CREST SFA vs. Xactly Incent®

The platform is absolutely amazing for all parts of the commission process. The only drawback is reporting. The new funcionality will be coming out and from the presentations it looks like the new platform will be taking care of the previous issues. I cannot give the software a perfect 10 yet; however, I am anticipating rating it a 10 after the reporting comes out.

Incentivized

• automates workflows and approval processes, significantly reducing the administrative burden on sales operations.
• ability to accommodate a wide range of commission structures.
• The dashboard is clean and straightforward, making it easy to track commissions, performance metrics, and goals without getting lost in a sea of unnecessary features.

Incentivized

• It doesn't provide real-time results after updates are made that require recalculation. You have to wait for a refresh time to pass.
• The ability to edit the Draw section, so that you can identify and/or distinguish the difference between Recoverable and Non-Recoverable Draws.
• Customizing the rare and out of the ordinary situations. It can be done, but typically requires the aid of Support.

Incentivized

We have been using Xactly as a primary application to calculate the commissions payout on a daily basis and would continue the same as Xactly Incent meets our requirement. It keeps the process automated and reduces the manual effort to calculate commissions.

Incentivized

From an admin perspective, the software's usability is high. The different components are organized in a way that is easy to figure out, for example, all elements of a plan are under the Plan Design section. There are some areas where searching within the system is a bit cumbersome because after clicking into a result and back out it clears your filter. I found the software easy to navigate when I first started and the amount of documentation and helpful videos they have on the community and within the University make the system even easier to learn.

Incentivized

In general the system is nearly always available. But the daily achievement calculation takes a hugh amount of time. therefore it was in the past month sometimes only from midday onwards completely updated and usable for Sales employees. Xactly support was and still is working hard to get it available early mornings. Availablility time has increased a lot. It's now down to around 10 am in the moring

Xactly Incent performs extremely well. I have not experienced it "slowing down" when usage is heavy. This is particularly true when it comes to the regular recalculation of credits and commissions. It is not uncommon for Xactly to be dealing with hundreds of thousands of orders/credits in a pay period, but the system handles it well. Xactly recently changed their calculation engine and the speed for regular refreshes increased significantly.

Incentivized

They take the time to understand the system. They keep us updated on the status of our cases. Finally, their continued follow up ensuring the initial issue was resolved is very nice. They will not close the case out until they have confirmed that our issue has been completely resolved and fixed.

Incentivized

It was great, good explanations and good training material provided, we were able to get a really good idea of how to use the system. I also think that it was enough time to learn how to setup the system.

Incentivized

Xactly offers training on new releases on a monthly basis and training on basic principles regularly via registration. My experience with both is that they do not provide the in-depth knowledge necessary to truly master the system and advanced courses still do not go to the level needed to autonomously manage the system and plans. Professional services are a large part of any cloud based service such as Xactly and I feel a reliance on such paid consulting services is a great money-maker for Xactly.

Already commented in Implementation phases. Generally spoken: Be very well organized, try to use easy comp plans. Think in the most strange scenarios that could happen because it needs to be porgrammed. It will happen in big organizations for sure. Take your time and invest in Administrators. Try to get full time support from Administrators.

Our company was using a product called SNL Banker to share incentive data with our sales team. We were using this product for other reporting so it was an easy solution but it did not have any of the calcualtion functions of Xactly Incent. I used Xactly Incent at a previous company, so when we were ready to make the investment in our incentive process, we only looked at one vendor. Xactly.

Incentivized

It's very flexible. In most cases it can be adapted to your needs by programming which may cost extra money. We have a lot of different complans and close to 1.000 employees using Xactly in EMEA. It's mainly used by Sales and Finance

• I am not aware of the company investment, but the overall result is fantastic. Employees visibility to commissions and components of their commissions is great. They have much more accessibility to their numbers and better understanding of how commissions are calculated. They can also review commissions at their convince on the application.
• There seems to be more employee engagement and satisfaction with the overall commission process and reporting with Xactly Incent.

Incentivized