This document discusses Einstein, Salesforce's AI platform. It provides an overview of Einstein's capabilities including predictive analytics, machine learning, natural language processing and generation. It also summarizes some key features for sales, service, and marketing users including predictive lead scoring, opportunity insights, automated activity capture, predictive audiences and content recommendations. The document aims to demonstrate how Einstein can help maximize sales, service customers smarter and connect businesses faster.

2. •
•
•
•
•

3. Einstein & the Future of
AI on the Platform
Tim Long

5. Salesforce Customer Success Platform
Einstein
Lightning
force.com
HerokuAppExchang
e
Thunder
Sales Service Marketing AnalyticsCommunity Apps Commerce IoT
Predictive
Analytics
Machine &
Deep
Learning
Natural
Language
Processing &
Generation
ThunderMultitenant
Infrastructure
Development
Platform
AI Platform
Services
Applications
Email, Calendar
& Social Data
CRM Data
IoT Events
Data
Services

6. Maximize sales with intelligence from lead to cash
+21%
faster sales
cycle times
Discover
Insights about every lead, opportunity, and activity
Predict
How you’ll hit your quota, every time
Recommend
Next best steps to close deals faster
Automate
Activity capture so you can spend more time selling
Sales Cloud Einstein
Introducing

7. ``
Key capabilities in Winter ‘17
Predictive Lead Scoring
Convert more leads faster
Opportunity Insights
Maximize every selling moment
Automated Activity Capture
Bring the power of CRM to email and eliminate data entry
Pilot in Winter ‘17
Pilot in Winter ‘17
Beta in Winter ‘17

8. Predictive Scoring
Predict True Engagement
Score customers based on their predicted behavior
Understand Customer Behavior
Pinpoint patterns and trends that lead to success
and measure customer health
Take Action on the Data
Use scores to create targeted campaigns
Score Every Customer’s Likelihood to Engage

9. Predictive Audiences
Create Optimal Audiences with Predictive Scores
Predictive scores enable marketers to discover and
target segments who share common features, all
with one simple attribute
Increase Segment Fidelity
Use true indicators of customer behavior and intent,
to build and target audiences versus approximating
which attributes matter
Build Smart Segments Based on Predictive Scores

10. Automated Send Time Optimization (pilot)
Learn the Optimal Send Time
Discover when emails are likely to be opened and
clicked by every individual subscriber
Automatically Deliver at the Right Time
Use Email Studio to deliver messages to millions
of customers when each is most likely to engage
Earn the Top Spot in Every Customer’s Inbox

11. Predictive Content and Product Recommendations
Infer Customer Preferences
Build a profile of preferences for every customer
Create a “Segment of One”
Leverage preferences profile algorithms to
determine next best content for everyone
Automate across Channels
Seamlessly drag and drop into your campaigns
Deliver the Next Best Product, Offer or Content

14. Josh Weckesser
Director of Business Development, Xactly

15. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential.
This presentation and the accompanying oral presentation contain “forward-looking” statements that are based on our management’s current expectations and projections about
future events and trends that we believe may affect our business, financial condition, operating results and growth prospects. Forward-looking statements include all statements
other than statements of historical fact contained in this presentation, including information relating to future events or our future financial or operating performance, such as our
future product release dates. Forward-looking statements are subject to substantial risks, uncertainties and other factors. These factors, together with those that may be described in
greater detail in a registration statement (including a prospectus) that we may subsequently file with the Securities and Exchange Commission (“SEC”) for the transaction to which this
presentation relates, may cause our actual results, events, or circumstances to differ materially from those described in our forward-looking statements. You should not rely upon
forward-looking statements as predictions of future events. Our forward-looking statements relate only to events as of the date on which the statements are made. We undertake no
obligation to update any forward-looking statements to reflect events or circumstances after the date of this presentation or to reflect new information or the occurrence of
unanticipated events, except as required by law.
In addition to financial measures prepared in accordance with generally accepted accounting principles in the United States (“U.S. GAAP”), this presentation includes certain non-
GAAP financial measures. We believe that these non-GAAP financial measures are useful as a supplement in evaluating our ongoing operational performance and enhancing an overall
understanding of our past financial performance. The non-GAAP financial measures included in this presentation should not be considered in isolation from, or as a substitute for,
financial information prepared in accordance with U.S. GAAP. A reconciliation between each non-GAAP financial measure and its nearest GAAP equivalent is included at the end of
this presentation.
We are an “emerging growth company” as defined under the Securities Act of 1933, as amended (the “Act”). This presentation and the accompanying oral presentation are intended
to qualify as communications permitted pursuant to Section 5(d) of the Act. We may file a registration statement (including a prospectus) under the Act with the SEC for the
transaction to which this communication relates. In the event we conduct an offering, before you invest you should read the prospectus in the registration statement and other
documents we file with the SEC for more complete information about us and the offering. When available, you may get these documents for free by visiting EDGAR on the SEC
website at http://www.sec.gov.
SAFE HARBOR
15

16. Josh Weckesser
Director of Business Development Strategic
Alliances
Xactly Corporation
@joshweckesser
www.xactlycorp.com
LinkedIn | Facebook | Twitter

17. ©2016 Xactly Corporation. All rights reserved.
Proprietary & Confidential.
Xactly’s vision is to change the world of incentive compensation.
For more information, visit www.xactlycorp.com
©2016 Xactly Corporation. All rights reserved.
Leading provider of cloud-based incentive compensation solutions for
employee and sales performance management
Company founded in 2005
870 customers worldwide*
More than 425 employees
Locations in San Jose, Denver, Washington D.C., UK, and India
Company Overview
*As of January 31, 2016

18. ©2016 Xactly Corporation. All rights reserved. 18©2016 Xactly Corporation. All rights reserved.

19. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 19

20. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 20

21. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential.
Instant visibility into
goals and incentives
Xactly gives reps the information they really want.
©2015 Xactly Corporation. Proprietary and confidential. All rights reserved.

22. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 22

23. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 23
Xactly Gmail Incentive Estimator

24. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 24

25. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 25

26. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 26
Xactly Incentive Estimator for CPQ

27. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 27
Best of Breed Lead to Cash

28. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 28
Sales Intelligence

29. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 29

30. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 30

31. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential.
This presentation and the accompanying oral presentation contain “forward-looking” statements that are based on our management’s current expectations and projections about
future events and trends that we believe may affect our business, financial condition, operating results and growth prospects. Forward-looking statements include all statements
other than statements of historical fact contained in this presentation, including information relating to future events or our future financial or operating performance, such as our
future product release dates. Forward-looking statements are subject to substantial risks, uncertainties and other factors. These factors, together with those that may be described in
greater detail in a registration statement (including a prospectus) that we may subsequently file with the Securities and Exchange Commission (“SEC”) for the transaction to which this
presentation relates, may cause our actual results, events, or circumstances to differ materially from those described in our forward-looking statements. You should not rely upon
forward-looking statements as predictions of future events. Our forward-looking statements relate only to events as of the date on which the statements are made. We undertake no
obligation to update any forward-looking statements to reflect events or circumstances after the date of this presentation or to reflect new information or the occurrence of
unanticipated events, except as required by law.
In addition to financial measures prepared in accordance with generally accepted accounting principles in the United States (“U.S. GAAP”), this presentation includes certain non-
GAAP financial measures. We believe that these non-GAAP financial measures are useful as a supplement in evaluating our ongoing operational performance and enhancing an overall
understanding of our past financial performance. The non-GAAP financial measures included in this presentation should not be considered in isolation from, or as a substitute for,
financial information prepared in accordance with U.S. GAAP. A reconciliation between each non-GAAP financial measure and its nearest GAAP equivalent is included at the end of
this presentation.
We are an “emerging growth company” as defined under the Securities Act of 1933, as amended (the “Act”). This presentation and the accompanying oral presentation are intended
to qualify as communications permitted pursuant to Section 5(d) of the Act. We may file a registration statement (including a prospectus) under the Act with the SEC for the
transaction to which this communication relates. In the event we conduct an offering, before you invest you should read the prospectus in the registration statement and other
documents we file with the SEC for more complete information about us and the offering. When available, you may get these documents for free by visiting EDGAR on the SEC
website at http://www.sec.gov.
SAFE HARBOR
Xactly Big Data Platform
MBOs
Compensation Benchmarks
Quota Coaching
Analytics
11©2016 Xactly Corporation. All rights reserved.

32. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential.
Payroll
Ceridian, ADP, Paychex
Mobile
Real-time Visibility for Reps
Xactly Insights™
Benchmarks & Best Practices
32
BENCHMARKS AND INSIGHTS DERIVED FROM RICH
DATA SOURCES
©2016 Xactly Corporation. All rights reserved.

33. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 33
In golf, a caddy (or caddie) is the person who carries a
player's bag and clubs, and gives insightful advice and
moral support. A good caddy is aware of the challenges
and obstacles of the golf course being played, along
with the best strategy in playing it.

36. Introducing: Salesforce App Cloud
Build connected apps fast
Tailormade for Your Unique Processes
Run all your apps on a connected, trusted platform
Speed and Agility
Every employee can build fast with clicks or code
Complete Enterprise Ecosystem
Best place to learn, build, buy, and sell apps
FORCE HEROKU ENTERPRISE THUNDER
AppExchange Trailhead
Shared Identity & Data Model Integration Shield

37. `
Connected
Driver
Connected
Executive
Precision
Media
Connected
Farmer
Connected
Shopper
Connected
Families ConnectedP
atients
Connected Fan
Expectations are elevated – by both employees & customers
Connected. Seamless. Personalized.

38. What is the Technology Experience in Your Organization?
Slow to buildHard to integrate Disconnected data model
ERP
On Prem
Ops
Billing DB
HR Apps
IT
Mobile
SCM

39. Leading Companies Run Apps for Every Department
Human Resources
Employee
Collaboration
Employee
Intranet
Recruiting &
Stock Plans
Recruiting
Healthy
Workplace
Employee
Intranet
60 HR Apps +
Intranet
Employee
Intranet
Operations
Asset Management
Product Lifecycle
Management
Inventory
Management
Field
Services
Field
Services
Field Inspections
Brand
Auditing
Marketing & e-commerce
Website
(Europe)
Mobile Commerce
Franchise Websites
Website
Deliveries
Budgeting
Marketing
Collaboration
Franchise
Management
Event
Management

40. With Pre-Built Apps, Companies Can Go Even Faster
AppExchange is the #1 Business App Marketplace
Customized for Salesforce
Trusted and Secure
Reviewed by Peers
Over 2,800 apps 3 million installs

41. NowBusinessandITCanInnovateTogether.Faster.
Develop, package and instantly deploy apps
Access rich APIs and frameworks
Code in your favorite language:
Ruby, Java, Apex
Add fields, design layouts, and manage users with clicks,
not code
Point-and-click workflow & business logic
Drag-and-drop reports and dashboards
Program for Advanced Functionality Configuration for Rapid Development

42. Salesforce App Cloud is Your Fastest Path From Idea to App
Idea
Idea
Legacy App Dev 6-12 Months
App
Build App with
modern frameworks
Connected Desktop and
Mobile Apps
install
complex
software
build
app
make it
mobile &
social
build & test
security
buy & setup
hardware
define user
access
setup
reporting &
analytics

43. 55 %
+
Faster
deployment
37 %
+
Increase
in sales
45 %
+
Customer
satisfaction
43 %
+
Marketing
ROI
45 %
+
Customer
retention
Engaging With Customers Delivers Success
Source: Salesforce Customer Relationship Survey conducted March 2015 - May 2015, by an independent third-party, Confirmit Inc., on 4,600+ customers randomly selected. Response sizes per question vary.
Average Percentage Improvements Reported by Salesforce Customers

44. Extending the Power of the Platform
40+
LightningComponentsonAppExchange
3Billion+
Transactions/Day
5.5Million+
Applications
100,000+
TrailheadBadges
2,800+
AppExchangeApps
2,300,000+
SalesforceDevelopers

45. “Can you export this to Excel?” = manual, error prone, point-in-
time snapshot
Needed a better way for the sales rep and manager to collaborate
and review/update quotas
Integration with SAP actuals
The Problem: Revenue Forecasting The Solution:
Built needed functionality fully within SFDC
Can be reviewed through the Forecast Grid or
standard dashboards /reports.
Leverage workflow rules & alerts, approval
processes & all other SFDC automations.

46. The Solution
One place to enter all types of orders
Consistent look and feel across platforms, browser and mobile
Full integration with ERP system
Approvals and workflows to automate the entire process
Various objects and for each order type
Different page layouts
Difficult reporting
Needed a simpler way
The Problem: Custom Ordering & Billing

47. Little to no visibility into Consignment Inventory
Production needed to know demand
Reps need to know what is sitting on the shelf
The Problem: Inventory Reconciliation The Solution
Custom simple interface
Same look and feel across platforms, browser
and mobile
Approvals & workflow to automate the process

49. ©2016 Xactly Corporation. All rights reserved. Proprietary & Confidential. 49

50. Sales
Service
Marketing
CommunityApps
Analytics

53. Customers
48 %
+
FasterResolutionTime
43 %
+
IncreasedPartnerSales
46 %
-
LessTimeFindingExperts
Resellers Employees

56. Connect
Faster
Connect
Smarter
Connect to
Business

57. 2,700+ Partner Apps
Open Ecosystem
Workflow
Data &
Objects Identity
Fast App Dev & Customization
AnalyticsCollaborationMobile UI
Scalable Metadata Platform
Trusted Multitenant Cloud