Overall Satisfaction with Xactly Incent
Incent is used by our sales organization for sales compensation calculations along with performance metrics. Additionally, we are using Analytics for reporting and accounting accruals. Xactly Incent addresses the automation of commission calculations, along with the ease of accessibility for performance for the sales reps. It also helps managers understand where their sales reps are individually and as a team. We accomplish error free calculations and transparency to
end users.
end users.
- Document management is used in our organization to allow sales reps to review and accept their plan documents. It easy to use and key to our organization
- Details and transparency for sales reps - Sales reps love to see where they are against goal, how much they are being paid and where they rank among the troops
- Accurate calculations - Usually never a question
- Easy to understand
- easy to manage mid-year and effective date changes
- Analytical is not the easiest to use and is not very intuitive. There needs to be an easier way to get at some standard reporting metrics that are needed in every organization like pay and Performance and easily configure stack rankings.
- The ability to forecast commission expense does not really exist or needs to be done in sandbox or live environment
- Modeling is cumbersome
- Customer Support
- Xactly has eliminated the need to compile spreadsheets of commission data and minimizes internal emails and questions.
- One stop shopping for reporting and no shadow accounting
Performance Analytics allow us to see how the comp plan is performing vs sales results. It also allows us to see where we may be paying too much or too little.
We are not currently using any of the other modules. Sales forecasting may be a great product and solutions but currently is out of our price range for use.
Sales results are consistently monitored to predict commission expense as well as goal achievability. Used primarily by finance and Sales ops.
Good tool out there for our needs Intuitive, easy to 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?
Yes
Did implementation of Xactly Incent® go as expected?
Yes
Would you buy Xactly Incent® again?
Yes
- Xactly Incent
- Xactly Connect
Using Xactly Incent
250 - Sales and Finance
2 - Business acumen, Excel
- Accurate Calculations
- Reporting
- Audit capability
- Rankings
- What If scenarios
- expense predictablity
Evaluating Xactly Incent and Competitors
Yes - Manual Xcel spreadsheets
- Price
- Product Features
- Product Usability
- Third-party Reviews
Fit and product usability
ask more questions about the implementation process
Stay on top of consultants and understand what they are doing
Xactly Incent Implementation
- Implemented in-house
- Third-party professional services
Change management was a big part of the implementation and was well-handled
- Not understanding how the rules were defined and formulas used to build the plans
- configuration not moving correctly from Sandbox
Xactly Incent Training
- Online training
- In-person training
- Self-taught
no, you need training to understand all of the components and how they work together.
Configuring Xactly Incent
be involved as much as possible, be sure to understand the configuration
Some - we have done small customizations to the interface - Not so easy, quite a few complicated formulas to drive the desired results
Some - we have added small pieces of custom code -
calculations through Delta process to determine net sales value
crediting was configured for sales credit
Xactly Incent Support
Pros | Cons |
---|---|
Good followup Problems get solved Kept well informed | Escalation required Difficult to get immediate help Need to explain problems multiple times Support doesn't seem to care Slow Initial Response |
Yes -
it depends on the issue, now with the new platform to report issues, there is no severity flag
It is harder to track someone down to respond
Using Xactly Incent
Pros | Cons |
---|---|
Like to use | Unnecessarily complex Difficult to use Slow to learn Cumbersome Lots to learn |
- Creating people , positions, heirarchy, plans
- Adding goals, understanding how formulas are used within calculations and rules if you did not do the setup
Xactly Incent Reliability
Integrating Xactly Incent
- Sales Force
Still in progress for estimation of commissions
- File import/export
- Single Signon
No
Understand your requirements and Xactly's