The Xactly way to Incentivize your sales team
December 13, 2023

The Xactly way to Incentivize your sales team

Noel Nicdao | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

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

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

Cons

  • 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.
  • Commissions spend was in control after implementing Xactly
  • Less turn over from sales reps
  • Ability to react on adjusting plan design
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.
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.
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.
Finance is able to get a better accrual estimate from the commissions team.

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

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.

Xactly Incent® Feature Ratings

Sales ICM
8.7
Sales compensation plan creation
8
Complex sales crediting
9
Sales compensation process automation
10
Incentive auditing/regulation compliance
9
Sales compensation dashboards & forecasting
9
ICM mobile visibility
7
Sales Gamification ()
Not Rated
Analytics and Reporting
10.0
Personalized dashboards
10

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