Recommended by an experienced Xactly consultant.
Use Cases and Deployment Scope
We use Xactly Connect to help clients integrate various data sources (Salesforce, Workday, Netsuite, Microsoft, flat files) into Xactly for use in sales commissions calculations. It addresses the business problem of having to manually export data from these sources and do your commission calcs in Excel. It is typically only used in one department, which would be Sales Operations.
Pros
- Direct integration into Salesforce. Which the majority of companies use for sales CRM.
- Uses standard SQL and SOQL so any programmer with this skillset can pick it up easily.
- The code is easily accessible through the Xactly UI. So anyone with an Admin login can look at and modify the code.
- Constantly adding new features.
Cons
- More direct integrations.
- More extensive AI library.
- Ability to pull from lookup tables in Incent and write back to lookup tables.
Likelihood to Recommend
When the client has source data in Salesforce, Workday or flat files, it works really well. If the client has too much data, it can be really slow or require lots of preprocessing. It's often better to do as much of the calculations as you can in the configuration rather than on the Xactly Connect side. So that regular comp admins with Incent Connect training but no Xactly Connect are able to make changes.
