Dataloader.io vs. Varicent

Replacing data. If we've put something in a category or a bucket that is no longer named that anymore because we've evolved with the times and we want to rebrand everything, it makes it way easier to do a quick import with the new terms.

Incentivized

For the use cases we have at the bank, ICM is a perfect solution. For any bank or institution that has similar requirements, ICM would be a perfect solution. But I also think for any use case that has any sort of incentives based on Sales done, this would work amazing, as both Calculations and reports are handled by ICM very well; it's an all-in-one solution, I feel like.

Incentivized

• Extracting Salesforce attachments in original file format! I do not know of a tool that can do this better, or more efficiently! This is a huge benefit to companies that would like to extract attachments from Salesforce for tasks like data migrations.
• Cross-object data extract within one file. You can pull data from related objects as long as there is a populated lookup from the object you are extracting, to another object (Child or Parent).
• UI is simple and requires very little to no training. Given the acquisition of Mulesoft by Salesforce, I would not be surprised if DataLoader.IO is rolled out as the new global data loading tool for Salesforce.

Incentivized

• Flexibility - Varicent is not template based. You can implement the model specifically for your organisation.
• Scalability - Since it is not stick to templates you are able to expand the model for other domains as well.
• Reporting - Several ways of reporting are possible and each has their own benefit/purpose.
• Strong/Powerfull Calculation Engine delivering fast results/speed to insight
• User Interface is minimized to what you need and is not showing off all the functions it can "also" do
• Strong audittrail
• Appears to be almost unlimited in what you are able to create

• At the moment, I can't find a way to rename jobs. This would be useful to organize what was previously created hastily by techs in a rush.
• A preview of the job, especially upserts, would take a great deal of stress away from some of us (especially those who are not so confident in their ETL practice).
• A native vlookup equivalent may be a welcome addition.

• As [the] model gets more and more transactional data, the calculation time increases. This should/can be handled internally with better model optimization.
• Migrating from one env to other sometimes is challenging. There can be better 'Alerts' or 'Explanation' provided to handle it or at least to give a hint of the error.
• For managers viewing their rep's report, the access part can be made easier. It should be linked to Payee hierarchy and access can be done automatically.

Incentivized

It is easy to use and doesn't require a security token, so I enjoy using it. It also doesn't require any download or installation, which is sometimes a blocker to gettingthings done if the company has limits. also, the dataloader.io is easy for other people to pick up, so others can have visibility into the data jobs that have occurred

Customer support from IBM is impeccable. They are quick to respond and they don't nickel and dime you for every request you make. Their goal is to ensure your success and as a user, I really feel like they listen to my concerns. That's not to say there are no problems. All software has its issues, but I don't feel like those issues fall on deaf ears.

Dataloader definitely skews towards a more technical userbase. Users should be adept at manipulating data in spreadsheets and decipher JSON formatted error messaging. Additionally, there is a good amount of time need to set up the environment to map to the pertinent fields we are trying to adjust. While I would not recommend the typical account manager to use Dataloader, a typical operations manager should have no issue.

Incentivized

Any calculations can be implemented as there are hardly any limitations on complexity. However, online real-time usability is lacking - a simple user enters, and the system calculates work in a way that it is in the browser and hence still needs overnight to be properly reflected in the batch calculations and backend tables.

Incentivized

Never went down in last 3 years that I worked with it (every hour of the day basically). That is a 10 in my book.

Dataloader is made for updating, inserting, and deleting of contacts. For these operations this tool is excellent.

Incentivized

All is fast, but with API's it is sometimes slower due to the application we are pulling data from. Reports are loaded directly or within seconds and our reports are very detailed with many columns and rows.

The utility itself is very self-explanatory and has enough information to guide you through the process. It has an intuitive experience for those familiar with data loading/exporting utilities. Outside of this, they have a Zendesk help center to log support requests and provide documentation to help guide you troubleshoot any issues that may be occurring.

Incentivized

Giving a 10 would suggest there is no room for improvement. I don't feel like their support is perfect. However, I have never met another team that was more dedicated to making sure we get what we want and need.

The training was good in general with a nice trainer as well. But, the training could be better if it is more focussed on our process/data etc.

There is a learning portal with many videos about navigation, creating reports and managing your model.

Test test test. Make sure that the product is calculating everyone 100% correctly. DO NOT accept a 70% pass rate as some companies would like to have you believe is acceptable. This means conducting thorough testing by providing 100% of all expected results, but it will be worth it when you know that the compensation plans are working entirely as expected.

I have used salesforce inspector also for operations like import and export of data from custom objects but it doesn't work well when you have data in huge numbers. Instead of using Salesforce Inspector, one should go for Dataloader.io if the number of records is huge to be dealt with.

Incentivized

In 2015, we used a scorecard containing 80 attributes in our review of Oracle, Callidus, and Xactly & Varicent. Oracle did not have true self serve capabilities- programming was heavily required, not intuitive, out of the box functionality was limited. Callidus & Xactly could not provide us a demo using our data, statements could not be sent out in bulk form, difficulty in importing/exporting to CRM. Varicent excelled in most areas and was the clear winner.

It is very scalable and adaptable to changing complexities of calculations and business rules under a variety of different scenarios. It does not get full points because in large data loads the time needed to calculate and import the data increases exponentially and may cause issues related to timing potentially.

Incentivized

• HUGE time saving. When we need to clean or review data, we used to have to do it line by line. This can do the work within excel and make cleanup/management an afternoons work as opposed to a week.
• Rollback what you did/change/deleted is relatively simple if you remember to back up the data you are manipulating.

Incentivized

• Compliance - with a central system used for calculation incentive payments and commissions, we are able to provide reports and data showing every detail of how payments are calculated and why they are justified. We can also identify anomalies and outliers.
• Integration with our payroll system is seamless. Except for regular pay, nothing goes to payroll without going through ICM. The process for paying incentives/bonuses/commissions is now very structured and efficient.

Incentivized