Managing commissions for a sales organization of a technology company
Updated January 10, 2024
Managing commissions for a sales organization of a technology company
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Xactly Incent
Xactly Incent is used to manage commissions for the sales organization worldwide. As of January 2024, we have approximately 600 users distributed among seven commission plans: account executive, VP/RVP, presales, industry practices, solutions, sales admin, and channels.
- Credit and commissions calculation and rule management.
- Hierarchy management.
- Indirect credit through named relationships.
- Calculation of commission amount subject to accelerators after quota achievement reaches a specific attainment percentage.
- Currency Conversion
- Customization of some interfaces--for example, the default download file format is XLSX. It would be great if I could be able to set it to CSV by default.
- Analytics: Terminated employees are not included in reports.
- Automation: It would be great to have a tool that allows us to create a sequence of steps with some parameters that could be run automatically and sequentially. For example, with one click get credit, commission, and bonus result files downloaded in a CSV format.
- Ability to download multiple Lookup tables at the same time
- Speed.
- Agility.
- Flexibility.
- Accuracy.
Variance analysis of quota attainment vs OTE attainment. A properly designed commission plan should provide a close to 1:1 ratio of quota attainment/OTE attainment. Big variations are analyzed and revised.
We only use Xactly Incent, Analytics, and CEA (managed by another team).
Sales operations.
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
Xactly Incent Feature Ratings
Using Xactly Incent
600 - Sales, Finance
3 - People who successfully complete the Admin Workshop Level 1
- Sales Commissions calculation
- Sales Commissions reporting
- Sales Commissions auditing
- Splits and Holds
- Reporting
Evaluating Xactly Incent and Competitors
- Cloud Solutions
- Scalability
- Integration with Other Systems
- Ease of Use
We would not change it
Xactly Incent Implementation
- Third-party professional services
Yes - Analysis, Design, Deployment in Testing , UAT in Testing, Deployment in Production, UAT in Production
Change management was a small part of the implementation and was well-handled
- Minor issues with the implementation of rules in Sandbox
Xactly Incent Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | Problems left unsolved |
Xactly always provides exceptional support
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 | None |
- UI
- Speed of calculations
- Download of Lookup tables (it can be done only individually)