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Technical Sales views in Xactly are good but looking for more in new versions
November 03, 2021

Technical Sales views in Xactly are good but looking for more in new versions

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

Used to track sales incentives across all sales teams. It is providing more visibility to payout for transparency and trust in the commission payments.
  • Keep multiple years of historical incentives.
  • Detailed line items for targets.
  • Monthly summary.
  • Ways to see supporting information.
  • Simplify the information with smart callouts on what lines are most important.
  • Better support for the browser "back" button.
  • Way to ask questions of managers about specific numbers or an annotation function for explanations.
  • Clearer explanation of number or ways to hide unnecessary data by role.
  • Fewer management questions.
  • Historical visibility to data rather than needing to ask HR.
The calculations are still related back to rolled-up numbers that are evaluated behind the scenes. Having the summary visibility in Xactly is beneficial but more linkage to internal data could provide more visibility and clarity. The calculations based on targets [are] easy to understand within Xactly. More notes and comments would be welcome.
I am not aware of Xactly being used to drive Sales Performance management like quota and forecasting.
With the integration and connection of the systems, there is a reduction in errors, and the time to get the commission information estimated has been greatly reduced with some changes happening after the estimates before finalization. The final numbers are also available more quickly now than in previous years which is very important.

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

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Xactly Incent again?

Yes

Xactly provides much more accountability and transparency than other tools or just lists in spreadsheets. However, without explanation of the rows or extensive training, it can be frustrating to try and understand why some numbers are set in various ways. There should be more support for managers to link or explain individual fields in Xactly rather than forcing users out to basic documentation. Unfortunately, the tool still does not encourage conversation and forces screen-sharing for live conversations with management to determine why numbers are as set in Xactly. Especially in the Covid era where many are remote 100% of the time and don't have face-to-face with management, it would be great to have a better interaction function.