Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$348
per year per user
Xactly
Score 8.7 out of 10
N/A
The Xactly platform is a revenue intelligence ecosystem that by consolidating forecasting, incentive compensation, and sales engagement workflows into a single source of truth, provides high-fidelity visibility into the revenue lifecycle.
There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do
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.
Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
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
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
As an admin and compensation expert, I'd rate it a 10 as it solves for the majority of our needs and the complexity of our plans is easier to manage via Incent. While I wasn't part of the implementation, I did hear feedback that the initial setup required a high level of precision and technical coordination. From a user's perspective, our Sellers have ranked the tool at a 7,5-8 rating throughout the years, mostly because the system feels "clunky".
Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program
From an admin perspective, the software's usability is high. The different components are organized in a way that is easy to figure out, for example, all elements of a plan are under the Plan Design section. There are some areas where searching within the system is a bit cumbersome because after clicking into a result and back out it clears your filter. I found the software easy to navigate when I first started and the amount of documentation and helpful videos they have on the community and within the University make the system even easier to learn.
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
In general the system is nearly always available. But the daily achievement calculation takes a hugh amount of time. therefore it was in the past month sometimes only from midday onwards completely updated and usable for Sales employees. Xactly support was and still is working hard to get it available early mornings. Availablility time has increased a lot. It's now down to around 10 am in the moring
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
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.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
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.
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
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.
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
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.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
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).
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
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.
I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
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
Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
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.
