Xactly the software that gets it done
Updated July 16, 2018

Xactly the software that gets it done

Renae Clary | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

We use Xactly Incent to pay commission to our business to business sales staff. We currently have 11 different comp plans in Xactly for the 2016 year, paying sales staff and managers. Xactly is easy to use and very flexible in its abilities to pay commissions, draws, bonuses, etc.
  • Xactly is very reliable and we have never had issues with the system being unavailable or down.
  • Data and calculations are accurate.
  • Reports are easy to create and use.
  • User friendly
  • There have been occasions where it has been difficult to reach support; we resolved this issue by upgrading our support package.
  • We are not able to pull data out of Xactly into our enterprise reporting system. We were looking for some kind of data connection that we could pass data through so upper management would not have to use multiple systems to view reports. The only way to get data out of Xactly is a manual export.
  • Xactly is working on updating the "look and feel" of the different pages within the software. This has allowed more and better functionality but it has been a long slow process.
  • Xactly Incent has had a positive impact, commission are accurate and less time is spent on verifying commissions by sales staff
Xactly is the only software that I have used with commissions, before that spreadsheets were used.
Xactly is very flexible and I believe it would work well in most sales environments. They continue to improve and add to the product making it better every day. If you can provide reliable data Xactly can handle the calculations with ease. Users are able to access their commissions data from anywhere at anytime.

Using Xactly Incent

85 - Outside Sales consultants, inside sales consultants and sales managers.
2 - 

Xactly is very easy to use and lots of training is available. Anyone can learn to support Xactly.

Helpful skills include, understanding of commissions and sales processes, understanding compensation plans, general software knowledge, analytical, detail orientated, math skills, and understanding of who formulas work

  • Sales Commissions
  • Reporting
  • Quota analysis
  • We have be able to use exactly to pay bonuses and spiffs to non sales users.
  • Roll up of commission details
  • Bonus plans and spiffs automated
  • Pay bonuses to non sales agents
  • Pay bonuses to management
Xactly has been very stable and reliable software. We have not found anything that can't be done in Xactly. Visibility of sales and commission is user friendly. Support team and professional services are great to work with.

Evaluating Xactly Incent and Competitors

Using Xactly Incent

Xactly like any software has a learning curve but lots of resources are available to help get you up and running.
Like to use
Relatively simple
Easy to use
Well integrated
Quick to learn
Feel confident using
Lots to learn