Xactly Incent Erfahrungen

Best ICM tool!

Kommentare: We are currently able to calculate hundreds of compensation plans across 29 countries globally for thousands of people with relative ease thanks to Xactly!

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!

Great commissions engine!

Kommentare: I've been an Xactly administrator for the last 5 years and I love the tool! It was easy to learn the navigation and has been a great fit for our commission needs.

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".

Xactly is the best in the market, but the market deserves better

Kommentare: I originally did my company's commission in excel spreadsheets before we migrated to Xactly. Since then, there have always been errors in people's calculations. Was it worth the money and saved time? Not Really. I joined a new company and decided to replicate Xactly Express to continually stamp in SFDC. It worked well and didn't have all the diagnosis issues that Incent had.

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.

Xactly what we needed

Kommentare: Faster processing time, more free time to handle other issues.

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.

Could be better

Kommentare: Overall I like this product. It gets the job done from a salesperson prospective.

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.

XACTLY!

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.

Overall we are happy Xactly customers.

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.

Easy implementation and high level of customisation.

Vorteile:

High level of customisation gives you the ability to setup the system as you require it. Things can also be tweaked as long as it isn't built into the DELTA process.

Nachteile:

The user interface needs to change. There are way too many sub-menus to setup a user and isn't simple enough to set-up without a proper documentation process.

Growing Company Requiring Automation, Xactly Meets Requirements!

Vorteile:

Great tool overall. For a company that was about 200 sales reps along with SEs, CSMs, CAMs...to generate plan documents for, this tool was a game changer as it was much more automated compared to the excel files we had to send out and receive back in email after approval. Automation was key to any vendors we were reviewing as we were a start up that was quickly growing. eXactly met these requirements amongst others.

Nachteile:

While very flexible, there are times where it didnt accommodate various SPIFF programs which was no biggy as these programs only run for month or quarter at most which we were able to manually process.

Great simple product that can handle your complex plans

Kommentare: 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.

Xactly commission siftware

Kommentare: Overall experience is positive. Our workload has been cut down considerably and end users are happy with the info and level of detail they receive regarding their commissions.

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.

Xactly Incent Review

Kommentare: Overall the experience is been pretty good. All the customer success managers have been attentive and really seem to want to know our needs as well as wanting to make Xactly as easy to use as possible.

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.

I like it, users like it

Kommentare: Overall, I'd recommend this tool for a small company. I love the accurate commission and draw calculations, the roll ups and, eventually, I will love Analytics, too!

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'.

Once Configured System Works Well

Kommentare: Over all I am satisfied with our experience. It has been a few years that we have been using this tool now and I have become a more experienced administrator.

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.

Get real time compensation report when you need it!

Kommentare: Overall, Xactly delivers what is expected of it. We don't use Xactly all the time, but when we do we always have smiles on our faces!

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.

Xactly system is very effective tool for commission calculation purpose.

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.

overall experience has been good

Vorteile:

features and benefits are useful and well received by the sales reps. Team rankings is something that our Execs as well as reps like - it keeps them wanting to be on top. I like the flexibility of the dashboards and reporting

Nachteile:

I would like to see more functionality around the Quota product. I also do not like the customer support process. you must submit a ticket, then wait for an email response which you cant directly respond to, but must open the software portal to do so, then your response goes back into a queue, and you wait for the next response. The simplest of issues can take 2-3 days to resolve.

Xactly simplifies Sales Compensation Management

Kommentare: Xactly has helped us to a great extend with respect to all our sales performance management needs like comp plans, quota management, territory management, sales forecasting, sales training. We have gained visibility in our sales operations using Xactly

Vorteile:

Even extreme complex sales compensation plans are simplified via Xactly. Quota and Territory management is done swiftly using some simple rules.

Nachteile:

Reporting is a bit complex process and needs to be simplified.

Great solution for commissions

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.

It has potential but frustrating at times

Vorteile:

Has potential and is outward facing. Tight link to SFDC and can take Sales Teams away from tracking incentives on their own. Tons of functionality and value can be seen when deploying the SW.

Nachteile:

Reporting (Analytics) is just not easy to use. Can't always pull information you need. Setting up users is rather cumbersome. Might be our set up but loading data isn't easy and when you get errors, there is not real help as to why it won't accept the record. Tracking our held commissions is a chore and need to do this outside the system. Having to recall documents you've sent out if you need to send a corrected one -- should be able to change while in process as long as not approved.

Has helped us tidy our commission process

Kommentare: More efficient way to track commissions and perform our close. Helps everyone have visibility

Vorteile:

It does exactly what we ask it to do. Sales team has good visibility and allows us to close our months more efficiently

Nachteile:

Some reporting functions are difficult to customize and navigate. For example, we can't run YTD reports from Incent. There are also some inconsistencies with layout

Best Support ever

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.

I am very happy with Xactly

Kommentare: [SENSITIVE CONTENT] and his team are always on top of any problems and work till they are fixed.

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.

Xactly Incent-FLS

Kommentare: My experience has improved greatly now that I have a better understanding in terms of the functions that are used by my company.

Vorteile:

The layout and visibility of the screens.

Nachteile:

It's kind of difficult initially until you learn how it functions. Some features can be simplified if the type of software being used will allow.

Incent

Kommentare: Overall has been good. Challenges with support but is moving in the right direction.

Vorteile:

Visibility to our user group & ease of use.

Nachteile:

Configuration issues with the Xactly team.