Xactly Incent®: Incentive Compensation and Commissions Management

Powerful application for commissions

Xactly Incent has been a great application for us to sync our opportunities from Salesforce and process commissions within Incent. This allows us to have daily updates for credit and commission, and data is accessible to the field in a clean incentive statement. Support is responsive and knowledgeable, which makes it easy in resolving issues.

Xactly is worth the expense

Interface is easy to use and default reports are good for sales views. Has a lot of customization available and is easy to update. Sales has good visibility to reports and has single sign-on through Salesforce which makes it easy for the sales team to see their incentive statements. For administration rules and creating customized reports specific sales teams is quite easy. Analytics is a great tool for administrators to pull data from the back end for specific reporting needs. We have not had any issues or questions come up from the sales team on reporting in Xactly or how to navigate as it is very easy use. Overall well worth the spend for processing commissions but also ASC340 for commissions deferral if needed.

Xactly is a powerful tool

We have used Xactly for 4 years and have over 50 commission plan. Some of those plans are very complex commissions plans and this system is able to handle the complexity very well. The system is very powerful and allows the user to be as simple or as complex as needed.

Xactly - Endless Capabilities

We have used Xactly for about 4 years now. It has been a game changer. So thankful we no longer stare at the excel white screen of death. Xactly provides real time calculation for our salesreps. It's capable of housing multiple plan designs to accommodate business needs. The software itself is capable of multiple layer formula designs which allows us to comp on a micro or macro level. The software itself is very powerful. This power does come at a small price. If you are not an excel super user or somewhat familiar with SQL code then a user could find this program to complex to understand. Their classes and training are robust though. If you invest in your employees you will not regret choosing this software. Aside of the software itself, Xactly employees sell themselves well. The customer service team does a wonderful job. Everyone I've ever talked to was quick to respond, friendly and helpful in finding a solution.

Xactly for automation

We have used Xactly for the last 6 years to do our seller compensation calculation. This has allowed us to calculate commissions on very complex plans that can have a trailing 3 years of versioned plans. Xactly also allows for the communication and review of commissions with our sellers. Prior to Xactly we were calculating in Excel and emailing sales reps which was not sustainable. We worked with another solution prior to going with Xactly and we were not able to get the comp plans to calculate correctly during a 6 month effort. We worked with Xactly and we were able to test and implement in less than 6 months.

Long time user

We've been a long time user of Xactly since 2016 with no plans to look elsewhere. Xactly Incent is very flexible and can handle just about any kind of scenario that comes up. If a formula could be written in Excel for your scenario then it's possible to do in Incent. The downside of that flexibility is at times configuring those scenarios are too difficult for a non-technical user.

Newer User - Happy Customer

Our company has used Incent since 2020 and we recently implemented CEA. As a newer user of Incent, I love all the knowledge items and training available to assist with getting familiar with the software. Our CSM Josh is fantastic and always jumps in to help when we have questions or need support tickets escalated. I am always being asked for feedback on the app/ways to enhance the user experience and it is exciting to see a company that takes the feedback provided by its customers and actually implements it in the system. There are some features that our company could benefit from that are not currently available, but overall I am very satisfied with the software. 100% recommend.

Overall Happy Customer

We use Xactly Incent and just implemented CEA. There are some limitations to the software in Incent which is the only reason I did not give 5 stars. What I love most about Xactly is their willingness to listen to their customers and actually work on bettering their product based on their customers needs and concerns. Not a lot of companies do that which makes me appreciate Xactly even more. Their Customer Success Managers are also amazing. Josh W. always goes above and beyond for my team.

Recent Upgrade to Incent

We were using Xactly Express from 2017 - 2022 when we moved over to Xactly Incent. - The move over to Incent took a bit of time as we wanted some historical data to be in the system. Not having any old data to look back to in case of questions would have been an issue. - Incent has a lot of positives in that it is highly customizable, easy to use as an end user and gives a lot of detailed information. - There are some drawback however in that with the salesforce integration it does not open in a full window, you cannot make any changes to a profile after it is saved and some random bugs where you cannot update certain records without getting a timeout error. The system is also requires a training course as there are so many things to know that it would not be possible to admin it without taking a course. Overall I think it is a great system with a lot of benefit if your team is willing to put in the time to learn it properly.

Recent upgrade to Incent

Background: We have been an Xactly customer since 2013 and have recently upgraded to Xactly Incent in 2021 Pros: - A much more robust product that has helped support our growing compensation needs as we expand our sales organization and the complexity of our comp plans - The tool is very customizable which provides us much more flexibility in how we build out our comp plans and provides admins more control on how the data is displayed to the end user. - The Document Management tool within Xactly has been a gamechanger and is an immediate value add for our admin team. Customizing and sending comp plans on an individual level used to take our team weeks and can now be done in days. - Positive feedback from our Sales end users. Incentive statements are intuitive and allow our reps to view their compensation and attainment goals in real time. - Excellent support from our Xactly Customer Success Rep, Jake Vento. He always comes to a conversation prepared with an understanding of our environment and ready to address any issues. Cons: - The app is not native to Salesforce resulting in our sales reps having to log into the tool through a separate URL - The tool, while robust, requires additional investments in tandem with the implementation time/cost. Incent is so customizable and has so many features that your admin team does have to invest in an Xactly University certification to get the most out of Incent. - While the tool is very customizable, I have found some of the rigidity of certain aspects of the system to be inconvenient. For example, once an employee's profile details are saved, there is no ability to modify. If an employee changes their name a new profile will have to be created for them to reflect accurate information causing duplicate records for the same person. - Incent does not have an 'out of the box' connector feature between Salesforce and Incent. The only option provided was for us to build a custom connector or outsource the build.