Overall Satisfaction with Xactly Incent
We started to use Incent in 2012 and replaced older system to meet business needs. It is used by Sales Operations department, Human Resources and Finance for Sales Compensation purposes and performance. It really eliminates all manual work that would be done by the old style. It addresses the in real time results as it provides information up to date. It is flexible on changes minor and major changes in your comp calculations. Great tool overall.
- Visibilty
- Dig in dip details info
- Calculations
- Analytics part
- Some information you want to see all together in one customized report like Credits, Quotas, Attainment, Commissions, and Bonuses.
- Positive for sure.
- On our case it is more than 50% which is really great.
Data insights is a good addition to the Xactly Incent as it shows valuable details for analysis of the Sales plan, if it works well or require adjustment. Where person may be needs help and directions to improve the results. Very considerable and helpful to make the right decision when dealing with sales and compensation balance.
We do take to consideration all these tools what Xactly offers.
we have Salesforce, SAP, CLI systems integration with Incent via sftp transfers.
The following departments are using data from Incent: finance - to forecast budget for future payouts to audit the outcome, payroll - to pay employees their sales comp dollars base on Incent reports, sales operations - to analyze the quarterly and yearly performance, hr - to have data to design, adjust Sales incentive plans when required.
Reliability, Accuracy, Simplicity, "Time spent" factor. Definitely recommended product.
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
180 - We have all kind of people with business functions who uses Xactly Incent. The list starts from Sales representatives, Sales Managers, Sales Directors, Executive team, Sales Operations team, Finance team, Human Resources team. Xactly partners and developers during the development, testing and implementation, Xactly Support when you are in trouble with Incent.
1 - To support Xactly requires minimum 1 person as business administrator with knowledge of Sales Compensation, Finance skills, Analytical skills, Technical skills, It could vary from the complexity and changes if need to be completed. IT developers with SQL code knowledge to support to implement the required changes as they occur for instance once a year, may be more often, may be random once in 2 -3 years.
- Assess to the Xactly Incent from anywhere in the world as long as Internet works.
- Information presented in real time all the time.
- Possible competed automation process from orders creations calculations to paycheck in the Bank as per Incent statement.
- Easy to use and it is really user friendly interface.
- Estimator tool that can estimate "how much I will get commissions if I close the deal"
- We have gone from the old static system no visibility, no real time update, back in 2012 to the Xactly Incent to provide complete visibility, control, transparency, real time information and calculations right on a spot. We are glad we did get rid of the old inefficient system to calculate Sales compensation.
- To combine Xaclty Incent with Connect to get compete control in our hands of Sales Compensation from development to Implementation and support.
Evaluating Xactly Incent and Competitors
Yes - We have replaced our old system STAIRS as it did not meet the up to date technology, Old style. Static information, no visibility, sales did not know how they are doing in progress. That had to be changed and we have found what suits our needs, requirements in Xactly Incent.
- Price
- Product Usability
- Product Reputation
- Vendor Reputation
I would stop here to give you more details on Product Usability. Xactly is very easy to use. It is very stable system. Maintained with updates by vendor every month and most beauty is accessible from anywhere with internet connection. Sales people can not change any numbers, it is browser view only to them. Exportable reports in PDF or Excel.
At the time of 2011 Xactly did not have such module as Connect and we had to use Delta for automation, completely relied on the Xactly team or partners to make any changes. With Connect piece that gives 100% control in your hands from design, develop, implement, maintain Xactly Incent without need to contact Xactly for changes. We would integrate Xactly Incent with Connect to fulfill compete control.
Xactly Incent Implementation
- making mistakes and learning the system on the go.
Xactly Incent Training
- Online training
- in-person training
it is possible to have self-taught however, takes time. I recommend to use in-person (in-class) or on-line training and let professionals lead that.
Configuring Xactly Incent
to save a time and money recommend to use professional services to handle the configuration to be done right.
No - we have not done any customization to the interface
No - we have not done any custom code
We have added some custom fields for use.
Xactly Incent Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes
We are customers with Premium support, it means 24/7 hours, quick responds, with resolutions in couple three hours instead of up to 48 hours. There is a dedicated people with knowledge of our functional requirements and design of compensation plans. Basically you get what you pay for. This is a good description.
There was one time when orders in batch were stuck with calculations and it got "frozen" for hours in processing queue to process the line of batches, There is no other way to resolve it as to contact Xactly support and to remove that stacked batch from the processing queue in order to move on with other batches. Support was exceptional in terms of time and issue has been resolved in a matter of few minutes. They saved our day at that time.
Using Xactly Incent
Pros | Cons |
---|---|
Like to use Relatively simple Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- To calculate batches to Credits or Calculate batches to Incentives.
- Upload the orders
- Create user
- To create formulas and rules
Yes - We have enabled the mobile ui functionality for sales people to see how they are doing on the phone, on a go. They like it. I would like to mention that Mobile UI version is not for admins to work. It works on iPhones, androids, blackberries. As Admin you can see who is using what kind of version.
Xactly Incent Reliability
Integrating Xactly Incent
- Salesforce
single sign on in salesforce and access to Xactly from salesforce.
- no plans yet
no plans yet
- Single Signon
- AppExchange or similar marketplace
single sight on with salesforce and app-exchange to access from salesforce.
I would advise to use salesforce single sign on as it works perfectly for sales people and it is secured as well.
Relationship with Xactly Corp
Easy to negotiate and to deal with, just to make sure everything is discussed and negotiated to meet your needs.
Advise: do the homework, get prepared and request all you need.
Upgrading Xactly Incent
Yes - Xactly team does updates and new features on a monthly bases to make sure all the areas are working as expected and improved.
- new features
- improvement on analytics tool