Item: Xactly Incent®
Rating: 8
Author: Verified User

Overall Satisfaction with Xactly Incent®

Use Cases and Deployment Scope

We use Xactly Incent to run our sales compensation process, replacing spreadsheets and manual work.Calculations are automated and sellers can see their earnings in real time, which builds trust. For the business, it saves us a ton of time during month-end close, and lets us quickly see the impact of any comp plan changes. We use it globally across different sales roles and regions, and the Salesforce integration helps us keep everything in one place.Overall, it’s become a key tool for making sure our comp process runs smoothly as we grow.

Pros and Cons

Pros

automated calculations for commissions, bonuses, and spiffs
smooth Salesforce integration
sends statements to Sellers

Cons

reporting - currently you need to export multiple files to build 1 report
Position in Xactly is a key - forces you to version records and can easily get stuck
Testing capabilities are limited

Return on Investment

The tool has a clear impact on our business by improving the speed and accuracy of incentive calculations.
Tool implementation eliminated an analyst role - so it saved us 75,000 USD

Xactly Data Insights

We use sales performance analytics and benchmarking data to ensure our compensation plans are competitive and aligned with business goals. We adjust plan structures, targets, and identify areas where incentives can better drive the behaviors that impact revenue growth. This makes compensation more strategic and results-focused.

Compensation Management

We're not currently using that functionality, although we need it - not within our budget momentarily.

Xactly Integrations

Salesforce Data Cloud and DocuSign

SFA integration ensures automated calculations with no manual interventions. It also shows Sellers their bookings.
DocuSign integration helps distribute Sales Compensation Plans in bulk, to multiple Sellers and offers visibility at the manager level.

Adoption

Our Finance department uses it for calculating accruals.

Alternatives Considered

CaptivateIQ

Captivate IQ offers better pricing and has less limitations in configuration.

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?

I wasn't involved with the implementation phase

Would you buy Xactly Incent® again?

Yes

Likelihood to Recommend

+it works really well for my org, as we have a large global sales team with multiple plans, currencies, and payout rules. It scales easily and keeps everything consistent. Makes it easy to track and access.+offers sellers need real-time visibility into their commissions - no more manual dashboards.
- for additional enhancements, the setup and license costs might outweigh the benefits. We're a small company and it's hard to spend our entire budget on 1 functionality.

Xactly Incent® Feature Ratings

Comments

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Nancy White
commented 2 months ago
Thank you for taking the time to comment. We are pleased to hear that the product is working well for our customers. We recognize that reporting can have some hiccups. I recommend reaching out to your CSM to learn about Analytics and see if that may be an option. There may be more options for you to develop your build. Thank you Sonia Cabrera Rossi Director Xactly Product Education

Great product to use