Xactly Incent

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi passer à Xactly Incent

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

Ease of use, great insights into every deal

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

The user interface feels old, some of the features, or lack thereof, seem outdated.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

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)

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

Calculating commissions, plan set up and rep self serve

Inconvénients

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

Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

- 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

Inconvénients

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.