Xactly is what we need :)
April 07, 2023

Xactly is what we need :)

Raluca Dumitru | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

Xactly Incent is our Compensation tool where we have all the necessary data for all sales representatives, considering that we have a complex compensation plan. We test it before each new fiscal year in order to make sure that the new policy is accommodated well and then during the year, we help the sales representatives to understand the numbers, providing them also the manual calculation. When we find flows, we correct them with the help of the Admin, Support or Consultant.
  • Can accommodate complex plans and rules
  • User friendly
  • You can set-up it yourself (some features) and no need for a Consultant for each and every change
  • Historical data in statement view and reports
  • Refreshing the data- time-consuming
  • Deleting data for an already created position with deals
  • Less prone to error
  • Less time spent on calculating commissions
  • Refresh of data takes a lot of time
We make spot checks in Xactly to make sure that everything is in order and we have also other checks from which we spot inconsistencies. Most of the time we find issues due to the set-up. We try to make policies easier after having past experience, but it is not always up to us. Everytime we review the policies, we make sure that they can be integrated in Xactly.
From what I know, we use Xactly Incent and Analytics so far. The quotas are just uploaded in Xactly, same as VCs.
ERP- NetSuite
CRM - SFDC
Only Finance is using Xactly.
Internal product at Oracle - ECA.

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

Not sure

Are you happy with Xactly Incent's feature set?

Yes

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

Xactly is well suited in terms of user interface, handling complex commission policies, auditing versions.
Xactly is less appropriate when refreshing the data and keeping historical data from one refresh to the other.

Xactly Incent Feature Ratings

Sales compensation plan creation
8
Complex sales crediting
9
Sales compensation process automation
9
Incentive auditing/regulation compliance
Not Rated
Sales compensation dashboards & forecasting
Not Rated
Incentive modeling
Not Rated
Agile incentive strategy
Not Rated
ICM mobile visibility
Not Rated
Sales rep view
9
Personalized dashboards
Not Rated