Item: Xactly AlignStar
Rating: 9
Author: Josh Garman

Overall Satisfaction with Xactly AlignStar

Use Cases and Deployment Scope

We use Xactly AlignStar for our territory management. Honestly, AlignStar is a very powerful tool but we only are using a percentage of the functionality available as we don't need a complex territory structure. However, we do use the Optimizer feature heavily in determining how to allocate our accounts within territories that are balanced.

Pros and Cons

Pros

Optimize Territories
Manually Adjust Territories
Visualizing territories

Cons

User interface is more akin to a 1990s product
Difficulty when needed to base territories on more than 1 criteria
Crystal Reporting is not flexible

Return on Investment

Reps know their accounts and can sell more effectively
Automated territory management

Likelihood to Recommend

If you have reps and need territories assigned geographically then AlignStar is a great option. While we do not have reps in the field, I can see how powerful it can be in aligning territories not only based on estimated revenue or some other metric but also with rep location and driving in mind.

Comments

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Great tool for Territory Management