Overall solid product with fantastic support and resources

Xactly Incent is ideal for commission plans where management receives a separate rate for their individual sales and team sales, or makes no individual sales at all. The plan setup becomes complex and cumbersome when you have management that needs to have individual sales and team sales included in calculating their commission rate. Xactly Incent is not ideal if you handle commission plan documentation outside of Incent as there is not an easy way to upload those into the system. Year over year changes can be cumbersome with having to create a new calendar year, recreate process groups, and upload quotas for the new year. Outside of those constraints that cause the most headache for our team, I would highly recommend the software. Provided you have setup the rules and plans correctly, the calculation process is quicky and the reports (released, held, and credits) allow for easy troubleshooting when a plan isn't generating any results. Our end users like the functionality of the incentive statement, which makes it easy for them to see what their earned and paid commissions are for the month, quarter, and year. The system integrates well with our CRM and ERP (Salesforce and Netsuite).

Xactly Incent is a great tool for calculating commissions. The interface is user friendly and the system is set up in a way that allows for multiple setups for each commission plan. Over the last couple years since I have been on the commission team we have been able to optimize our plans to promote scalability. Our sales and accounting teams have become familiar with navigating the system which promotes transparency. From an audit perspective, Incent provides us with the reports and data we need to provide to our auditors.

When submitting simple requests such as refreshing our sandbox environments the support team does a fantastic job and always turns the tickets around fast. When we have submitted other requests, we often find that we need to explain the issue multiple times and/or reference contacts within Xactly that have previously assisted us with similar issues. I will say that our CSM has been fantastic with escalating our tickets as soon as we bring them to his attention.

From an admin perspective, the software's usability is high. The different components are organized in a way that is easy to figure out, for example, all elements of a plan are under the Plan Design section. There are some areas where searching within the system is a bit cumbersome because after clicking into a result and back out it clears your filter. I found the software easy to navigate when I first started and the amount of documentation and helpful videos they have on the community and within the University make the system even easier to learn.