Xactly AlignStar

4.5
(2 reviews)

Xactly AlignStar is a software tool designed for businesses that need to map, optimize, analyze, align or realign their territories.

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Xactly AlignStar review by Neil M.
Neil M.
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"AlignStar is the Gold Standard"

What do you like best?

The ability to make changes on the fly quickly as I model different scenarios for territory alignment.

What do you dislike?

There is a steep learning curve to be able to maximize the full suite of offerings this tool presents. Where I only use this once a year, it takes me a minute and perhaps a few phone calls to support to get back to being a power user.

What business problems are you solving with the product? What benefits have you realized?

Territory Alignment. I have multiple segments which flux in geo alignment to industry alignment and as granular to zip code alignment or postal code alignment in the UK. This tool has taken me away from bulky excel sheets and a multi-day exercise to create, redistribute sales territories to being able to carve out a solid territory and share with the sales leaders and gain approval in the matter of 3 hours per territory.

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Xactly AlignStar review by Tapan J.
Tapan J.
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"Tool to align,realign salesforce to territory, optimize and design territories at the ZIP level"

What do you like best?

The ease to upload the current alignment at various geographical levels like zip, territory,district, state , region with the current workload at the most granular level. Then, it provided color coded view on a geographical map with various geographical boundaries. One can just select a ZIP (considering it the most granular level) and see how much workload it contributes and can simply assign to a different territory by drag and drop.It also has the option to upload a sales rep location file which has the co-ordinates of the rep location. Then it displays the rep location on the same map which helps us to design territories satisfying constraints like maximum distance of account from the rep. It also helps to keep in check the disruption levels while moving ZIPs/accounts to new territory.

There are various features like zoom in , show workload as graduated dots, density dots etc.

What do you dislike?

Alignstar has nothing to dislike except that the cost is very high for Enterprise edition which supports 50+ territories.Also, the ZIPs package update patch need to be released frequently as ZIPs boundaries keep on changing with time.

Recommendations to others considering the product

An amazing tool that will cater to all your needs to design,redesign, realign and optimize territories and workload.Though an enterprise edition will cost you a lot, you will receive 2-3 field edition licenses free. The limitation of field edition is that you can make changes only to an already existing atr file made through Enterprise edition and can not create from scratch

What business problems are you solving with the product? What benefits have you realized?

Helping clients realign their territories with various salesforces keeping in mind the various constraints and balancing the workload. If required, create new territories and then reassign the existing sales rep to the territories so as to minimize the disruption of accounts. Also, there are distance measurements tools which can help calculate the distance between two zips so as to keep the territory under a coverable area.

We can help clients if territories were designed more than 3 years ago and have not been reviewed since then or the territories were designed based only on sales history without considering the potential or forecast in account.

What GIS solution do you use?

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