What users are saying about
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Top Rated
187 Ratings
20 Ratings
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Score 8.5 out of 100

Xactly Incent

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Top Rated
187 Ratings
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Score 8.4 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

Xactly Incent

It's well suited for a company that wants a user-friendly and accurate commissions software to support their sales team. In my current company we don't use the Connect functionality to automatically get the data, but that ability to get information directly from Salesforce and other sources is great. I think if you have very one-off exception heavy plans, you won't get as much benefit from Incent (or any other commissions system).
Cassie Roth | TrustRadius Reviewer

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

Xactly Incent

  • Xactly Incent calculation plan changes are easy to manage if set up correctly. It only takes me a few minutes to make minor changes from quarter to quarter. By using rate tables and quotas it makes formula creation and adjustments a breeze.
  • Plan document routing by person makes it easy for me to assign a plan document to a new sales representative or to a current representative if they change teams.
  • Having customer incentive statements for each division makes it easy for me to adjust just that one team without affecting other teams
Penny Hatch | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | TrustRadius Reviewer

Xactly Incent

  • Due to fast growth and expansion, customer service can range from excellent to less than stellar. Some responses can be very helpful and timely. Some situations seem to drag on longer than they should. Recently, I have noticed a significant improvement in response time and resolution. They continually follow up with me to ensure that my open cases have been resolved before closing out the case.
  • The Incent analytics module (for advanced reporting) can be a blessing or a curse. It is very nice to have the functionality at my fingertips to manipulate reporting as needed without going back to Xactly for modification requests to saved reports. That being said, sometimes data points don't like to work with other data points and I have to come up with workarounds to get needed results.
  • The ability to include and exclude certain bonuses against guarantees/draws would helpful.
Matthew Greve, MBA | TrustRadius Reviewer

Likelihood to Renew

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

Xactly Incent

Xactly Incent 8.5
Based on 31 answers
Our company is totally invested in Xactly with close to 2000 reps being paid out of it. We have 3 instances and there is no other method to calculate commissions. I feel the cost (although I do not know the amount) is also very competitive for the benefits.
Jesse Duncan | TrustRadius Reviewer

Usability

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

Xactly Incent

Xactly Incent 7.4
Based on 10 answers
I've migrated several business units to Xactly. I've trained several sales team on Incent. I've trained several new comp admins on Incent. Generally, everyone picks up on the system with a short learning curve. As noted previously, I can calculate any component with any calculation in Incent. It has increased our accuracy and improved our communication with our sales team.
Matthew Greve, MBA | TrustRadius Reviewer

Reliability and Availability

Conga Collaborate

No score
No answers yet
No answers on this topic

Xactly Incent

Xactly Incent 8.2
Based on 6 answers
Xactly Incent is always available except for the time when it is going under regular maintenance/enhancements, which happens once a month. And Xactly Team lets us know in advance when this happens.
Prashant Gupta | TrustRadius Reviewer

Performance

Conga Collaborate

No score
No answers yet
No answers on this topic

Xactly Incent

Xactly Incent 8.7
Based on 7 answers
Xactly Incent's performance is great. I have not seen any delay in page load.
Prashant Gupta | TrustRadius Reviewer

Support Rating

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

Xactly Incent

Xactly Incent 7.4
Based on 10 answers
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.
Matthew Greve, MBA | TrustRadius Reviewer

In-Person Training

Conga Collaborate

No score
No answers yet
No answers on this topic

Xactly Incent

Xactly Incent 7.5
Based on 4 answers
Standard by the book - follow the guideIt's a little hard to take this back to reality
Helen Rendos | TrustRadius Reviewer

Online Training

Conga Collaborate

No score
No answers yet
No answers on this topic

Xactly Incent

Xactly Incent 8.6
Based on 4 answers
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.
Christina Kouchalakos Eftimiou | TrustRadius Reviewer

Implementation Rating

Conga Collaborate

No score
No answers yet
No answers on this topic

Xactly Incent

Xactly Incent 7.6
Based on 9 answers
Be more involved in rule creating and understand how each and every component is designed. This will help in the long run when you need to make plan changes
Helen Rendos | TrustRadius Reviewer

Alternatives Considered

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

Xactly Incent

Xactly has the best integration with SFDC. We are completely immersed in SFDC, so this was very high on the list of needs. The User Interface was also a feature that tipped the scales in favor of Xactly. Although the other platforms we researched had certain components that might have worked a little better than the similar functionality in Xactly, you have to look at the overall product. And for the money, Xactly delivers in every way we needed.
Steve Benson | TrustRadius Reviewer

Scalability

Conga Collaborate

No score
No answers yet
No answers on this topic

Xactly Incent

Xactly Incent 8.3
Based on 5 answers
Xactly Incent can handle large amount of data for a whole year, however, it does take time to process it.
Prashant Gupta | TrustRadius Reviewer

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | TrustRadius Reviewer

Xactly Incent

  • So far, it has saved a ton of time. It's easy to pull reports and match them up with SalesForce.com reports via specific unique identifiers.
  • Our management team also loves the ability for reps to see their place in the stack ranking of their peers-- they thing this really encourages the right behavior in reps.
Katelyn Hurley | TrustRadius Reviewer

Pricing Details

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Xactly Incent

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required

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