Xactly what we needed!
Updated March 30, 2023
Xactly what we needed!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Xactly Incent
Xactly Incent was onboarded in 2016. Prior to 2016 commissions were completed using a home-grown database and many, many spreadsheets. Xactly was able to integrate the home-grown database into their program and eliminate most of the manual processes that were in place. Today Xactly Incent is working great with our new updated systems (Dynamics, Salesforce)
- Prior to 2020, we paid commissions on when an order shipped. This could be a year or more after booking the order. Xactly has the ability to look backward at quota attainment, rate, and comp plan details.
- The new year comp plan set up is pretty easy and once it's set, you can trust it to work
- I really enjoy their training classes. I've always learned exactly what I needed to and they give you a good baseline to understand how to figure some things out for yourself.
- Xactly offers some free training and certificates, which is great.
- The Premium Support option is worth the money. Response and Results are immediate
- I don't care for the "buckets" used for reporting. It would be nice if I can get all info in one report i.e. contract #, customer info, product info, item amount, attainment info, rate, calculation, payment, etc. This would eliminate the need to vlookup multiple reports.
- Add a "select all" option on the download report icon. This would eliminate me having to delete one report at a time, which wouldn't be so horrible if it was just one click but it's not.
- Updating the layouts of the exported reports and onscreen reports is not that user-friendly and is very time-consuming.
- Using Xactly has greatly reduced the time to complete commissions from a month to a day.
- It allows for greater transparency and provides a common dwelling to house sales reps reporting and statements
- Auditing for accuracy and fairness is much easier and faster
- In terms of investment... nothing in Xactly is free. Very costly even for the most minor changes
Having the ability to label each type of commission and bonus allows for senior management to evaluate the cost of the programs and then determine the effectiveness of the program. This has really helped to streamline the companies priorities and utilize our resources where we see tangible benefits.
We utilize several platforms to measure and manage sales performance. Xactly's ability to report commission expense has a great impact on setting territory quotas and sales forecasting/accruals.
These platforms have recently been implemented (2020) and so far working as expected.
Finance and Accounting use Xactly for forecasting and accrual.
I'm not sure what other products my company considered. Xactly was already in place upon my hire.
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
Xactly Incent Feature Ratings
Using Xactly Incent
140 - 99% are sales reps, mgrs and directors
1 - Analytical, detail minded, out of the box thinker, ability to self teach, focused
- commission processing
- forecasting/accural
- sales reporting
- none that I can think of
- not looking to do more than it currently does
Evaluating Xactly Incent and Competitors
Yes - Home grown sales order system coupled with a very extensive spreadsheet system
- Ease of Use
Xactly took away the 60-100 hr work week and made it a 9-5 job
Would look for a program that's more customizable
Xactly Incent Implementation
- not sure, wasn't employed then
Xactly Incent Training
Configuring Xactly Incent
I screen shoot everything for new year setup
Xactly Incent Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes... wanted immediate help, whenever we need it. And we use it.
Yes - I don't know. It's not a report I use very often and haven't checked recently
Yes, over this past weekend. My upload file wouldn't work. They figured out why and I made the change. The column header said "User" which according to person setup, that would be there name. However, the file was really wanting their email address. I suggested they update the header.
Using Xactly Incent
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent | Slow to learn Cumbersome Lots to learn |
- setting up a new person
- setting up quota/rates
- creating comp plans
- creating commission plan
- closing commissions each month
- getting a report with all order and commission information without having to merge reports
- can't use two or more instances of Xactly i.e. US, Canada and LATAM. If I'm working in the US version and want to use compare it to LATAM setup, it closes me out of US once I open LATAM. No sure why since my logins are different for each
- can't hide old/unused rules, rates, quotas, etc
Yes - ok, I guess. no complaints from the field
Xactly Incent Reliability
Integrating Xactly Incent
- nothing, FTP is sent 3 times a day. no interaction between systems
- File import/export
Relationship with Xactly Corp
wasn't employed then