Item: Xactly Incent®
Rating: 9
Author: DeWayne Allen

Overall Satisfaction with Xactly Incent

Use Cases and Deployment Scope

We have used and implemented Xactly Incent internally and at customers to calculate and report on sales activity as well as revenue for our sales team, and Professional Services. [Xactly] Incent was used to manage scorecards and rankings for our sales leaders, and project teams. Professional Services and Sales use it to understand their pay requirements, while finance and sales ops use the analytics to drive better decisions for our leadership and customers alike. In most cases sales ops, sales and finance teams all use Xactly Incent because of the sharing of unified data. Customers have gone from inaccurate disjointed spreadsheets to global views providing the insight to better manage their business.

Pros and Cons

Pros

Comprehensive analytics and reporting.
Troubleshooting and managing formulas.
Complete and accurate calculations.
Rationalization of analytics and reports.

Cons

Real-time dashboard updates.
Modeling can be confusing.

Return on Investment

Document management to allow sales reps and consultants to review and accept their plan documents.
Accurate calculations - Rarely ever a issue.

Alternatives Considered

Varicent Incentive Compensation Management, Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) and Anaplan

Xactly [Incent] Analytics reports are more advanced and easy to use. The interface is superior and allows for a deep dive into sales numbers and financials for the company. Other departments use Xactly [Incent] to help build cross-functional tools and databases, that can work together efficiently. UAT testing and test scripts are managed by the IT organization to adhere to all company policies. Finance uses it for analytics, forecasting, and financial modeling. HR uses it to determine terminations, new hires, and other relevant data points. Sales Operations uses it for quotas, sales strategy, planning, etc.

Key Insights

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

Yes

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

Likelihood to Recommend

Xactly Incent does a great job when it comes to calculating commissions and the attainment of goals. Xactly [Incent] is by far the most comprehensive based on my years of experience deploying and using the product. It is so much easier to use than others we have deployed. Xactly [Incent] is great for larger companies or companies that have complex sales plans that require customization for your company's specific needs. It may not be well suited for smaller companies that don't have sales plan complexities or that can be handled by Excel spreadsheets or a simpler software.

Comments

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Xactly Incent for Internal Use and Customers