Whether you're launching Xactly for the first time or trying to unlock more value from an existing setup, navigating the platform's full potential can be complex. That’s where Canidium comes in. As Xactly’s most experienced implementation and managed services partner, Canidium offers a comprehensive suite of services that help organizations automate compensation, improve sales performance, and adapt with confidence. 

This article breaks down Canidium’s full range of Xactly offerings—complete with real-world examples to show how these services solve common business challenges and drive measurable results.

1. Implementation Services

Canidium specializes in standing up Xactly solutions efficiently, ensuring organizations quickly realize value from their investment. Take, for example, a high-growth SaaS company scaling its sales team across multiple regions. They need to automate commission payouts for over 150 reps and handle multi-currency compensation plans. Canidium implements Xactly Incent to manage the complexity, using Xactly Connect to automate inbound data feeds from Salesforce and NetSuite. 

By configuring comp plans, crediting rules, and exception logic from day one, Canidium ensures reps get paid accurately and finance teams gain visibility into liabilities. The result is reduced shadow accounting, faster close cycles, and better rep trust. This value is tangible, with one study finding that the composite organization representative of interviewed companies that use Xactly Incent experienced an ROI of 328% over three years.

2. Xactly Extend Custom Automations

Canidium was the first partner to build productivity-enhancing apps within Xactly Extend, eliminating repetitive manual tasks and patchwork workarounds. Specifically Canidium offers three automations that target common time and resource drags for comp admins and HR professionals.

• Canidium’s Dispute Workflow Automation gives reps a structured, searchable form embedded within Xactly to raise concerns—auto-routing them to sales ops for resolution. 

• The HR Integration Automations allows HR teams to bulk upload new hire data and push it straight into Incent—preventing admin backlogs. 
• The Manual Adjustments Automations helps comp admins make quick, auditable fixes to orders flagged after payroll lockout, without opening IT tickets or delaying payments.

Find out how much Canidium’s Extend Automations cost in this Buyer’s Guide.

3. Managed Services

For many organizations, especially those with lean compensation or IT teams, Canidium offers Managed Services and Staff Augmentation options that provide end-to-end system administration and strategic support. For example, imagine a media company launching quarterly contests and bonus accelerators that require rapid plan tweaks and reporting updates. Canidium’s team acts as an extension of their operations, adjusting Incent rules, auditing payout exceptions, and training new reps. This way, when sales leadership changes compensation mid-year, Canidium can model and implement those changes in days—not weeks. 

This flexibility allows internal teams to stay focused on growth while Canidium keeps systems humming in the background. Benefits like this are why working with a managed services provider can reduce your in-house IT costs by 40% while increasing efficiency by 50-60%.

4. Optimization & Strategic Services

Even companies with established Xactly systems benefit from periodic optimization services. Suppose a life sciences company has used Xactly for four years, but reps still rely on spreadsheets for forecast visibility. In this scenario, Canidium would perform a system review, potentially discovering underutilized Incent functionality and overly complex rules inherited from outdated plans. 

Canidium’s team of Xactly experts would then streamline the configuration, introduce personalized dashboards, and help the business simulate new comp strategies using historical data. This strategic engagement has the potential to not only increase adoption, but also helps the company pivot its go-to-market strategy using comp as a lever for change.

Canidium’s Strategic Transformation Journeys

Here’s a high level overview of the Transformation Journey Canidium takes clients through::

Discovery and Alignment

The journey begins with a deep dive into the client’s existing systems and processes. By conducting internal reviews, questionnaires, and interviews with key stakeholders, the team identifies inefficiencies, pain points, and areas of potential improvement. This phase aligns Canidium’s expertise with the client’s strategic objectives, creating a foundation for meaningful transformation.

Strategic Roadmapping

Once the current state is analyzed, Canidium designs a tailored roadmap. This roadmap outlines phased opportunities for enhancement, such as leveraging new features, optimizing workflows, and introducing innovative tools. The roadmap also highlights potential opportunities to integrate additional modules or licenses that meet the client's expanding needs.

Continuous Improvement

Transformation is not a one-time event but an ongoing process. “Over time, businesses change, and their systems need to evolve to keep up,” Chrissy Johnson, Canidium’s resident expert with 17 years of Xactly experience, notes. Xactly is an innovative platform. With each passing year, new functionalities and tools become available. The Canidium team, headed by Chrissy, ensures clients remain informed about these innovations and integrates them into the client’s systems. This continuous improvement approach ensures that systems remain modern, efficient, and aligned with organizational goals.

Collaboration and Execution

Throughout the process, Canidium collaborates with both the client and software providers, like Xactly itself, to execute the transformation. This partnership ensures that solutions are not only technically sound but also strategically aligned with the client’s vision. The end result is a fully optimized system, free of any past system inefficiencies.

5. Training & Enablement

Technology alone doesn’t drive success—people need to know how to use it in order to garner value for your organization. To this end, Canidium’s training and enablement services are tailored to various roles: administrators, sales reps, executives, and IT teams.

Imagine a telecommunications provider launching Xactly Incent but struggling with rep adoption because the system “feels like a black box.” To solve this challenge, Canidium delivers interactive, role-based training, guides, and job aids that go beyond the basics taught at Xactly University. Reps learn how to self-serve their earnings and dispute transactions, while admins get fluent in adjusting credit rules and validating imports. This change management approach is proven to increase confidence across departments and reduce the support burden post-launch.

6. Integration & Data Services

Data is the backbone of any incentive system, and Canidium ensures your Xactly environment runs on clean, timely, connected data. For example, picture an energy services company running Salesforce, Workday, and SAP. This organization struggles with inconsistent rep records, leading to crediting errors. 

To solve this integration issue, Canidium uses Xactly Connect to build an automated data pipeline, reconciling employee changes, sales bookings, and quota adjustments. By applying validation rules and custom mapping logic, our team eliminates the need for spreadsheets and creates a single source of truth for compensation. This not only speeds up payroll but also supports better analytics and governance.

7. Strategic Implementation Team

Behind every successful Xactly project is a cross-functional team with deep expertise—and Canidium’s delivery model is purpose-built for success. Say a financial services firm is implementing Incent and Forecasting at the same time. Canidium can assemble a team that includes:

• Lead Platform Consultant to align the configuration strategy.
• Data Integration Consultant to own the Connect build
• Solution Architect to ensure scalability.
• Project Manager to coordinate stakeholders and timelines. 

Many of these experts are former compensation admins or sales ops leaders themselves, so they bring practical, “we’ve-been-there” insights—not just textbook knowledge. Learn more about Canidium’s Xactly implementation team here.

8. Cost Transparency & Implementation Guides

Canidium offers candid guidance on cost drivers and expected effort—critical for finance and IT stakeholders trying to scope projects. To demonstrate, imagine an industrial supplier might assume that Incent is plug-and-play. Canidium walks them through common cost factors: custom crediting rules, data complexity, payout frequency, or the number of plan types. If the supplier also needs CEA for ASC 606 compliance, Canidium offers a scoped estimate based on similar deployments, so there are no surprises. Moreover, Canidium’s Extend apps (like the Dispute Workflow App) come with fixed-fee packages, giving clients predictable costs and rapid ROI.

Get an estimate of your implementation cost with Canidium’s Xactly Buyer’s Guide.

9. Technical Health Checks

Canidium’s Technical Health Check (THC) is a proactive diagnostic service designed to assess the stability, efficiency, and scalability of your Xactly system—before issues impact performance or expansion plans. Imagine a B2B software company that has used Xactly Incent for several years but is now preparing to layer on additional complexity like SPIFFs, territory changes, or a new CRM. Before proceeding, they engage Canidium for a technical health check.

The THC process includes a review of system configuration, data quality, integration performance, and user behavior analytics. Canidium examines rules that may be outdated or overly complex, integrations that are failing silently, and reports that no one is using. They identify areas of technical debt—such as unused plans or redundant rules—that could slow down processing time or create audit risks.

Choosing the Right Xactly Service For You

Whether you're deploying Xactly for the first time or looking to optimize and scale a mature environment, Canidium offers end-to-end support tailored to your needs, goals, and maturity level. The breadth of Canidium’s Xactly offerings—from hands-on implementation and Extend automations to managed services, optimization, training, and technical health checks—ensures that every client, regardless of size or industry, can unlock the full value of their investment.

For example, high-growth companies benefit from Canidium’s rapid deployment capabilities and integration expertise to accelerate time to value. Enterprises juggling multiple platforms and regions find tremendous relief in Canidium’s managed services and system health checks, which keep incentive programs agile and reliable even as business needs evolve. Meanwhile, organizations with existing systems see tangible ROI from optimization engagements that streamline complexity, align compensation with strategy, and improve adoption.

No matter where you are in your Xactly journey, Canidium’s experienced team of architects, consultants, and former comp admins bring deep domain knowledge and a collaborative approach that bridges strategy and execution. With a focus on transparency, repeatability, and long-term partnership, Canidium isn’t just a vendor—they’re a force multiplier for your sales performance management success.

Want to know exactly what Canidium can do for you?