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Snaplogic > Case Studies > Xactly Uses SnapLogic to Unify Business Applications, Create a Quote-to-Cash Orchestration

Xactly Uses SnapLogic to Unify Business Applications, Create a Quote-to-Cash Orchestration

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Customer Company Size
Large Corporate
Region
  • America
Country
  • United States
Product
  • SnapLogic Elastic Integration Platform
  • Salesforce
  • Workday
  • NetSuite OpenAir
  • Domo
Tech Stack
  • SnapLogic Snaps
  • Integration Platform as a Service (iPaaS)
  • Cloud-based Applications
Implementation Scale
  • Enterprise-wide Deployment
Impact Metrics
  • Productivity Improvements
  • Customer Satisfaction
  • Digital Expertise
Technology Category
  • Platform as a Service (PaaS) - Connectivity Platforms
  • Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
  • Software
  • Professional Service
Applicable Functions
  • Business Operation
  • Sales & Marketing
Use Cases
  • Process Control & Optimization
  • Remote Asset Management
Services
  • System Integration
  • Software Design & Engineering Services
About The Customer
Xactly is a prominent provider of cloud-based incentive management solutions, designed to help businesses manage their incentive processes and drive top performance from their sales teams. Over the past decade, Xactly has established itself as a leader in its market, driven by the increasing demand for its solutions. The company has embraced a 'cloud first' strategy, utilizing a range of cloud-based applications to support its operations. This approach has allowed Xactly to streamline its processes and enhance its ability to deliver exceptional customer service. However, as the company expanded its use of cloud applications, it encountered challenges related to data integration and management.
The Challenge
Xactly, a leader in cloud-based incentive management solutions, faced challenges as it expanded its use of cloud-based business applications. The company adopted a 'cloud first' approach, deploying Salesforce for CRM, Workday for finance and HR, Domo for business intelligence, and NetSuite OpenAir for professional services management. However, this led to data silos, impacting Xactly's ability to provide a seamless customer experience. The lack of integration between Salesforce, Workday, and NetSuite OpenAir meant that customer data was not unified, leading to repetitive manual data entry and inefficient use of resources.
The Solution
To address the challenges of data silos and integration, Xactly turned to the SnapLogic Elastic Integration Platform. This platform, an integration platform as a service (iPaaS), enabled Xactly to create a 'single system of systems' by automating integrations between Salesforce, Workday, NetSuite, and Domo. The SnapLogic iPaaS facilitated the development of a hub-and-spoke model, allowing these applications to work together seamlessly. Xactly deployed SnapLogic Snaps for Salesforce, Workday, and NetSuite OpenAir, which are modular integration components designed for specific applications. These Snaps replaced manual integrations, enabling developers to create data integration flows using a drag-and-drop interface. Within two weeks, Xactly successfully integrated and automated a quote-to-cash orchestration, drawing data from Salesforce CRM, NetSuite OpenAir, and Workday Financial Management.
Operational Impact
  • The integration of disparate business applications through SnapLogic enabled Xactly to create a unified system for managing the entire customer lifecycle. This allowed any team member to input or access the necessary information to provide outstanding customer service.
  • The automation of formerly manual data entry processes, such as the connection between Salesforce and OpenAir, freed up resources to focus on more critical business activities.
  • With all business and customer data accessible to Domo, Xactly improved its analytics capabilities, allowing for better planning of future business activities.
  • The executive team at Xactly was particularly pleased with the complete view of customer data and the competitive advantage gained from providing top-notch customer service.

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