Xactly Incent for Internal Use and Customers
November 04, 2021

Xactly Incent for Internal Use and Customers

DeWayne Allen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

We have used and implemented Xactly Incent internally and at customers to calculate and report on sales activity as well as revenue for our sales team, and Professional Services. [Xactly] Incent was used to manage scorecards and rankings for our sales leaders, and project teams. Professional Services and Sales use it to understand their pay requirements, while finance and sales ops use the analytics to drive better decisions for our leadership and customers alike. In most cases sales ops, sales and finance teams all use Xactly Incent because of the sharing of unified data. Customers have gone from inaccurate disjointed spreadsheets to global views providing the insight to better manage their business.
  • Comprehensive analytics and reporting.
  • Troubleshooting and managing formulas.
  • Complete and accurate calculations.
  • Rationalization of analytics and reports.
  • Real-time dashboard updates.
  • Modeling can be confusing.
  • Document management to allow sales reps and consultants to review and accept their plan documents.
  • Accurate calculations - Rarely ever a issue.
Data insights is by far superior with Xactly Incent as it exposes details for analysis of the Sales plan, what's working or what requires adjustment. It can help identify where an team member may be need help to drive and improve the results. Very helpful to make the right decision when dealing and balancing sales and compensation requirements.
We have multiple sales teams based on industry and applications. Within each team there are several unique comp/quota levers and rules for when and how you make a sale. With Xactly [Incent], we quickly isolate issues like basic as accelerators or spiffs and determine if we are applying them too early or not early enough across the sales org. As the result, we can accurately adjust plans and variables to be more competitive in our industry while still keeping a balanced approach to the overall comp plan.
The benefits have been mostly for our customers, while integration with Salesforce CRM has provided us benefits.
The integration of data and access for analytics have given other departments many insights they otherwise would not of had. These insights have driven better business decisions and allowed the organization to be proactive and better prepared for changes in the economy and industry.
Xactly [Incent] Analytics reports are more advanced and easy to use. The interface is superior and allows for a deep dive into sales numbers and financials for the company. Other departments use Xactly [Incent] to help build cross-functional tools and databases, that can work together efficiently. UAT testing and test scripts are managed by the IT organization to adhere to all company policies. Finance uses it for analytics, forecasting, and financial modeling. HR uses it to determine terminations, new hires, and other relevant data points. Sales Operations uses it for quotas, sales strategy, planning, etc.

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Xactly Incent does a great job when it comes to calculating commissions and the attainment of goals. Xactly [Incent] is by far the most comprehensive based on my years of experience deploying and using the product. It is so much easier to use than others we have deployed. Xactly [Incent] is great for larger companies or companies that have complex sales plans that require customization for your company's specific needs. It may not be well suited for smaller companies that don't have sales plan complexities or that can be handled by Excel spreadsheets or a simpler software.