Incentivizing Sales Performance Made Easy
I am an administrator and help commissionable employees with questions or issues. I use Xactly Incent to troubleshoot issues and for …
Overview
What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize…
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How Xactly Incent Differs From Its Competitors
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Popular Features
- Sales compensation plan creation (79)7.575%
- Sales compensation process automation (77)7.474%
- Personalized dashboards (79)7.373%
- Complex sales crediting (74)7.171%
Reviewer Pros & Cons
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Xactly Incent Review: Manages Compensation Without Having To Put In Manual Tracking Work
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What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize higher quota…
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What is Xactly Incent?
Xactly Incent is a software solution that allows companies to design, automate, and manage incentive compensation—from simple to complex—and align seller behavior with revenue goals. Xactly Incent aims to help customers to:
* Reduce time spent on plan administration
* Realize higher quota attainment
* Eliminate payout errors and increase payout accuracy
* Drive better performance with commission visibility
With its integrations, companies can combine compensation data from CRM, ERP, HCM, and other critical business systems in existing stacks to provide a holistic view of program effectiveness.
Xactly’s Intelligent Revenue Platform brings together operational and intelligence capabilities, enabling users to align plan, design, manage, incent, and forecast functions into one cohesive platform. Its ability to integrate Xactly Incent across the broader revenue engine enables users to make strategic decisions with revenue data.
Other solutions include Xactly Forecasting, Xactly Extend, and Xactly AlignStar.
Xactly Incent Features
Sales ICM Features
- Supported: Sales compensation plan creation
- Supported: Complex sales crediting
- Supported: Sales compensation process automation
- Supported: Incentive auditing/regulation compliance
- Supported: Sales compensation dashboards & forecasting
- Supported: Incentive modeling
- Supported: Agile incentive strategy
- Supported: ICM mobile visibility
Sales Gamification Features
- Supported: Sales rep view
Analytics and Reporting Features
- Supported: Personalized dashboards
Additional Features
- Supported: Flexible compensation plan design: Create and manage any type of commission plan with reusable elements like rules, quotas and rate tables.
- Supported: Reporting and customizable dashboards: Over 100 out-of-the-box reports and personalized dashboards to track sales and plan performance.
- Supported: Plan document and workflow management: Configure, track, and manage compensation processes.
- Supported: Sales rep and manager dashboards: Increase rep productivity and trust with on-demand visibility into their commissions and payouts.
- Supported: Incentive statements: Detailed incentive statements for transparency and visibility at the individual or team level.
- Supported: Commission estimator: Where a team can see how much they can earn based on opportunities.
- Supported: Incentive plan summaries: Provides reps with a holistic view into their individual plans with summaries that include plan quotas, commission rates, and SPIF programs.
- Supported: Data integrations: Integrate with CRMs, ERPs, or HCMs, like Salesforce, Microsoft Dynamics and Netsuite
- Supported: API connector
- Supported: Single Sign-on (SSO)
- Supported: Analytics
- Supported: Multi-currency
- Supported: Prior period processing: Allows for reprocessing prior periods to generate retroactive adjustments to results.
- Supported: Advanced search capability: An optimized search designed for large data sets that allow downloading of all result types.
- Supported: Modern user experience: Administrators can navigate through simple and visually enhanced designs.
- Supported: Data integrations: Integrates with CRMs, ERPs, or HCMs, like Salesforce, Microsoft Dynamics, and Netsuite.
Xactly Incent Screenshots
Xactly Incent Video
Xactly Incent lets users design and automate compensation plans, to drive profitable business, build more resilient revenue, and get sales reps back to selling.
Xactly Incent Integrations
Xactly Incent Competitors
Xactly Incent Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | United States, Spain, China, France, Germany, Brazil, Italy, Japan, Mexico, Russia, South Korea, Taiwan, Sweden, Netherlands, Norway, Canada, Poland, Slovakia, Czech Republic, Australia, Brazil |
| Supported Languages | English, Spanish, Chinese, French, German, Portuguese, Italian, Japanese, Spanish Russian, Korean, Traditional Chinese, Swedish, Dutch, Norwegian Bokmal, Polish Slovak, Czech |
Xactly Incent Downloadables
Frequently Asked Questions
Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the simple to the complex—and align seller behavior with revenue goals. With Xactly Incent helps customers to reduce time spent on plan administration, realize higher quota attainment, eliminate payout errors and increase payout accuracy, drive better performance with commission visibility.
With its integrations, companies can combine compensation data with CRM, ERP, HCM and other critical business systems in existing stacks to provide a complete view into program effectiveness.
Reviewers rate KPIs highest, with a score of 8.5.
The most common users of Xactly Incent are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
(397)Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
- Our organization uses Xactly incent to calculate and communicate incentive payouts for over 100 different roles across multiple business units. - We pull data from multiple finances, HR, and sales platforms to perform these calculations on a monthly, quarterly, and annual basis. - Commission payouts are communicated to individual employees and management through the Xactly Incent statement function - We also provide reports for management through the Analytics module that helps summarize key findings on commission expense.
- Handles a wide variety of incentive types (commission, target-based bonus, bounty, kicker)
- Integrates data from multiple platforms to perform calculations
- Refreshes key data overnight so employees can track their earnings progress daily
- Allows for sending and archiving of incentive plan documentation, including electronic signature acknowledgment
- Xactly Incent requires a significant amount of programmer support to maintain.
- Employee statements are not particularly customizable, which can make it hard to communicate certain types of incentive calculations
- Xactly Incent does not provide management with an easy way to view aggregate commission payouts
78.75%
7.9
70%
7.0
80%
8.0
- It has not allowed us to reduce HR headcount
- It did improve our ability to accurately calculate commissions and reduce errors
We regularly use data from Xactly Incent to monitor compensation expenses across a wide variety of metrics. Xactly Incent proved very useful to us in identifying business units that were overpaying employees and reducing profitability. It also allows us to easily calculate average payouts for individual roles/job bands, etc.
Our organization does not utilize goal/quota-based incentives on a wide scale. However, we do track compensation expense by business unit and role to help identify areas that need additional investment or reduction in expense in future periods. In this sense, Xactly is helping us meet our goal to improve profitability and manage optimal headcount levels across business units.
Integrating data from multiple systems has greatly reduced error and manual calculations. In addition to the 3rd party systems listed, we have also integrated Xactly with our in-house ERP system, which we use as the primary business tool across the organization. Xactly Incent was very effective in integrating with our in-house system, which is a big plus.
Sales Operations is using the data to gauge performance effectiveness. For example, they may compare commission payouts with total volume to get a sense of how much commissions are contributing to COGS. The Finance department is using reports from Xactly incent to prepare monthly and quarterly accruals, and for regulatory purposes..
Xactly Incent is less flexible than Excel but provides a much higher level of automation. We utilize Excel as a tool to validate and analyze calculation results in Xactly. The download feature in Xactly is easy to use and allows for easy integration with various Excel spreadsheets. These two programs can work well together.
50
Human Resources, Finance, Sales Operations
3
Xactly Incent should be supported by individuals with a compensation background who have previous experience with Incent. I would not recommend trying to assign IT individuals to support the product, since it does not require coding, SQL, etc. to support. Someone with good problem solving skills who can also manage the relationship with Xactly support.
- Monthly commission calculations
- Annual bonus payouts
- Daily tracking of volume by product line
- For daily tracking of volume by product
- Identifying orders that were incorrectly entered by Sales Dept
- More insightful reporting for management
- Better daily dashboards for all sales reps
Yes
We were using a homemade solution that was custom configured by our organization. This system was very time-consuming to maintain and required a large team of IT professionals to run on a daily basis. In addition, every time we designed a new incentive plan it took a long time to configure the commission details.
- Product Features
- Product Reputation
- Prior Experience with the Product
Senior management in the Human Resources department had successfully implemented Xactly Incent at previous organizations and knew that it was a worthwhile product for a growing organization. Xactly has a strong reputation in the compensation field for being the best available solution on the market today. This was the most important factor in our decision.
I don't think we would change our selection. If doing it all over again, I would take more time to explain the importance of the product to the Compensation Department. There was poor communication along these lines, and many compensation analysts were concerned that they would be laid off as a result of Xactly's implementation. It turned out that more analysts were needed after implementation, so the stress was unnecessary.
- Third-party professional services
Accenture performed the implementation for our organization. They had a team of programmers located across the globe and several project managers. They were somehow directly connected to Xactly, however, so even though they worked for Accenture they acted like Xactly employees and our interactions with them were always coursed through Xactly.
Yes
We had multiple sales channels comprising thousands of employees and hundreds of plans, so the implementation was broken into three phases. Each phase focused on 1-2 of our sales channels. Each phase had a rigorous User Acceptance Training followed by a rollout. After rollout, we typically waited 2-3 months before making the system live to our sales reps.
Change management was a minor issue with the implementation
As mentioned in an earlier comment, the biggest change management need with Xactly implementation is within the compensation department, and our organization did not focus much on explaining the "why" behind the implementation. The change required for the sales force was actually quite small - they simply started logging into Xactly instead of our old home-made system to access their monthly commission statements.
- DIfficulty configuring complicated commissions
- CHallenges getting organizational structure correct
- Issues resolved, but then remerging later
- Online Training
- In-Person Training
Use tags generously, because over time you will generate a lot of different credit rules, commission rules, rate tables, etc. etc.
I also think it is a worthwhile investment to engage an Xactly Technical Account Manager. The TAM will be able to handle even the most difficult configurations. The price you pay for a TAM is much cheaper than trying to pay a full time employee to handle all of the configurations.
I also think it is a worthwhile investment to engage an Xactly Technical Account Manager. The TAM will be able to handle even the most difficult configurations. The price you pay for a TAM is much cheaper than trying to pay a full time employee to handle all of the configurations.
Some - we have done small customizations to the interface
Customization on our end has mostly focused on the "pods" that make up the user dashboards. You have many options here on what kind of information you want to make available to the reps in addition to their regular commission statement.
I understand that even greater customization can take place but have not done that yet.
I understand that even greater customization can take place but have not done that yet.
No - we have not done any custom code
Nothing additional to add.
Yes, premium support was purchased. I would consider this an essential part of Xactly and everyone should factor this into the purchase decision. It would be difficult to successfully operate Xactly Incent without access to the premium support option. Xactly is too difficult to try and operate on your own.
Yes
Yes, there will be bugs that emerge in the software from time to time. ALthough it is not always easy for the Xactly Support team to identify and address the bug, they are very responsive to the issue and provide frequent updates on their progress when they are working to resolve it.
There are so many times I can hardly count. Often issues will emerge right before payroll deadline. However, if I create a ticket, mark it critical, and elevate the case to my contact in the Support department, I typically get resolution of the issue within 2-3 hours. This is one of my favorite aspects of Xactly Incent.
- Accessing employee statements
- Changing employee hierarchy/reporting
- Closing the month/quarter
- Setting up new employees
- Setting up new types of commissions/incentives
- Creating new credit types
Yes, but I don't use it
- HRIS (ADP)
- Internal order system
We set up incent so that it automatically tracked new hires, transfers, promotions and terminations. This feature worked very well and saved a lot of time. We also set up nightly recalculations with our in-house order system. It was nice to come in every morning with a fresh set of data.
- Salesforce
- Workday
Yes - Xactly is experienced in facilitating interfaces with multiple systems.
- File import/export
- Single Signon
I would recommend including as many integrations as possible in your initial implementation. There is no need to wait, and loading things manually is much more difficult.
n/a
Be open about your challenges and your wins with the system. Xactly has a good process for dealing with failures or unmet expectations.
Yes
This is very easy - upgrades are performed during regular monthly maintenance, and new features are rolled out slowly over time. The Xactly team is good at communicating upgrades before they arrive, and they offer regular training.
- Easier user interface
- Quicker calculation engine
- Unsure, but look forward to new features
No
No
October 22, 2021
Xactly Incent - no more Excel
Score 8 out of 10
Vetted Review
Verified User
Incent 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
- Xactly has eliminated the need to compile spreadsheets of commission data and minimizes internal emails and questions.
- One stop shopping for reporting and no shadow accounting
Performance Analytics allow us to see how the comp plan is performing vs sales results. It also allows us to see where we may be paying too much or too little.
We are not currently using any of the other modules. Sales forecasting may be a great product and solutions but currently is out of our price range for use.
Sales results are consistently monitored to predict commission expense as well as goal achievability. Used primarily by finance and Sales ops.
Good tool out there for our needs Intuitive, easy to use
- Xactly Incent
- Xactly Connect
250
Sales and Finance
2
Business acumen, Excel
- Accurate Calculations
- Reporting
- Audit capability
- Rankings
- What If scenarios
- expense predictablity
Yes
Manual Xcel spreadsheets
- Price
- Product Features
- Product Usability
- Third-party Reviews
Fit and product usability
ask more questions about the implementation process
Stay on top of consultants and understand what they are doing
- Implemented in-house
- Third-party professional services
No
Change management was a big part of the implementation and was well-handled
- Not understanding how the rules were defined and formulas used to build the plans
- configuration not moving correctly from Sandbox
- Online training
- In-person training
- Self-taught
no, you need training to understand all of the components and how they work together.
be involved as much as possible, be sure to understand the configuration
Some - we have done small customizations to the interface
Not so easy, quite a few complicated formulas to drive the desired results
Some - we have added small pieces of custom code
calculations through Delta process to determine net sales value
crediting was configured for sales credit
N/A
No
Yes
it depends on the issue, now with the new platform to report issues, there is no severity flag
It is harder to track someone down to respond
- Creating people , positions, heirarchy, plans
- Adding goals, understanding how formulas are used within calculations and rules if you did not do the setup
Yes
- Sales Force
Still in progress for estimation of commissions
N/A
- File import/export
- Single Signon
No
Understand your requirements and Xactly's
No
No
August 20, 2021
Xactly Incent is great for taking care of Sales Commissions
Xactly Incent is being used to calculate Sales Representatives' Commissions payout worldwide. It also helps us to generate all the Compensation Plans, such that the Sales Reps can access them and their managers can approve them through the system.
- It's really easy for all sales employees to check their Incentives Statement, even manager can check all the information about their team.
- It's great for generating compensation plans and managers can easily approve them in the system.
- It's really easy to make any quota or other personal information updates when needed.
- Visually it doesn't look so good, looks a bit outdated, so I really hope that the coming update makes it better.
- About the compensation plans, it would be good to have an option to download all the available plans, right now you can just download them one by one.
- Better control on all the Commissions Calculations.
- Better visibility and transparency for sales reps about their Commissions Calculation.
- It helps to save time on quota and personal information updates.
I'm not really in charge of that, but I assume this is being used by Revenue Ops and FP&A.
Right now we use other tools for that purpose, maybe in the future we can what Xactly offers.
All the information flows from Salesforce to Xactly, so we don't need to worry a lot of missing something.
Revenue Operations uses the plans to accomplish their goals, also some information is obtained by IT, but Finance is the one that is getting more benefits.
We used Obero in the past, Incent is so much better.
200
Basically it's used by all the sales representatives to check their statements and it's also used by Revenue Operations and Finance.
4
Basically Finance is who takes care about anything related to Xactly and we also have IT to help us in case we need it. The skills required for supporting Incent were basically acquired with the initial training provided.
- Calculation of all Commissions payout worldwide.
- Generation of Compensation Plans.
- Sales representatives can check their Commissions calculation.
- Forecasting maybe.
Yes
We used Obero in the past, which never actually worked correctly, it was just like an Excel spreadsheet. We wanted to automate the process and make it more user friendly.
- Product Features
- Product Usability
- Product Reputation
The decision was not mine, but from what I know we were looking for the best product available to calculate Commissions and we found Xactly. We investigated a lot and looks like Xactly has a great reputation and then when we saw the product it looked like a really helpful tool.
I think we won't change anything.
- Implemented in-house
Yes
Don't remember the exact phases, but basically we first had some meeting to explain the way we calculate commissions, then the Xactly team prepared a demo. We had a week of training and then UAT took place, after testing basically we checked all the details and accepted the project.
- Not a lot of issues, just maybe the fact that our Commissions Calculation is a bit weird in some cases.
- no training
I had in-person training.
No - we have not done any customization to the interface
No - we have not done any custom code
I don't think we did any really specific customization
Yes
It was actually solved really fast.
We were having issues with terminations for Managers and Sales Engineer, which should receive prorated commissions to their termination date. The system was not calculating that correctly, the support team told us that it was due to the fact that some rules were not assigned to their plans and that actually solved the issue. It was an easy fix but we were not able to detect it before, and the support team did it really fast!!
- Update people records (Quota, Variable, etc.).
- Upload data.
- Generate Incentive Statements.
- Download more than one Compensation Plan (you can just download one by one).
Yes, but I don't use it
- Salesforce
All the opportunities come from Salesforce, it was really easy to make the integration.
- File import/export
- Single Signon
As it was flawless for us, I don't think I have any advice.
We have monthly meetings to check whatever we need.
Everything was great.
No
- I think an upgrade is coming soon so we're waiting for it.
- Looks like it will be visually better.
No
No
August 11, 2021
Xactly Incent one of the leading products in this space
Score 9 out of 10
Vetted Review
Verified User
We started to use Incent in 2012 and replaced older system to meet business needs. It is used by Sales Operations department, Human Resources and Finance for Sales Compensation purposes and performance. It really eliminates all manual work that would be done by the old style. It addresses the in real time results as it provides information up to date. It is flexible on changes minor and major changes in your comp calculations. Great tool overall.
- Visibilty
- Dig in dip details info
- Calculations
- Analytics part
- Some information you want to see all together in one customized report like Credits, Quotas, Attainment, Commissions, and Bonuses.
- Positive for sure.
- On our case it is more than 50% which is really great.
Data insights is a good addition to the Xactly Incent as it shows valuable details for analysis of the Sales plan, if it works well or require adjustment. Where person may be needs help and directions to improve the results. Very considerable and helpful to make the right decision when dealing with sales and compensation balance.
We do take to consideration all these tools what Xactly offers.
we have Salesforce, SAP, CLI systems integration with Incent via sftp transfers.
The following departments are using data from Incent: finance - to forecast budget for future payouts to audit the outcome, payroll - to pay employees their sales comp dollars base on Incent reports, sales operations - to analyze the quarterly and yearly performance, hr - to have data to design, adjust Sales incentive plans when required.
Reliability, Accuracy, Simplicity, "Time spent" factor. Definitely recommended product.
- Xactly Incent
- Xactly Connect
180
We have all kind of people with business functions who uses Xactly Incent. The list starts from Sales representatives, Sales Managers, Sales Directors, Executive team, Sales Operations team, Finance team, Human Resources team. Xactly partners and developers during the development, testing and implementation, Xactly Support when you are in trouble with Incent.
1
To support Xactly requires minimum 1 person as business administrator with knowledge of Sales Compensation, Finance skills, Analytical skills, Technical skills, It could vary from the complexity and changes if need to be completed. IT developers with SQL code knowledge to support to implement the required changes as they occur for instance once a year, may be more often, may be random once in 2 -3 years.
- Assess to the Xactly Incent from anywhere in the world as long as Internet works.
- Information presented in real time all the time.
- Possible competed automation process from orders creations calculations to paycheck in the Bank as per Incent statement.
- Easy to use and it is really user friendly interface.
- Estimator tool that can estimate "how much I will get commissions if I close the deal"
- We have gone from the old static system no visibility, no real time update, back in 2012 to the Xactly Incent to provide complete visibility, control, transparency, real time information and calculations right on a spot. We are glad we did get rid of the old inefficient system to calculate Sales compensation.
- To combine Xaclty Incent with Connect to get compete control in our hands of Sales Compensation from development to Implementation and support.
Yes
We have replaced our old system STAIRS as it did not meet the up to date technology, Old style. Static information, no visibility, sales did not know how they are doing in progress. That had to be changed and we have found what suits our needs, requirements in Xactly Incent.
- Price
- Product Usability
- Product Reputation
- Vendor Reputation
I would stop here to give you more details on Product Usability. Xactly is very easy to use. It is very stable system. Maintained with updates by vendor every month and most beauty is accessible from anywhere with internet connection. Sales people can not change any numbers, it is browser view only to them. Exportable reports in PDF or Excel.
At the time of 2011 Xactly did not have such module as Connect and we had to use Delta for automation, completely relied on the Xactly team or partners to make any changes. With Connect piece that gives 100% control in your hands from design, develop, implement, maintain Xactly Incent without need to contact Xactly for changes. We would integrate Xactly Incent with Connect to fulfill compete control.
No
- making mistakes and learning the system on the go.
- Online training
- in-person training
it is possible to have self-taught however, takes time. I recommend to use in-person (in-class) or on-line training and let professionals lead that.
to save a time and money recommend to use professional services to handle the configuration to be done right.
No - we have not done any customization to the interface
No - we have not done any custom code
We have added some custom fields for use.
Yes
We are customers with Premium support, it means 24/7 hours, quick responds, with resolutions in couple three hours instead of up to 48 hours. There is a dedicated people with knowledge of our functional requirements and design of compensation plans. Basically you get what you pay for. This is a good description.
No
There was one time when orders in batch were stuck with calculations and it got "frozen" for hours in processing queue to process the line of batches, There is no other way to resolve it as to contact Xactly support and to remove that stacked batch from the processing queue in order to move on with other batches. Support was exceptional in terms of time and issue has been resolved in a matter of few minutes. They saved our day at that time.
- To calculate batches to Credits or Calculate batches to Incentives.
- Upload the orders
- Create user
- To create formulas and rules
Yes
We have enabled the mobile ui functionality for sales people to see how they are doing on the phone, on a go. They like it. I would like to mention that Mobile UI version is not for admins to work. It works on iPhones, androids, blackberries. As Admin you can see who is using what kind of version.
- Salesforce
single sign on in salesforce and access to Xactly from salesforce.
- no plans yet
no plans yet
- Single Signon
- AppExchange or similar marketplace
single sight on with salesforce and app-exchange to access from salesforce.
I would advise to use salesforce single sign on as it works perfectly for sales people and it is secured as well.
Easy to negotiate and to deal with, just to make sure everything is discussed and negotiated to meet your needs.
Advise: do the homework, get prepared and request all you need.
Yes
Xactly team does updates and new features on a monthly bases to make sure all the areas are working as expected and improved.
- new features
- improvement on analytics tool
No
No
October 19, 2020
“Xactly Incent - Great Tool for Commissions”
Score 10 out of 10
Vetted Review
Verified User
I am working on Incent for almost six years now. Incent is the best tool for commission calculation. The system provides complete functionality - from credits to commissions to draws, and then running reports/analytics. It offers a lot of functions and customizations required to design complicated commission plans and calculate commissions. I like the new UI for Incent that the team rolled out a couple of months ago.
Plus the new changes that the team brings are really good and make the product more usable & friendly.
- 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.
- 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.
- 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.
We are managing and streamlining the compensation plans to avoid difficult credit and commission rules
We do not use any other Xactly product
We have not integrated Xactly Incent with any other software platform.
The other departments are using the downloaded reports from Xactly Analytics to get the total revenue and commission details along with the quota attainment %.
- None
Xactly Incent offers a lot out of the box that meets our requirements. We did not evaluate any other products.
- Xactly Incent
1500
These people represent the Commissions group, Support group, Sales Team, PreSales Team, Inside Sales, PSG group, and Marketing team.
2
Xactly Incent Admin
- Calculate Credits and Commissions for the Sales team and other teams.
- Easy to read and understand Incentive Statements.
- Good reports using Xactly Analytics.
- 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.
- We have customized Xactly People record page with new fields to track some other important data.
No
- Price
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
- Positive Sales Experience with the Vendor
- Analyst Reports
- Third-party Reviews
It is not the single most important factor but product features, product usability, & product reputation were the most important factors among others.
No change
- Third-party professional services
Xactly Support
Change management was minimal
- No significant issues
- Online training
- in-person training
The most important thing is to clearly identify the requirements before configuring Xactly Incent
No - there is no facility to customize the interface
No - the product does not support adding custom code
No
Yes
Yes
Yes, I have reported bugs in the past. And most of these bugs were fixed/resolved with an update.
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
- Creating Employee (People) Record
- Setting up a new user
- Setting up Quotas and Credits to be used in Rules
- New-Year set up
Yes
It is very user friendly
- No integration with other systems
- No
- Single Signon
N/A
Price
No. The team at Xactly is really good.
No
- The recent change was the new Incent UI
- New UI looks really good
No
No