Xactly Incent - A Great Tool for Commissions & Reports
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.
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.
Xactly is best software for Commission calculation but some process are really hard to digest
Xactly incent is nice and well-designed tool for commissions calculations.
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.
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.
Xactly Better than Yesterday but still needs to keep getting better
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.
I think that Xactly has a great look and for the standard commission practices it does well, it is highly valuable.
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 is a challenge because although it is part of the package, if all my commission data is in Incent, it should be easier to report off of it and it is not. You have to build logic in Analytics to get data that you can see so you end up pulling raw data from Incent and manually creating your reports which makes Analytics less valuable. Difficult logic is something that takes too much time sometimes to work through with external support. There is also no commission rate reporting. As sales cares what rates they get paid at, it is important to be able to track this and like other things, we have to do this manually. Sales looking for YTD data is a challenge because you have to download from Incent month by month. There should be this option for sales as well.
Xactly Incent 2012
Overall experience is great. It is great product great company and great people. You want be left along with your solution.
Xactly Incent is an automation solution for Sales compensation and way to get rid of old school excel sheets.
Realistically there is nothing to dislike Xactly Incent .
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.
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
Xactly is a great tool!!!
Ease of automating and reduction of manual calculations of commissions.
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 if there is a data-integrations between Incent and your HR data repository.
3. Xactly Support are very responsive and they can be knowledgeable based on their years of support of the product.
4. Data transparency to the numbers (Earned Vs. Paid) results in faster responses from the sales team to their numbers.
5. Once you get the plans figured out, it works wonders.
6. Their new App for iPad can be a good sell provided the data model for the business is built universally for the whole sales force team.
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.
When it works, it works well. Bugs and non-intuitive nature can make it difficult to use.
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.
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. 99% virtually all pods are turned off or hidden to avoid Incent from confusing the sales rep.
Audit Logs are broken: This is a great troubleshooting tool and it has been broken and not fixed by Xactly. This was huge as we have many business group admins at our company.
Pay curves don't work for us
Rate Tables end with .99999 after every number: Sad this continues as long as it has. Makes beautiful Plan Statements suddenly ugly and confusing.
Admin Experience: Feels like a hassle
Xactly has been a great tool for our company to automate our sales commission process.
The automation of the calculation process and the ability for the sales team to review their calculations.
The ability to load in our sales data and have the calculations completed in minutes each month has cut down on the manual time it takes to calculate commissions. The reporting feature that each sales rep has to be able to review their sales for that month and provide questions for corrections allow for the final payments to be accurate and on time.
The setup of a calculation within Xactly does take quite a bit amount of time. There are a number of different plans, rules, tables, etc that you have to setup for the calculation to work and then if you need to make adjustments you have to track back through all of these in order to understand what to change.
Great tool for SPM Management and Reporting
Ease of calculation, monthly time savings in calculating commissions, transparency for reps
Xactly allows us to provide transparency to reps and reporting to management. It's a great time saver as well as reduces errors.
Analytics is cumbersome and sometimes difficult to build required reports without case statements. Support is sometimes lacking and takes time to get back to you.
Xactly commission siftware
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.
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.
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.
Xactly Commission Tool
I do like my experience working with Xactly. The support team do not understand my inquire that is the issue, I think its best if they pick up the phone and call us with issues that we are having with using the Xactly. This would help resolve the issue faster than waiting for a week to get issue resolved.
I use this tool everyday for adjustment in Xactly for my job. Its easy to understand and I like the feature of download to see the detail. The orders/orders tab I use everyday and I like the fact I understand the breakdown of credits and commissions.
I don't like how the error message does not explain the reason to why certain tool didn't work when we are done uploading our order. At times uploading the payment doesn't show on the incentive for the rep statement. I had that issue couple of times where I do a upload of payment and the message said it went through but when checking on reps statement its not displayed.
Xactly Incent, Analytics, Modeling are the products that we use.
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.
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.
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.
This is Xactly what we needed for Sales Compensation
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 of experience using the tool, I can say that I understand how everything should work and am able to create many solutions to the ever changing requirements that my company faces. The support team has always been very helpful and my customer success rep has been a key player in the success of my system. He is always able to help me find the information I am looking for and constantly supports my everchanging requirements for understanding and utilizing the system.
The software is very robust and can handle a lot. It also has very user friendly user interfaces for the sales team.
It lacks consistency in usability across the platform, but they are working on this in their regular enhancements.
Highly configurable Easy to use
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.
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.
I would like to see the analytics reporting updated and easier to use.
Sales Commission Systems Analysis and Implementation
Xactly has great out of the box functionality that covers almost all business needs. The interface is somewhat intuitive and easy to navigate -- after minimal training, admins should be on their way to becoming power users in short time. The structured nature of all objects in Xactly help experienced admins understand any comp environment that uses Xactly very quickly. Sales reps gain good visibility into their sales plans and commissions, while also easily navigating the reports with minimal training.
The software is constantly updated to improve/add features.
The software is not flexible in the sense that you cannot always customize Xactly to fit around what a business wants. It sometimes feels more like you have to fit your business needs into Xactly's functionality; while being pretty capable, it's not the most flexible in terms of customization.
Xactly - The tool which can be handy for day-to-day SPM handling and reporting.
Xactly is among the leading players in the world market for their ease in Incentive Compensation Implementation and reporting. It reduces the time and effort for both the comp administrator and the users with a very minimal but elaborative reporting features. While working with Xactly for the past few years, it has significantly improved its user experience along with the effort required to implement the plans into the system. If you are currently managing your sales incentives via the primitive methods (i.e. excel and other software), you should definitely switch too Xactly to save time and money.
1.) Intuitive Software to deal with the complex of situations
2.) Easy to maintain interface
3.) Value for money if you have a large sales force
4.) Clear insights to sales reps for their sales and payouts
5.) Ver handy mobile application saving lots of time
1.) Use of flash for some of the internal functions which are being updated in 2020
2.) Server response a bit slow
Xactly Incent Review
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.
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.
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.
It is certainly so much better than when I started with it back in 2014.
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.
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.
I like it, users like it
Overall, I'd recommend this tool for a small company. I love the accurate commission and draw calculations, the roll ups and, eventually, I will love Analytics, too!
I like quick turnaround for customer support. Since I am new to Incent and am configuring and administering plans, I often have questions. The Customer Support team is always quick to reply and can usually describe what I need to do, and they follow up to be sure their suggestion worked.
I'd like to have the Incentive Statement drill down to details more easily, the Analytics and Dashboards a bit more easy to build. Right now, they are a not as intuitive, especially for a new user. It would also be good to understand exactly how the Bonus works, as we did a lot of trial and error before we figured it out. I think the Learning in the Community Portal could do a little bit better job of explaining the 'why' along with the 'how'.
Does the job, improving interface recently but still not the easiest to navigate
Fairly easy to learn the logic for writing rules and a great software for straightforward sales plans. Xactly's implementation teams & customer service teams are generally good. Ability to route documents through the software is helpful.
A lot of the interface is fairly outdated, some has been updated recently but a ways to go still. Limited customization ability for a lot of the output files so that can be frustrating. A lot of relatively straightforward things (like pushing through a payment value) have to use workarounds based on how code works.
Once Configured System Works Well
Over all I am satisfied with our experience. It has been a few years that we have been using this tool now and I have become a more experienced administrator.
Daily Processing usually runs smoothly. Once the system is configured it works well, but configuration is key. If the initial build is set-up poorly it will make it difficult to maintain the system each year,
Analytics. The reporting functionality out of the tool is cumbersome. As an administrator you have no control over the relationships between tables, and at times cannot use multiple tables together.
Xactly for the Furture
Overall I feel like i learn something new every week when using the tool.
My favorite factor of this software is that there are continual updates to stay relevant with industry trends. such as having a way to map territories in a streamlined fashion.
I do not like that changes can not easily or be made at all. We deal with business, and sometimes those business do a legal name change. Xactly does not offer us a solution where we can add the new name and correlate it to the old name, such as having an alias. This causes us to have to manually update some fields when we send report to our partners.
Very powerful and flexible compensation tool, but implementation dragged on for us
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.
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.
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.
Xactly is the best in the market, but the market deserves better
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.
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
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 our experience, we realize that their software is like a big black box. If anything goes wrong you keep have to run to them.
They have just purchased a new software to add to their Xactly suite. This makes self diagnosis an set up super easy, but whats the worst part? Well, even though the software connects to SFDC, someone has to log into their standalone product and click REFRESH in order to sync the days commission.
If your company uses daily exchange rates that pipe in from netsuite or other sources into Xactly, make sure that integration is tight, cause Xactly can mess it up.