Likelihood to Recommend It's really an all-in-one solution for tracking the success of a sales team. You can establish unique earning paths per sales rep (user) to allow for flexible commission structures, bonus payouts for going above and beyond, and more. I think it's a great solution for anyone looking to get more insight into their sales team's productivity - and to expand an existing sales force.
Read full review Xactly Incent is well suited for communicating commission information to the field. I love that they can just log on and see all the data they need to verify the commissions they receive. I also like the option to post messages and announcements within the application.
Read full review Pros We don’t have to calculate commissions in Excel anymore! It takes a fraction of the time it used to calculate commissions. Saves about 1-2 days on month end close. I like that it is easy for me and reps to drill down and see the calculations of their payouts. Reps can see calcs all month long instead of having to wait until the end of the month, so acts as a motivator. Sales managers can manage their direct reports better. When I first started using QP, I was not thrilled with the quota attainment reporting for dollars, percent, and team management. I’m glad that they added leaderboards and are working on better reporting. I like the UX and UI of the whole software. I like being able to export the following easily to Excel – resolved payouts for all payouts, payouts by rep, and Ledger (ASC 606) info. Admins can request that reps acknowledge their plans through QP, which helps with compliance and ensures we are in agreement with calculations. I like that they are adding a docusign feature. You can easily adjust earnings if a correction is needed, even after the month is closed. Just make sure you reverse from the end of the process (i.e. undo in ledger, undo the resolved payout, delete the unresolved payout, un-approve the deal). Read full review It calculates the commissions so accurate based on the plan that we setup It details the data reports in terms of Rankings, Payouts, Employee history etc It works great with the combination of other Xactly products like Connect for automated processes and Analytics for Reports Read full review Cons More workspace roles with the ability to customize what each user is able to do. Currently, there's only member and team manager. The team manager currently has too much power and we want to remove some of the things they're able to do like approve deals. When you sync a deal from the CRM, you can override the earnings but you cannot override the field value you're syncing over. It would be great if that was possible. When you want to exclude a deal, you have to go in the filters and add a rule to exclude the ID. It would be better if there's an option to reject deals in certain paths as an approver. Read full review Maintaining Hierarchies can become difficult throughout the fiscal year if you have a multi-layered commissions model. My team would benefit from a smoother mechanism to update/maintain hierarchies in the system. Special characters are not supported in the tool and that can become a problem given we use the system globally. Game changer if the system allowed more customization on the people object. Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review Reliability and Availability 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.
Read full review Performance 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.
Read full review Support Rating We got a dedicated CSM to help with bugs, troubleshooting, and redesign of comp plans. When we ran into issues with the calculations, the CSM was able to assist identifying the root case so that we could fix it. CSM was also very receptive of product roadmap ideas and willing to engage quarterly or more often.
Read full review 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.
Read full review In-Person Training It was great, good explanations and good training material provided, we were able to get a really good idea of how to use the system. I also think that it was enough time to learn how to setup the system.
Read full review Online Training 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.
Read full review Implementation Rating We have been satisfied with the implementation overall. The person from Xactly professional team was on our site to support the implementation and give us guides and instructions on how to operate the system in our case. it was really helpful moments. We have learned what and how to test Xactly Incent
Read full review Alternatives Considered I have looked at the integrated tools for CRMs such as Copper which tries to handle a leaderboard. This tool is not useful at all and does not motivate sales teams to perform. It does not consider sales quota and individual compensation in a relevant way. CRMs are primarily focused on the opportunity while QuotaPath is specifically focused on the sales member's performance.
Read full review I have been working on Incent since one year. I found it to be the greatest tool for calculating commissions. From credits to commissions to sketches, the system has it all, including the ability to conduct reports and statistics. It has a lot of features and customizations that are necessary for creating complex commission plans and calculating commissions. I enjoy its modern and user-friendly interface that makes the product more fascinating. Furthermore, the team's latest updates are excellent and make the product more effective and friendlier
Read full review Scalability 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
Read full review Return on Investment Reduce commission calculations from a full day to minutes Provides both managers and reps with insight into their earnings Highly flexible plan structuring that allowed us to pay based on our objectives While saving money on the elimination of manual commission processing (+/12c days per year) I believe the real payback has been the way it has helped us to better incentivize and motivate our reps Read full review We are able to quickly and easily identify duplicate credit and commission calculations through data extracts in Incent. We have literally saved hundreds of thousands of dollars by identifying gaps in our sales operations processes, which were giving multiple people credits on the same deals, across multiple GEOs. We have cut processing time by 75% through Xactly Incent automations versus calculating manually in Excel. Read full review ScreenShots Xactly Incent Screenshots