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Xactly Express

Xactly Express

4.2
(55)

Xactly Express Sales Compensation that Runs on Salesforce. Xactly Express makes calculating, paying, and tracking commissions easy and efficient. Increase payment accuracy, improve visibility, and reduce disputes with sales compensation in the cloud.

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Xactly Express review by Lisa A.
Lisa A.
Validated Reviewer
Verified Current User
Review Source

"Good for small teams/limited comp plans"

What do you like best?

I like that Xactly can handle many different aspects of a complex compensation plan, such as tiers, accelerators, bonuses, and manual adjustments. I also like the seamless Salesforce integration and being able to run many different reports in Salesforce regarding Xactly calculations. Most of the time, Xactly gets the correct calculation even with a lot of different rule sets to look at. This gives the admin peace of mind that nothing has been missed.

What do you dislike?

The system is quite rigid. If a mistake was made in a previously closed period, no updates can be made to a deal or credit and manual adjustments will need to be made going forward. It is also very hard to troubleshoot where a calculation went wrong if an error is caught. Reporting is also not very user friendly for admins or users (payees), and the commission statements are confusing for our reps. It is also not ideal that we are forced to provide a Salesforce license to all of our payees, even though some users do not interface with Salesforce and are only added in to receive credit for deals.

What business problems are you solving with the product? What benefits have you realized?

Xactly Express is much better than using Excel for managing so many payees and several compensation plans. It has allowed us the ability to focus more on our audit process than worrying about data entry or Excel based errors. I think it is best suited for smaller teams without a lot of variation in comp plans. When you grow to almost 100 payees and have 10+ plans and exceptions to manage, it's probably best to look into a more robust tool.

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Xactly Express review by Prashant G.
Prashant G.
Validated Reviewer
Review Source

"Xactly Express - Express Solution for Commissions"

What do you like best?

I had worked on Express for over 2 years. I used to calculate commissions on a monthly basis for over 80 reps on Excel before I was introduced to Xactly Express. After round of discussions with Xactly, we implemented the tool and started using it for commission calculations. It is really a great tool for small companies; helped me to save a lot of time in the calculations and on disputes. Even designing a new plan was easy. Commissions Estimator is a great function.

And the connection within Salesforce is a real plus.

What do you dislike?

I really loved this tool and there is hardly any feature that I do not like about it except for that this tool is good for small companies - up to 75 users.

Recommendations to others considering the product

It is a very helpful tool to run commissions. Plus it eliminates/reduces the chances of making an error compared to running calculations on excel. ROI on this product is really good and it hardly takes time to get a positive ROI.

Commissions Estimator is a great feature that the sales team really loves it.

What business problems are you solving with the product? What benefits have you realized?

As mentioned, I used to calculate commissions for over 80 reps using Excel and it used to take me almost a week per month with more than a week on the last month of the quarter. With this tool, it helped me save a lot of time and it reduced to 1 day for each month and around 2-3 days for the last month of the quarter.

What Sales Compensation solution do you use?

Thanks for letting us know!
Xactly Express review by Nate D.
Nate D.
Validated Reviewer
Review Source

"Xactly Express"

What do you like best?

Gives users easy access to their sales and variable compensation information. You can build new plans to pay different individuals appropriately. It allows quick access for the Sales team to check their data which is invaluable for them to see their performance. Express helps with the month end close process and getting variable compensation information submitted to Payroll.

What do you dislike?

Does not integrate well with all environments. Software does not do too many complex functions. It cannot handle a large amount of transactions. The system will become very slow if it has too many transactions. It cannot create Sales reports. This solution would be great for small businesses.

Recommendations to others considering the product

Only implement this software if you are a small business. It does not work well for large amounts of data. The system is very picky, fixing it is a pain. This solution is great for what it is intended to be. If you have large amounts of data you are better off going with Xactly Incent.

What business problems are you solving with the product? What benefits have you realized?

Sales visibility on a daily basis was an issue. This helped motivate the sales department even more. It also allows the Sales team to understand even more on what they are being paid on. The amount of time it takes to complete the monthly variable compensation process decreased. This helped create efficiencies and allowed us to spend time in other areas.

Xactly Express review by Daniel L.
Daniel L.
Validated Reviewer
Verified Current User
Review Source

"Powerful and Intuitive product"

What do you like best?

I'm an atypical admin as a sales manager, and it's easy and intuitive enough for a sales manager to use. I like that it also has a good SFDC API so it can pull any info we attach to the opportunity records and map that info into the Express system. It also can handle a lot of calculations like adjusting the MRR up/down on deals where we want to incentivize/disincentivize our reps (like giving MRR discounts to win customers on MRR, wanting to pay the rep at full list price).

What do you dislike?

I used to dislike Xactly's speed & noted this in my previous review, but in recent months (Q4 2016), the Xactly team did something to boost speed. It used to take 15-20 minutes to run comp calculations and it's now done in 2-3 minutes. My main complaint is that you can't clone the comp credit rules if you're making a lot of similar rules (like having a different bonus amounts for different products). You have to create each exception rule individually then create the payment/credit modification rule.

Recommendations to others considering the product

Make sure that someone will take ownership from day 1 so that the setup of rules, data mapping, and field renaming within the Xactly platform goes smoothly and makes it easy for others to go in and use the system in the future. Also, make sure you hire an expert and/or train someone on the system because the downside to the amount of calculating power is the speed at which things calculate. It's not easy or fast to do trial and error implementation & bug fixes.

But, once it's set up and the rules are configured, it's easy to use.

In my case, I stepped in as an Xactly admin after implementation where nobody in our org took full ownership of the tool or took the time to learn the tool at a high level. After getting proper training at their CompCloud conference, my skills have improved significantly but my early goings were tougher than I expected them to be.

What business problems are you solving with the product? What benefits have you realized?

The problem we were looking to solve is moving away from complex spreadsheets and manual calculations of commissions. Xactly is Automating the commission calculations, reporting, and payments for the sales teams. Now, I sync closed-won accounts with SFDC and it computes the uplift on quota attainment automatically for certain products we are incentivizing the reps to sell and correctly calculates commissions on the uplifted amount or the standard MRR of the deal automatically based on filters and rules. Plus, it's easy to design team-based incentives and bonuses.

Xactly Express review by Todd P.
Todd P.
Validated Reviewer
Verified Current User
Review Source

"Not looking back...."

What do you like best?

Xactly Epress has helped improve accuracy and saved me many hours of work on incentive compensation each month. We're a small business and calculating commissions for 5 different sales roles is very time consuming. I used to do it all via spreadsheet and despite my best efforts, finance always found mistakes. After implementing Xactly Express, I've yet to have that problem. I'm a big fan! (can you tell?!)

What do you dislike?

This is not a limitation of the tool, but because of our business rules, I have to upload a CSV file to get data to Xactly Express. I wish we were set up to use the data directly from Salesforce. Even with the CSV upload process, I wouldn't live with out the tool.

What business problems are you solving with the product? What benefits have you realized?

Saved time, increased accuracy and visibility for the sales team. They always have a clear view of what they got paid and on which accounts. I'm getting fewer calls with questions about pay from them each month as well. They love it.

Xactly Express review by Jocelyn F.
Jocelyn F.
Validated Reviewer
Review Source

"Accurate and Fast"

What do you like best?

The ability to sync direct from Salesforce.com and Xactly Express. The integration is easy and this allows for no more excel spreadsheets.

What do you dislike?

The limitations around renaming fields. Some sales reps like the naming convention their company uses.

Recommendations to others considering the product

Make sure the rollout to the sales team includes training on terms. Acceptance from the sales team and finance was critical to full user adoption. Ongoing training can not be taken for granted. Continue training so all team members can increase their efficiencies with the product.

What business problems are you solving with the product? What benefits have you realized?

We used Exactly at a previous company. We found the ability for our sales team to have visibility into their sales commissions allowed for better communication and transparency. There became a huge time savings for our Operations team, as commissions were previously tracked in Excel. The errors in commissions decreased, our sales team was proactively participating in the finance process to collect money and all teams saw better communication around commissions.

Also, being a competitive team, the sales teams were able to utilize the gamefication that Xactly allows for to create friendly competition.

Xactly Express review by Kolapo O.
Kolapo O.
Validated Reviewer
Review Source

"Great tool for calculating commissions"

What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product

Xactly is a great tool and I highly recommend it.

What business problems are you solving with the product? What benefits have you realized?

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.

Xactly Express review by James M.
James M.
Validated Reviewer
Review Source

"Automate your Sales Compensation Process all within salesforce.com"

What do you like best?

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.

What do you dislike?

The commission data is stored and calculated in salesforce and has forced us to purchase additional data storage from salesforce to store those records for historical reporting.

Recommendations to others considering the product

If your data is in salesforce, Xactly can calculate a commission on it. All the calculations can be automated and the data is stored in salesforce where you can present that data with the salesforce reports and dashboards.

What business problems are you solving with the product? What benefits have you realized?

Xactly helped drive adoption of our salesforce.com roll out

Xactly Express review by Anjali k.
Anjali k.
Validated Reviewer
Verified Current User
Review Source

"Good product"

What do you like best?

Its a great product to use for calculations. A little confusing in the beginning but easy to use after that. Its flexibility and ease of use are its best qualities and there fore it should be used by all for this purpose

What do you dislike?

There is nothing in particular that I do not like about this product. Its just a little difficult to use in the beginning. Some of its features are not comaptible with all technology and may not fit for everyone to use it.

What business problems are you solving with the product? What benefits have you realized?

Its very useful in calculations. Its helps in solving very difficult money crunching situations

Xactly Express review by Sarah T.
Sarah T.
Validated Reviewer
Review Source

"No More Excel!"

What do you like best?

We just finished rolling out Xactly Express and couldn't be happier. Our reps were thrilled that the spreadsheets have gone away and are more confident than ever that their commissions are being calculated correctly each month. Our implementation process was smooth and our rep was amazing. The system is so easy to learn that even the most technology challenged reps should be able to view and navigate their dashboards without any issues.

What do you dislike?

Nothing yet. Everything is working how we need it to.

Recommendations to others considering the product

If you need to automate your commission processes, Xactly is an amazing tool

What business problems are you solving with the product? What benefits have you realized?

Our reps were extremely unhappy with the old commission processes in Excel. There were formula and formatting issues month after month and they were never confident that their earnings were correct. After an extensive cleanup project, we discovered that they were right. With the new system, our reps have more visibility to the logic behind the crediting and payment rules, so they are more confident that their commissions are correctly calculated.

Xactly Express review by Jim E.
Jim E.
Validated Reviewer
Review Source

"Very Good"

What do you like best?

There are never any questions regarding Xactly's calculations. My organization's commission plans are a bit complex but we are always able to build each business rule into Xactly.

What do you dislike?

Sometimes the performance of the UI with Salesforce integration is frustrating. I have experienced several issues over the last two years (site timing out, reoccurring errors).

Recommendations to others considering the product

Yes, but give yourself a ton of time for configuration and end user training.

What business problems are you solving with the product? What benefits have you realized?

Commission calculation and end user visibility. Xactly allows us to take the burden for spreadsheet calculations off of our Finance team. The dashboards and SF integrations allows our sales end users to have complete visibility to their plans, deals, payments, etc.

Xactly Express review by Praveen Makam K.
Praveen Makam K.
Validated Reviewer
Review Source

"Lightning ready - super cool and fast - efficient system"

What do you like best?

easiest to store the sales data, extract the report and to check the sales performance. we replaced our existing tool to type in our sales details and salespersons information inorder to pay out partner incentives in our org

What do you dislike?

nothing so far as we are still in the stage of exploring out of the box standard features and looking at the limitations to extend this tools capability.

Recommendations to others considering the product

This is a goTo product if you are planning to manage your incentives very easily. They even provide an app to install inside of salesforce if you have your current crm system setup. you download this app from appexchange too

What business problems are you solving with the product? What benefits have you realized?

sales progress, incentive management, engaging the sales people with various metrics and methods

Xactly Express review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"Long Time Customer"

What do you like best?

I've now implemented Xactly Express for 3 different companies - it's just that reliable and well priced. In each implementation we achieved production readiness in the scoped timing and the application performed just as planned with nothing but positive impact - the Finance teams have always been happy with the accuracy of the data, the Sales teams have always been happy with the immediate knowledge and understanding of what their comp (not to mention the trust in the #s), and the Operations team thrilled with the amount of time saved each month in processing of comp. A win for all.

What do you dislike?

Not an Xactly issue so much but the application runs very slowly in SFDC.

Recommendations to others considering the product

Depending upon the complexity of your sales compensation plans you may want to consider additional support/consulting hours purchased for implementation.

What business problems are you solving with the product? What benefits have you realized?

Complex sales compensation plans for a rapidly growing direct and indirect sales team.

Xactly Express review by Chris T.
Chris T.
Validated Reviewer
Verified Current User
Review Source

"Extensive Experience with Express, 2+ years, currently just finishing implementing Incent."

What do you like best?

With Incent Analytics is a must, its a VERY robust reporting system with a lot of ability to make informed decisions about where to go with comp plans. Xactly Good system that can handle VERY complicated plans, great support and training teams. I would highly recommend this product for anyone looking to get out of spreadsheets with their commissioning system and automating the whole process.

What do you dislike?

Express had its shortcomings based on limitation on being on the SF platform, it was slow and if you have a lot of transactions with multiple compts per transaction we occasionally were hitting hard failures in which we couldn't run comps. I would suggest taking a long look at Incent if you are looking at the same issue when deciding which of the two to purchase. I will say however we were treated very well by support and sales when moving on to the Incent platform. So the Xactly as a business realized their original scoping mistake placing us on the Xpress platform and did something about it! definitely a good company to be working with.

Recommendations to others considering the product

Again suggest taking a long look at incent before going to express if you are handling either a large volume of deals, a large volume of comps per deal, OR both.

What business problems are you solving with the product? What benefits have you realized?

comp and sales analytics. I can already see the time saves over Xpress (not even saying how much time we were saving over the spreadsheet days, in which comp was basically someones full time job). Just getting my hands dirty with the beginnings of Analytics and can already see where this product as well is going to be a very powerful tool for not only our sales team as a whole but the executives that are steering the company as well.

Xactly Express review by Robert R. W.
Robert R. W.
Validated Reviewer
Review Source

"The overall program works for simple plans but is a little clunky. "

What do you like best?

It makes communicating commissions to reps a lot easier. It is integrated with Salesforce making it easier for Reps to use. For simple plans, it does the job.

What do you dislike?

Because it is run off of Salesforce, it runs very slow. There are a lot of bugs that make it harder to do the day to day work in the application. For example, some fields wont work like others. You can use your number pad for the numbers, but not for the period(.) in some cells. You can tab over to other cells in some parts of the application, but not in other parts. It's difficult to see what the columns you are filling in if you have a lot of people loaded in because the titles scroll up with the people. There are a lot of limitations that force you to keep the plan simple.

Recommendations to others considering the product

If you have a very complex plan, go with Incent. Otherwise, it may be worth trying as a temporary solution.

What business problems are you solving with the product? What benefits have you realized?

We were finding a way to communicate commissions more easily to our reps.

Xactly Express review by Gavin M.
Gavin M.
Validated Reviewer
Verified Current User
Review Source

"BSN"

What do you like best?

the overall structure being a a rule based system and Daily feedback to reps. being able to set it up and let it run is a large time savings

What do you dislike?

I would like to see a better way to handle retroactive changes on a per user bases

Recommendations to others considering the product

considerable time savings, reduces anxiety, clear audit trail, improves internal controls

What business problems are you solving with the product? What benefits have you realized?

keeping up with both hiring, terms and plan changes can be tricky.

Xactly Express review by James A.
James A.
Validated Reviewer
Review Source

"Several years as an Xactly Admin"

What do you like best?

I love the ability to quickly upload and edit details, and how the system automatically calculates everything in a matter of minutes. The Analytics Reporting is also a great feature that enables quick turn around time.

What do you dislike?

There really isn't much to dislike about Xactly. The only hangup I see is the time it takes to create and write the rules and formulas for new plans. Although there are several features that also alleviate some of this pain. Such as the copy feature, which I utilize a lot.

Recommendations to others considering the product

Get through the implementations and annual updates, everything else is cake. So tough it through the start and the rewards are incredible.

What business problems are you solving with the product? What benefits have you realized?

We often get reporting requests with a very short turn around window. With Xactly, that is no longer a n issue. We use analytics more and more these days.

Xactly Express review by Kim S.
Kim S.
Validated Reviewer
Review Source

"Great for smb sized companies "

What do you like best?

How easy it is to setup and run each month.

What do you dislike?

It doesn't have history tracking so you don't know who changed something or what it was changed to.

Recommendations to others considering the product

It is easy to get up and running as well as you can quickly change with a growing company.

What business problems are you solving with the product? What benefits have you realized?

We were automating our commission plans and payment with Incent Express. We were able to save time each month running commission and provided greater visibility to our Sales team into their payments.

Xactly Express review by User in Food & Beverages
User in Food & Beverages
Validated Reviewer
Verified Current User
Review Source

"Saved so much time!"

What do you like best?

It shortened the time I took to explain and go over monthly commission reports with my reps. The different views and easy to create dashboards were also great.

What do you dislike?

There was a fair amount of integration and setup from the reps' side

What business problems are you solving with the product? What benefits have you realized?

The time it took for managers to go over commissions with reps and the operations team to make corrections and get corrections to the team was so much shorter bc they could all go over the reports at the same time.

Xactly Express review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Many hurdles through implementation, but is great once up and running. "

What do you like best?

I like the comp automation and transparency it provides to the sales reps in the field. It also allows us to work out comp issues real time instead of retroactively.

What do you dislike?

Loading times can be long, and the manage users (adding and removing) seems to cause issues.

Recommendations to others considering the product

Express is great for a business that doesn't need the bells and whistles of Incent.

What business problems are you solving with the product? What benefits have you realized?

Solved for accurate, timely, transparent sales compensation. Main benefit for me is tat it reduces the cycle time and manual effort.

Xactly Express review by Henrik H.
Henrik H.
Validated Reviewer
Verified Current User
Review Source

"Powerful, efficient and easy to use compensation tool"

What do you like best?

Great Salesforce integration and good review/display for end users.

What do you dislike?

The possibility to publish results/achievements in SF.

Recommendations to others considering the product

Easy to use.

Quick SF import and calculation process.

Good review possibility of compensation calculation for end users.

What business problems are you solving with the product? What benefits have you realized?

-Sales variable compensation.

-Quick calculation process and ease of use.

Xactly Express review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"Making life less complicated"

What do you like best?

I like that Xactly Incent Express is flexible and can handle different types of payouts. Different plans flexibility in managing once you get a good understanding of the system and plan configuaration.

What do you dislike?

I dislike that I can not make rate adjustments. Which sometimes happens when their are special circumstances around the deal properties.

What business problems are you solving with the product? What benefits have you realized?

The dual management of recognition and salesperson visibility. The system catches human errors in releases and credits when there are multiple layers/credit attributes.

Xactly Express review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Solution for Small Plans"

What do you like best?

Good for simple plans with fewer than 100 payees. When you need calculation without much analysis, this is a great solution.

What do you dislike?

There are only a few available interfaces - if you have complex plans with multiple inputs, the express solution will not suit the needs of the business.

Recommendations to others considering the product

If you need something easy to implement and easy to use, this is it.

What business problems are you solving with the product? What benefits have you realized?

Our finance team had been calculating commissions on excel spreadsheets; in a growing business, this has led to errors and miscalculations.

Xactly Express review by Ilya V.
Ilya V.
Validated Reviewer
Verified Current User
Review Source

"A good way to track pay outs for quotas and bonuses."

What do you like best?

A good, well designed user experience that is easy to navigate.

What do you dislike?

Just started using the program, so not much to dislike yet.

Recommendations to others considering the product

I think its a great way to track commissions. Nice and easy to use, and most importantly accurate.

What business problems are you solving with the product? What benefits have you realized?

Easily and accurately tracks my commission payouts.

Xactly Express review by User in Higher Education
User in Higher Education
Validated Reviewer
Review Source

"Xactly Incent Express"

What do you like best?

I like that Xactly Incent Express has simple plan set up and management with one-click commission calculations.

What do you dislike?

I've used this for about a year and so far I don't have anything that I dislike about it.

Recommendations to others considering the product

Xactly Incent Express brings powerful incentive compensation data to every sales person’s mobile device. Directly from their phone, reps can view attainment to quota or estimate commissions on open opportunities to ensure they are optimally structuring deals and maximizing their payouts. This visibility gives reps the tools they need to take control of their sales cycle and ultimately close more business.

What business problems are you solving with the product? What benefits have you realized?

I feel like it has increased performance and reduced risks associated with versioning and inaccuracies of spreadsheets.

Xactly Express review by Agency in Entertainment
Agency in Entertainment
Validated Reviewer
Review Source

"Xactly Incent Express makes tracking sales compensation a breeze!"

What do you like best?

Xactly has quickly risen to be one of the leaders in compensation management. The integration into Salesforce makes for an easy implementation process for most companies who has sales forces of large or small. Powerful, robust program, with a clear view and explanation of benefits and quotas.

What do you dislike?

The pricing structure can be high for the initial set up. The program can run a little slow at times.

Recommendations to others considering the product

If you are still using Xcel spreadsheets for compensation management - don't! If you can afford Xactly, I highly recommend looking into it. You wouldn't believe how much money falls through the cracks via over and underpayment. This program makes understanding compensation plans clear as crystal.

What business problems are you solving with the product? What benefits have you realized?

Compensation management for Account Executives

Xactly Express review by Jason C.
Jason C.
Validated Reviewer
Review Source

"Xactly is great!"

What do you like best?

I love the fact that with Xactly I get the exact dollar amount of my commissions before they hit. It is also fantastic for allowing charts and meters on your quota percentages.

What do you dislike?

The interface is very archaic and could be updated, more intuitive

What business problems are you solving with the product? What benefits have you realized?

allowing an account executive to know where they stand on quotas achievements and payouts at any given time is their best friend

Xactly Express review by Katherine H.
Katherine H.
Validated Reviewer
Review Source

"Game Changer!"

What do you like best?

Real time data points to the field team/end users

Analysis right in Xactly pulling data from Salesforce.

What do you dislike?

Nothing. Love everything. Solved all our problems!

What business problems are you solving with the product? What benefits have you realized?

Maintaining excel spreadsheets. With Xactly, it's a one stop shop! No more versions of excel and/or click from tab to tab trying to make sense of the data.

Xactly Express review by Avichg L.
Avichg L.
Validated Reviewer
Review Source

"Helping our small business grow"

What do you like best?

We like how seamlessly Xactly integrates with our SalesForce CRM for an all around in detail view into our sales

What do you dislike?

Xactly does not seem to be very technologically advanced yet, the dashboards seem very basic.

What business problems are you solving with the product? What benefits have you realized?

We have had more accurate commission payouts as well as more detailed commission reports

Xactly Express review by Eric W.
Eric W.
Validated Reviewer
Review Source

"Xactly Express"

What do you like best?

Not having to keep track of transactions in Excel.

The integration between Salesforce and Express is pretty seamless.

The "Show me the money" section on the opportunity record lets a rep see how much this particular opportunity will pay them based on where they are on their plan.

What do you dislike?

Not being able to differentiate between payment types in the export file. The product can take a very long time to load.

What business problems are you solving with the product? What benefits have you realized?

Express gives our reps visibility into how their payments are calculated and the allows then the opportunity to validate their commissions quickly. This lets our sales team spend more time selling instead of questioning how much they got paid for closed transaction.

Xactly Express review by Charles V.
Charles V.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Making sales people happy makes your company happy"

What do you like best?

At the end of the day, sales is the engine that drives your business. And making sure that sales people are correctly commissioned can make that engine run smoothly. Xactly makes this happen smoothly and easily.

What do you dislike?

The actual setup took more time than my client anticipated.

Recommendations to others considering the product

Try it - life should be easier with it!

What business problems are you solving with the product? What benefits have you realized?

Sales was seeing their commissions late, since it took so long to determine commissions on split deals

Xactly Express review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Xactly Incent Express "

What do you like best?

Real time visibility with our compensation process and one of the most innovative companies in the industry. Half of our team visited their corporate offices and were very impressed with everything from how they treat employees to their training program.

What do you dislike?

So far so good, nothing as of yet we have implemented the Xactly software and have had no glitches since starting to use the system.

What business problems are you solving with the product? What benefits have you realized?

Commission for our Call Center (LO's, AVP, Sales primarily) this was a huge hot point in our company over the past two years and we are finally streamlining the process

Xactly Express review by Executive Sponsor in Information Technology and Services
Executive Sponsor in Information Technology and Services
Validated Reviewer
Review Source

"Ideal Comp solution for small enterprises"

What do you like best?

Simple to configure, excellent dashboard capabilities, easy to use for our sales reps

What do you dislike?

Probably will not scale much more if we add additional plans or calculations. Concerned about long-term product support vs. Incent.

What business problems are you solving with the product? What benefits have you realized?

We wanted to improve the speed and accuracy of our comp calculations, land make results more transparent for our users. Since implementing in August, we have saved hundreds of hours of back end admin and processing time.

Xactly Express review by Blake G.
Blake G.
Validated Reviewer
Review Source

"Awesome Tool"

What do you like best?

I love everything about it. It makes commissions so much easier.

What do you dislike?

There really isn't anything I dislike, it's great.

What business problems are you solving with the product? What benefits have you realized?

We are solving commissions mostly.

Xactly Express review by Darren R.
Darren R.
Validated Reviewer
Verified Current User
Review Source

"Excellent Tool to Replace Excel, but Time Consuming to Maintain if Comp Plans Change"

What do you like best?

I like the ability that I can replace Excel as the tool to calculate commissions. We had many worksheets that were replaced when we switched to Xactly Express. I had been beta testing this product for 3+ years off and on and waited until I believed the product was mature and robust enough to handle commission calculations accurately based on our many variations and specific parameters.

What do you dislike?

1) It is time-consuming to make changes to individual comp plans due to the many screens you have to click-thru.

2) The Xpress applicatio is built on the Force.com platform and the screen refresh delays are much longer than I have with other SaaS applications. This is a known issue and it sounds like Xactly is somewhat beholden to Salesforce.com.

3) The Xactly Express architecture is built with multiple screens rather than all settings on one-screen. For example, if you want to change the commission % or $ for each different team member, you have a 4-5 step update process per employee. On the other hand, if you need to update the quota for each person,it's quite easy since it's all on one screen. These types of processes need further refinement.

4) The Payment Rule screen is the most complex area of the product since it is the mechanism where you determine which deals count towards commission / attainment and what % or $ you will pay for deals. There are many if/then else filters that you configure to determine correct calculations. It is very complex and is easy to setup incorrectly. After several months of frustration in trying to troubleshoot discrepancies between various Comp Plans, I re-built the entire Payment Rule logic in Excel so that I can visually see for each plan and team member what the settings should be. It was time-consuming, but well worth the effort. If Xactly designed their screen better, I'd be able to make the comparisons faster. However, this would take some significant re-designing.

5) The data import from Salesforce.com does work well,but you need to be aware that certain data records may not be imported even though you have no data filters to restrict th data. For example, if your Salesforce Opportunity Owner is not an Xactly user then the data record will not come over. Also, if you terminate an employee in Salesforce, their information is not accessble in Xactly.

Recommendations to others considering the product

Yes, despite my list of items that I dislike, you should definitely consider Xactly to replace Excel. Part of our issues is that we've revised our comp plans on a continual basis to have better matching of effort vs. reward. The support that Xactly provides is excellent although I wish they'd make phone support more accessible since you have to wait 4-8 hours sometimes for the email to be replied to. Sometimes a phone call can resolve an issue more quickly than 4-5 emails going back & forth to resolve an issue. Also, if you need to provide a screenshot to explain an issue, their ZenDesk configuration doesn't allow you to add an attachment. You have wait until case is setup and then send attachment

Xactly Express review by User in Human Resources
User in Human Resources
Validated Reviewer
Verified Current User
Review Source

"Xactly"

What do you like best?

Calculations compensation quickly and accurately.

What do you dislike?

I like it so far, I have no complaints so far.

What business problems are you solving with the product? What benefits have you realized?

Compensation is calculated efficiently

Xactly Express review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Simple, effective"

What do you like best?

It's easy to see my current attainment and comp

What do you dislike?

Filtering/sorting is a little challenging, and it's not always intuitive where to go for everything. Kind of an old, clunky interface.

What business problems are you solving with the product? What benefits have you realized?

I am an Account Executive, so I use it to see my exact comp plan, bonuses, and payouts.

Xactly Express review by Christopher B.
Christopher B.
Validated Reviewer
Review Source

"Not good enough for complex plans"

What do you like best?

Pros:

1. End user usage was simplified

2. Once set up, little attention is required

What do you dislike?

Cons:

1. Implementation was not great. It took us almost a year, and we ended up having to fumble through a good deal on our own.

2. Doesn't handle real complex incentive structures well.

3. Extremely slow. Running commissions on our relatively small company was extremely time consuming. All we got from xactly were calculations we could do in a spreadsheet.

Recommendations to others considering the product

Ensure you have a firm understanding of every nuance to your structure and have xactly show it working in their software before comitting

What business problems are you solving with the product? What benefits have you realized?

The time intensive manual process of commission payments and clairvoyance for our sales team.

Xactly Express review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Does the job and every salesperson should know their numbers"

What do you like best?

It’s simple and clear to easily see your commission

What do you dislike?

It’s not the best of UX and does look dated

Recommendations to others considering the product

It does the job you want it to do

What business problems are you solving with the product? What benefits have you realized?

Not knowing how much commission and having to chase finance manually

Xactly Express review by Machell E.
Machell E.
Validated Reviewer
Verified Current User
Review Source

"Was able to completely move away from Excel Spreadsheets for Compensation Managment"

What do you like best?

The ability to sync direct from Salesforce.com and Xactly Express with a few button clicks, not spreadsheet to export/import.

What do you dislike?

Some reports are not as customizable as I would like

Recommendations to others considering the product

Xactly Incent Express application has been a great addition to our SFDC Platform. The application has allowed our business to administrate a relatively complex plan for 25 users with one resource dedicating about 20% of their time.

What business problems are you solving with the product? What benefits have you realized?

Accuracy in Comp Calculations and visibility of comp for Sales Reps, their managers and Finance Group. More accurate, quick processing of monthly plans, decreased level of effort in administrating plans and validating data.

Xactly Express review by Rehal P.
Rehal P.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great commission Application"

What do you like best?

Easy to use on the salesforce platform. Gives instant realtime information to the sales team.

What do you dislike?

Making changes to incorporate new sales plan can be challenging.

What business problems are you solving with the product? What benefits have you realized?

Real time sales productivity.

Xactly Express review by Emily J.
Emily J.
Validated Reviewer
Review Source

"Great Product, Great Service, Huge benefits"

What do you like best?

Xactly helped us streamline our commission process and greatly reduced the propensity for errors and disputes over commission rates, calculations, etc. From an administrative prespective, it's usable and provides huge job efficiences. From a user perspective, it's straightforward, easy to access, and provides great insight.

What do you dislike?

Within the Express product you're not able to provide real-time quota reporting. In the "now now now" world, this is something our sales team would like to have.

Recommendations to others considering the product

DO IT. Absolutely worth your investment - both timewise and financially.

What business problems are you solving with the product? What benefits have you realized?

We were able to automate and button up a painful and time-consuming process and better position ourself for growth. Our solution is incredibly scalable.

Xactly Express review by Amber M.
Amber M.
Validated Reviewer
Review Source

"Great way to make sure you're making money!"

What do you like best?

Easy to navigate and tells me my commissions

What do you dislike?

Problems logging in frequently. I dont get the help I need.

Recommendations to others considering the product

More support options

What business problems are you solving with the product? What benefits have you realized?

Solving how to make more money

Xactly Express review by Marvin V.
Marvin V.
Validated Reviewer
Review Source

"Great experience for a former quota carrying employee."

What do you like best?

Great and easy to use platform that is great for showing you pay for the month.

What do you dislike?

The dashboards/information don't update in real time.

What business problems are you solving with the product? What benefits have you realized?

I'm in demand generation.

Xactly Express review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"The product is pretty col"

What do you like best?

it has very nice analytics and integration with sfdc is great

What do you dislike?

It was a bit slow when i was using it. It needs to improve so that it is usable at peak hours. I hope it works from slow connection and mobile.

What business problems are you solving with the product? What benefits have you realized?

trying to seamlessly integrate sfdc and exactly

Xactly Express review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"Xactly Express - Simplifying your life when it comes to commission's "

What do you like best?

The fact that rules are easy to write! Data is easy to import and can be done with either a .csv file. The ability to quickly adapt to changes in our sales environment.

What do you dislike?

Manual adjustment are not all on one page this makes you have to search for each rep both for attainment and payment adjustments. No ability for me to cancel a Salesforce.com license for employee's that have been terminated and to continue to run calculations until their end of employment date.

Recommendations to others considering the product

I would highly recommended Xactly Express to anyone who needs a great tool for giving their reps visibility and automating the commission process for their representatives.

What business problems are you solving with the product? What benefits have you realized?

Visibility for Sales and Management to look at plans, payments and credits. Reduction in time spent on commissions for all departments.

Xactly Express review by VICKAS H.
VICKAS H.
Validated Reviewer
Verified Current User
Review Source

"Great incentive/commissioning tool"

What do you like best?

The software is easy to use with clear on screen instructions and good training support available. The reports and dashboard capabilities are very good to show the performance levels of sales staff against tartgets/quotas. The support available is good with quick SLAs and response times to support issues/questions.

What do you dislike?

There needs to be more capability to customise field names to match terminilogies used by individual companies. Each industry has a variation of the words used to descibe targets/quotas and having this capability would make the crossover of using a tool like this more easier.

Recommendations to others considering the product

Use a trial version and view the videos available online. There are other products available within the Xactly suite of products too.

Xactly Express review by David H.
David H.
Validated Reviewer
Verified Current User
Review Source

"Automated Commission Calculations and Quota Tracking"

What do you like best?

The ability to automate complex calculations and payment types is by far my favorite feature. Even the most complex plans can be be broken down into a series programmable steps. Additionally, the support/implementation specialists are are knowledgeable and easily accessible when their assistance is needed.

What do you dislike?

The amount of time it takes to process and load (importing, recalculating, making credit/payment adjustments). There needs to be a better way to filter results on the credit and payment pages.

Recommendations to others considering the product

Make sure you are using finalized comp plans when designing FDD and programming in .dev.

Xactly Express review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"Xactly Incent Express is the way to go!"

What do you like best?

The main thing is the simplicity of Express. It sure makes my life a lot easier.

What do you dislike?

It does not have effective dating when you transfer to another role.

Recommendations to others considering the product

Definitely

What business problems are you solving with the product? What benefits have you realized?

By having Xactly, it gives our sales team more confidence in our calculations. This is important and need to be proven to our sales team.

Xactly Express review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"The Xactly Express is a best SPM tool for 75 users.I have been working on these products since 1 yea"

What do you like best?

The Xactly Express is a best SPM tool for 75 users

What do you dislike?

Some more Math functions should be added

Recommendations to others considering the product

Yes,I definitely recommend this

What business problems are you solving with the product? What benefits have you realized?

I have worked for more than 20 different organizations on Express.I have been working on these products since 1 yea

Xactly Express review by Bryan L.
Bryan L.
Validated Reviewer
Review Source

"Great product"

What do you like best?

Flexibility with reporting around comissions

What do you dislike?

nothing, great product that does alot of commission calculations

Recommendations to others considering the product

do it, great application on the SF platform to help incent your reps

What business problems are you solving with the product? What benefits have you realized?

manual commission calculations and reporting

Xactly Express review by User in Internet
User in Internet
Validated Reviewer
Review Source

"Review Exactly"

What do you like best?

I love the interface it is user friendly but could be a little more simpler

What do you dislike?

Interface could be simpler. The development process and implementation is not the easiest with existing products

Recommendations to others considering the product

Consider if it is right for you

What business problems are you solving with the product? What benefits have you realized?

How to maximize efficiency

Xactly Express review by Nikki N.
Nikki N.
Validated Reviewer
Review Source

"Great!"

What do you like best?

The ability to automate the commission process.

What do you dislike?

Page load times are sometimes long or error out.

What business problems are you solving with the product? What benefits have you realized?

The ability to scale our business (and team) in a much more manageable way.

Xactly Express review by User in Internet
User in Internet
Validated Reviewer
Review Source

"Relatively intuitive and Easy to use"

What do you like best?

The are dashboards available to easy review and compare between various financial periods

What do you dislike?

Initially takes some time to figure the selection of the active FY

What business problems are you solving with the product? What benefits have you realized?

Transparent access for sales to review how their performance impact their payouts

Xactly Express review by Leanne T.
Leanne T.
Validated Reviewer
Review Source

"Xactly Express"

What do you like best?

Great for smaller sales organizations who are looking to move away from calculating commissions in excel to an automated tool. Easy for users to view their commissions through different dashboards. Xactly's customer service is great!

What do you dislike?

Need to have ability to customize fields.

Recommendations to others considering the product

Recommend a proof of concept to make sure Express or Incent meet your companies needs for an automated too.

Xactly Express review by Administrator in Internet
Administrator in Internet
Validated Reviewer
Review Source

"e-commission system on cloud"

What do you like best?

Minimal product issues with the application integration

What do you dislike?

customer support sometimes delayed and no weekend support

What business problems are you solving with the product? What benefits have you realized?

commissioning system for sales people

Xactly Express review by Executive Sponsor in Computer & Network Security
Executive Sponsor in Computer & Network Security
Validated Reviewer
Review Source

"Xactly"

What do you like best?

Excellent automation of the expense process.

What do you dislike?

Mobile app is a bit tricky at times when importing receipts

What business problems are you solving with the product? What benefits have you realized?

idk

Xactly Express review by Consultant in Management Consulting
Consultant in Management Consulting
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Decent functionality but bad UI"

What do you like best?

Easy to use and drag n drop............

What do you dislike?

No reporting feature..........................................

What business problems are you solving with the product? What benefits have you realized?

Sales operations business problems

Xactly Express review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Great Commission Software"

What do you like best?

I like that it automizes the commission process

What do you dislike?

Haven't had a chance to really use it to find a dislike

What business problems are you solving with the product? What benefits have you realized?

We currently dump reports from salesforce into excel and calculate all commissions manually.

Learn more about Xactly Express

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* We monitor all Xactly Express reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.