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Xactly Incent Logo

Xactly Incent

4.2
(249)

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Build better comp plans to drive better performance

(7)

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Xactly Incent Features

Features Summary

Functionality

3.9

/5

249

Total features

21

8 categories

Xactly Incent features

Agency Commission
Audit Management
Bonus Management
Commission Calculator
Commission Management
Commission Scheduling
Compensation Management
Compensation Plan Modeling

Common features of CRM software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management

Price starts from

1

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

3.9

/5

249

Price starts from

1

Per month

learn more

Total Features

21

Unique features

  • Organizational Charting

  • Sales Planning

Functionality

4.4

/5

4K

Price starts from

0

visit website

Total Features

82

Features in Common

3

Unique features

  • For Mac Devices

  • Sales Pipeline Management

  • Social Media Integration

  • Scheduling

Functionality

4.7

/5

781

Price starts from

7200

/user

Per year

visit website

Total Features

45

Features in Common

19

Unique features

  • Accounting Integration

  • Multi-Currency

  • Commission Rules/Conditions

  • Customizable Templates

Common Xactly Incent comparisons

Xactly Incent logo
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Xactly IncentvsPerformio
Xactly Incent logo
CaptivateIQ logo
Xactly IncentvsCaptivateIQ
Xactly Incent logo
QCommission logo
Xactly IncentvsQCommission

Reviewers who mentioned features said:

HH
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Hanna H.

Computer & Network Security, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Incentives for sales reps work ok, but the administration side could be improved

Reviewed 6 years ago
Pros

1) Incent is visually well structured 2) Basics are included and straight forward, so administration od the basic functions is not difficult (a lot also depends on the consultant and the configuration)

Cons

1) Building reports with Analytics is difficult (very long lists of similar fields to choose from; Putting on filters and aggregating is not straight forward etc); 2) You need to wait for data to refresh in analytics at least two hours; 3) Commission plan functions should be improved (at least 3 issued by our team this year about it - workflows; viewing and approving) 4) The manual included in Help could be more detailed/clearer (e.x. answer about how draws behave when a rep is changing position is confusing to me) 5) I think there Xactly has potential - it feels like there are more functionalities to utilize, but we're not aware of their existence (that was my impression after a call with Xactly reps) 6) Xactly can be slow at times 7) Standard draws section is very limited

RW
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Robert W.

Computer Software, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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This is Xactly what we needed for Sales Compensation

Reviewed 5 years ago

Xactly is a complex system that gives users the ability to simplify their End to End Sales Compensation processes. I've used the system across two very different companies over the past 5 years. I was involved with multiple implementations and integrations and feel that Xactly was a great solution for the majority of the problems we faced on a day to day basis. Once I took some classes and got plenty...

Pros

The software is very robust and can handle a lot. It also has very user friendly user interfaces for the sales team.

Cons

It lacks consistency in usability across the platform, but they are working on this in their regular enhancements.

LK
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Luke K.

Information Technology and Services, 10,001+ employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Xactly Incent Review

Reviewed 4 years ago

Overall the experience is been pretty good. All the customer success managers have been attentive and really seem to want to know our needs as well as wanting to make Xactly as easy to use as possible.

Pros

I love the fact that this product can retain years of data so a user/admin can go into any particular year/month and look up commission payouts, clawbacks, adjustments, etc. This is such a nice feature that I don't have to store any of that information on my computer.

Cons

Lack of tech response. There have been a few times where we were in a time crunch for tech support and we never received it in time. A specific example of this... A new admin accidentally uploaded several hundred batches into the system (Why is there a mass upload function, but not a mass delete function for this?) and we reached out to tech support to remove them all, but we didn't hear from them in time before the pay period needed to be closed so we spent 20+ man hours manually deleting them one by one.

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Rachid a.

Financial Services, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use

Reviewed 4 years ago
Pros

Super easy platform to navigate in. Keep up the good work

Cons

Loading time is not that fast, also diagrams could be more visible.

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James M.

Medical Devices, 51-200 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Automate your Sales Compensation Process with Xactly

Reviewed 10 years ago

With less than 10 sales reps to pay, Xactly express was a great fit for our company. The product has allowed us to add in layers of complexity to the compensation plan that were not possible or practical to calculate with excel. Additionally the support team is awesome! The upfront implementation fee was more than justified with the support rep dedicated to our organization. We got the plan configured...

Pros

We have completely automated the process that used to take hours to complete each month manually.

Cons

We use Xactly Express as a native Force.com app. This is a negative because we have to duplicate each transaction record in the standard Salesforce.com table and in a seperate Xactly table. We have had to purchase additional data storage from SFDC.

AR
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Verified reviewer

Information Technology and Services, 201-500 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Great tool for a small to medium sized business

Reviewed 10 years ago

Our company has been using Xactly Express for about a year. Express integrates fully with salesforce.com and it is great that our reps have the ability to view their commission statements in real-time without relying on excel spreadsheets. Express has worked very well for our small sales team (approx. 100 users on 4 different plans) and has drastically improved the commission process. The team is excellent to work with and went above and beyond for us during implementation. The product may not be ideal for a rapidly growing company, or a company that frequently makes "exceptions" for the sales team and deviates from the standard commission plans. While manual adjustments to commissions can be made, the process is somewhat daunting. Overall, I would highly recommend this product.

Pros

Fully integrates with Salesforce.com, eliminates the margin for human error, real-time reporting, easy to manage users and plans, much quicker than manually calculating commissions.

Cons

Page load times can be long and system sometimes errors out when calculating.

EC
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Elizabeth C.

Information Technology and Services, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Highly configurable Easy to use

Reviewed 4 years ago

I have been able to automate most of our manual processes. It frees up my time to do more high level things. The ease of use and the ability to see their data in real time is motivating for them. It helps them spend more time selling and less time worrying about their commissions.

Pros

This is easy to configure. I haven’t found a plan yet I couldn’t build. It is mostly intuitive and it is a great resource for the sales team. They like having a real time view of their commissions. Analytics reports provide what the system doesn’t so I am able to build custom reports for the various teams where they can pull on demand current reporting. I have configured and used other systems and this is by far the easiest.

Cons

I would like to see the analytics reporting updated and easier to use.

PA
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Parneet A.

Information Technology and Services, 5,001-10,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Incent Review

Reviewed 4 years ago

It is certainly so much better than when I started with it back in 2014.

Pros

I have worked on this product in two different companies. It has gotten better in functionality especially with reporting and analytics. I like how we can customize our commission exception rules especially in this group where I see a lot of one offs. We are using look up tables to customize the payout rates.

Cons

I wish we could have a reporting cloud kind of thing where we could bring in any object, any field and run an adhoc report or analysis. I am right now limited to the objects I can use in one report.

PC
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Phil C.

Computer Software, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Very powerful and flexible compensation tool, but implementation dragged on for us

Reviewed 6 years ago

Great historical source for commission/quota attainment data, which allows to make business decisions moving forward. From an administrative perspective, the tool can scale to support hundreds and thousands of users, with an accurate view into commissions paid.

Pros

Xactly Incent is a very powerful and flexible compensation tool and will be able to scale with us as our business grows and if set up and administered properly, could easily support thousands of users.

Cons

The implementation was much longer and harder than expected - we missed our deadline and were scrambling at the end of the year to get everything working properly. Also, DELTA (for loading orders) is very inflexible and we will likely be looking to switch to Connect in the future.

AM
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Adam M.

Medical Devices, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Xactly has been transformative for our incentive compensation management!

Reviewed 6 years ago

Increase commission payment accuracy, decreased processing time, better insights into compensation management

Pros

Xactly has enabled us to reduce commission processing time AND decrease the number of errors. The sales users not only love the increased confidence in their payments, but they also love Xactly's easy to use interface!

Cons

There is a bit of a learning curve to learn the software as an administrator, but once you have mastered Xactly the incentive compensation management possibilities are endless.

SV
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Stacey V.

Telecommunications, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good Product

Reviewed a year ago

Overall, it has been good. There is a learning curve with this software but once you take all the classes and learn that, it is pretty easy going. It has been nice to have one system for comp and eliminate human error when calculating via excel sheets.

Pros

Being able to calculate and house all compensation (variable comp, comp plans) in one system

Cons

Responce time - when you need to open a support ticket it can take 24-72 hours to get an answer back.

AL
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Al L.

Electrical/Electronic Manufacturing, 5,001-10,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Great Software for Sales Crediting

Reviewed 4 years ago

I was on the sales operations team for two years and had to use the software to update our sales crediting logic. It was helpful in that. However, I felt we as an organization could have done more with what Xactly offers we just didn't want to pay for it.

Pros

This is software meets the needs of the complex way we credit our sales teams by product, geography, type of customer, etc.

Cons

Sometimes I feel there is too much manual manipulation required to update master data.

AS
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Alyssa S.

Security and Investigations, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great solution for commissions

Reviewed 4 years ago
Pros

Xactly provides us reporting we need as well as capitalizing commissions for us. We have all of our people on commissions plans in Xactly. By using Xactly we were able to get rid of any manual calculations that needed to be done in Excel.

Cons

It's not as customizable in some areas as we would like. Some of our end users find it hard to follow and read.

TM
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Tom M.

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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It has potential but frustrating at times

Reviewed 6 years ago
Pros

Has potential and is outward facing. Tight link to SFDC and can take Sales Teams away from tracking incentives on their own. Tons of functionality and value can be seen when deploying the SW.

Cons

Reporting (Analytics) is just not easy to use. Can't always pull information you need. Setting up users is rather cumbersome. Might be our set up but loading data isn't easy and when you get errors, there is not real help as to why it won't accept the record. Tracking our held commissions is a chore and need to do this outside the system. Having to recall documents you've sent out if you need to send a corrected one -- should be able to change while in process as long as not approved.

DL
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David L.

Accounting, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Has helped us tidy our commission process

Reviewed 6 years ago

More efficient way to track commissions and perform our close. Helps everyone have visibility

Pros

It does exactly what we ask it to do. Sales team has good visibility and allows us to close our months more efficiently

Cons

Some reporting functions are difficult to customize and navigate. For example, we can't run YTD reports from Incent. There are also some inconsistencies with layout

SD
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Swapnil D.

Health, Wellness and Fitness, 5,001-10,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Xactly is best software for Commission calculation but some process are really hard to digest

Reviewed 4 years ago

Xactly incent is nice and well-designed tool for commissions calculations.

Pros

1)Starting from User till Quota management it is too good, and does awesome job. 2)Calculation process in dependent on many factors and Xactlty supports most of them today. 3)Analytics is very good which gives clear picture of overall performance. 4)This nov-19 xactly provided free certification which I really appretiate.

Cons

1) I can not do some repetitive task in bulk, which I really do not like about this software, for e.g. i. Initial Quota creation ii.Record deletion (Quota of User, Formulas, Credit and Commission rule) 2) Incentive statements are configuration is allowed up to the extent only, but for specific needs, I cannot do that in Default statement. For e.g. If I want to change the Credit type Lable name in one of the incentive statement it does not allow and it updated all the incentive statements where the same Credit Type is used. 3)Deal by Deal commission setup is hard if we try to do it on own, always need PS team help in that. 4)Also some uploads required .CSV and some .xls file format which is really not good, always need to change the format once the files are prepared.

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Padmaja Tallavajhala C.

Computer & Network Security, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Xactly is a great tool!!!

Reviewed 6 years ago

Ease of automating and reduction of manual calculations of commissions.

Pros

Pros: 1. Ability to automate data transfers from your ERP/CRM systems to Incent and data validations/calculations using DELTA without the use of manual uploads using the Excel Uploads. I recently moved from one company to another and my goal is to leverage the use of DELTA for this purpose. It gives you your nights back! 2. Organizational setup is pretty easy to upload and it is even more wonderful...

Cons

Cons: 1. Analytics: A non-intuitive tool for regular users and need a solid understanding of your data in order to build reports that can be used by administrators and sales representatives. 2. System works well with simpler plans with fewer variables. Complex plans with multiple components can drag the system and make it tricky. 3. Development of Plan Design configurations works well, but at times, due to the design of the tool, it does not fully translate the language of your code to the language of the rule development. You have to be creative to be able to think of other ways to accomplish.

DM
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Donna M.

Computer Software, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Xactly Better than Yesterday but still needs to keep getting better

Reviewed 4 years ago

There are things that Xactly does well and once built work very well and that makes the experience pleasurable. Xactly has a nice appearance and once we educate our sales members it is easier for them to follow. It is not intuitive and needs to be explained. Reporting is a challenge for the administrators as well as the Users.

Pros

I think that Xactly has a great look and for the standard commission practices it does well, it is highly valuable.

Cons

A few points for Xactly would be that Xactly still struggles with plan changes or multiple plan changes for an individual sales member and then struggles to manage YTD commissions for folks who have had a few plans. We struggle with gates in Xactly and since commissions are fluid, Xactly needs to be better at looking at YTD as well as monthly and quarterly for these changed folks. Xactly Analytics...

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Lucas H.

Internet,

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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When it works, it works well. Bugs and non-intuitive nature can make it difficult to use.

Reviewed 6 years ago
Pros

Analytics: Can be very helpful to expand upon Incentive statement short comings. However with the introduction of Balance Carry forward to accommodate prior period processing, reporting is becoming more difficult. Recommended for every customer. Edocs: is recommended if you wish to route quota via Incent Incentive Statement: Overall great. Wish drill-down details loaded faster and were more flexible on what is shown on drill down Versioning Objects: I don't know what we would do without this System of Record: Great for historical comp. Earns more value year over year for growing changing sales teams.

Cons

Old UI: Sections that have old UI/non-HTML text Estimator: Atrocious UI, limits, functionality, but I bet its on every Xactly sales demo. Honestly, how many can customers using this? Illustrator rules- See estimator, but worse. Sales Rep Landing Dashboard: Most of the pods are useless. My feedback from our sales team we have is they don't even look at it. We direct them towards our analytics dashboards....

AR
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Verified reviewer

Construction, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Xactly is the best in the market, but the market deserves better

Reviewed 5 years ago

I originally did my company's commission in excel spreadsheets before we migrated to Xactly. Since then, there have always been errors in people's calculations. Was it worth the money and saved time? Not Really. I joined a new company and decided to replicate Xactly Express to continually stamp in SFDC. It worked well and didn't have all the diagnosis issues that Incent had.

Pros

Commission Calculations - Ability to make changes to plans, quotas, and release documents on the fly. I liked that reps were able to log in and see the breakdown of their payments and see their attainment

Cons

Cost, Implementation Time and Fee, Bugs, cannot self diagnose. Xactly Incent is supposedly the better version and upgrade from Xactly Express. In order to make it work with your organization, you will need to pay an implementation fee. Xactly then flys in trainers to configure your commission plan with their software. Once they leave, if anything breaks, you'll have to contact Xactly support. From...

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David M.

Biotechnology, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Xactly - a Worthwhile investment

Reviewed a year ago

We are able to process quarterly incentives accurately and quickly. This is saving us from having to make multiple adjusting payments after the fact. More importantly, it plays a role in reducing employee turnover as our sales force trusts their commission calculations and does not think they are being cheated by poor execution on the quarterly calculations.

Pros

Xactly is able to handle extremely complicated incentive calculations, utilizing data from multiple sources. It is flexible enough to accommodate rapidly changing organizations. From my perspective the best aspect of Xactly is the excellent customer support that comes with a license. The Xactly team is very responsive to address issues quickly, which is essential when trying to calculate incentive payouts in time for payroll deadlines.

Cons

Xactly does require significant investment to learn how to operate. It is a sophisticated program that has its own rules and processes. However, as a compensation professional, I have found it worthwhile to invest time to learn how to use Xactly. I used spreadsheets for years, but our profession is moving more and more towards full automation.

DD
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Doug D.

Newspapers, 10,001+ employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Experince

Reviewed 4 years ago
Pros

Ease of user for the end user. Don't need IT to make all configuration changes, can create formulas, rules, plans by a business admin. Reporting Integration

Cons

Would like to be able to upload data faster, we have a couple million invoice records, take about 8 hrs to load. Professional services are expensive and some of the resources are inexperienced

js
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jenifer s.

Biotechnology, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Xactly commission siftware

Reviewed 5 years ago

Overall experience is positive. Our workload has been cut down considerably and end users are happy with the info and level of detail they receive regarding their commissions.

Pros

Xactly software has brought us out of the stone ages in regards to commissions. What was once an excel spreadsheet is now a powerful too where end users can view their daily sales and commissions at will any time of day or night. Xactly is versatile and allows for connection to your ERP system or upload of data via excel sheets. Configuration to your specific compensation plan can be done by a team of their highly skilled consultants or your own in-house IT team. We have a fairly complicated comp plan and their consultant had us up and running in a matter of weeks.

Cons

Not a huge fan of their queue customer support system. Based on the west coast, the timing of their reponse to an east coast user is limited and most often cuts over into the next day. Would like to speak to a live person as opposed to an email queue.

CS
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Cheryl S.

Computer Software, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Xactly Incent, Analytics, Modeling are the products that we use.

Reviewed 4 years ago

We are paying over 350 employees with Incent, with varying levels of overlay coverage. System is calculating the payout in 13 different currencies. I can't imagine trying to calculate our complex structure using Excel. I have not used another commission software to compare to.

Pros

This software is very flexible in that we can set up plans in different ways, i.e. direct reporting or Named Relationships. If we do find an error in the payout, it is because we did not have the employee configured correctly. It is very consistent, reliable. Happy to see that we can now version the quota and rate table records.

Cons

Incent, it does take some time to set up an employee. Anayltics is not that user friendly. You have to really know what fields can be pulled together to make the report and then know how to combine the reports. Modeling takes some work to get the desired info. We are till trying to figure it out.

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Prashant G.

Computer Software, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Xactly Incent - A Great Tool for Commissions & Reports

Reviewed 3 years ago
Pros

I am working on Incent for almost six years now. Incent is the best tool for commission calculation. The system provides complete functionality - from credits to commissions to draws, and then running reports/analytics. It offers a lot of functions and customizations required to design complicated commission plans and calculate commissions. I like the new UI for Incent that the team rolled out a couple of months ago. Plus the new changes that the team brings are really good and make the product more usable & friendly.

Cons

At the start of the year, the system requires a kind of fresh set up, which takes quite a amount of time. While I am writing Rules, I need to create a new Order Type or Credit Type, I cannot create it from the Rules page. Instead, I have to go to the specific page to create these Order or Credit Type and then return to the Rules page to write the Rule.