TrustRadius
Xactly Incent Pro is a cloud-based, secure sales incentive compensation solution for enterprise-class businesses. Incent Pro replaces tedious, spreadsheet-based manual processes, making any incentive compensation program easy to manage and error free.https://dudodiprj2sv7.cloudfront.net/product-logos/pY/Ct/C3DCITBIDOW7.PNGXactly CorpXactly vs Callidus2018-11-13T14:12:04.643ZWe used Xactly Incent to calculate commissions and bonus for our sales team. We also used the Xactly Incent to send out comp plans. Our comp plans are pretty complex especially with different business unit and different requirements based on 5 different comp plans and many exceptions. The key to be successful using Xactly Incent is having a great DELTA and Incent Consultant to help us do all the crazy coding into the system and have ample time to test. I have failed in the past using Xactly Incent in my previous employer because we did not have a great consultant to help us through. Currently, we have a great consultant and we have used them for almost 3 years.,Xactly is constantly improving their products. I like the fact that they now have Connect for us to use. That way, we don't have to depend on their DELTA team if we need to make any changes on our end.
The PPP function is good if you constantly have adjustments for prior months.,It will be nice if we can make versioning steps easier if someone moves from one role to another.
Calculated quotas cannot be accessed from analytics.,9,It saves us a lot of time when we start using Xactly. No more human errors.
Payouts are accurate and on time.,Callidus Commissions,Salesforce.comAnnie MillerXactly Incent Review2017-10-20T19:55:17.835ZWe use Xactly Incent to pay variable compensation for our Sales department. It streamlines the monthly variable compensation process. Incent also makes creating compensation plans easy and intuitive. It also allows the Sales department to easily track there sales quotas and compensation. It gets rid of a lot of confusion and questions.,Incent imports monthly sales data and calculates payments quickly and efficiently.
Incent provides an audit trail of payments to sales dollars for future needs.
Incent provides excellent reporting for managers and executives to ensure your compensation plan is running at an optimal level.,There are a lot of steps and setting those up can be quite cumbersome. If one step breaks the downstream effect is quite large.
Using the tool is not quite as intuitive as one would hope. There is a lot of back and forth. I would have hoped the steps would be more linear from left to right.,8,Incent has had a nice effect on the Sales department being able to track and manage their monthly goals.,Xactly Express,Microsoft Access, Salesforce Analytics Cloud, Business Intelligence Discoverer,80,5,Visibility for Sales to see their numbers and commission
Streamlining the monthly variable compensation products
Ability for Sales to see their information through the mobile app on the go,Utilizing the Analytics in order to create reports for management,10Nathan DuncanXactly is a time saver2018-08-04T18:53:00.980ZWe currently are using Incent across the whole organization. All our reps loves it, as it gives them access to detail information of what bookings they got credit for, how much commission they received for that credit, and the bonuses they received when they met the criteria. In addition, Incent have helped us send out commission to payroll processing for effectively, as we no longer need to use Excel calculation.,Once logic/rules are created in Xactly, credits and commission are automatically calculated. This makes it very convenient, with eliminates manual errors.
Gives detail drill downs of credits for commissions. This allows reps to review for themselves what credits they have received for their bookings
Send out commission payout to payroll is more convenient now with Incent. No more calculation in Excel.,Provide a guide book with step by step detail explanation of the rules features in Plan Design.
Able to select hide calendar based on Business Groups as well. Currently, it's only whole org or admin.,8,Saved us lots of times in commission calculations.
More efficient and reliable on commission amounts calculated. Less room for errors.,,Salesforce Analytics Cloud, Salesforce App Cloud, Salesforce Commerce CloudVivian Yeh“Xactly Incent - Great Tool for Commissions”2016-05-25T20:48:52.190ZI am working on Xactly Incent for over three years now. We use Incent for calculating commissions for over 1500 people along with using Analytics for reports. The tool is used by the commissions operations team. The system offers lot of customization, which helps us to design the most complicated commission plans at ease and calculate commissions accordingly.,Xactly is a great tool to work with along with the customization it offers in terms of designing the plans.
It offers lot of details to the sales reps in terms of their respective credits for each deal under each month i.e. there is lot of transparency.
Prior Period Adjustment (PPA) is a great addition to the system.
Xactly Analytics is a great reporting tool.,At the start of the year, the system requires a kind of fresh set up, which takes quite amount of time.
ENTER key does not works on every page. Plus the BACK key does not works at all within the system.
While I am writing Rules, I need to create a new Order Type or Credit Type, I cannot create it from the Rules page. Instead I have to go to the specific page to create these Order or Credit Type and then return to the Rules page to write the Rule.
More customization on the Incentive Statements will be a great addition.,10,Xactly Incent is definitely a positive investment for the company. It helps the sales team to understand their earned commissions better along with their credits otherwise that would have been a big issue without Xactly Incent.,None,TIBCO Spotfire,1500,2,Calculate Credits and Commissions for the Sales team and other teams.
Easy to read and understand Incentive Statements.
Good reports.,To upload the draw information, which helps to calculate the net commission amount due to the rep,Currently, we are using Xactly Incent in the best possible way. However, the new updates from Xactly helps in improving the usage.,10,No,Price
Product Features
Product Usability
Product Reputation
Vendor Reputation
Positive Sales Experience with the Vendor
Analyst Reports
Third-party Reviews,No change,Third-party professional services,Change management was minimal,9,Online training
Self-taught,8,No, initial training is really required to learn the product.,10,Yes,We were busy with calculating commissions for a quarter when we encountered an issue with the system. Plus it was a weekend. We created a case with the Support team as the issue was impacting the commission calculation. We were not sure if there will be anyone available to help us out to resolve the case. But to our surprise, the Support team was quick to respond on the case and gave some alternate options to try, which worked in our case. The Support team contacted again later and followed up in the following days to make sure we did not had any further issues.,Writing Credit/Commission rules
Creating Incentive Statements,Setting up a new user
Setting up Quotas and Credits to be used in Rules
New-Year set up,Yes, but I don't use it,9Prashant GuptaXactly Incent - no more Excel2016-06-01T20:21:51.987ZIncent is used by our sales organization for sales compensation calculations along with performance metrics. Additionally, we are using Analytics for reporting and accounting accruals. Xactly Incent addresses the automation of commission calculations, along with the ease of accessibility for performance for the sales reps. It also helps managers understand where their sales reps are individually and as a team. We accomplish error free calculations and transparency to
end users.,Document management is used in our organization to allow sales reps to review and accept their plan documents. It easy to use and key to our organization
Details and transparency for sales reps - Sales reps love to see where they are against goal, how much they are being paid and where they rank among the troops
Accurate calculations - Usually never a question
Easy to understand
easy to manage mid-year and effective date changes,Analytical is not the easiest to use and is not very intuitive. There needs to be an easier way to get at some standard reporting metrics that are needed in every organization like pay and Performance and easily configure stack rankings.
The ability to forecast commission expense does not really exist or needs to be done in sandbox or live environment
Modeling is cumbersome
Customer Support,8,Xactly has eliminated the need to compile spreadsheets of commission data and minimizes internal emails and questions.
One stop shopping and no shadow accounting,,130,1,Accurate Calculations
Audit capability
Reporting,7,No,Price
Product Features
Product Usability
Third-party Reviews,No,Change management was minimal,Not understanding how the rules were defined and formulas used to build the plans,6,Online training
In-person training
Self-taught,6,6,no, you need training to understand all of the components and how they work together.,No,6,Yes,Creating people , positions, heirarchy, plans,Adding goals, understanding how formulas are used within calculations and rules if you did not do the setup,Yes,8,Sales ForceHelen Rendos
Unspecified
Xactly Incent
81 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
