Item: Xactly Incent
Rating: 10
Author: Noel Nicdao

Use Cases and Deployment Scope

Xactly Incent is the tool we use to run our Sales Incentive Plan in the most efficient and accurate way. It provided the company a system to manager commission calculation and payouts in a consistent manner. Most of all, it provided our Plan Participants a transparent and effective way to track their progress against company set goals.

Pros and Cons

Transparency in how reps are paid
Consistency in calculations
Ease of use for both User and Admin

Improve Analytics reporting particularly simplify Report creation
Speed of processing can be improved.
Ease of Plan design setup to aid Admins be able to configure with less help from consultants.

Return on Investment

Commissions spend was in control after implementing Xactly
Less turn over from sales reps
Ability to react on adjusting plan design

Xactly Data Insights

We provide analytics dashboards and to our executives who consume the data in order to make business decisions. We are able to use aggregate data to check how we pay our sales team versus how the industry does. We are able to quickly estimate commissions spend and provide our finance team an better accrual estimate.

Compensation Management

We are able to manage our commission spend and see if it is tracking against what we forecast. We are able to react quickly if we see plans that are not effective and are not incentivizing the right behavior. We are able to direct future company objectives based on past performance.

Xactly Integrations

Salesforce CMS

Integrating Salesforce CRM to our Xactly system allowed our plan participants to see their progress against goals in a daily basis. We are able to skip the repetitive and error prone step of downloading Bookings data and uploading the same to Xactly. It made our process much easier and faster.

Adoption

Finance is able to get a better accrual estimate from the commissions team.

Key Insights

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?

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

Likelihood to Recommend

Xactly Incent is well suited for large sales teams where spreadsheets are not able to maintain consistency. For small sales teams of 300 or less, it may not be cost effective. Xactly Incent is also better for auditing purposes while manual spreadsheets may be a challenge to audit.
Xactly Incent is also well suited for end users who are able to see their progress on a regular basis.

The Xactly way to Incentivize your sales team

Overall Satisfaction with Xactly Incent