Xactly Potholes - proceed with caution and plan for reinforcements ($)
March 12, 2014

Xactly Potholes - proceed with caution and plan for reinforcements ($)

Anonymous | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User

Modules Used

  • Incent
  • Objectives
  • Analytics

Overall Satisfaction

We use across our largest division (not whole org) for salesforce >300. Addresses visibility to quotas and compensation payouts across our salesforce in the division.
  • Field Access: uses single sign on through Salesforce.com
  • Analytics allows posting of external links for reports created outside the tool.
  • Stores historical data for easy Y/Y export of data.
  • Good at basic calculations - minimal setup required for basic calculations however more advanced plans require workarounds.
  • Implementation team and design determine how successful and manageable your plans will be. Difficult to delete/change rules due to interdependencies.
  • Incentive report (Reporting capability) out of the box has zero flexibility, and is lacking in necessary data.
  • Eligibility - workaround implemented to store data in alternate tables, not intuitive and confusing.
  • Complicated plans require workarounds that increase difficulty exponentially to implement and manage calculations.
  • DELTA - powerful but complete black box where small changes require workorder (outside assistance) from Xactly team.
  • Negative ROI - several additional work orders at additional costs to resolve issues.
  • Negative - Implementation with data discrepancies created poor user adoption. Long cycle time to resolve data issues required rework and extensive auditing.
  • Automated data feed handles ~180,000 values per day tracking sales activity
While they compete for same customer base, Xactly is more suited for quick setup/easy calculations, where Synygy is a more robust tool for complicated transactions. Both products are capable of completing many of the same tasks. During the evaluation process, we did not grasp administrative differences so selected a product based on price. In retrospect, implementation costs for Xactly were higher than the time and materials estimate - the actual cost difference between two products came out much closer than initially expected.
Time and cost investment in product, along with retraining associated with changing a solution (internal adoption) all support staying with the known product, even if not the best fit.
Well suited to support simple plans with large populations, frequent pay processing. Key questions during selection: What capability exists out of the box? If not out of the box, is it possible to produce requested content? How much can we (company) do without requiring Xactly support & what impact does Xactly support have on our delivery turnaround?