Xactly Incentのレビュー

Xactly Incent - A Great Tool for Commissions & Reports

良いポイント:

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.

改善してほしい点:

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.

Xactly is best software for Commission calculation but some process are really hard to digest

製品を使ってみた感想： Xactly incent is nice and well-designed tool for commissions calculations.

良いポイント:

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.

改善してほしい点:

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.

Great Tool!

製品を使ってみた感想： Our plans have many components, calculations, tiers, etc. and the accuracy is phenomenal. At this point we are pretty self sufficient, but we have always enjoyed working with our Professional Services teams, as well as with our Customer Success Managers.

良いポイント:

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.

改善してほしい点:

Beginning of year setup could be simplified a little.

Xactly Better than Yesterday but still needs to keep getting better

製品を使ってみた感想： There are things that Xactly does well and once built work very well and that makes the experience pleasurable. Xactly has a nice appearance and once we educate our sales members it is easier for them to follow. It is not intuitive and needs to be explained. Reporting is a challenge for the administrators as well as the Users.

良いポイント:

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

改善してほしい点:

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.

Xactly - a Worthwhile investment

製品を使ってみた感想： We are able to process quarterly incentives accurately and quickly. This is saving us from having to make multiple adjusting payments after the fact. More importantly, it plays a role in reducing employee turnover as our sales force trusts their commission calculations and does not think they are being cheated by poor execution on the quarterly calculations.

良いポイント:

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.

改善してほしい点:

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.

Great Experince

良いポイント:

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

改善してほしい点:

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

Xactly is a great tool!!!

製品を使ってみた感想： Ease of automating and reduction of manual calculations of commissions.

良いポイント:

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.

改善してほしい点:

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.

When it works, it works well. Bugs and non-intuitive nature can make it difficult to use.

良いポイント:

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.

改善してほしい点:

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

Robust ICM tool with Moderate Learning Curve

良いポイント:

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.

改善してほしい点:

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.

Incent - Saving our company time

良いポイント:

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

改善してほしい点:

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

Xactly commission siftware

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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.

This is Xactly what we needed for Sales Compensation

製品を使ってみた感想： Xactly is a complex system that gives users the ability to simplify their End to End Sales Compensation processes. I've used the system across two very different companies over the past 5 years. I was involved with multiple implementations and integrations and feel that Xactly was a great solution for the majority of the problems we faced on a day to day basis. Once I took some classes and got plenty of experience using the tool, I can say that I understand how everything should work and am able to create many solutions to the ever changing requirements that my company faces. The support team has always been very helpful and my customer success rep has been a key player in the success of my system. He is always able to help me find the information I am looking for and constantly supports my everchanging requirements for understanding and utilizing the system.

良いポイント:

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

改善してほしい点:

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

Xactly Incent Review

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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.

Once Configured System Works Well

製品を使ってみた感想： 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.

良いポイント:

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,

改善してほしい点:

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!

製品を使ってみた感想： 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!

良いポイント:

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.

改善してほしい点:

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 has been transformative for our incentive compensation management!

製品を使ってみた感想： Increase commission payment accuracy, decreased processing time, better insights into compensation management

良いポイント:

Xactly has enabled us to reduce commission processing time AND decrease the number of errors. The sales users not only love the increased confidence in their payments, but they also love Xactly's easy to use interface!

改善してほしい点:

There is a bit of a learning curve to learn the software as an administrator, but once you have mastered Xactly the incentive compensation management possibilities are endless.

Requires dedicated knowledge to ensure operational efficiency

製品を使ってみた感想： It has been a hard effort to build and maintain the system. We used Express before which was preintegrated with SFDC. With Incent you have to start over. Half our plans we cannot build out in the system.

良いポイント:

Sales comp calcs not in excel. Locks computations and controls changes. Distributes comp information online to employees

改善してほしい点:

Hard to use. Hard to taylor computations to meet our comp plan designs. Hard to integrate with CRM and HRIS systems. Difficult to access and report on data in system.

Xactly simplifies Sales Compensation Management

製品を使ってみた感想： 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

良いポイント:

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

改善してほしい点:

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

Xactly makes it easy!

製品を使ってみた感想： This makes it easy to forecast and check numbers vs goals, and gives me Team performance in all one program.

良いポイント:

Easy to see sales and commission credits daily. This helps me forecast and track where my team is vs goal and forecast. Easily allows me to compile stacked rankings.

改善してほしい点:

Ability to real-time sync with Oracle, to see instant updates.

Xactly Loves Me

製品を使ってみた感想： It took a little while to get all our ducks in order so that we had good data to put in. Now that we do have clean data, we have saved countless hours of processing time.

良いポイント:

Prior to going full force with Xactly, it would take us 3 weeks to get revenue and commissions calculated. It can all be done in 1 day now.

改善してほしい点:

The only thing that I dislike is the fact that I wasn’t using it sooner.

Incent does the job

良いポイント:

The product is constantly growing and making improvements. We love the updates and they're on the path to great things. The value is the main seller for it's price point. It's fairly easy to use and does the job.

改善してほしい点:

There are a lot of little improvements that could be made that will drastically ease the administration portion of using the tool, like having the upload format be the same as the downloaded form and more calendar flexibility (ie semi annual).

Best Support ever

良いポイント:

As a non system admin it is simple enough to do minor tweaks to the plan. Some major tweaks with the help of support.

改善してほしい点:

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.

Overall experience is good.

良いポイント:

It's easy for end users to login and review their monthly / quarterly commission, quota, and documents.

改善してほしい点:

The finalize and un-finalize payments by regions need to take a bit efforts. When we in finalize the payments, it opens up all the regions. Hope we could have options to in finalize by regions.

I've used Xactly now at two different organizations and the commission process is seamless.

良いポイント:

Xactly offers our Salesforce daily traceability to their sales transactions. Xactly has made our commission process seamless.

改善してほしい点:

I have no cons to report. The system works as designed. I have had the experience of designing the system for two different organizations I've worked for.

Highly Recommend

製品を使ってみた感想： I've used Xactly at multiple organizations and highly recommend it.

良いポイント:

Ease of use, great for history and audit, accurate calculations and reporting

改善してほしい点:

Can take a bit of time to learn how to create calculations, but once you're in it's intuitive.