Endgame × Xactly

AI-Native Intelligence Layer for Xactly's Revenue Organization

Prepared for: Alex Jelovic, Chief of Staff Date: April 2026 Focus: Leadership insights and account management as the entry point, with a path to enterprise-wide deployment

Executive Summary

Xactly is building the Intelligent Revenue Platform for the market. Endgame gives your leadership team a single source of truth for book health, renewal defense, and deal execution — so that vision starts inside the revenue org first.

"We are in the midst of a huge AI transformation. We're going to be evaluating everything — what we build, what we buy." — Alex Jelovic, Chief of Staff

Endgame is the centralized intelligence layer that makes this possible. We connect your systems into a unified context graph — Salesforce, Gong, Slack, Accord, and your data warehouse. We ingest your methodology, your definitions, your playbooks. Then every agent, workflow, and user across the org pulls from the same source of truth.

The result: when Arnab rolls out an approach, every rep, every CSM, every agent across every tool gets consistent, accurate, grounded outputs — without building and maintaining a thousand different workflows.

"There is no structured workflow within our business where we are proactive with our customers. That has massive effects on our NRR." — Alex Jelovic, Chief of Staff

This proposal starts with two high-leverage use cases — centralized intelligence across surfaces, and a systematic approach to NRR — and lays out a path to an AI-native revenue organization.

How We Build Together

Forward-Deployed Engineering

Endgame is not a traditional SaaS tool you log into and figure out on your own. We assign a forward-deployed engineer to your team who maps your data sources, builds your methodology into a central intelligence layer, and co-builds the workflows that matter most.

The best deployments start with a specific initiative — in Xactly's case, centralized intelligence for leadership and account management — then expand through continuous tuning and experimentation alongside your team.

We don't just hand you a platform. We build with you.

What Our Customers Say

Use Cases

Use Case 1

Collective Intelligence Across Every Surface

One intelligence layer that gives every person and every agent across Xactly access to the same grounded source of truth — based on your playbooks, methodology, and live data.

Consistent outputs everywhere — Claude, Gemini, Slack, the Endgame app. Same question, same accurate answer, regardless of who's asking or which tool they're using.
Methodology baked in — when Arnab rolls out an approach, it propagates through the intelligence layer instantly. No retraining, no docs that nobody reads.
Leadership testing ground — Arnab and Sam can validate outputs and test new approaches in one place before pushing to the full org.
Fewer tokens, lower cost, faster — the context layer handles grounding once, rather than every agent re-deriving it from raw data on every query.
Live analytics and reporting — pipeline, book health, renewal exposure, and account state available on demand in plain language. Trusted numbers because the system knows Xactly's definitions.

Use Case 2 — Forward-Deployed Engineer Project

NRR: Proactive Account Management at Scale

"There is no structured workflow within our business where we are proactive with our customers. That has massive effects on our NRR." — Alex Jelovic, Chief of Staff

This is a co-designed engagement where our FDE works with Xactly's team to design, build, and test a systematic account management workflow on top of the intelligence layer:

Account segmentation — live segmentation by health, engagement depth, renewal timeline, expansion potential, and risk signals. Updates automatically as new interactions flow in.
Automated risk and opportunity detection — stakeholder changes, engagement decay, missed follow-ups, expansion signals from call transcripts. Problems surface 60-90 days before renewal, not at the QBR.
Recommended actions with human-in-the-loop approval — specific, grounded recommendations tied to what actually happened on the last call. Surfaced to the right person for approval before execution.
Commitment tracking — what was promised on calls vs. what was actually executed. The single biggest lever on NRR: most churn happens because follow-ups don't happen, not because the product fails.
Iterative design — the FDE works side-by-side with your team to prototype workflows, test them on real accounts, tune the logic, and scale what works. This isn't a pre-built feature — it's a custom system designed around how Xactly operates.

Future Phases

Additional Use Cases

Once the intelligence layer and NRR workflow are operational, extend to:

Rep-level execution with playbooks per opp type — Endgame runs the right play for each opportunity (new business, expansion, renewal) and surfaces the next best action. Leaders get a consistent read on execution quality across the team.
Demand gen and BDR motion — extend the context layer to LinkedIn ads, ABM landing pages, and daily account digests for inside sales. Already generating interest from Alan Tarkowski's marketing team.
Deck building and automated account plans — generative workflows encoded as skills, producing customer-facing materials grounded in live account context.
Methodology adherence scoring — systematic visibility into whether reps are following the playbook, surfaced to leadership without manual deal reviews.

Implementation

Setup and Validate

Connect data sources (Salesforce, Gong, Slack, Accord). Assign the forward-deployed engineer. Stand up the centralized intelligence layer with Xactly's methodology and definitions baked in. Work directly with Alex, Arnab, and Sam to validate that core outputs are trustworthy — test queries, verify accuracy, confirm the system speaks Xactly's language. This is the foundation everything else builds on.

Enable and Expand

Roll intelligence access to the full GTM org. Account research, meeting prep, deal and pipeline visibility, generative Q&A — available across Claude, Slack, and the Endgame app. Help Alex and team coordinate cross-functionally as adoption spreads. Focus on productivity gains: reduce time-to-context for every rep, CSM, and leader. Move the org from "some people use AI sometimes" to "the intelligence layer is how we work."

Build the NRR Workflow

Design and deploy the proactive account management system with our FDE: live account segmentation, risk and expansion signal detection, recommended actions with human-in-the-loop approval, and commitment tracking from call transcripts. Built on top of the centralized layer from phases 1 and 2.

Reimagine GTM

Redesign how the revenue org operates with AI at the core. New workflows, new roles, new operating cadences. Stop doing things that AI handles better. Deck building, account plans, methodology adherence, systematic workflows encoded as skills. This is where Xactly becomes an AI-native revenue organization — not just a company that uses AI tools.

Investment

Annual Investment Draft

User Licenses — [N] users × $[X]/seatTBD

Endgame Platform Fee — AI answer engine, analytics, live reportingTBD

Forward-Deployed Engineer — methodology config, integrations, workflow buildoutTBD

TotalTBD

Forward-Deployed Engineer cost scoped during discovery based on deployment complexity and integration requirements. Pricing finalized after Phase 1 scoping with Alex, Arnab, and Sam.

Let's build this together.

Start with the intelligence layer. Prove it with leadership. Scale it to the org.