Xactly Incent Erfahrungen

Vorteile

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

Nachteile

1.) Use of flash for some of the internal functions which are being updated in 2020
2.) Server response a bit slow

Vorteile

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

Nachteile

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

Vorteile

Commissions are not being done in Excel, which is great. I mean computing commissions, bonuses, and credits in Excel is a nightmare. Incent has really helped us with this process (even though we are currently doing a lot of things manually). There's one centralized place for all of our results.

Nachteile

The user interface is a little outdated. It doesn't look as modern as most websites. There are features that are not available compared to their competitors. Incent is not as linear as I would like. For instance, setting up users, people, title, position, hierarchy, named relationships are not all in the same tab. Plan Design can be said the same. You have to really toggle around the application to see where everything is at.

Vorteile

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.

Nachteile

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.

Vorteile

I like the flexibility of setting up commission rules and plans for multiple people with ease.

Nachteile

I would like to see the pre-built pods on the home page contain more flexibility instead of being as "canned".

Vorteile

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

Nachteile

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.

Vorteile

Xactly allows us to provide transparency to reps and reporting to management. It's a great time saver as well as reduces errors.

Nachteile

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.

Vorteile

Formulas and rules libraries (Credits, Commissions, Bonus, etc.) have been very useful for the organization. Create new year plans are easier with those features.

Nachteile

Custom data visualization in the "Incentive Statement" is not as expected.

Vorteile

The system runs smoothly, and the numbers are calculated correctly after your plans are set up.

Nachteile

Any problems that arise are fixed by the wonderful teams that are there to help you.

Vorteile

The calculations, scheduling, integrating docusign, alerts, and similar features are standout

Nachteile

There is a high scope to improve on the support staff and also on the custom integrations

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

Xactly Incent is an automation solution for Sales compensation and way to get rid of old school excel sheets.

Nachteile

Realistically there is nothing to dislike Xactly Incent .

Vorteile

I recently understand Xactly system has many features apart form commission calculations and which we are not aware of these, like example :- commission amortization model , no need to re-calculate for previous records if any sales person sign the plan middle of the year, etc

Nachteile

1. There should proper communication on any new features with in Xactly system.
2. There is no support for us from India, every time we need to contact US people if we have any issues in system.

Vorteile

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

Nachteile

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

Vorteile

The ability to calculate with different designs, eligibility, pulling data/reports, and loading data into Xactly is very easy.

Nachteile

There's some system limitation and we still need to calculate manually.
Draws aren't tied to a person record and there's no auditing in the draw or hierarchy function

Vorteile

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.

Nachteile

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

Vorteile

The product is constantly growing and making improvements. We love the updates and they're on the path to great things. The value is the main seller for it's price point. It's fairly easy to use and does the job.

Nachteile

There are a lot of little improvements that could be made that will drastically ease the administration portion of using the tool, like having the upload format be the same as the downloaded form and more calendar flexibility (ie semi annual).

Vorteile

As a non system admin it is simple enough to do minor tweaks to the plan. Some major tweaks with the help of support.

Nachteile

Versioning of some of the the feature used to be but I am discovering there has been some changes so it no longer applies. I would have to say some of the upload templates are not that straight forward. Had to figure the fields.

Vorteile

It's easy for end users to login and review their monthly / quarterly commission, quota, and documents.

Nachteile

The finalize and un-finalize payments by regions need to take a bit efforts. When we in finalize the payments, it opens up all the regions. Hope we could have options to in finalize by regions.

Vorteile

Xactly offers our Salesforce daily traceability to their sales transactions. Xactly has made our commission process seamless.

Nachteile

I have no cons to report. The system works as designed. I have had the experience of designing the system for two different organizations I've worked for.

Vorteile

Ease of use, great for history and audit, accurate calculations and reporting

Nachteile

Can take a bit of time to learn how to create calculations, but once you're in it's intuitive.

Vorteile

It is relatively easy to use without being specifically trained. Makes commission entitlements transparent. Export to Excel functionality is very helpful

Nachteile

Selecting the right report is not always easy - no description of what information is included in a given report. So it's sometimes a trial and error effort to find the right one.