Xactly Incent: Straightforward but Room for Improvement
Updated December 07, 2023

Xactly Incent: Straightforward but Room for Improvement

Anonymous | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xactly Incent

Our company uses Incent across two departments - Commissions and Sales. Commissions uses Incent as a tool to help make complicated commission rules and processes more automated. The sales department uses Incent as their main hub for all things commission and quota attainment related. We also use Incent's messaging feature [to] send out important documents like comp plans and terms and conditions for approvals.

Pros

  • Simplified, easy to access and use UI for sales reps.
  • The ability to make mid-period changes to objects.
  • Mobile App and Salesforce integration experiences are both very fluid and feel native to each platform.

Cons

  • Would like to see more automated functionality around calculating annual quota attainment for sales reps that span multiple roles/quotas in a year period.
  • More functionality with the Incentive estimator.
  • Some sort of notification system for sales reps when new orders have been processed.
  • Our company has been able to redirect a FTE worth of budget on our commissions team to other projects/initiatives that once were occupied by calculating and maintaining the formulas for our comp structures before Xactly.
  • Our ability to analyze comp-related trends within the company went from 0-60 as soon as we got all of our rules and processes built out in Xactly.
  • The amount of time saved from reps no longer sending simple inquiries into our commissions team is hard to quantify, but it’s increased our overall selling time and also reduced the load on the commissions team drastically.
The customization and depth of systematic processes is 10x better in Xactly Incent than any other program I’ve used to calculate and manage compensation data.

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?

I wasn't involved with the implementation phase

Would you buy Xactly Incent® again?

No

For companies with a simple business model and straightforward sales org, it is a very useful tool. If your sales org has multiple divisions, teams, plan types, etc. it’s hard to keep things standardized across all divisions, especially when there is lateral movement of reps amongst and between different teams.

Xactly Incent® Feature Ratings

Sales ICM
3.3
Sales compensation plan creation
3
Complex sales crediting
3
Sales compensation process automation
3
Incentive auditing/regulation compliance
3
Sales compensation dashboards & forecasting
4
Incentive modeling
4
Agile incentive strategy
4
ICM mobile visibility
2
Sales Gamification
2.0
Sales rep view
2
Analytics and Reporting
2.0
Personalized dashboards
2

Using Xactly Incent

400 - Commissions, Finance, Sales, Sales Operations, HR
Commissions Analysts, Corporate Systems Engineer, Sales Operations Analysts
  • Creating Complex Compensation and Credit Rules
  • Approval Workflows for Compensation Plans
  • Quota Attainment Reporting
  • Use as an auditing tool to cross reference against other systems of record we maintain
  • Help analyze and drive specific sales behaviors
  • Better adoption of end users for progress tracking
Not my decision to make, but we have too much time and resources invested into this software right now make any sort of change.

Evaluating Xactly Incent and Competitors

Yes - Anaplan
  • Integration with Other Systems

Comments

  • Sonia Cabrera Rossi | TrustRadius Reviewer
    Sonia Cabrera Rossi
    (Vendor Representative) commented 3 years ago
    I appreciate you taking the time to comment. I am happy to hear that you found Xactly Incent easy to access and use and that you value the ability to make mid-period changes to objects. Our Xactly Community Portal and Xactly University are great resources that may be of interest to you. If you think it would help, we would be happy to speak with you and point you in the right direction. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

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