Xactly is a very robust and intuitive commission reporting system
Overall Satisfaction with Xactly Incent
Xactly is a very robust and intuitive commission reporting system and is being used currently by over 1000+ subscribers within our sales force throughout the entire organization, with several more business units currently being transitioned into the platform from an Excel-based model (CareFusion was recently bought by Becton Dickinson, so the software transition is still in progress for their users).
The business problem it addresses is the relief of focus on shadow-accounting accurate commissions paid, as well as providing a more holistic view of sales performance as it relates to our very complex comp plan. As far as navigation within Incent, it is very intuitive on the analyst and gives a great end-user experience, making it relatively easy to give step-by-step training classes to the field.
I believe this to be a one-stop shop for sales reps from sales incentive plan document routing (including archiving) to managing their accounts, commissions, and estimating incentives capability based on “what if” scenario.
It also addresses the amount of time spent reconciling data during the payroll "crunch time", freeing up the analysts to better care for our internal customers in other aspects.
- One-stop shop for sales reps from sales incentive plan document routing (including archiving) to managing their accounts, commissions, and estimating incentives capability based on “what if” scenario.
- Sales effectiveness (if we incentivize our sales teams correctly, it frees them up from shadow accounting).
- Automation (load) saves a lot of time for our comp analysts and [enables them to] really focus on customer service and other questions.
- DELTA process errors take a while to get resolved - we have found that getting premium support is best as this will bump up our priority within the queue.
- There are some system glitches from time to time (some unexplained) that sometimes resolves themselves (payments will state that they are “released” when truly they have not been).
- Can’t hide certain periods in the calendar - it's either all or nothing. This is particularly important to us in the beginning of the fiscal year, when Incent has not been configured for the new year yet, and can be quite confusing to the sales rep.
- Really, the number one thing has been sales effectiveness. I also can't stress enough about how much Incent has cut the processing time in half because of the automation it provides with loading thousands of rows of data and pretty much taking the leg work out of payroll processing.
Using Xactly Incent
- reports/statements
- projection
- payroll loading
- use together with Salesforce.com