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Xactly Incent

Xactly Incent

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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Recent Reviews

Great Enterprise Solution

7 out of 10
December 30, 2023
Xactly has the abiltiy to process mass amounts of data in an incredibly fast amount of time. No knowledge of programming is needed and it …
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Xactly Incent Review

8 out of 10
December 22, 2023
Incentivized
Xactly Incent is being used by all of the Sales and Commissions organizations. Addresses visibility to bookings/attainment for the Sales …
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Works as promised !

10 out of 10
December 19, 2023
Incentivized
Manager for Sales Compensation and the administrator of Xactly Incent reports to me.

Provides access to close to real-time incentive data …
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Xactly right!

8 out of 10
December 14, 2023
Incentivized
We use Xactly Incent to help our team calculate commissions for our sales reps and managers globally. We're able to apply various exchange …
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Xactly Incent Review

7 out of 10
December 14, 2023
Incentivized
Xactly Incent gives us to the power to show our sales and commercial staff the precise list of contracts and amounts counting toward their …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 27 features
  • Sales compensation plan creation (79)
    7.5
    75%
  • Sales compensation process automation (77)
    7.4
    74%
  • Personalized dashboards (79)
    7.3
    73%
  • Complex sales crediting (74)
    7.1
    71%

Reviewer Pros & Cons

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Video Reviews

1 video

Xactly Incent Review: Manages Compensation Without Having To Put In Manual Tracking Work
02:31
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Pricing

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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…

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.xactlycorp.com/request-demo

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Features

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

8.6
Avg 9.3

Sales ICM

Features around incentive compensation management for sales

7.1
Avg 8.6

Sales Gamification

Features related to gamifying sales operations.

8.1
Avg 9.1
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Product Details

What is Xactly Incent?

Xactly Incent is a software solution that allows companies to design, automate and manage incentive compensation—from the 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

And 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.

Xactly aims to bring together operational and intelligence capabilities to drive revenue operations success with their Intelligent Revenue Platform, enabling users to align planning, performance, and prediction functions into one cohesive platform. Its ability to integrate Xactly Incent across the broader revenue engine is how it enables users to make strategic decisions with revenue data. Other solutions include Xactly Forecasting, Xactly Sales Planning 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

Xactly Incent Screenshots

Screenshot of Admin Dashboard: A quick snapshot into the overall performance of current compensation plans and Incent instance.Screenshot of Admin View of Quotas List and Dashboard: See and manage all quotas for teams.Screenshot of Admin View of Pay Curves: Adjust pay curves for reps based on set thresholds, quota attainment percentages and multiplier rates and then use those to build out commission rules.Screenshot of Admin View of Profiles List and Drilldown: Provides a comprehensive snapshot of payees’ details for streamlined reviewing and a detailed view of any payee in the system.Screenshot of Rep Dashboard: Increase rep productivity and trust with on-demand visibility into their commissions and payouts.Screenshot of Rep View of Incentive Estimator: Where teams can see how much they can earn based on current opportunities.

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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Spain, China, France, Germany, Brazil, Italy, Japan, Mexico, Russia, South Korea, Taiwan, Sweden, Netherlands, Norway, Canada, Poland, Slovakia, Czech Republic, Australia, Brazil
Supported LanguagesEnglish, Spanish, Chinese, French, German, Portuguese, Italian, Japanese, Spanish Russian, Korean, Traditional Chinese, Swedish, Dutch, Norwegian Bokmal, Polish Slovak, Czech

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.

SAP Sales Cloud, Anaplan, and CaptivateIQ are common alternatives for Xactly Incent.

Reviewers rate KPIs highest, with a score of 8.5.

The most common users of Xactly Incent are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(397)

Attribute Ratings

Reviews

(1-25 of 268)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It is well suited where sales are based on revenue, bookings or subscription. Quotas for multiple years can be maintained and the Xactly Incent module is capable of providing the attainment% as well as Team Rankings by team. Visibility of payments, attainment, performance of team on landing page is extremely valuable to our leaders.
December 30, 2023

Great Enterprise Solution

Score 7 out of 10
Vetted Review
Verified User
Xactly Incent works well when comp plans are static and not changing frequently (less than annually). It is a great Enterprise solution that allows API connections to many different sources. When partnered with CEA, the accounting counterpoint, it can greatly bridge gaps between adminstration and accounting.
December 29, 2023

Honest Review.

Score 7 out of 10
Vetted Review
Verified User
Incentivized
While Xactly is good at calculation and process flow, the trouble we run into is system maintenance and plan reconfiguration, as well as reporting. That being said, as we have updated plans over the years, we have streamlined some of those factors to simplify the process as a whole with the intention of continuing to streamline all plan aspects going forward.
Score 10 out of 10
Vetted Review
Verified User
Xactly Incent works extremely well for the easier components based on product or quota attainment. As long as you can understand the formula process it is quite easy to write these formulas. It is not great with IF statements so you will need multiple rules/formulas to handle these. The analytics reporting tool is also not user-friendly in my opinion.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
I believe that Xactly is better situated for a smaller company or one with less compensation plans. They have a good starting framework to help those businesses that are earlier in the business cycle, smaller in size, or have straightforward compensation plans without any proration requirements.
December 19, 2023

Works as promised !

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Allowing for data roll ups from various business units into specific leaders. Provides excellent insight for our users down to the granular details. Fully transparent into the commission details and calculation of results.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The system is user friendly and easy to use. I see where the 'out of the box' program is perfect for other companies. Although we needed to do custom programming within delta to accommodate our system requirements while implementing Xactly Incent, we were able to get the desired results. Processing time for a large number of transactions is not an issue.
December 14, 2023

Xactly right!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We incorporated an accelerator to help motivate sales to hit their quotas. We set up Xactly Incent to apply that commission once the person hits two types of quotas.
December 14, 2023

Intuitive and Adaptable

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are quickly able to adapt our plan and use it ourselves without a full-time expert doing everything. through intuitive set up and great learning resources we are able to manage Xactly Incent on our own and do it quickly. this helps us be more flexible with our plans to keep our sales team engaged.
December 14, 2023

Xactly Incent Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
In my opinion, the system doesn't feel like it's caught up to most enterprise softwares. For example, the system lacks key features that allow business to quickly and easily scale such as global search or the ability to drill between objects in the system in my opinion. In my opinion, the system also operates under an archaic view that most businessed operate under a monthly candece; being required to group all of your data into individual months is tedious and increases the cost of maintenance in my opinion. In my opinion, Xactly Incent also suffers from an inconsisent UI/UX like the lack of sticky search across all objects, or even lack of consistency in being able to search for something as basic as a person's name is avaible in some objects but not in others I've found. In my experience, Xactly Incent also does not allow you to rename anything, which makes it challenging to create new configuration when you may not be able to streamline your naming cadence when creating something new. I believe the analytics is cloncky, and also still feels like an entirely different product that isn't avaible via API.
December 14, 2023

Xactly Incent

Katie O'Connor | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
While there are some places I think Xactly Incent can be improved I still think it is a great resource for sales compensation. Xactly makes reporting data easier and clearing to collect and report, it also clearly shows the sales details on their compensation and preformance for the current plan year. Xactly has been great for our team and continues to get better the longer we work with it.
Score 3 out of 10
Vetted Review
Verified User
Incentivized
It is more suited for sales reps that use quotas, plans, etc. Financial Services in which there are many teams with multiple financial advisors, and many splits, it gets very difficult to customize without an outside consultant.
December 14, 2023

Appreciative Admin

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Xactly Incent is well-suited for a company that has multiple commission plans. The statement documentation is great. Wish you could import plans instead of rolling them over manually.
December 14, 2023

Xactly Incent Review

Score 2 out of 10
Vetted Review
Verified User
Incentivized
In my experience, I can't understand business processes. Support process is disjointed in my opinion. Support is downright unhelpful in my opinion. My experience has overall been very poor since implementation. Very rarely can we find someone that can help I've found. In my experience, often times they do not have people that know the capabilities of their own product.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Docs functionality of tracking the plan acceptance status meets our Legal teams requirement. Easy configuration of compensation plans with accurate credit and commission results meets our HR and Audit requirements. Analytic meets our organizations reporting requirements.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Xactly Incent is well suited for large sales teams where spreadsheets are not able to maintain consistency. For small sales teams of 300 or less, it may not be cost effective. Xactly Incent is also better for auditing purposes while manual spreadsheets may be a challenge to audit.
Xactly Incent is also well suited for end users who are able to see their progress on a regular basis.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
A company that has a limited amount of compensation plan variances would benefit from the Xactly Incent tool. It is most supportive of a more straight forward approach to commissions that include basic hierarchy tiers and payouts. In our situation, the team worked extremely hard to ensure that they could make a large amount of unique plans still fit into the tool and while it took longer than expected, they were able to accomplish this. As a PM, I also found that having a strong business team who is comfortable with the details, can test, execute and advocate is key to success as Xactly does rely on the business to define and conduct the testing independently. A self motivated business team is key to success.
December 12, 2023

Manger, Compensation

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Before Xactly Incent, we spent a significant amount of time running commission calculations, adding and removing commissions. Our users can easily access Incent from Salesforce, where they can view their finalized commissions and can confirm what is outstanding. This saves us a lot of time, we can have multiple users running commissions at the same time, uploading manual adds or removals in the matter of minutes. We reached out to a few companies and viewed demos, Xactly Incent was exactly what we were looking for! They designed the platform, specifically for our needs and we can save time and focus on other aspects of the business!
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Incent offers the best out of box solution for companies moving away from spreadsheets. Also, with a larger user group/customer base, issues have generally been seen and addressed by others.
December 12, 2023

Xactly - Master Friendly!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Xactly Incent has been simple and very friendly to operate as an admin. This helps us set up multiple plans for new hires, update and maintain hierarchy data for new hires and terminations, calculate accurate commissions and adjust payouts. Most importantly, in combination with Connect and Analytics, this has been master friendly to get the daily work done with automated process and get the live reports like Rankings, Commissions, Bonuses data, Employee records that we need. We are able to send out the comp plans to the end users for approval. As a whole, it just stores everything in one single place so that we need not go back and forth in different areas for analysis.

At the same time, when there is a change of plans frequently or when complex new plans are created often, it becomes difficult sometimes to make changes quickly and get the expected results.
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