CREST SFA vs. Xactly

Being that Xactly Incent is custom built to meet our specific plan requirements, it has been well suited for almost everything. One scenario where we could use some improvement is manager reporting. Better visibility into the roll up of any team goals and team actuals. Also some of the incentive payment information is a bit clunky. We calculate incentives each quarter on a YTD basis and then subtract was has already been paid. Sometimes this creates a shortfall for the sales rep that needs to carry forward. Reporting for this doesn't flow easily.

Incentivized

• Xactly Incent allows quick feed changes with Connect.
• Xactly Incent allows intuitive plan design so that quick changes can be made with plan changes.
• Document Management allows quick disbursement of plans to reps as well as record management of the plans.
• Xactly Incent allows visibility to the reps at any time so that they do not have to wonder what their commissions are.

Incentivized

• When clearing out or deleting the data in Incent, certain areas allow deletion only one by one. Eg position, people etc. Would be great if this can be done in bulk.
• Could improve in the style/view/functioning of Incent user interface
• Can implement more features for end users interface to keep them more engaged and ignoring a feel of boring UI

Incentivized

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.

Incentivized

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.

Incentivized

Xactly is a very helpful tool ensuring appropriate and correct data is used when calculating commissions. The interface loads timely, but it is not intuitive to use. The learning curve to be proficient in Xactly takes a significant amount of time.

Incentivized

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.

Incentivized

Awesome product, easy to use during daily activities. Reporting and user experience are very well organised. The sales team also likes this tool for reviewing their commissions at any time, which provides real-time updates. For new hires or mid-hires, the commission calculation is working very efficiently. Every sales-side organisation must have this tool.Awesome product, easy to use during daily activities. Reporting and user experience are very well organised. The sales team also likes this tool for reviewing their commissions at any time, which provides real-time updates. For new hires or mid-hires, the commission calculation is working very efficiently. Every sales-side organisation must have this tool.

Incentivized

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.

Go into implementation knowing how you will handle churn, if there are claw backs, treatment for every type of commission payment (i.e. new business, renewals, etc.) and know your average customer life. You'll also want details by customer for as far back as you can go (within reason).

Incentivized

Ignoring the contractual issues that we had, Optymyze is very different from Xactly Incent. I would say that both offer high degrees of flexibility, but Xactly requires greater technical knowledge to customize. Optymyze allows administrators to manipulate data in a way similar to Domo or Tableau, allowing someone who is less technical to customize it. Xactly's connect module, on the other hand, requires strong knowledge of SQL to be able to manipulate data. I've been looking to take the training for Connect, so I can't comment on the limitations or flexibility beyond that.

Incentivized

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

• I am not aware of the company investment, but the overall result is fantastic. Employees visibility to commissions and components of their commissions is great. They have much more accessibility to their numbers and better understanding of how commissions are calculated. They can also review commissions at their convince on the application.
• There seems to be more employee engagement and satisfaction with the overall commission process and reporting with Xactly Incent.

Incentivized