Not "Xactly" a flexible tool
March 29, 2021

Not "Xactly" a flexible tool

Anonymous | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

Xactly is being used as an Incentive Compensation Management system to calculate and display commissions to the sales reps. It is being used by sales reps and sometimes finance. This system can consume data from BI system, calculate commissions, and display the results on the incentive statement on a daily basis. Reps can track how their performance is throughout the month.
  • Modern user interface.
  • Simple system configuration interface.
  • Document builder (example: Comp plan agreement form).
  • Workflows (to route documents from manager to rep for approval).
  • Very informative Xactly community forum (extremely helpful in learning Xactly config rules).
  • Not flexible (cannot handle very complex comp plans. We end up entering the final commission amount to the system).
  • Limited automation (daily data import/calculation require custom Xactly Connect Code).
  • No proration built in (requires admin to type in the prorated variable pay amount).
  • Built in draw functionality does not meet business needs.
  • Does not display negative balances until you finalize (lock) the period.
  • Incentive Statements updates (every 15 mins) as you are running calculations which will display partial/wrong results to the sales reps. This limits how many calculations you can do during work hours, often requiring the admin to calculate outside of work hours. Our previous ICM product would only update statements once the calculation is done.
  • Everything is case sensitive (even your email) and orders table does not accept symbols.
  • A lot of annoying requirements when importing Excel files to the system. (A lot of trial an error until the file gets imported.)
  • Hidden settings that are not taught during training.
  • Person record errors can be very time consuming to fix as there are a lot of parts the system you have to go into to correct.
  • No multi select delete functionality (you have to delete things one by one, but you can import as much as you want).
  • IT has to rely on Xactly Support for most issues such as issues in Xactly connect integration (this has increased our time to resolve issues).
  • Positive: Sales reps see a nicer user interface than previous ICM system.
  • Negative: Significantly more time required to administer the system.
  • Negative: Lost a lot of flexibility coming from old ICM system.
  • Negative: Significantly slower IT resolution times, as now IT has to contact Xactly support.
We do not use Xactly Analytics or any bench marking tool Xactly provides. We manually export calculated results and do analysis in Excel.
  • Automated loading of data on a daily basis.
  • Finance asks for financial reporting from us. Which we generate with another Xactly sandbox environment and send via email. They do not log in to Xactly Incent.
IBM Incentive Compensation Management 9.
  • Xactly has a nicer end user interface for sales reps.
  • I did not select Xactly Incent, the business did.
Well suited:
  • If your business only wants to feed Xactly Incent the final results (answers) and have it display them.
  • If your business does not want automation.
  • if your business wants to do everything manually.
  • If your business has simple comp plans.
Not suited for:
  • Businesses with complex comp plans.
  • Businesses that require flexibility.
  • Businesses that require detailed reporting.
  • Businesses that require proration.

Using Xactly Incent

Evaluating Xactly Incent and Competitors

Yes - IBM Incentive Compensation Management 9

  • UI was not user friendly.
  • Product Features
Dive deeper into how Xactly Incent was administered.

Xactly Incent Support

Some what fast turn around times for simple requests.
Good followup
Problems get solved
Kept well informed
Support cares about my success
Quick Initial Response
Less knowledgeable
Need to explain problems multiple times
Yes, for 24 hour turn around times.
Yes - it is resolved in a timely fashion but they do not explain the issue and what went wrong.
There was a time where our quotas were broken and we could not fix it on the front end it would just give us an error. Payroll was due in 2 days and Xactly support was able to fix the issue in time for us to payout.