Xactly AlignStar Reviews and Ratings

Rating: 5.9 out of 10

Score

5.9 out of 10

Community insights

TrustRadius Insights for Xactly AlignStar are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Territory Mapping Benefit: Users have expressed satisfaction with the ability to outline territory borders at the zip code level, aiding in the alignment of territories with Salesforce accounts. This feature enhances efficiency in managing sales regions effectively.

Exporting Capabilities: Several users have found value in the functionality that allows them to export territory files for external system use, facilitating seamless synchronization with forecasting and reporting tools beyond Salesforce. This streamlines data management processes.

Cost-Effective Solution: Reviewers have noted that the software offers an economical option compared to alternatives, making it a budget-friendly choice for optimizing territories. The affordability factor adds significant appeal for businesses looking to enhance their territory management strategies.

Reviews

9 Reviews

Great tool for Territory Management

Rating: 9 out of 10

Incentivized

December 2, 2019

Use Cases and Deployment Scope

We use Xactly AlignStar for our territory management. Honestly, AlignStar is a very powerful tool but we only are using a percentage of the functionality available as we don't need a complex territory structure. However, we do use the Optimizer feature heavily in determining how to allocate our accounts within territories that are balanced.

Pros

Optimize Territories
Manually Adjust Territories
Visualizing territories

Cons

User interface is more akin to a 1990s product
Difficulty when needed to base territories on more than 1 criteria
Crystal Reporting is not flexible

Likelihood to Recommend

If you have reps and need territories assigned geographically then AlignStar is a great option. While we do not have reps in the field, I can see how powerful it can be in aligning territories not only based on estimated revenue or some other metric but also with rep location and driving in mind.

Josh Garman

Senior Salesforce Administrator at PayLease (201-500 employees)

Vetted Review

1 year of experience

View profile

Little Old and Slow, but Great Product Overall

Rating: 7 out of 10

Incentivized

November 20, 2019

Use Cases and Deployment Scope

My department uses Xactly AlignStar to create and maintain our field sales territory alignments. We also use it to generate detailed maps for our field sales teams, training department, and recruiters. We are able to import data into the program to make sure our territories are balanced. The additional tools also allow us to determine travel times and ideal rep locations.

Pros

Detailed label options by ZIP code. I know the immediate impact of moving a single ZIP code.
Territory Optimizer. If we are having trouble figuring out the correct configuration for a particular area, its helpful to see what the program suggests. It may come up with something we hadn't thought of yet.
Custom layers. I am able to mark the previous territory boundaries, so if we want to undo a change, I know exactly where we started from.

Cons

After making a change, I have to zoom in or out in order to get the territory labels to update.
I would love to be able to have two different instances open at once. Sometimes we need to compare two different scenarios side by side.
Overall, the product looks and feels a bit slow and out-dated.

Likelihood to Recommend

Xactly AlignStar has worked very well for us in the past as the tool we use to realign our territories as we grow our field sales team. We are a rapidly growing company and this tool has been great to use each time we expand. However, it would be great if we could somehow incorporate our call plan details into these maps to provide a useful tool to our field sales reps when determining their routing.

Lisa Kaplan

Principal Sales Operations Analyst in Finance and Accounting at Insulet Corporation (1001-5000 employees)

Vetted Review

3 years of experience

Align "Catch a" Star

Rating: 7 out of 10

Incentivized

November 20, 2019

Use Cases and Deployment Scope

Each year we redefine territories for our sales in the US. AlignStar gives us the ability to "right size" territories to ensure proper account alignment and territory coverage.

Pros

territory realignment
realign accounts to sales team
geographic representation
territory scorecard

Cons

updates on territory maps to the field is sometimes slow.

Likelihood to Recommend

<ul><li>Xactly AlignStar works well when your account base is spread over a broad geographic area.</li><li>AlignStar is not as effective for those on the Road using a ablet or smart device.</li></ul>

Randall Lee

Senior Financial Analyst in Finance and Accounting at Allergan (10,001+ employees)

Vetted Review

2 years of experience

View profile

I'm an Align Star with our territory management in Salesforce

Rating: 8 out of 10

Incentivized

November 20, 2019

Use Cases and Deployment Scope

I am the only user of the tool at this point. I use it to draw new territories when needed and produce files for several systems to update territory lines and ensure reps receive commission for the appropriate orders. We also use it to create and display regional maps for various functions whether it be for slide decks or internal forecasting use.

Pros

Drawing territory lines as needed. We currently draw our territories at the zip code level which easily helps us align them with accounts in Salesforce.
Exporting territory files for external systems. We currently use other tools for forecasting and reporting in other manners than Salesforce. The exported file allows us to sync territories on those systems as well.
Creation of territory and regional maps. We consistently create territory and regional maps used for all divisions such as marketing and sales. We also have used it to produce a territory map that aligns our sales reps with our clinical development team.

Cons

Easier functionality to label the territories. We currently still use the desktop app and labels for any feature are rather small and not intuitive.
Speed of the application. The desktop version we currently use tends to be a bit slower and runs into the "application not responding" issue quite often.
Ability for the desktop version to automatically update Salesforce. It would be nice if I could have Alignstar update a field on an account record in Salesforce when I make updates in Alignstar.

Likelihood to Recommend

Definitely a useful tool for drawing territory boundaries and aligning our organization. We have used it for other applications other than territory alignment. It is useful to import a set of data for heat mapping. Although it would be great if the heat mapping portion was a bit more robust than generic icons that graduate in size.

Verified User

Director in Information Technology (51-200 employees)

Vetted Review

5 years of experience

1 year AlignStar Desktop

Rating: 4 out of 10

Incentivized

November 12, 2019

Use Cases and Deployment Scope

Used to territory align our sales reps based on known opportunities and current customers.

Pros

Ability to split territories or regions into subsections.
Hierarchies to align managers with reps.

Cons

Software is very slow, often crashes my computer.

Likelihood to Recommend

AlignStar works well when there's only one user or stakeholder to view the territory alignments. I only used the desktop application, but it was very difficult to share territories with the sales reps without just screenshotting the application.

Verified User

Analyst in Corporate (201-500 employees)

Vetted Review

1 year of experience

Xactly Alignstar single year user

Rating: 3 out of 10

Incentivized

November 6, 2019

Use Cases and Deployment Scope

Used within the Commerical Operations team to align the global sales team around territories.

Pros

Xaclty Alignstar optimization tool is handy. 1 click optimization where you can weight 2 different variables
Great support team. Always willing to get on the phone and walk you through specific problems

Cons

Very clunky software. Looks like it's from the 90s.
Unresponsive sales representatives. Terrible at communicating.

Likelihood to Recommend

Appropriate for a very basic alignment software. A bit expensive compared to market competitors. Probably more useful if you are starting from a blank slate, but less useful if you already have existing territories where you need to add more reps.

Verified User

Employee in Corporate (201-500 employees)

Vetted Review

1 year of experience

AlignStar - decent, but outdated

Rating: 1 out of 10

Incentivized

November 6, 2019

Use Cases and Deployment Scope

We are attempting to use it to re-align territories for our North America sales team. It is being used by the Sales Ops department to align zip codes to territories.

Pros

Cost - cheap compared to other software
straightforward - relatively straightforward use

Cons

User Interface - outdated
Icons fail to work; software non-operational at the moment

Likelihood to Recommend

Well suited to pull postal codes for North America. Integration with SFDC did not work, and training/support, in this case, was in its infancy stage. Not a good experience.

Verified User

Analyst in Sales (1001-5000 employees)

Vetted Review

2 years of experience

Does Xactly what it is supposed to!

Rating: 8 out of 10

Incentivized

June 18, 2019

Use Cases and Deployment Scope

We are using AlignStar to strategize our sales alignments and overlays for compensation. It is used only in the commercial organization - sales, marketing, etc. We use this to appropriate quotas and ensure fairness across the field.

Pros

Optimization
Data loading
Good UI

Cons

Aesthetics
Too much configuration
Querying

Likelihood to Recommend

AlignStar excels in the ability to manage simple of complex alignments. The optimizer has changed our lives!!

Verified User

Analyst in Sales (501-1000 employees)

Vetted Review

1 year of experience

thanks for a great product

Rating: 10 out of 10

Incentivized

June 12, 2019

Use Cases and Deployment Scope

We use Xactly AlignStar (AS) to map, realign, change zips and do everyday maintenance. We also use AS to suggest new territory alignments with the suggestion of territory expert.

Pros

Supports zip to terr
Makes good suggestions for possible realignments
Reports on summary data

Cons

Would like more than 2 sort dimensions
Would like more than 2 weightings
Better maps on PPT

Likelihood to Recommend

Works great in Pharma. The software is great at suggesting possible realignments, and is very easy to use. I'd like to see better advanced training options for experienced users.

David Richards

Sr Director Comm OPS in Sales at Lupin (201-500 employees)

Vetted Review

5 years of experience

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I'm an Align Star with our territory management in Salesforce

Rating: 8 out of 10

Incentivized

November 20, 2019

Use Cases and Deployment Scope

Pros

Drawing territory lines as needed. We currently draw our territories at the zip code level which easily helps us align them with accounts in Salesforce.
Exporting territory files for external systems. We currently use other tools for forecasting and reporting in other manners than Salesforce. The exported file allows us to sync territories on those systems as well.
Creation of territory and regional maps. We consistently create territory and regional maps used for all divisions such as marketing and sales. We also have used it to produce a territory map that aligns our sales reps with our clinical development team.

Cons

Easier functionality to label the territories. We currently still use the desktop app and labels for any feature are rather small and not intuitive.
Speed of the application. The desktop version we currently use tends to be a bit slower and runs into the "application not responding" issue quite often.
Ability for the desktop version to automatically update Salesforce. It would be nice if I could have Alignstar update a field on an account record in Salesforce when I make updates in Alignstar.

Likelihood to Recommend

Verified User

Director in Information Technology (51-200 employees)

Vetted Review

5 years of experience