Reliable and user friendly application
Updated December 13, 2023

Reliable and user friendly application

Meeta Sawant | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

Incent helps us to automate and streamline our
complex compensation process. The solution is flexible, easy to configure and
can be customize per our needs and time to time changes in incentive plans.


Xactly Incent meets our HR and legal requirements
by allowing accurate implementation of designed plans, audit capability, plan
routing and status tracking. It meets the Sales team requirements by giving
visibility to goals and credits, transparency to achievements via incentive
statements and ranking.


Xactly Analytics is a user friendly tool that
allows us to automate a variety of reports and publish them on the user
dashboard easily. It provides valuable insights into sales performance and
compensation data. It allows organizations to analyze sales data in real-time,
giving them a better understanding of sales performance and making informed
decisions.


Xactly community portal and university offers an
excellent resource from beginners to advanced learners. Monthly newsletters
keeps the administrator up to date with upcoming changes. Tips n tricks Email
series and quick learning videos (XUshorts) are my favorites.

Pros

  • Incentive calculation per plan set by HR
  • Transparency to achievements via incentive statements and ranking.
  • Reporting and analytics
  • offers learning resources

Cons

  • providing plan doc visibility to business ops similar to incentive statements
  • applying the process period to all pages from one place
  • Incent refresh page UI is very scttered. It's hard to read and update the records as it is not in a yable format.
  • Easy to configure, processes run very fast. Accurate incentive calculations contribute to increased efficiency
  • Gives visibility to goals and credits, transparency to achievements via incentive statements and ranking
separate team handle the goal setting and performance analysis.
separate team handle the goal setting and performance analysis.
HR : Xactly helps the tracking of plan routing and acceptance status.
Sales Operation : Incentive statements provides visibility to goals and credit.
Finance : Helps to analyze budget vs actual sales cost

Do you think Xactly Incent® delivers good value for the price?

Not sure

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

Docs functionality of tracking the plan acceptance status meets our Legal teams requirement. Easy configuration of compensation plans with accurate credit and commission results meets our HR and Audit requirements. Analytic meets our organizations reporting requirements.

Xactly Incent® Feature Ratings

Sales compensation plan creation
10
Complex sales crediting
10
Sales compensation process automation
10
Incentive auditing/regulation compliance
10
Sales compensation dashboards & forecasting
10
Incentive modeling
Not Rated
Agile incentive strategy
Not Rated
ICM mobile visibility
Not Rated
Sales rep view
Not Rated
Personalized dashboards
10

Using Xactly Incent

800 - Sales Team HR Legal
3 - bigginer database knowledge Detail oriented Excel
  • Easy Configuration
  • Report automation via Analytics
  • Plan routing and acceptance tracking
  • Using custom fields for reporting and credit/commission rules
  • Analyze historical data to forecast sales performance
User-friendly and reliable

Evaluating Xactly Incent and Competitors

Xactly Incent Support

If there are any issues with any kind of severity, I can rely and be sure that it will be resolved in time.
ProsCons
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
No. Current plan meets our support requirement
Yes - Yes. Pointed out couple of issues with Incent Refresh page and support team informed me when the fix will be released.

Using Xactly Incent

Incent helps us to automate and streamline our
complex compensation process. The solution is flexible, easy to configure and
can be customize per our needs and time to time changes in incentive plans.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • easy User setup
  • Plan Configuration (Credit and commission rules)
  • Reporting via Analytics
  • Giving access to Business admins to the representatives plan docs without the workflow
  • New plan setup each year even though there are no changes

Comments

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