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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

Yay Xactly.

10 out of 10
May 28, 2024
Incentivized
We use the system as our source of truth for all commissions. Our reps are able to track their sales and commission payments using the …
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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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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 (80)
    7.5
    75%
  • Sales compensation process automation (78)
    7.4
    74%
  • Personalized dashboards (80)
    7.2
    72%
  • Complex sales crediting (75)
    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

Offerings

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

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Product Demos

Xactly Incent Self-Guided Product Tours (Form Fill)

www.xactlycorp.com
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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 9.0
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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 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

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: View 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® 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

(398)

Attribute Ratings

Reviews

(1-25 of 269)
Companies can't remove reviews or game the system. Here's why
May 28, 2024

Yay Xactly.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Lay out of statements are easy for the reps.
  • Reports are easy to pull.
  • Auditing tools help.
  • Non hierarchy based reporting tools.
  • No historical views of data.
  • New views are hard to use.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Versioning for audit purposes
  • Impersonation to assist with troubleshooting
  • Robust analytics for adhoc deliverables
  • More flexibility in versioning
  • Weak functionality of the Objectives Tool and how it interacts with Incent
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • General customization and custom reporting
  • Calculation of complex plan rules and data
  • The application runs quickly and efficiently
  • Not much down time with the program
  • Document routing and workflow
  • I am a little confused by the employee setup and why there is a person and a position record and how they work together. Seems like it could be simpler, maybe just one screen to set up a new employee.
  • I would like to have somebody to speak with when submitting support tickets. Some questions are quite complicated and would benefit from discussions, rather than trying to communicate an issue via email.
Score 10 out of 10
Vetted Review
Verified User
  • Credit and commissions calculation and rule management.
  • Hierarchy management.
  • Indirect credit through named relationships.
  • Calculation of commission amount subject to accelerators after quota achievement reaches a specific attainment percentage.
  • Currency Conversion
  • Customization of some interfaces--for example, the default download file format is XLSX. It would be great if I could be able to set it to CSV by default.
  • Analytics: Terminated employees are not included in reports.
  • Automation: It would be great to have a tool that allows us to create a sequence of steps with some parameters that could be run automatically and sequentially. For example, with one click get credit, commission, and bonus result files downloaded in a CSV format.
  • Ability to download multiple Lookup tables at the same time
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Keeps track of attainment
  • Pays at an accelerated rate when attainment reaches a certain thresh hold
  • prorates bonuses with a person's start date
  • keeps track of ytd payments
  • Proration of compensation from the effective date on the people record.
  • Split of compensation where the position changes from one to the other mid month
  • If one person needs a change in Hierarchy - the version need not be for ALL
December 30, 2023

Great Enterprise Solution

Score 7 out of 10
Vetted Review
Verified User
  • Ease of Use
  • Reduction of Adminstration Time
  • Helps Automate Processes
  • Meets qualifications for SOX compliance
  • Would like more agility for change such as a drag and drop feature to move hierarchy
  • More training that is freely available as the cost of classes is expensive and should be included in cost of maintaining and usage. When admins are not highly trained, it diminishes adoptation from the business.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Helps determine how much is paid for an order/transaction (true cost of sale).
  • Good structure to help smaller companies get started on how a compensation system should be setup.
  • For companies that are moving from another compensation system, there is a lot of effort to contort the existing data to fit the Xactly model.
  • Quotas can't be calculated and/or prorated based on start date. It would require an excessive amount of customization to make work.
  • Lots of global settings that impact many aspects of reporting. You can't pick different decimal precision for different elements.
December 22, 2023

Xactly Incent Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Calculate commission payments.
  • Send and route comp plans via E-Docs.
  • Overnight feed/update via Connect.
  • Reporting in Analytics.
  • Geography/Territory upload.
December 19, 2023

Works as promised !

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • easy of use
  • drill down capability
  • transparency
  • extraction capability
  • processing time
  • support response/resolution time
  • configuration can be extensive
December 14, 2023

Xactly right!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • route plans
  • easy access of dashboards and incentive statements
  • applying accelerators
  • including comments in manual payments when exporting the data
  • being able to delete multiple manual payments at once
  • updating batches without resetting everything to precredits
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • The visibility it has given our Reps has been outstanding and the ability to drill down into specific orders/products has been a welcome new addition.
  • The Xactly Incent Acct Mgmt team has been very responsive as well as an advocate for us when we had issues arise.
  • Implementation was not as smooth as it could of been in my experience.
  • Support is somewhat lacking in my opinion (we are currently on basic support).
December 14, 2023

Everything in one place!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Calculating commission on different types of plans, including rate tables and kickers
  • Providing detailed reports for the company to review for overall performance stats
  • Allows sales reps to login and see their monthly commission in great detail
  • There are a few tools or processes that could be more streamlined or user friendly
  • Some of the commission reports could be a little easier for sales reps to read
December 14, 2023

Intuitive and Adaptable

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • User friendly
  • Great learning resources
  • customable
  • speed in statement population
  • calculating orders being more automated
  • freezing statement views
December 14, 2023

Xactly Incent

Katie O'Connor | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Shows compensation details clearly and can easily edit
  • Easy to use for new users
  • reporting data easily available and adapted
  • Releasing and unreleasing payment
  • Speed of the queue when processing batches
  • certain searches (held payments and exchange rates)
Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • Advisor Statements
  • Analytics Reports
  • User Interface
  • Calculation Engine - Very difficult to navigate formula based setups
  • Analytics processing delays - Can take up to 1.5Hrs to get an updated report
  • Disaggregated data. Don't have the functionality to pull many periods for review.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Incentive calculation per plan set by HR
  • Transparency to achievements via incentive statements and ranking.
  • Reporting and analytics
  • offers learning resources
  • providing plan doc visibility to business ops similar to incentive statements
  • applying the process period to all pages from one place
  • Incent refresh page UI is very scttered. It's hard to read and update the records as it is not in a yable format.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Transparency in how reps are paid
  • Consistency in calculations
  • Ease of use for both User and Admin
  • Improve Analytics reporting particularly simplify Report creation
  • Speed of processing can be improved.
  • Ease of Plan design setup to aid Admins be able to configure with less help from consultants.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • We were not able to fully leverage the out of the box point and click configuration due to our complex plans; however, that feature and ability is something that we hope to leverage in the future
  • At a glance dashboards are very helpful
  • The ability to leverage a hierarchy approach to commissions is helpful to establish pay structures
  • The ability to support slightly more complex commission / higher volume of unique plans would be helpful
  • Process flow documentation could be provided from Xactly to the team upon completion of an implementation
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