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 Project Manager with OpenSymmetry

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Xactly CompCloud 2013 - OpenSymmetry Adding New Sales Groups

  1. 1. Sr. Project Manager | OpenSymmetryJennifer KeirnanProduct Manager | XactlyAndy DrogoAdding New Sales Groups
  2. 2. OpenSymmetry Overview
  3. 3. OpenSymmetry OverviewOur GlobalOffices:Offices in 6 countries we can come to you wherever you are,all around the globe.
  4. 4. OpenSymmetry OverviewStrategy & BIOurApproach:Training &Enablement
  5. 5. Objectives•  Discuss adding a new sales group &international considerations•  Discuss challenges and lessonslearned•  Understand how to utilize ExpressProduct
  6. 6. Where Do We Start?•  Future State Planning•  Define goals of system•  Determine which sales groups will beincluded•  Define stakeholders•  Determine consistencies &efficiencies
  7. 7. Where Do We Go From Here?•  Determine timeline and compare tocompany calendar•  Receive approval from stakeholdersMay 2013EastAugust 2013WestJanuary 2014Canada•  Determine road map
  8. 8. Lessons LearnedPhase XGatherFeedbackTranslate intoImprovementsRe-EvaluateFuture State
  9. 9. How Are We Going To Get There?•  Plan for a stand aloneproject•  Plan for enough time•  Get buy-in from the newgroup
  10. 10. What’s Next?NewSalesGroupCommunicationPlanTraining PlanTesting Plan
  11. 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. 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. 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. 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. 15. International Considerations€¥£ ₹฿•  Different currencies & exchange rates•  Payments•  Reports•  Different payment dates•  Different time zones•  Use a locally based team
  16. 16. International Case Study•  Rental Car Inc.•  Goal: To centralize commissiondepartments•  Desired Result: Align all operationsacross globe into common system
  17. 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. 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. 19. XACTLY IS GLOBAL155CURRENCIES
  20. 20. #CompCloudCURRENCY EXCHANGE IN EXPRESSXACTLY EXCHANGERATES MANAGEDWITHIN SALESFORCE
  21. 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. 22. #CompCloudINITIAL SALESFORCE SETUPBASIC EXCHANGE RATESNO DATE RANGES ON EXCHANGE RATESADVANCED EXCHANGE RATESALLOWS DATE RANGES ON EXCHANGE RATESRECOMMENDEDvs
  23. 23. #CompCloudCONFIGURATION¥€€ € £ £ £$$ $¥ ¥PERSONAL
  24. 24. #CompCloudCONFIGURATION¥€$ $£$ $$$ $$ $€ € £ £CORPORATEPERSONALCORPORATEPERSONAL--VS----VS--COMPARISSON
  25. 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. 26. #CompCloudLEARN MORESUPPORT PORTALexpress.xactlycorp.com/home
  27. 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

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