Xactly gets the job done with the right admin experience
January 28, 2022

Xactly gets the job done with the right admin experience

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

We use it for sales, sale engineer, SDR, PS, and CS commissions. Our comp plans can be complicated and there are several components to keep track of for each. We're solving for paying commissions accurately and providing visibility into how commissions are calculated. We also have spiffs added in the middle of the year.
  • Integrating SFDC fields into xactly
  • Comp plan distribution approvals and alerts
  • There is no integration back to SFDC for reporting in dashboards
  • There is not AI to alert when something looks incorrect (very large or no payment)
  • The positive impact is not having a full time resource sending updates to all end users
  • The negative impact is needing to pull in multiple resources from different depts to get it to work
We do monte carlo analysis every year to make sure we arent coming up with any crazy incentives and stick to industry benchmarks for overall commission rates. The majority of the work goes into the account executives as that is where the largest quantity is and where the biggest risks are.
We use xactly for forecasting where our total commissions is going to land for the year. If shows we are going to be under, then we can strategically implement new spiffs and incentives for the sales team so we can close more deals. It doesn't help with overall sales planning though.
Without the integrations, it would be very painful to have to export data and import it manually whenever there was a change. There are tons of changes in our CRM daily. The benefit is obviously visibility and time savings for the admins.
The departments who are in xactly all share the same benefits of visibility early and often.

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

It's well suited if for medium complexity, finance or ops driven commission calculation. It works well when customers have a Salesforce admin as well to create the fields and formulas needed in SFDC to make the xactly implementation easier for the admin.