Item: Xactly Incent®
Rating: 9
Author: Scott Haidarian

Overall Satisfaction with Xactly Incent

Use Cases and Deployment Scope

We currently use Xactly for our whole Sales organization. We have just launched the system at the beginning of our fiscal year and we have successfully added 3 out of our 7 Sales departments into the tool. It's been the best thing to happen to our organization regarding compensation. Our success rate is high and our Sales teams love the interface. Previously, I was calculating commissions out of a Google spreadsheet; and while working on numbers manually can be easier to adjust, it was costing me my time to work on other tasks. Xactly helped me better my time management and prevented mistakes that I would make on a spreadsheet. I would always recommend Xactly to anyone who is dealing with complex compensation models. It's no wonder they are a top leader in their field.

Pros and Cons

Pros

Provides a detailed drilldown of the deals Sales reps close and their commissions for deals
Provides clean dashboards and reports from the Analytics section that provide us real time data
Syncs with our Salesforce instance to automatically load orders without us having to add anything manually

Cons

Interface seems a little outdated
Many tabs that can be reduced since many of them point in the same direction
Adjustments to orders can be a little complex (should be as easy as manually adjusting an order in a spreadsheet)

Return on Investment

It gave us the time back to steer away from manual statements and calcualtions
It provided us the reporting we needed without having errors
It worked with complex comp situations we encountered and needed fixes on (opportunity holdouts, order adjustments, etc.)

Xactly Data Insights

We are constantly analyzing the trends on payments released and sending this data to stakeholders to better improve our sales organization. If we notice payments are usually higher in one team compared to others, it gives us an idea on how we can improve on these areas for future months and quarters.

Compensation Management

We haven't used Xactly to it full extent yet, but we plan to further improve our usage in the platform in our next fiscal year. Our areas of improvement will be the Sales planning and quota setting section. We have a goal in mind that is still in the works, but we are relieved to know we have a great tool to help us get to our goal.

Adoption

Payroll and Accounting are currently using the data for accrual and payment purposes. They are extremely happy with the results as they now see the data much more accurately and cleaner than the times we were sending them manual files.

Key Insights

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

Likelihood to Recommend

It has everything you need in a commission tool (and more). You get detailed reports that you can share to payroll and accounting, Sales Reps and managers can see all their closed deals in one window, and you can sleep at night knowing you do not need to provide over 50+ commission statements to people. Talk about getting your time back.
Although it's a great tool, it can always use improvements. It needs to be more modernized to how competitors are dishing out their compensation tools. It's really the tool you need for simple and accurate commissions for your organization.

Comments

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Beats Spreadsheets!