Xactly Incent for rapid growth software startup
October 08, 2021
Xactly Incent for rapid growth software startup
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Xactly Incent
Xactly Incent is being used to integrate with Salesforce, calculate and payout commissions, sales plan approval workflow, commission inquiries, sales performance reporting, and commissions audit. Incent is being used to improve a high-touch process of pulling our sales bookings, sales comp plan approvals through emails, organize sales crediting hierarchy separate from our organizational hierarchy, provide reporting to downstream systems of NetSuite and Xactly CEA, and move away from Excel.
- Able to calculate complex commission calculations.
- Canned incentive statements.
- Audit logging.
- OKTA SSO.
- Mobile statements.
- UI is complex.
- Improve Integration with Xactly CEA and NetSuite.
- Ability to generate sample commission statement as a canned report for training sales teams.
- Error messaging is ambiguous.
- Reporting not able to be pushed to data warehouse or other systems.
- Single calendar only which can cause issues with subs with different calendar.
- Transparency of commission earnings and Sales force trust in payments.
- Quarterly payouts have changed to monthly payouts due to scalability.
Xactly Insights and Benchmarking are being used to understand plan behaviors and compare against peers in the industry. It is being used both to understand how well the sales team collaborate, the impact of our sales enablement program against sales tenure, and the richness of our sales plans by our primary sales plan component.
Xactly platform services being used are Incent, CEA, Insights, Benchmarking, and Analytics.
- Salesforce CPQ (formerly SteelBrick)
When working it's great. Integration is low touch, low error rate, and provides an audit to know what was in our systems at a given time. As a fast-growing startup, constant changes to Sales plans requiring add'l SFDC information and changes to integration is painful as we need to work with Xactly Services which slows us down.
HR and Sales Ops is using Xactly Incent to understand commissions earnings, achievement, and payouts analysis. Finance uses Incent for accrual and budget and forecast modeling.
Incent came with a less complex proposition to solving our need to move away from a spreadsheet. It does the basic things right and with a fast-changing start-up, canned incentive statements, best practice sales positions that roll into their Insights and Benchmarking products provided a more easy-to-use system.
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