Xactly Incent: Straightforward but Room for Improvement
August 17, 2021

Xactly Incent: Straightforward but Room for Improvement

Anonymous | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

Our company uses Incent across two departments - Commissions and Sales. Commissions uses Incent as a tool to help make complicated commission rules and processes more automated. The sales department uses Incent as their main hub for all things commission and quota attainment related. We also use Incent's messaging feature [to] send out important documents like comp plans and terms and conditions for approvals.
  • Simplified, easy to access and use UI for sales reps.
  • The ability to make mid-period changes to objects.
  • Mobile App and Salesforce integration experiences are both very fluid and feel native to each platform.
  • Would like to see more automated functionality around calculating annual quota attainment for sales reps that span multiple roles/quotas in a year period.
  • More functionality with the Incentive estimator.
  • Some sort of notification system for sales reps when new orders have been processed.
  • Our company has been able to redirect a FTE worth of budget on our commissions team to other projects/initiatives that once were occupied by calculating and maintaining the formulas for our comp structures before Xactly.
  • Our ability to analyze comp-related trends within the company went from 0-60 as soon as we got all of our rules and processes built out in Xactly.
  • The amount of time saved from reps no longer sending simple inquiries into our commissions team is hard to quantify, but it’s increased our overall selling time and also reduced the load on the commissions team drastically.
We have multiple different sales teams and product types at our company, and within each team there are several unique comp/quota levers and rules for when and how you make a sale. With Xactly, we’ve been able to quickly isolate something as basic as accelerators and determine if we are applying them too early or not early enough across the sales org.
We recently moved from a free-agent based territory structure to a geographically based territory structure and Incent was a critical component in allowing us to do that and track the progress of our transition. We are now considering moving to a hunter/farmer type sales org where we will have inbound and outbound sales reps. Incent has been a great tool for us to look behind the scenes and see how we will best approach moving towards that type of model and which reps will be best suited for which roles.
Incent makes all the complicated calculations and spits out a nice, easy to read summary of data that our Nav system can digest and push out to users in a standardized form. We now also have one central location for all things comp related instead of having multiple different systems housing bits and pieces of the full puzzle.
As mentioned before, sales is becoming much more efficient and getting more selling time because of the ability to quickly and accurately view comp related metrics that sales reps are interested in. Commissions is now able to tackle other initiatives that have been on the back burner for years because they now have the available bandwidth to do so.
The customization and depth of systematic processes is 10x better in Xactly Incent than any other program I’ve used to calculate and manage compensation data.

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

Not sure

Are you happy with Xactly Incent's feature set?


Did Xactly Incent live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Xactly Incent go as expected?

I wasn't involved with the implementation phase

Would you buy Xactly Incent again?


For companies with a simple business model and straightforward sales org, it is a very useful tool. If your sales org has multiple divisions, teams, plan types, etc. it’s hard to keep things standardized across all divisions, especially when there is lateral movement of reps amongst and between different teams.