“Xactly Incent - Great Tool for Commissions”
Prashant Gupta | TrustRadius Reviewer
Updated April 21, 2020

“Xactly Incent - Great Tool for Commissions”

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Xactly Incent

I am working on Incent for five years now. Incent is a great tool for commission calculation. The system provides complete functionality - from credits to commissions to draws, and then running reports/analytics. It offers a lot of functions and customizations required to design complicated commission plans and calculate commissions. Plus the new changes that the team brings are really good and make the product more usable & friendly.
  • Xactly is a great tool to work with along with the customization it offers in terms of designing the plans.
  • It offers lot of details to the sales reps in terms of their respective credits for each deal under each month i.e. there is lot of transparency.
  • Prior Period Adjustment (PPA) is a great addition to the system.
  • Xactly Analytics is a great reporting tool.
  • At the start of the year, the system requires a kind of fresh set up, which takes quite amount of time.
  • While I am writing Rules, I need to create a new Order Type or Credit Type, I cannot create it from the Rules page. Instead I have to go to the specific page to create these Order or Credit Type and then return to the Rules page to write the Rule.
  • More customization on the Incentive Statements will be a great addition.
  • Xactly Incent is definitely a positive investment for the company. It helps the sales team to understand their earned commissions better along with their credits otherwise that would have been a big issue without Xactly Incent.
  • None
Xactly Incent offers a lot out of the box that meets our requirements. We did not evaluate any other products.
Xactly Incent works great for companies with large sales team. It offers lot of customization for plan design and commission calculation. Plus Analytics (part of Incent) is good for running reports/creating dashboards.

Using Xactly Incent

1500 - These people represent the Commissions group, Support group, Sales Team, PreSales Team, Inside Sales, PSG group, and Marketing team.
2 - Xactly Incent Admin
  • Calculate Credits and Commissions for the Sales team and other teams.
  • Easy to read and understand Incentive Statements.
  • Good reports using Xactly Analytics.
  • To upload the draw information, which helps to calculate the net commission amount due to the rep
  • Currently, we are using Xactly Incent in the best possible way. However, the new updates from Xactly helps in improving the usage.
  • We have customized Xactly People record page with new fields to track some other important data.
We are overall happy with the tool and the support team.

Evaluating Xactly Incent and Competitors

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
  • Analyst Reports
  • Third-party Reviews
It is not the single most important factor but product features, product usability, & product reputation were the most important factors among others.

Xactly Incent Implementation

I was not part of the implementation team.
  • Third-party professional services
Xactly Support
Change management was minimal
  • No significant issues

Xactly Incent Training

  • Online training
  • in-person training
It was a good start to using the Xactly tool.
The online training is a great place to start with. However, continues usage of the product provides more knowledge.

Configuring Xactly Incent

Xactly Incent can be configured according to a company's needs.
The most important thing is to clearly identify the requirements before configuring Xactly Incent
No - there is no facility to customize the interface
No - the product does not support adding custom code

Xactly Incent Support

The Support team is really helpful and knowledgeable. They come back with a quick response on the cases with a clear solution.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Yes, I have reported bugs in the past. And most of these bugs were fixed/resolved with an update.
We were busy with calculating commissions for a quarter when we encountered an issue with the system. Plus it was a weekend. We created a case with the Support team as the issue was impacting the commission calculation. We were not sure if there will be anyone available to help us out to resolve the case. But to our surprise, the Support team was quick to respond on the case and gave some alternate options to try, which worked in our case. The Support team contacted again later and followed up in the following days to make sure we did not had any further issues.

Using Xactly Incent

Xactly Incent is a great tool and helps to meet the company requirement of calculating commissions for a large sales team.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Writing Credit/Commission rules
  • Creating Incentive Statements
  • Creating Employee (People) Record
  • Setting up a new user
  • Setting up Quotas and Credits to be used in Rules
  • New-Year set up

Xactly Incent Reliability

Xactly Incent can handle large amount of data for a whole year, however, it does take time to process it.
Xactly Incent is always available except for the time when it is going under regular maintenance/enhancements, which happens once a month. And Xactly Team lets us know in advance when this happens.
Xactly Incent's performance is great. I have not seen any delay in page load.

Integrating Xactly Incent

We have enabled single sign-on on Xactly Incent. It is really helpful as we do not have to deal with password issues anymore.
  • No integration with other systems

Relationship with Xactly Corp