Xactly - Simplicity at a cost
Updated December 23, 2015

Xactly - Simplicity at a cost

Christina Kouchalakos Eftimiou | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Xactly Incent 9.7

Modules Used

  • Incent
  • Analytics
  • Sandbox

Overall Satisfaction with Xactly Incent

Xactly is used globally throughout the Field Sales organization and is relied on for various reporting by other cross-functional areas and by Sales Operations. Xactly is Progress' first experience with a Sales Compensation system and it was implemented as a means to help simplify the administration of the sales plans and to also provide better visibility to the Field on details of their plans and monthly earnings. While it is a vast improvement over the former manual/excel processes and relatively user friendly from an admim perspective, I do find it a bit cumbersome to navigate. This may be the result of design during initial implementation.
  • Customizable dashboards and reporting via Analytics
  • Easily trackable document creation and workflow management
  • Provides ability to manage data processing and plan creation in house with minimal "IT" background
  • Specific/inflexible link of crediting rules and types to Plans creates situations where multiple plans must be created to accommodate variations in credit source for what should, in essence, be the same plan. Would like ability to apply crediting rules to Positions vs. Plans.
  • Multiple and often duplicative steps required in position and plan creation (ie: rate tables and formulas) that draw out the process and create areas for errors to happen. Process could be streamlined for ease of use and for better flexibility in plan design.
  • Xactly has helped us provide consistent and timely payments to the Sales organization while also providing them visibilty to reporting and ranking data to increase their comfort and confidence in how their commissions are being calculated month over month.
Having used Callidus, both on-premise and on-demand, for several years I appreciate the ability to create plans and process data in Xactly within my own organization and not having to rely on an IT team to assist with coding and report creations. However, while Xactly has succeeded in creating a simpler cloud-based sales compensation solution, I feel the simplicity does come at the cost of the ability to create and implement unique or specialized plans and has more of a cookie-cutter approach to plans than I would like.
I find Xactly to be best suited for small to medium sized companies with limited variations to sales plans by role. In cases where there are variations in how a role functions across the organization, Xactly can be somewhat cumbersome and messy in accommodating this and is not highly scalable or flexible. It is unclear whether other modules would provide any improvements to this but this would mean additional costs.

Using Xactly Incent

Cost and in-house administration are the two biggest drivers of my renewal decision. If based solely on functionality, my rating and likelihood to renew would be lower.

Xactly Incent Training

Xactly offers training on new releases on a monthly basis and training on basic principles regularly via registration. My experience with both is that they do not provide the in-depth knowledge necessary to truly master the system and advanced courses still do not go to the level needed to autonomously manage the system and plans. Professional services are a large part of any cloud based service such as Xactly and I feel a reliance on such paid consulting services is a great money-maker for Xactly.

Xactly Incent Reliability