Xactly Incent one of the leading products in this space
Updated August 11, 2021

Xactly Incent one of the leading products in this space

Irina Tarelkina | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

We started to use Incent in 2012 and replaced older system to meet business needs. It is used by Sales Operations department, Human Resources and Finance for Sales Compensation purposes and performance. It really eliminates all manual work that would be done by the old style. It addresses the in real time results as it provides information up to date. It is flexible on changes minor and major changes in your comp calculations. Great tool overall.
  • Visibilty
  • Dig in dip details info
  • Calculations
  • Analytics part
  • Some information you want to see all together in one customized report like Credits, Quotas, Attainment, Commissions, and Bonuses.
  • Positive for sure.
  • On our case it is more than 50% which is really great.
Data insights is a good addition to the Xactly Incent as it shows valuable details for analysis of the Sales plan, if it works well or require adjustment. Where person may be needs help and directions to improve the results. Very considerable and helpful to make the right decision when dealing with sales and compensation balance.
We do take to consideration all these tools what Xactly offers.
we have Salesforce, SAP, CLI systems integration with Incent via sftp transfers.
The following departments are using data from Incent: finance - to forecast budget for future payouts to audit the outcome, payroll - to pay employees their sales comp dollars base on Incent reports, sales operations - to analyze the quarterly and yearly performance, hr - to have data to design, adjust Sales incentive plans when required.
Reliability, Accuracy, Simplicity, "Time spent" factor. Definitely recommended product.

Do you think Xactly Incent® delivers good value for the price?


Are you happy with Xactly Incent®'s feature set?


Did Xactly Incent® live up to sales and marketing promises?


Did implementation of Xactly Incent® go as expected?


Would you buy Xactly Incent® again?


  • Xactly Incent
  • Xactly Connect
I would say that it depends on the complexity of the Sales Incentive Plan requirements and needs of the company. There is always a solution that Xactly Incent can offer or suggest or implement to meet these needs.

Using Xactly Incent

180 - We have all kind of people with business functions who uses Xactly Incent. The list starts from Sales representatives, Sales Managers, Sales Directors, Executive team, Sales Operations team, Finance team, Human Resources team. Xactly partners and developers during the development, testing and implementation, Xactly Support when you are in trouble with Incent.
1 - To support Xactly requires minimum 1 person as business administrator with knowledge of Sales Compensation, Finance skills, Analytical skills, Technical skills, It could vary from the complexity and changes if need to be completed. IT developers with SQL code knowledge to support to implement the required changes as they occur for instance once a year, may be more often, may be random once in 2 -3 years.
  • Assess to the Xactly Incent from anywhere in the world as long as Internet works.
  • Information presented in real time all the time.
  • Possible competed automation process from orders creations calculations to paycheck in the Bank as per Incent statement.
  • Easy to use and it is really user friendly interface.
  • Estimator tool that can estimate "how much I will get commissions if I close the deal"
  • We have gone from the old static system no visibility, no real time update, back in 2012 to the Xactly Incent to provide complete visibility, control, transparency, real time information and calculations right on a spot. We are glad we did get rid of the old inefficient system to calculate Sales compensation.
  • To combine Xaclty Incent with Connect to get compete control in our hands of Sales Compensation from development to Implementation and support.
I am giving this rating to Xactly Incent because we have renewed the use of Xactly 3 times already. System is flexible to any changes as required from the end users. Xactly provides not only the commissions calculations but few other additional modules like analytics with some simple and basic analytical reports, sandbox for testing, modeling to create model analysis "what if". Insights module would provide you some industry analytical information to compare your business with other peers.

Evaluating Xactly Incent and Competitors

Yes - We have replaced our old system STAIRS as it did not meet the up to date technology, Old style. Static information, no visibility, sales did not know how they are doing in progress. That had to be changed and we have found what suits our needs, requirements in Xactly Incent.
  • Price
  • Product Usability
  • Product Reputation
  • Vendor Reputation
I would stop here to give you more details on Product Usability. Xactly is very easy to use. It is very stable system. Maintained with updates by vendor every month and most beauty is accessible from anywhere with internet connection. Sales people can not change any numbers, it is browser view only to them. Exportable reports in PDF or Excel.
At the time of 2011 Xactly did not have such module as Connect and we had to use Delta for automation, completely relied on the Xactly team or partners to make any changes. With Connect piece that gives 100% control in your hands from design, develop, implement, maintain Xactly Incent without need to contact Xactly for changes. We would integrate Xactly Incent with Connect to fulfill compete control.

Xactly Incent Implementation

We have been satisfied with the implementation overall. The person from Xactly professional team was on our site to support the implementation and give us guides and instructions on how to operate the system in our case. it was really helpful moments. We have learned what and how to test Xactly Incent.
  • making mistakes and learning the system on the go.

Xactly Incent Training

  • Online training
  • in-person training
Instructor provides all the information and also Instructor can give the advise and answer the questions right on a spot. In fact, you get the same on line as it is webinar based, not recording to watch.
Xactly team provides all needed to run this tool with confidence.
it is possible to have self-taught however, takes time. I recommend to use in-person (in-class) or on-line training and let professionals lead that.

Configuring Xactly Incent

The configuration part is just right and can be done after training on that.
to save a time and money recommend to use professional services to handle the configuration to be done right.
No - we have not done any customization to the interface
No - we have not done any custom code
We have added some custom fields for use.

Xactly Incent Support

The reason why I have gave a high rating is Support team always there for you when you need it. It is professional knowledgeable team that react to your respond with expected solution to your problem. System updates on a monthly bases, new features to make your sales compensation calculations more easy to process.
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
We are customers with Premium support, it means 24/7 hours, quick responds, with resolutions in couple three hours instead of up to 48 hours. There is a dedicated people with knowledge of our functional requirements and design of compensation plans. Basically you get what you pay for. This is a good description.
There was one time when orders in batch were stuck with calculations and it got "frozen" for hours in processing queue to process the line of batches, There is no other way to resolve it as to contact Xactly support and to remove that stacked batch from the processing queue in order to move on with other batches. Support was exceptional in terms of time and issue has been resolved in a matter of few minutes. They saved our day at that time.

Using Xactly Incent

I would rate Xactly Incent with the highest score overall as it really meet expectations and support make it happen to resolve any issues you face with. It is designed base on your specific requirements and nobody else. Accuracy, fast time of calculations, no errors, reports all this available thanks to Xactly Incent. No more excel sheets to calculate!
Like to use
Relatively simple
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • To calculate batches to Credits or Calculate batches to Incentives.
  • Upload the orders
  • Create user
  • To create formulas and rules
Yes - We have enabled the mobile ui functionality for sales people to see how they are doing on the phone, on a go. They like it. I would like to mention that Mobile UI version is not for admins to work. It works on iPhones, androids, blackberries. As Admin you can see who is using what kind of version.

Xactly Incent Reliability

It is reliable.
It is available 24/7 anywhere from any devices.
Xactly Incent has good performance. Pages are accessible quickly. Reports complete in a reasonable time frame.

Integrating Xactly Incent

It helps salespeople to view information from one place as salesforce
  • Salesforce
single sign on in salesforce and access to Xactly from salesforce.
  • no plans yet
no plans yet
  • Single Signon
  • AppExchange or similar marketplace
single sight on with salesforce and app-exchange to access from salesforce.
I would advise to use salesforce single sign on as it works perfectly for sales people and it is secured as well.

Relationship with Xactly Corp

Xactly is professional team in that business and can be trusted that expectations are delivered.
Xactly has delivered expectations and help our business to bring the sales compensation to the next level.
Easy to negotiate and to deal with, just to make sure everything is discussed and negotiated to meet your needs.
Advise: do the homework, get prepared and request all you need.

Upgrading Xactly Incent

Yes - Xactly team does updates and new features on a monthly bases to make sure all the areas are working as expected and improved.