Xactly review
April 04, 2023

Xactly review

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

Overall Satisfaction with Xactly Incent

Used to calculate commissions for sales population. We avoid Excel usage and have Xactly also for tracking history of commissions with possibility to make analysis and reports. Sellers have order details and commission details on hand anytime they need, also for past periods.
  • precision
  • historical data available
  • multiple reporting possibilities
  • plan documents routing
  • You can always go back to previous periods to check, review, or recalculate commissions anytime you need, perform your analysis or create dashboards with reports.
  • For very specific client set up may be tool a bit not user friendly and you need to update multiple rules, formulas and other things for calculation to work, even for 1 seller impacted and even changing 1 small thing on the commission plan.
  • Formulas in Xactly are limited to certain length, so sometimes you need to find another workaround how to get what you want with other functions/rules and match them.
  • Also, creation of single report is sometimes not very user friendly when there is a need to use complicated counted formulas.
  • Back office is not that much user friendly.
  • Commission plan strategy planning.
Territory, quota neither forecasting in Xactly is not used that much yet.
Mostly HR and Finance is asking reports - achievements, commissions paid.

Do you think Xactly Incent delivers good value for the price?

Yes

Are you happy with Xactly Incent's feature set?

No

Did Xactly Incent live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Xactly Incent go as expected?

Yes

Would you buy Xactly Incent again?

Yes

For customized set up is more difficult to maintain all the commission plans, formulas, rules.

Xactly Incent Feature Ratings

Sales compensation plan creation
8
Complex sales crediting
8
Sales compensation process automation
8
Incentive auditing/regulation compliance
7
Sales compensation dashboards & forecasting
8
Incentive modeling
8
Agile incentive strategy
8
Sales rep view
9
Personalized dashboards
9