Item: Xactly Incent®
Rating: 9
Author: Verified User

Overall Satisfaction with Xactly Incent

Use Cases and Deployment Scope

Xactly is used by the sales reps and sales managers for review of their revenues, quotas, attainments, and payments. It is used by Sales Ops for sales plans administration, revenue uploads, documents routings, and payment calculations. It is also used by the management team and executives for reporting purposes, sales achievements, and top sales rankings.

Pros and Cons

Pros

Routing documents: can easily route necessary sales documents to sales reps and received online acceptance.
Plan Configurations: can set up complex plans and calculations
Instant access to quota achievement: once data is loaded to Xactly, the sales reps have instant access to view their data and achievements.

Cons

Draws: Sales reps can not drill down to view if draws paid are recoverable or non-recoverable
Can finalize a period by a business group which is good but to unfinalize, you must unfinalize all business groups at once which is NOT good.
Xactly does not display actual final payments until after the period is finalized. It would be good to display it after just running calculations.

Return on Investment

Saves time to calculate in Xactly vs. an Excel spreadsheet.
Less room for human errors than manually calculating commissions in Excel.
Easy and streamlined process for routing sales documents for acceptance and approvals.

Alternatives Considered

I have used Callidus and Oracle OIC in the past. So far, Xactly is the easiest to use from a sales administration perspective. Xactly provides lots of training and their customer support is always helpful to answer questions and help resolve issues. I do recommend Xactly to any company in the process of choosing what sales compensation system to use.

Xactly Product Usage

Xactly Incent
Xactly Connect

Likelihood to Recommend

Xactly is great for calculation of commissions, and for the instant review of results. However, it has room for improvement when it comes to finalizing periods, draw payments, and drilling into details. For example, for draws, you can load a draw payment but when sales reps view their statement they can not distinguish between recoverable draws or non-recoverable draws until after the period is finalized.

Comments

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I Recommend Xactly Incent!