Xactly Incent

4.5 / 5 41 reviews

Who Uses This Software?

Xactly empowers companies to unleash the motivational power of incentive compensation. We do this across industries, addressing a wide range of vertical markets and employee types.


Average Ratings

41 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • Xactly
  • www.xactlycorp.com
  • Founded 2005
  • United States

About Xactly Incent

Xactly Incent Enterprise is the leading sales performance management solution for enterprise. From plan design & calculations, to benchmarking, reporting & analytics, Xactly makes the most complicated compensation programs easy to manage and error free. Drive Performance: Visibility and understanding via dashboards and reports. Take Control: Test under various scenarios to see the impact before changes hit the bottom line. Go Mobile: Bring the power of incentives to every reps mobile device.


Xactly Incent Features

  • Affiliate Management
  • Agency Commission
  • Commission Calculations
  • Commission Scheduling
  • Commission Tracking
  • Compliance Management
  • Flat Commissions
  • Incentive Programs
  • Multi-Tiered Commissions
  • Percentage Commissions
  • Sliding Scale Commissions
  • Split Commissions

Xactly Incent Reviews Recently Reviewed!

Found this at a conference. Really neat!

Oct 30, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: I wasn't even looking for something like this but stumbled upon it. We have different commission tiers and they sometimes get mixed up so this is definitely something we could look in to.

Overall: We haven't used it yet but the benefits I saw were to sales people knowing exactly what their commissions would be and getting the chance to feel more empowered by having it right in front of them.

Great For Organization, Speed & Cost Effectiveness

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: One of the things that attracted us to Xactly Incent was the flexibility and nimbleness of the platform. We were able to manage customization fairly independently.

Cons: As we grew, we were limited in certain aspects such as automating certain processes. It was difficult to scale on the platform.

Overall: I would recommend depending on the company/organization.

Commission Made Simple

May 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Creating and administering an incentive compensation plan is complex, but Xactly does their part in making it as simple as possible. Way better than excel spreadsheets.

Cons: Creating a complex incentive comp plan can be challenging in the system but this process is needed to make something that can scale as you add more personnel.

One of better comp automation platforms

Nov 03, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Overall: Relatively fast deployment and integration with Salesforce. Platform was easy to use and learn. The support team is excellent and very thorough.

Xactly Review

Oct 05, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Xactly has been a huge help to our org to help with compensation plans. Easy implementation and easy to use.

great product

Oct 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great product. It really drives sales rep motivation by visualizing how sales reps commissions are effected in real time.

Good first contact

Oct 04, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I had a very good first contact with Xactly people. Next thursday I have set up a meeting in order to better review the product in order to eveluate it

Xactly is a great tool to use for comp

Oct 04, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and has a great UI.

Cons: There seems to be some issues that we run into as a user but not necessarily with the product but within our instance.

Overall: I work in sales comp and use Xactly to help manage my sales team and ensure they're paid the correct amount based off the rates and quotas we upload to the system.

Recommendations to other buyers: It's a great tool just so much to learn and so many features that I don't necessarily know about.

Xactly Incent for WS

Oct 04, 2016
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
1 / 5
Value for Money

Comments: The support for Xactly is not spectacular and find a coder when changes are required is not always quick. We were sold on what-if scenarios and it was not available and still may not be. We do all of the hard data work behind the scenes - so it's not adding much value.

Not crazy about it

Oct 04, 2016
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Comments: Due to our detailed commissions needs, I find it inaccurate at times. No experience with customer service,.

Xactly by Cheryl

Oct 04, 2016
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money

Comments: the Xactly data upload process to the FTP site then using the delta process is a joke. It does not handle large amounts of data well and it can only update at limited times when its a lot of data. The sales team hates that they can't see their commission information up to date, on demand.

Great simple product that can handle your complex plans

Jan 13, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been using Xactly Express for 3+ years at ServiceMax. As a global company that pays on comp plans that span across multiple currencies and is fully integrated to Salesforce.com, the solution has been a key enabler to allow our global expansion without the concern of managing these complex comp plans. The support, consulting, and product team are very responsive and open to collaborating on challenges and future enhancement ideas. With the right amount of sales enablement for the end users, they are proactively looking into their compensation status and engaging in the commission process in a timely manner. If you are still handling your compensation plans and commission process with excel spreadsheets, as we were 4 years ago, this solution will allow you to reduce your process and likely repurpose folks to more effective roles and responsibilities in your company.

Outstanding service and support

Jan 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have used Xactly for several years and the thing I have come to value the most is the level of support that they provide. Nobody else can compare. I always get immediate responses or resolutions, once I log a ticket. The app itself is wonderful. Reporting is a snap and takes only moments to generate. Sales reps and managers are able to review data real time and on a mobile. it's a win-win for all.

Pros: Once implemented and running smooth, calculations, reporting and maintenance are all a breeze.

Cons: The only con i have encountered is the initial set up and building of rules. Once that's all set, there are really no issues.

Compensation Simplified

Dec 09, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Xactly has helped our company a ton with simplifying compensation calculations. Prior to, we did everything in Excel, which had a margin of error, now we have one sleek platform that can keep track of all changes, and update things such as pro-ration dates, terms, new hires, and new comp packages.

Pros: Easy to use, easy to set up, easy for users to understand

Cons: The time it takes to implement

Great tool for calculating commissions

Nov 20, 2015
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Our company has been using Xactly for a year and a half. I took over as the commissions administrator 4 months ago. The product has been really easy to learn and is quite powerful. We have a team of about 60 sales reps and managers that we pay quarterly using Xactly Express.

Pros: The process for loading data and running the calculations saves us a lot of time.

Cons: It can be hard to setup dashboards and custom views with the right filters to be able to see the slices of data you need.

Great Experience

Nov 12, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We have just started to use Xactly to comp around 200 salespeople, and it has been a major step up from excel modeling. We now have clear, up to date reports to distribute to our sales team, and they have direct access to monitor and project commissions.

Pros: Clear insight into comp plans. Ability to edit, model, and share comp plans

Cons: very robust, so it requires a good amount of training

Easy to use and great customer support!

Aug 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've used Xactly Express along with Xactly Incent for a few companies now. I knew that when I started at Host Analytics a couple years ago, there was no way I was going to manage compensation manually in excel. Within weeks, I was able to work with the Express services team to get all of our plans up and running. Since then, I've been able to manage any of the new plans or comp changes made. If I run into any issues or obstacles, their Customer Support team has always been there to quickly respond and help me out. I'm a huge fan of Xactly and the Express product!

Pros: -Ease of use -Flexibility -Customer Support -Express services team -Integration/Reporting with SFDC

Cons: -Would like the opportunity estimator for numerous opptys at a time

Xactly Express is great for small biz

Jun 09, 2015
5/5
Overall

Comments: I started at Medallia for 4 months now. I have to say Xactly Express is a tool that is very easy to use and learn. I like the tool and would recommend to small businesses. In 4 months, I became Express certified and can have full control of commissions.

Pros: The product is easy to use if your plan is simple.

Cons: Hard to get reports and have to learn and depend on SFDC reporting to pull data.

Great!

May 28, 2015
4/5
Overall

Comments: Great product I have been using for just over a year. Allows customization and our employees to see all relevant information!!

Xactly Admin since 2012

Feb 15, 2015
5/5
Overall

Comments: Our fast growing sales team with complex sales compensation plans have been very well supported via Xactly Incent. Our implementation was very smooth, we had great services & support throughout a very rapid go live. We will remain long time users - the solution has matured a quickly as our needs required.

Pros: Ease of use, love opportunity estimator - one of the favorites of our sales team.

Cons: Reporting could use some enhancements, we often need Xactly assistance on some of our report requests which we thought should have been out of the box reports.

Power of xactly Incent

Nov 18, 2014
5/5
Overall

Comments: Xactly Incent is the powerful tool to manage compensation from all sides of business.

Pros: Quick, accurate, reliable

Cons: We have been trying to find cons... Can not find one. All depends on functionals and design.

happy to be a part of Xactly

Nov 14, 2014
5/5
Overall

Comments: I have used Xactly for several years now and it is a great product. I have had very few issue with Incent and are happy to be a part of Xactly.

User friendly

Nov 04, 2014
4/5
Overall

Comments: Xactly is very user friendly. I've used the tool for one year.

Pros: The tool is very easy to become familiar with for beginning admin users.

Cons: Plan changes within the system are tedious and difficult at times. Changing plan types should be less lengthy of a process. Large organizations with thousands of employees being managed in Xactly would greatly benefit from enhancements and automation

Sure it's great for other companies

Oct 03, 2014
2/5
Overall

Comments: I can see the perks of Xactly use, for other companies, however it does not yet work well in our environment. Maybe it will at some point. We have a variety of comp plans as well as employees switching between plans frequently, both of which still result in manual changes needed to ensure compensation is paid correctly. Unfortunately many of the items we were originally excited to use within Xactly were deemed as impossible tasks after the purchase of the program. However with the money that has been put into it we are still trying to salvage it for some use. It has been over a year since purchase and we still have not rolled it out, and may never actually.

Almost Perfect Product for Commissions Analysts everywhere

Aug 28, 2014
4/5
Overall

Comments: I have used Xactly for the past 3 years and I have seen it improve a lot, from using Xaclty Express to Xactly Incent, the product is always looking for improvements with every release. My work as a commissions admin and analyst has become much easier and I am better prepared to provide fast sales performance to the VPs and CEO.

Pros: Faster commission calculation, all sales information in one location, user-friendly analytics reporting

Cons: Some limitations on reporting, payroll reports can be better, ability to automatically calculate batches

Great tool for a small to medium sized business

Aug 15, 2014
4/5
Overall

Comments: Our company has been using Xactly Express for about a year. Express integrates fully with salesforce.com and it is great that our reps have the ability to view their commission statements in real-time without relying on excel spreadsheets. Express has worked very well for our small sales team (approx. 100 users on 4 different plans) and has drastically improved the commission process. The team is excellent to work with and went above and beyond for us during implementation. The product may not be ideal for a rapidly growing company, or a company that frequently makes "exceptions" for the sales team and deviates from the standard commission plans. While manual adjustments to commissions can be made, the process is somewhat daunting. Overall, I would highly recommend this product.

Pros: Fully integrates with Salesforce.com, eliminates the margin for human error, real-time reporting, easy to manage users and plans, much quicker than manually calculating commissions.

Cons: Page load times can be long and system sometimes errors out when calculating.

Amazing

Jul 23, 2014
5/5
Overall

Comments: I have been using Xactly for over a year now and have no doubt in saying that this is the best tool that we have used for commission calculation. Best part of the tool is its simplicity to use and user friendly. There are so many good features about this but the most important ones for me and the team is Opportunity Estimator and the Dashboards. Sales reps are very much happy with Xactly. They can view their calculations in details without any questions.

Great tool

Jul 16, 2014
5/5
Overall

Comments: Xactly is a very versatile tool. It allows you to manage your commission plans without having to wait on IT to build them. Changes can be made on the fly very quickly. Xactly also takes away the manual process of calculation and data management. The system allows for data loads/dumps. Xactly Analytics is also a very good tool for extracting data in a format you choose. Report building is an easy task that an admin can manage. All in all the best and most flexible compensation tool I have used in my career.

Pros: - Great reporting -Flexibility -Ease of use -New features added all the time

Automate your Sales Compensation Process with Xactly

Jul 09, 2014
5/5
Overall

Comments: With less than 10 sales reps to pay, Xactly express was a great fit for our company. The product has allowed us to add in layers of complexity to the compensation plan that were not possible or practical to calculate with excel. Additionally the support team is awesome! The upfront implementation fee was more than justified with the support rep dedicated to our organization. We got the plan configured in very little time and out to our users. Our users also really like the product. It gives a simple high level view of what the sales rep has earned each period. The new updates coming out quarterly have really improved the product. It is now capable of importing and calculating commissions automatically every night. The Xactly product team is committed to creating a top notch product and they are working closely with us as a customer to find out ways to improve the product.

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

Cons: 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.

Xactly is a great tool!

Jun 25, 2014
4/5
Overall

Comments: I have used Xactly since 7 years and I have seen it grow tremendously into an agile product constantly striving for improvements with every monthly releases. It makes it easier to administer sales performance and encourage sales to track their performance easily.

Pros: Easy to Configure plans and rules.Transparency of data and payments for the payees. Automation of data feeds and calculation.Effective dating to allow multiple change of scenarios for a payee in a given pay year. Routing of plans and audit trails.

Cons: Analytics requires a good understanding of data model/bit of technical understanding behind custom queries to run reports. Data refresh is 2 hours after a calculation which is a stretch when you have payroll and accruals strict due dates.

Easy to use, great functionality for a SMB company

Jun 23, 2014
4/5
Overall

Comments: Our company has been using Xactly Express for almost two years and have no intention of stopping. It was easy to configure and the support team is incredibly helpful. As a small company with less than 10 variations of comp plans, the Express product is a great fit for us. We saw a huge reduction in the time to took to process commissions this month and a huge reduction in disputes (sales v. finance) because our accuracy has improved so much. Our reps now have visibility and real-time reporting and don't have to rely on outdated spreadsheets to see where they stand each month.

Pros: - Easy to configure - Cost efficient - Fully integrated with Salesforce.com

Cons: - Not designed for a fast-growing organization - at some point we will outgrow and will need to go to the Incent product - Sometimes calculation times and page loads are slow (but still way faster than doing it manually!)

Ease of Reporting

Jun 23, 2014
5/5
Overall

Comments: At a previous job, I worked as a Financial Analyst. I had to wait for days for our commissions admin to supply me with the numbers for our financials. She used Excel and this was very time consuming and prone to errors. Once we moved to Express the turn around time increased significantly and the number of errors was greatly reduced. This made my confidence grow in our financial numbers as well as the analytics that were being reported to management.

Pros: Reporting capabilities and the integration with Salesforce.com.

Cons: Customization around field names that are used on reporting.

Xactly is great

Jun 22, 2014
5/5
Overall

Comments: As a administrator using Xactly, I wouldn't recommend anything else. Xactly is great. The tool offers a easy way to set up plan rules and calculate commissions. The company is great and listens to its users. They make improvements to the tools all the time to meet the needs of the users. The sales team loves having easy real time access to compensation information that is reliable without having to wait weeks or Excel spreadsheets.

works well for commission calculations

Jun 20, 2014
4/5
Overall

Comments: Express works well for commission calculations and is very user friendly. Plans and rules are easy to construct. The page load time can be frustrating. The payroll export lumps all payments into a single number and cant be customized. Express lacks the ability to build semi-anual plans. You can get around this with formulas but the dashboards still display the 6 month attainment as "Annual".

Pros: user friendly

Cons: The page load time can be frustrating

Leave Excel Spreadsheets Behind!

Jun 18, 2014
5/5
Overall

Comments: When our comp plans became too complicated to manage through excel spreadsheets we decided to evaluate apps that would integrate with Salesforce.com Xactly Express met all our requirements, integration with SFDC, ability to manage complex plans and 360 views for Sales Team and Managers. Implementation was painless and we received excellent support throughout the process.

Pros: Integration with Salesforce.com Sales Cloud Plan Builder and Manager 360 Visibility for Managers

Cons: The ability to customize field names to match terminology that is used in your company's industry type.

A great tool for comp

Jun 18, 2014
5/5
Overall

Comments: Calculating commissions through Xactly vs Excel spreadsheets is a lifesaver. . It has also increased accuracy and transparancy of the commissions and sales.. It has a great analysis tool and reporting The customer service is awesome as well!

Pros: easy calculations little down time transparency for sale reps reporting

Cons: reporting takes some time to learn

Best Salesforce.com Commission Software

Jun 18, 2014
5/5
Overall

Comments: We have used Xactly Express for 2+ Years. It is great software for running commission with complex plans. It is easy to install, easy to setup and simple to write plans. Xactly makes it easier by doing a lot of the work for you with useful date ranges and calculation methods. Great Software, Great Service, Great People!! Thanks Xactly!

Pros: Simple to Install Easy to Setup Great for Visibility Great Support They are always improving the software

Cons: License Issues: You have to keep representatives active until the end of your commission period as it needs an active SFDC License.

Best Comp solution in the Market!!

Jun 18, 2014
5/5
Overall

Comments: Xactly is the best Compensation Management solution on the market! It gives our Business the much needed flexibility to change compensation plans on the fly for our sales reps without compromising accuracy or transperancy. In addition, the Analytics module gives us the ability to provide quick and easy reporting for Payrol and Executive Staff.

Pros: Calculation rule logic is easy to set up and maintain. Perfect for a fast, agile environment. Analytics allows for quick meaningful reports

Cons: Would love to see more archiving capabilities in addition to tags for clean up of configuration/docs

Xactly = Awesome

Jun 18, 2014
5/5
Overall

Comments: Xactly has greatly improved my life in the comp world. Coming from doing comp in Excel was a big change, but so much better. It has saved my team so much time and allows us to spend more time validating data and automating the process.

a good tool to use to manage our incentive compensation process

Jun 18, 2014
5/5
Overall

Comments: I've been using Xactly Incent for a few years now. As an administrator, it's been a good tool to use to manage our incentive compensation process. Our sales users find it easy to see the key pieces of data they are looking for - what they are getting paid! The support team at Xactly really stands out in terms of customer service, which is fantastic.

Pros: Customer support

Cons: Analytics piece is complicated

Xactly is Amazing!

Jun 18, 2014
5/5
Overall

Comments: Xactly is a great tool for compensation purposes. It has allowed my company to get work done in half of the time. It's very user friendly and easy to learn. We have gotten so much great feedback from employees since we've moved to the Xactly system. The customer service is awesome as well!

Pros: Easy to use, user friendly, very easy to load data

Cons: NONE!