Xactly Incent

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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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Vorteile

Easy way to track incentives and monthly commissions with a yearly overview

Nachteile

It can take a while for comp plans to load. Luckily we don't have to check these very often

Vorteile

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.

Nachteile

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

Vorteile

Ease of use, great insights into every deal

Nachteile

Updates are a bit slow sometimes , but that may not be because of xactly

Vorteile

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

Nachteile

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

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Vorteile

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 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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

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

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

Xactly Incent allowed us to centralize calculation and payment of commissions and eliminate the use of manual spreadsheets. Our users can review commissions throughout the month to ensure order coding is accurate and accurate payment of commissions. We appreciate the support from our Technical Account Manager and Customer Success Manager with ongoing communication to ensure our needs are met.

Nachteile

The time needed to update Analytics when changes are made in Incent.

Vorteile

The time saved on calculating commissions/pulling commission related data is incredible.

Nachteile

The user interface feels old, some of the features, or lack thereof, seem outdated.

Vorteile

I like how I can always check on Xactly my commissions for every time the data is refreshed. As a manger, I am also able to see the commission details of my team to make sure that they are accurate.

Nachteile

We manually upload the raw data so people can view their commissions after, it would be great if it can be integrated with a data feed so the information can be refreshed any time.

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

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)

Nachteile

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

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

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.

Nachteile

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.

Vorteile

Calculating commissions, plan set up and rep self serve

Nachteile

Reporting is not easy for end users, can not easily set up a basic report with all values needed

Vorteile

1. Extremely versatile in the ability to do all sorts of compensation plans.
2. Decent reporting for sales force to see how they are achieving towards their plan.

Nachteile

1. The analytics platform is horrific. Extremely difficult to use and customize easily.
2. The software configuration is extremely complicated and overly convoluted. It could be simplified greatly. User, People, Position, tons of start and end dates and nothing alerting you if you have some

Vorteile

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.

Nachteile

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.

Vorteile

For us, it brought a lot of automation and rigor to a previously laborious Excel-based process. Bookings data flows from SFDC into Xactly and provides us real time data to manage sales compensation.

Nachteile

Some reports are easier to use than others; the data is there but sometimes it is more difficult to get to without extra effort.

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

I like the functionality it provides. The ability to create reports although I do require a refresher on this

Nachteile

Not much to dislike about the software however the inability to email or speak to a support person is a bit of a challenge at times

Vorteile

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.

Nachteile

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.

Vorteile

- easy to find out your commissions in a few clicks
- nice visual to see where you are on a monthly target
- nicely connected to many backend systems

Nachteile

the software UX / UI haven't been improved for the past 7 years iv'e been using the platform so im not sure if there are any improvements planned.

Vorteile

Our plans are complicated but with a few years under our belt, we are very pleased with Incent. The accuracy is of utmost importance to us, and we appreciate the reliability and accuracy.

Nachteile

Beginning of year setup could be simplified a little.

Vorteile

Xactly is highly customizable and scalable, offering multiple methods to create, update, and enhance dynamic commission environments. Once you understand the ruleset logic, making changes is very simple and straightforward.The support team is very responsive and can usually resolve any issue within one business day.

Nachteile

End-user training may require a sizable time investment, as not all features are intuitive. Initial administrator training has a relatively steep learning curve as there are numerous factors (i.e. order of operations) that are required to manually run some processes.

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

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

Nachteile

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.

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

It is super user friendly. It is easy to teach people to use.

Nachteile

Not able to copy/paste tiers. Have to do them one by one.

Vorteile

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.

Nachteile

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.

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

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

Nachteile

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

Vorteile

The more you use the system the better you understand it and the easier it is to use.

Nachteile

A little time consuming when setting up the new years.

Vorteile

Easy to adjust existing compensation plans as well as set up new ones on the fly. There is also direct data integration with SFDC and other tools which makes it easy to import data into Xactly.

Nachteile

Certain functionality is not very intuitive so highly recommend taking the training. It will go a long way!

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

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.

Nachteile

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.

Vorteile

The ability to create the individual plans and rules into Xactly so that revenue attainment and commissions are calculated automatically and consistently.

Nachteile

The inability to separate draw payments from protection (guarantee) payments. This is not really a big deal at all, it's just that there are no other cons that I can think of.

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

I like it, it shows all pieces of data I want and need to see from a sales prospective. I can track daily my percent to target and dollar amount of commission to expect.

Nachteile

It has a lag often. There are days that go by that it still has not updated which makes sales tracking difficult.

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

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

I like the flexibility to write formulas for just about any scenario the business wants to incorporate into a plan.

Nachteile

As an administrator I find it hard to trouble shoot problems as there are so many screens to click through to see rules vs. formulas vs. rate tables, etc.

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

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

Nachteile

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.

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

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.

Nachteile

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'.

Vorteile

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,

Nachteile

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.