“Xactly Incent - Great Tool for Commissions”
Updated October 19, 2020
“Xactly Incent - Great Tool for Commissions”
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Xactly Incent
I am working on Incent for almost six years now. Incent is the best 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. I like the new UI for Incent that the team rolled out a couple of months ago.
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.
We are managing and streamlining the compensation plans to avoid difficult credit and commission rules
We do not use any other Xactly product
We have not integrated Xactly Incent with any other software platform.
The other departments are using the downloaded reports from Xactly Analytics to get the total revenue and commission details along with the quota attainment %.
- None
Xactly Incent offers a lot out of the box that meets our requirements. We did not evaluate any other products.
- Xactly Incent
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.
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.
No change
Xactly Incent Implementation
- Third-party professional services
Xactly Support
Change management was minimal
- No significant issues
Xactly Incent Training
- Online training
- in-person training
Configuring Xactly Incent
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
| Pros | Cons |
|---|---|
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
| Pros | Cons |
|---|---|
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
Yes - It is very user friendly
Xactly Incent Reliability
Integrating Xactly Incent
- No integration with other systems
- Single Signon
Relationship with Xactly Corp
No. The team at Xactly is really good.
Upgrading Xactly Incent
- The recent change was the new Incent UI
- New UI looks really good