Great solution for our unique requirements
December 15, 2023

Great solution for our unique requirements

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

Overall Satisfaction with Xactly Incent

We have customized split assignments that occur within Delta. Once the delta files are submitted, then Xactly Incent module completes calcualtions and analytics module provides reporting we need to get data back to our ERP system. Delta does our 'heavy lifting'. We do not utilize plans or quotas as they did not fit our business model.
  • Ease of data
  • Person.position.user setup
  • Analytic refresh timing is painful in my opinion
  • eliminating custom code and additional IT personnel being added
  • simplification of reporting
Currently we are not utilizing benchmarking of data. Our sales associates are compensated on a percentage of gross profit. The custom programming done within Delta accommodates all of our split assignment needs.
Since we do not manage our associates (they manage their own business) we do not utilize sale quotas to the fullest potential. It is a helpful tool for our internal budgeting and forcasting
We are not fully integrated yet. Files to/from the ERP and Xactly Incent are sent on secure sFTP sites. We look forward to a full integration in the coming years.
Only finance utilizing the system at this time.
Support staff availability and systems ease of use

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

The system is user friendly and easy to use. I see where the 'out of the box' program is perfect for other companies. Although we needed to do custom programming within delta to accommodate our system requirements while implementing Xactly Incent, we were able to get the desired results. Processing time for a large number of transactions is not an issue.

Xactly Incent Feature Ratings

Sales compensation plan creation
7
Complex sales crediting
9
Sales compensation process automation
7
Incentive auditing/regulation compliance
7
Sales compensation dashboards & forecasting
8
Incentive modeling
8
Agile incentive strategy
8
ICM mobile visibility
7
Sales rep view
9
Personalized dashboards
10