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.
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Xactly SimplyComp (discontinued)
Score 5.9 out of 10
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Xactly SimplyComp was a sales incentive compensation planning application for sales commission and team performance tracking. It is a legacy product, and is no longer available for sale.
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.
It's fine if your comp plans are really simple. It should have no problem multiplying ACV by a rep's BCR and maybe having a SPIFF or two. If you have accelerators, decelerators, complicated hierarchies, constant "exceptions to the rule", and need a platform to be flexible...SimplyComp simply won't be able to help here. Any "solutions" they implement will be short-term bandaids that will have to be addressed again sometime in the future
Reporting of financial statements is simple and easy to navigate.
Plans can be customized to meet multiple different types of bonus/commission schedules.
Salesforce integration further improves the automation of commission reporting.
Administrators have the ability to add/remove plans as needed limiting the need to work with a support person everytime a change is made to the commission plan. This has been particularly useful in our company as we are still trying to develop the appropriate commission plan structure so we are frequently making changes to the existing platform. Our administrator has had no issues making changes as needed and can typically get them done quickly.
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
The platform is incredibly complex for non-basic commissions plans and setting things up is painful and time consuming.
Importing functionality is improving, but still subpar, requiring a lot of manual entry for customer plans.
The time lag to actually calculate commission (after a user clicks the "calculate" button) is long, leaving one sitting and waiting for the software to do its thing.
For our non-US team members, we wanted insight into USD and local currency commission. SimplyComp doesn't support this.
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".
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.
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.
Our Implementation Consultant was fantastic. She made herself available, scheduled for in advance to accommodate our schedule, and was very helpful on our calls. She happily executed work on our behalf behind the scenes to help move our implementation along. The Customer Support team was mixed, as is expected with Support teams. Nothing horribly bad, but nothing to write home about. SimplyComp is a newest product for Xactly so everyone is still learning it
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).
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.
This is the first time I've used a software for commision only. I've usually just used Salesforce to calculate my sales numbers and then do the math myself. This is nice to know the exact number but I don't think a lot better
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.
Positive impact is our reps are able to view their commissions much more clearly in SFDC. We are also able to calculate 95% of our commissions more rapidly (and have to spot-check the rest).
Negative impact was the onboarding process and "learning as we go" rather than having a set process document for getting us live.
