Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
N/A
Xactly Incent
Score 7.9 out of 10
N/A
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize higher quota attainment, eliminate payout errors and increase payout accuracy, drive better performance with commission visibility.
With its integrations, companies can combine compensation data with CRM, ERP, HCM and…
Clari works well for sales and executive leadership teams that perform at a high level and collaborate well together. Everyone utilizing Clari needs to understand that it will provide the company with the information it needs to make strategic business decisions. It can not be seen as a more sophisticated way to manage SFDC information. If the company is truly dedicated to improving its forecasting capabilities, then Clari could be worth the investment. If it is just being used to capture sales leaders' forecasts, you don't need Clari. Overall, Clari is a great capability, but you need a good business case to justify the expense.
Xactly Incent is well suited for communicating commission information to the field. I love that they can just log on and see all the data they need to verify the commissions they receive. I also like the option to post messages and announcements within the application.
Sales pipeline management: Clari provides real-time visibility into the sales pipeline, enabling sales teams to track the progress of deals and make informed decisions.
Revenue forecasting: The platform integrates with existing sales and marketing tools, giving organizations a comprehensive view of their sales pipeline and enabling accurate revenue forecasting.
Advanced analytics: Clari uses machine learning and advanced analytics to provide actionable insights into sales performance and help organizations make informed decisions about their sales strategy.
Forecast screen could be easier to interact with. I believe UI's that make users scroll horizontally lead to confuse and missed content since we rarely scroll horizontally on the internet. It's not as natural
Enablement; I am confident my team is underutilizing Clari and that there are many more features that we should take advantage of. For example, the Dashboard screen looks good but in our company, our practice is to use the forecast and opportunity tabs instead. Reps and managers could benefit from a 30 min or 1-hour training session quarterly
I like the opportunity score tracker but it would be great to know more of what comprises the score instead of feeling that it is just an AI. Perhaps giving the user more opportunity to validate or put their own spin to the score
Maintaining Hierarchies can become difficult throughout the fiscal year if you have a multi-layered commissions model. My team would benefit from a smoother mechanism to update/maintain hierarchies in the system.
Special characters are not supported in the tool and that can become a problem given we use the system globally.
Game changer if the system allowed more customization on the people object.
Xactly Incent is a great tool for calculating commissions. The interface is user friendly and the system is set up in a way that allows for multiple setups for each commission plan. Over the last couple years since I have been on the commission team we have been able to optimize our plans to promote scalability. Our sales and accounting teams have become familiar with navigating the system which promotes transparency. From an audit perspective, Incent provides us with the reports and data we need to provide to our auditors.
Clari is very good when it comes to usability as I'm accessing it on daily basis as long as I'm on my Notebook, it helps a lot having visibility on my business status and progress on achievement. I can estimate my weekly, monthly, and yearly opportunities closure and revenue. I have some saved views which are so useful to get what I want to see.
The devil is in the detail. It's not intuitive to use, also not for Sales employees. You need to train them. For superusers like me you need a lot of training to administrate the system. It has a lot of functionalities and complexity like staging and upload orders, reset triggers, updating & creating rate tables. A lot of formulars are necessary to learn.
Xactly Incent is always available, they have planned monthly maintenance on Friday nights but are very proactive to communicate it. Monthly maintenance is useful as they address any bugs and also are constantly upgrading the user interface to make it easier to use.
Xactly Incent performs extremely well. I have not experienced it "slowing down" when usage is heavy. This is particularly true when it comes to the regular recalculation of credits and commissions. It is not uncommon for Xactly to be dealing with hundreds of thousands of orders/credits in a pay period, but the system handles it well. Xactly recently changed their calculation engine and the speed for regular refreshes increased significantly.
Clari is very willing to jump in and build out use cases. They will work to do anything for you. That said, their follow up is not great. We have had to reach out for follow up several times on a project, which is still not complete. I wish they taught us how to complete what we want, rather than doing it in house for us
They take the time to understand the system. They keep us updated on the status of our cases. Finally, their continued follow up ensuring the initial issue was resolved is very nice. They will not close the case out until they have confirmed that our issue has been completely resolved and fixed.
It was great, good explanations and good training material provided, we were able to get a really good idea of how to use the system. I also think that it was enough time to learn how to setup the system.
Xactly offers training on new releases on a monthly basis and training on basic principles regularly via registration. My experience with both is that they do not provide the in-depth knowledge necessary to truly master the system and advanced courses still do not go to the level needed to autonomously manage the system and plans. Professional services are a large part of any cloud based service such as Xactly and I feel a reliance on such paid consulting services is a great money-maker for Xactly.
We have been satisfied with the implementation overall. The person from Xactly professional team was on our site to support the implementation and give us guides and instructions on how to operate the system in our case. it was really helpful moments. We have learned what and how to test Xactly Incent
Clari was selected due to the flawless integration with Salesforce, updates are made in real time. Being able to monitor everything at a scalable level has also been critical for our team. For example, we have different views established that show the rep level, manager level, director, customer segment. This eliminates unnecessary forecast/pipeline meetings
I have been working on Incent since one year. I found it to be the greatest tool for calculating commissions. From credits to commissions to sketches, the system has it all, including the ability to conduct reports and statistics. It has a lot of features and customizations that are necessary for creating complex commission plans and calculating commissions. I enjoy its modern and user-friendly interface that makes the product more fascinating. Furthermore, the team's latest updates are excellent and make the product more effective and friendlier
It's very flexible. In most cases it can be adapted to your needs by programming which may cost extra money. We have a lot of different complans and close to 1.000 employees using Xactly in EMEA. It's mainly used by Sales and Finance
We have significantly decreased the number of overdue deals in our funnel.
We stay on top of deals within the pipeline much better now, since there is more transparency and accountability. This has sped up our sales cycle and our funnel is much more clean.
We are able to quickly and easily identify duplicate credit and commission calculations through data extracts in Incent.
We have literally saved hundreds of thousands of dollars by identifying gaps in our sales operations processes, which were giving multiple people credits on the same deals, across multiple GEOs.
We have cut processing time by 75% through Xactly Incent automations versus calculating manually in Excel.
