team function. At XTIVA, we focus exclusively on Financial Services firms, allowing us to fully understand the unique and complex nature of your business requirements, which encompasses a diverse array of challenges related to producers, regulators, operations, shareholders, and customers. We pride ourselves on delivering solutions that are finely tuned to address these multifaceted issues effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
SaaShop
Salesforce
Sympa
WeStrive

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
SaaShop
Salesforce
Sympa
WeStrive

Pricing Details

€149 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dear Lucy

Founded

2014

Country

Finland

Website

www.dearlucy.co/features

Vendor Details

Company Name

Xtiva

Founded

1995

Country

United States

Website

xtiva.com

Product Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Alternatives

emLucy Reviews

emLucy

SnfSoft

Alternatives