Item: Xactly Incent®
Rating: 9
Author: Raylene Rayonez

Overall Satisfaction with Xactly Incent

Use Cases and Deployment Scope

From plan document management, sales reporting, commissions calculations to audits. One division of our sales organization and commissions department uses this product. It provides a detailed statement of payments for sales.

Pros and Cons

Pros

Document Management: build and design sales compensation plans
Credits results: very detailed information for all types of transactions in Xactly
Incentive compensation statement: can see quotas, credits, payments and any adjustments

Cons

Better Word format for document management - issues with HTML
Forecasting for annualized revenue
Multiple calendars in calculations commissions that go past the normal calendar year

Return on Investment

More frequent education for user of Incent, Analytics, or Modeling than every other month.
Build a better relationship with customer service, where perhaps a certain group is dedicated to account by size or industry

Alternatives Considered

Callidus Connect,Varicent

Xactly is leader over Callidus and Callidus was a bit too complicated to follow and to implement I question the easiness of it.

Likelihood to Recommend

Inquire about the details of credit, quotas, payments and bonus transaction, it should be viewed as a bank statement. All information should be in one place to see details of sales activity.

Using Xactly Incent

Likelihood to Renew

Have some current concerns with Xactly and reviewing with product development this week for enhancements.

Xactly Incent Implementation

Implementation Details / Implementation Partner

Professional services company

Initially Xactly Professional Service implemented Xactly at TriNet. When I came on 3yrs ago I used Solution Partners, to enhance and improve the product to fit TriNets requirements. I have used them for 3 times for implementing & modifications.

Comments

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Sales Compensation Calculation Engine