Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$24
per month per seat
Xactly
Score 8.6 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.
N/A
Pricing
Pipedrive
Xactly
Editions & Modules
Essential
$24
per month per seat
Advanced
$49
per month per seat
Professional
$69
per month per seat
Power
$79
per month per seat
Enterprise
$129
per month per seat
No answers on this topic
Offerings
Pricing Offerings
Pipedrive
Xactly
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Required
Additional Details
Monthly plans are available. The Essentials monthly plan at $24 per month.
Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.
The software is well-suited when it comes to tracking and monitoring your commission estimates. It's an easy, user-friendly way to understand what sales went through, and what sales disappeared. I think it could also be improved by showing what changed. So if I log in one day and I have a sale and the next day that's gone. I think an updated running log on what changed is important, even what's been added, like if I log in, show me like plus, you know, 5,000 in sales or something like that.
Great visual visibility of the funnel plus easy to drag the deals across the stages
The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
We have been using Xactly as a primary application to calculate the commissions payout on a daily basis and would continue the same as Xactly Incent meets our requirement. It keeps the process automated and reduces the manual effort to calculate commissions.
Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.
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.
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
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.
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
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.
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.
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).
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.
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.
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
Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
We were able to integrate our calling system easily and get things going on the lead calling aspect.
Great multipipeline option where we were able to manage both organisations under one roof.
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.
