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