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Xactly CompCloud 2013 - OpenSymmetry Adding New Sales Groups
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Xactly CompCloud 2013 - OpenSymmetry Adding New Sales Groups

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OpenSymmetry Breakout Session discussing the Xactly Express product and adding new sales groups with special consideration to adding groups internationally. Presenter: Jennifer Keirnan, Senior …

OpenSymmetry Breakout Session discussing the Xactly Express product and adding new sales groups with special consideration to adding groups internationally. Presenter: Jennifer Keirnan, Senior Project Manager with OpenSymmetry

Published in: Business, Technology

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  • 1. Sr. Project Manager | OpenSymmetryJennifer KeirnanProduct Manager | XactlyAndy DrogoAdding New Sales Groups
  • 2. OpenSymmetry Overview
  • 3. OpenSymmetry OverviewOur GlobalOffices:Offices in 6 countries we can come to you wherever you are,all around the globe.
  • 4. OpenSymmetry OverviewStrategy & BIOurApproach:Training &Enablement
  • 5. Objectives•  Discuss adding a new sales group &international considerations•  Discuss challenges and lessonslearned•  Understand how to utilize ExpressProduct
  • 6. Where Do We Start?•  Future State Planning•  Define goals of system•  Determine which sales groups will beincluded•  Define stakeholders•  Determine consistencies &efficiencies
  • 7. Where Do We Go From Here?•  Determine timeline and compare tocompany calendar•  Receive approval from stakeholdersMay 2013EastAugust 2013WestJanuary 2014Canada•  Determine road map
  • 8. Lessons LearnedPhase XGatherFeedbackTranslate intoImprovementsRe-EvaluateFuture State
  • 9. How Are We Going To Get There?•  Plan for a stand aloneproject•  Plan for enough time•  Get buy-in from the newgroup
  • 10. What’s Next?NewSalesGroupCommunicationPlanTraining PlanTesting Plan
  • 11. Communication Plan•  Create a communication plan•  New Group•  Existing Group•  IT help desk•  Training department•  Create a training plan•  Create a testing plan
  • 12. Training Plan•  Create a communication plan•  Create a training plan•  Comp Administrators•  New Payees/Managers•  Operational groups•  Existing Payees/Managers•  Create a testing plan
  • 13. Testing Plan•  Create a communication plan•  Create a training plan•  Create a testing plan•  Test planning needs to start early•  Test plan•  Test cases•  Test data & expected results•  Include regression testing•  Utilize previous testers andexperiences
  • 14. Additional Considerations•  Can include fixes/enhancement from 1stphase•  Should roll out in phases if largenumber of payee•  Going into a production environment•  Plan for downtime•  Backup / contingency plan
  • 15. International Considerations€¥£ ₹฿•  Different currencies & exchange rates•  Payments•  Reports•  Different payment dates•  Different time zones•  Use a locally based team
  • 16. International Case Study•  Rental Car Inc.•  Goal: To centralize commissiondepartments•  Desired Result: Align all operationsacross globe into common system
  • 17. International Case Study•  Rental Car Inc.•  Approach•  Phase 1: North America•  Phase 2: EMEA•  What worked?•  Localized team•  Initial team oversight•  Challenges•  Didn’t have complete buy-infrom the new group
  • 18. EXECUTING WITHIN EXPRESSA D D I N G N E W G R O U P S A N D G O I N G I N T E R N A T I O N A L
  • 19. XACTLY IS GLOBAL155CURRENCIES
  • 20. #CompCloudCURRENCY EXCHANGE IN EXPRESSXACTLY EXCHANGERATES MANAGEDWITHIN SALESFORCE
  • 21. #CompCloudSALESFORCE CONFIGURATIONASSIGN CURRENCY TO PEOPLENO DATE RANGES ON EXCHANGE RATESSETUP CONVERSIONSSALESFORCE SUPPORT HAS TO TURN ON MULTI-CURRENCY IN YOUR ORG$€TURN ON MULTI-CURRENCYSALESFORCE SUPPORT HAS TO TURN ON MULTI-CURRENCY IN YOUR ORG
  • 22. #CompCloudINITIAL SALESFORCE SETUPBASIC EXCHANGE RATESNO DATE RANGES ON EXCHANGE RATESADVANCED EXCHANGE RATESALLOWS DATE RANGES ON EXCHANGE RATESRECOMMENDEDvs
  • 23. #CompCloudCONFIGURATION¥€€ € £ £ £$$ $¥ ¥PERSONAL
  • 24. #CompCloudCONFIGURATION¥€$ $£$ $$$ $$ $€ € £ £CORPORATEPERSONALCORPORATEPERSONAL--VS----VS--COMPARISSON
  • 25. #CompCloudMULTI-CURRENCY FYICAN NOT TURN ON & CONVERT… IF LIABILITY BALANCE… IF HOLD BALANCE… IF QTD OR YTD ATTAINMENT!BEST FOR CONVERSIONBRAND NEW PAYEEOR, BRAND NEW PLANOR, A MONTHLY PLAN
  • 26. #CompCloudLEARN MORESUPPORT PORTALexpress.xactlycorp.com/home
  • 27. THANK YOUL E A R N M O R E @ O P E N S Y M M E T R Y . C O M