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…
Managing commissions for a sales organization of a technology company
Xactly the way Variable Compensation should be!
Great Enterprise Solution
Honest Review.
Great tool if you understand how to use it.
Solid structure, but lacks flexibility.
Xactly Incent Review
Works as promised !
Provides access to close to real-time incentive data …
Great solution for our unique requirements
Xactly right!
Robust SPM tool at a competitive price.
Everything in one place!
Intuitive and Adaptable
Xactly Incent Review
How Xactly Incent Differs From Its Competitors
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Compensation Management
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Sales Operation : Incentive statements provides visibility to goals and credit.
Finance : Helps to analyze budget vs actual sales cost
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Compensation Management
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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
- 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
Video Reviews
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Pricing
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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- Setup fee required
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- Premium Consulting/Integration Services
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Product Demos
Xactly Incent Self-Guided Product Tours (Form Fill)
Features
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
- 7.3Personalized dashboards(79) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 8.7Color-coded scorecards(2) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 8.5KPIs(3) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 9.3Key Performance Indicator setting(2) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 9.3Benchmarking with external data(2) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
- 8.7Revenue Forecasting(2) Ratings
AI forecasting of future sales revenue.
- 8.6Pipeline Analytics(2) Ratings
Provide the ability to rapidly visualize and identify pipeline changes.
Sales ICM
Features around incentive compensation management for sales
- 7.5Sales compensation plan creation(79) Ratings
Easy for Sales to create incentive compensation plans without IT assistance.
- 7.1Complex sales crediting(74) Ratings
Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.
- 7.4Sales compensation process automation(77) Ratings
Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.
- 7.2Incentive auditing/regulation compliance(63) Ratings
Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.
- 7.2Sales compensation dashboards & forecasting(72) Ratings
Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.
- 7.2Incentive modeling(55) Ratings
Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.
- 6.7Agile incentive strategy(51) Ratings
Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.
- 6.8ICM mobile visibility(48) Ratings
Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.
Sales Gamification
Features related to gamifying sales operations.
- 8Sales contest templates(1) Ratings
Includes pre-designed sales competitions based on common sales goals and KPIs.
- 9Custom sales contests(1) Ratings
System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.
- 8Team competitions(1) Ratings
Enables contests involving groups of employees playing against one another, rather than one-on-one competitions or every rep for themselves (as with a leaderboard).
- 9Multiple competitions(1) Ratings
Allows for multiple competitions of different types to be going on simultaneously; this kind of complexity is especially important for enterprises.
- 9Contest flexibility(1) Ratings
Administrators can make adjustments to competition design, duration, etc. as needed, allowing sales managers to test and modify different competitive dynamics for agile improvement. Also helps keep contests aligned with current company goals.
- 7.5Sales rep view(68) Ratings
Sales reps have their own profiles/personal view of the platform to monitor performance, progress, and goals. May include mini-games or coaching; often mobile access is important.
- 8.6Mobile game functionality(2) Ratings
Users can view results or participate in games and contests on their mobile devices.
- 8.6Game notifications & updates(2) Ratings
Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.
- 8Social competition / Game collaboration(1) Ratings
There is a social element to the competition; the gamification software allows users to post, like, share, and comment on each others’ wins and losses, or integrates to the company’s social/collaboration channel(s). May also allow non-salespeople to get involved.
- 8.6Sales game integration to Salesforce(2) Ratings
Pulls sales performance data and details from Salesforce CRM.
- 8Sales performance reporting(3) Ratings
Gamification software reports on individual and team sales results in an engaging, clear, and simple way.
- 5TV streaming(1) Ratings
Results of competitions, along with other motivational and competitive material, can be televised. This may be a matter of digitally displaying the sales performance report (static), or may be more like a news report/continuous content feed.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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 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
Comparisons
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Reviews and Ratings
(397)Attribute Ratings
- 8Likelihood to Renew44 ratings
- 8.9Availability10 ratings
- 6.1Performance11 ratings
- 7.2Usability22 ratings
- 5.8Support Rating22 ratings
- 8.7Online Training8 ratings
- 7.4In-Person Training8 ratings
- 3.9Implementation Rating14 ratings
- 4.6Configurability10 ratings
- 4.8Product Scalability11 ratings
- 4.8Ease of integration8 ratings
- 7.9Vendor pre-sale8 ratings
- 8.8Vendor post-sale8 ratings
Reviews
(1-5 of 5)- 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
- Sales compensation plan creation
- 80%8.0
- Complex sales crediting
- 100%10.0
- Sales compensation process automation
- 90%9.0
- Incentive auditing/regulation compliance
- 80%8.0
- Sales compensation dashboards & forecasting
- 70%7.0
- Incentive modeling
- 70%7.0
- Agile incentive strategy
- 80%8.0
- ICM mobile visibility
- 60%6.0
- Sales rep view
- 70%7.0
- Personalized dashboards
- 80%8.0
- It has not allowed us to reduce HR headcount
- It did improve our ability to accurately calculate commissions and reduce errors
- 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
- Product Features
- Product Reputation
- Prior Experience with the Product
- Third-party professional services
- DIfficulty configuring complicated commissions
- CHallenges getting organizational structure correct
- Issues resolved, but then remerging later
- Online Training
- In-Person Training
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 understand that even greater customization can take place but have not done that yet.
- 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
As a compensation professional, I also appreciate that you can use Xactly as a reason to avoid unecessarily complex incentives, or multiple customized plans, which managers sometimes enjoy creating. It is much easier to keep your incentive architecture in place with Xactly than when you are doing everything in Excel.
- HRIS (ADP)
- Internal order system
- Salesforce
- Workday
- File import/export
- Single Signon
- Easier user interface
- Quicker calculation engine
- Unsure, but look forward to new features
Xactly Incent is great for taking care of Sales Commissions
- 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.
- Calculation of all Commissions payout worldwide.
- Generation of Compensation Plans.
- Sales representatives can check their Commissions calculation.
- Forecasting maybe.
- Product Features
- Product Usability
- Product Reputation
- Implemented in-house
- Not a lot of issues, just maybe the fact that our Commissions Calculation is a bit weird in some cases.
- no training
- Update people records (Quota, Variable, etc.).
- Upload data.
- Generate Incentive Statements.
- Download more than one Compensation Plan (you can just download one by one).
- Salesforce
- File import/export
- Single Signon
- I think an upgrade is coming soon so we're waiting for it.
- Looks like it will be visually better.
Xactly Incent one of the leading products in this space
- 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.
- Xactly Incent
- Xactly Connect
- 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.
- Price
- Product Usability
- Product Reputation
- Vendor Reputation
- making mistakes and learning the system on the go.
- Online training
- in-person training
- To calculate batches to Credits or Calculate batches to Incentives.
- Upload the orders
- Create user
- To create formulas and rules
- Salesforce
- no plans yet
- Single Signon
- AppExchange or similar marketplace
- new features
- improvement on analytics tool
“Xactly Incent - Great Tool for Commissions”
- 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.
- None
- Xactly Incent
- 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.
- Price
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
- Positive Sales Experience with the Vendor
- Analyst Reports
- Third-party Reviews
- Third-party professional services
- No significant issues
- Online training
- in-person training
- 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
- No integration with other systems
- No
- Single Signon
- The recent change was the new Incent UI
- New UI looks really good
Working with Xactly Incent
- Integration with Salesforce
- Document Managment - Plans approval process and reporting
- Plan design and Quotas
- Forecasting functionality
- User Guides/Material (i.e. for document management we created our own)
- Delta changes support
- Better control of compensation plans approval process
- Full integration with CRM / Salesfore system
- Still a lot of forecasting work done outside Xactly Incent
- Sales Compensation
- Sales Plans Document Management
- Document Management
- Pods
- Plan Design
- Delta changes
- Extracting data for Forecasting/Reporting
- Well structured system with good functionality.
- Still a couple of areas for improvement.
- Moving from Delta to Connect