Xactly Incent is great for taking care of Sales Commissions
Updated August 20, 2021
Xactly Incent is great for taking care of Sales Commissions
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Xactly Incent
Xactly Incent is being used to calculate Sales Representatives' Commissions payout worldwide. It also helps us to generate all the Compensation Plans, such that the Sales Reps can access them and their managers can approve them through the system.
- It's really easy for all sales employees to check their Incentives Statement, even manager can check all the information about their team.
- It's great for generating compensation plans and managers can easily approve them in the system.
- It's really easy to make any quota or other personal information updates when needed.
- Visually it doesn't look so good, looks a bit outdated, so I really hope that the coming update makes it better.
- About the compensation plans, it would be good to have an option to download all the available plans, right now you can just download them one by one.
- Better control on all the Commissions Calculations.
- Better visibility and transparency for sales reps about their Commissions Calculation.
- It helps to save time on quota and personal information updates.
I'm not really in charge of that, but I assume this is being used by Revenue Ops and FP&A.
Right now we use other tools for that purpose, maybe in the future we can what Xactly offers.
All the information flows from Salesforce to Xactly, so we don't need to worry a lot of missing something.
Revenue Operations uses the plans to accomplish their goals, also some information is obtained by IT, but Finance is the one that is getting more benefits.
We used Obero in the past, Incent is so much better.
Do you think Xactly Incent delivers good value for the price?
Yes
Are you happy with Xactly Incent's feature set?
Yes
Did Xactly Incent live up to sales and marketing promises?
Yes
Did implementation of Xactly Incent go as expected?
Yes
Would you buy Xactly Incent again?
Yes
Using Xactly Incent
200 - Basically it's used by all the sales representatives to check their statements and it's also used by Revenue Operations and Finance.
4 - Basically Finance is who takes care about anything related to Xactly and we also have IT to help us in case we need it. The skills required for supporting Incent were basically acquired with the initial training provided.
- Calculation of all Commissions payout worldwide.
- Generation of Compensation Plans.
- Sales representatives can check their Commissions calculation.
- Forecasting maybe.
Evaluating Xactly Incent and Competitors
Yes - We used Obero in the past, which never actually worked correctly, it was just like an Excel spreadsheet. We wanted to automate the process and make it more user friendly.
- Product Features
- Product Usability
- Product Reputation
The decision was not mine, but from what I know we were looking for the best product available to calculate Commissions and we found Xactly. We investigated a lot and looks like Xactly has a great reputation and then when we saw the product it looked like a really helpful tool.
I think we won't change anything.
Xactly Incent Implementation
- Implemented in-house
Yes - Don't remember the exact phases, but basically we first had some meeting to explain the way we calculate commissions, then the Xactly team prepared a demo. We had a week of training and then UAT took place, after testing basically we checked all the details and accepted the project.
- Not a lot of issues, just maybe the fact that our Commissions Calculation is a bit weird in some cases.
Xactly Incent Training
- no training
I had in-person training.
Configuring Xactly Incent
No - we have not done any customization to the interface
No - we have not done any custom code
I don't think we did any really specific customization
Xactly Incent Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support cares about my success Quick Initial Response | None |
Yes - It was actually solved really fast.
We were having issues with terminations for Managers and Sales Engineer, which should receive prorated commissions to their termination date. The system was not calculating that correctly, the support team told us that it was due to the fact that some rules were not assigned to their plans and that actually solved the issue. It was an easy fix but we were not able to detect it before, and the support team did it really fast!!
Using Xactly Incent
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Update people records (Quota, Variable, etc.).
- Upload data.
- Generate Incentive Statements.
- Download more than one Compensation Plan (you can just download one by one).
Yes, but I don't use it
Xactly Incent Reliability
Integrating Xactly Incent
- Salesforce
All the opportunities come from Salesforce, it was really easy to make the integration.
- File import/export
- Single Signon
As it was flawless for us, I don't think I have any advice.
Relationship with Xactly Corp
We have monthly meetings to check whatever we need.
Everything was great.
Upgrading Xactly Incent
- I think an upgrade is coming soon so we're waiting for it.
- Looks like it will be visually better.