TrustRadius
“Xactly Incent - Great Tool for Commissions”
https://www.trustradius.com/sales-performance-managementXactly IncentUnspecified8.4159101
Prashant Gupta profile photo
Updated June 12, 2019

“Xactly Incent - Great Tool for Commissions”

Score 10 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Xactly Incent

I am working on Xactly Incent for over four years now. We use Incent for calculating commissions for over 1500 people along with using Analytics for reports. The tool is used by the commissions operations team. The system offers a lot of customization, which helps us to design the most complicated commission plans at ease and calculate commissions accordingly.
  • 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.
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.
  • 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 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

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
  • Self-taught
The online training is a great place to start with. However, continues usage of the product provides more knowledge.
No, initial training is really required to learn the product.

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
Easy to use
Technical support not required
Well integrated
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Writing Credit/Commission rules
  • Creating Incentive Statements
  • Setting up a new user
  • Setting up Quotas and Credits to be used in Rules
  • New-Year set up

Xactly Incent Reliability

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.

Upgrading Xactly Incent