---
title: Xactly Reviews
meta_title: 'Xactly Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1096 reviews by the users' company size, role or industry
  to find out how Xactly works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 1096
  scale: '5'
date_modified: '2026-08-14'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Xactly Reviews
**Vendor:** Xactly  
**Category:** [Sales Compensation Software](https://www.g2.com/categories/sales-compensation)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 1,096
## About Xactly
Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com.



## Xactly Pros & Cons
**What users like:**

- Users find Xactly to be remarkably **easy to use** , thanks to its intuitive interface and efficient commission management. (182 reviews)
- Users appreciate the **speed and accuracy** of Xactly in managing compensation and tracking commission progress. (60 reviews)
- Users appreciate the **intuitive interface and comprehensive features** of Xactly, enhancing usability and performance tracking. (49 reviews)
- Users value the **automation and streamlining** of complex compensation processes with Xactly Incent&#39;s flexible solutions. (30 reviews)
- Users value the **ease of use and advanced data insights** from Xactly, facilitating commission management and team oversight. (30 reviews)
- Users praise Xactly for its **intuitive design and user-friendly experience** , making navigation and usage straightforward. (30 reviews)
- Users praise the **accuracy** of Xactly, appreciating quick updates and clear breakdowns of commission payouts. (29 reviews)
- Users appreciate the **effective handling of complex incentive calculations** by Xactly, enhancing versatility and simplicity for teams. (29 reviews)
- Ease of Understanding (24 reviews)
- Users appreciate the **commission tracking** feature of Xactly, enabling better visibility and improvement in sales performance. (23 reviews)

**What users dislike:**

- Users find Xactly&#39;s interface **not intuitive** , facing difficulties with navigation and understanding essential functions. (49 reviews)
- Users face challenges with **slow loading** , experiencing delays and under-developed reporting that hinder overall efficiency. (34 reviews)
- Users find the **outdated UI** of Xactly unappealing, desiring a more modern and intuitive design for better usability. (29 reviews)
- Users express concerns about **timely data updates** , as reports often lag behind and create stress during month-end. (27 reviews)
- Users experience **difficult navigation** in Xactly, complicating access to reports and necessary information efficiently. (25 reviews)
- Users find the **poor interface design** of Xactly cumbersome and lacking modern usability improvements. (22 reviews)
- Users note that Xactly&#39;s interface is **not user-friendly** , causing confusion and a learning curve for many end users. (21 reviews)
- Update Issues (21 reviews)
- Users find the **insufficient detail** in Xactly cumbersome, hindering customization and clarity in revenue tracking. (18 reviews)
- Navigation Difficulty (18 reviews)

## Xactly Reviews
  ### 1. Chad Campbell Hancock Whitney Bank review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2024

**What do you like best about Xactly?**

I like incent becasue it gives you a break down of all categories and percentages of your current and year goals.

**What do you dislike about Xactly?**

I wish we were able to see accounts right when they were opened in incent.  Nothing is immediate.

**What problems is Xactly solving and how is that benefiting you?**

Incent is being used to track my quarterly bonuses.

  ### 2. Xactly incent

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nikhil  V. | Data Analyst, Food & Beverages, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 12, 2024

**What do you like best about Xactly?**

Incentive compensation which allows users to reduce time and increase accuracy of the performance.
Structure is well defined and user friendly.
It's transparent and gives you a smooth experience while working with it.

**What do you dislike about Xactly?**

Sometimes feels like it's inconsistent and delays with any change in configuration and real time data.
Free training sessions should be made available.

**What problems is Xactly solving and how is that benefiting you?**

It addresses the business problem by automating the task.
It provides and contributes to a more adequate streaming objective and operation wrt client data in an organised structure that could be boost us to get the insights what we will be looking for within short time and more precise manner.

  ### 3. Nice description of the service provided. Staff was well trained.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Livia C. | Compensation Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 19, 2024

**What do you like best about Xactly?**

It is a thorough solution, designed to attend many ecossystems inside the organization , from Sales, to HR, to Finance. Accuracy would be the #1 reason why I believe in this SaaS.

**What do you dislike about Xactly?**

Couldn't see any improvement aspects so far.

**What problems is Xactly solving and how is that benefiting you?**

Sales commissions accuracy

  ### 4. Sales experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 19, 2024

**What do you like best about Xactly?**

We are currently in implementation phase and impressed with the interactions of the team. From the very first demo they listened to what we were wanted and quickly executed. Response time has been great. Adjacent departments have even commented about how easy every one has been to work with.

**What do you dislike about Xactly?**

It's too early in the process at this point. Of course we are cautiously optimistic but finding the success of the platform
Is dependent on a good implementation

**What problems is Xactly solving and how is that benefiting you?**

Automating calculations

  ### 5. Intuitive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Hardware | Enterprise (> 1000 emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Xactly?**

I like the Drill Down capability. Not having to go back in SFDC.

**What do you dislike about Xactly?**

Extract date in excel is the easiest thing

**What problems is Xactly solving and how is that benefiting you?**

I am able to look back and drill down validate my commissions were paid from what and if they were paid correctly

  ### 6. Quick an Easy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about Xactly?**

It shows you exactly where you stand at a moments notice. Good detail, easy to read, easy to navigate.

**What do you dislike about Xactly?**

Nothing, it is simple and easy. I really like using this platform.

**What problems is Xactly solving and how is that benefiting you?**

Easy access to numbers and quota attainment

  ### 7. helpful

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Xactly?**

I use Incent to review revenue dollars that has been captured and how I am trending towards my quota.

**What do you dislike about Xactly?**

Many times the information is not accurate especially when it pertains to adjustments for exceptions.

**What problems is Xactly solving and how is that benefiting you?**

Helps me keep track of revenue dollars against my quota.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your feedback. We welcome the opportunity to discuss your experience so we can see if we can find a resolution as well as ensure any issues you have encountered are addressed for future projects. If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 8. Xactly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

Can see where I stand on my sales and know where i need to be.

**What do you dislike about Xactly?**

A little hard to nagivate..Not sure how to read some areas but I get by.

**What problems is Xactly solving and how is that benefiting you?**

Nothing really - just need to know where I stand on my sales.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. We've been improving our user interface over the last few years, and we hope it's helped with some of the issues you've raised.  If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 9. ISR sales assistant

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2024

**What do you like best about Xactly?**

I get detailed lines of each item that has shipped so I can make sure GP is the same as I quoted

**What do you dislike about Xactly?**

it does take a bit to update each day to get commission

**What problems is Xactly solving and how is that benefiting you?**

seeing a order go out Negitive and to be able to bring to managment to fix

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your review. I’m glad to hear that Incent has provided you with the data and details that are most essential to you. Our customers have reported much faster processing times, and we might be able to assist you with this. Please contact me at srossi@xactlycorp.com, and someone will follow up with you. We invite you to revise your original ranking if you discover a solution to any of the problems we address here. Thank you! Sonia Cabrera Rossi, Director Xactly Product Education.

  ### 10. Like using Xactly to track on commissions

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Xactly?**

It's easy to use and work. I can easily track monthly numbers

**What do you dislike about Xactly?**

Sometimes hard to track the numbers and calculation of commission

**What problems is Xactly solving and how is that benefiting you?**

TRacking compensations. It is now easier to track where I am standing and where i need to put more efforts

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. It's possible that your company isn't taking advantage of all the features available through Incent. You can forward my name to the administrator with whom you work, and I could speak with them if you believe I can assist in any way. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 11. Seems easy to work once you get yourself familiar with the links.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

You can have an overview dashboard to see numbers and results in a broad way.  You can also dig into each opportunity.

**What do you dislike about Xactly?**

Sometimes it is hard to navigate around the screens.

**What problems is Xactly solving and how is that benefiting you?**

Monthly pay-out rends and analyzing deals in a summary manner.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. We've been improving our user interface over the last few years, and we hope it's helped with some of the issues you've raised.  If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 12. Renewal Manger

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.)

**Reviewed Date:** November 01, 2024

**What do you like best about Xactly?**

The application is user frendly and we have a view global view and detailed as well.

**What do you dislike about Xactly?**

Need to shaow how much we will recieve on each deal

**What problems is Xactly solving and how is that benefiting you?**

I would liek to see how much I have earned per deal booked

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us a positive rating. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. It's possible that your company isn't taking advantage of all the features available through Incent. You can forward my name to the administrator with whom you work, and I could speak with them if you believe I can assist in any way. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 13. Very comprehnesive compensation tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 03, 2023

**What do you like best about Xactly?**

The credits automatically firing commissions via the rules and configurations.

**What do you dislike about Xactly?**

We cannot view the orders which are as old as 6 years.

**What problems is Xactly solving and how is that benefiting you?**

We are able to roll out the compensation plans to our Sales Teams and load their commissions to incent for review purposes.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. Regarding any potential concerns you raised, I would be happy to speak with you. My email address is srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 14. Average experiecne

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Xactly?**

Unsure. I think it is a powerful tool in general but I am not impressed by the experience. It seems a bit dated.

**What do you dislike about Xactly?**

For our purposes the numbers are never shared in a timely manner.

**What problems is Xactly solving and how is that benefiting you?**

Sharing targets, performance, calculating bonuses.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to share your feedback; we appreciate it. We've been improving our user interface over the last few years, and we hope it's helped with some of the issues you've raised. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. It's possible that your company isn't taking advantage of all the features available through Incent. You can forward my name to the administrator with whom you work, and I could speak with them if you believe I can assist in any way. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 15. Very Useful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.)

**Reviewed Date:** August 01, 2024

**What do you like best about Xactly?**

The numbers are clear, you are able to access previous years of information, and the layout is very easy to read.

**What do you dislike about Xactly?**

Sometimes it takes several days for information to load when there is maintenance or other interruptions.

**What problems is Xactly solving and how is that benefiting you?**

It is helping me tracking my sales, margins, and compensation.

  ### 16. Very difficult to understand

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

Dashboards that explain where I am from my targets

**What do you dislike about Xactly?**

The way the commission is published makes it ver complicated to know how much I am earning from a single deal

**What problems is Xactly solving and how is that benefiting you?**

Visualizing the real target reach
consolidation of all the commissions

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. It's possible that your company isn't taking advantage of all the features available through Incent. You can forward my name to the administrator with whom you work, and I could speak with them if you believe I can assist in any way. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 17. lack of precision

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

It's well organised, so the informations showed are crystal clear

**What do you dislike about Xactly?**

I have trouble with sales datas that can't be found in Xactly, maybe because the software is not linked properly to the other softwares Cegid uses

**What problems is Xactly solving and how is that benefiting you?**

clarity over may wages

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your feedback. We welcome the opportunity to discuss your experience so we can see if we can find a resolution as well as ensure any issues you have encountered are addressed for future projects. If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 18. Great Sales Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Colleen R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 07, 2023

**What do you like best about Xactly?**

I believe the ease of use for the sales people to review their data is the best.  The goal of the tool is to provide the sales resuts data to the sales people and the Xactly tool provides that.

**What do you dislike about Xactly?**

As an administrator, I find the clicks on all of the fields during setup to be too much.

**What problems is Xactly solving and how is that benefiting you?**

Xactly Incent provides the a tool to setup our sales people with their quotas, credits and incentive pay.  We can upload our data on the server and run the data pretty quickly and deliver the results.  This is a tool that is easy for sales people to understand.  It benefits our team because the system is intuitive and the feedback from sales is ease of use and accurate data.

  ### 19. Love the Ease of Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about Xactly?**

Ease of Use and Functionality
The level of detail that breaks down each component of our compensation

**What do you dislike about Xactly?**

It sometimes doesn't update as frequently as I'd hope

**What problems is Xactly solving and how is that benefiting you?**

Transparency about me and my team's compensation

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. I suggest you take this specific concern to your Xactly administrator. If you need anything else, I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 20. I collect the incentives that are due to me since Xactly was implemented... clear info.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Xactly?**

It is clear and "friendly." Any management is easy.

**What do you dislike about Xactly?**

The mobile application is more uncomfortable than the web. It is not as "user-friendly."

**What problems is Xactly solving and how is that benefiting you?**

I have no negative comments. Positive that I receive the incentives that are due to me since we have Xactly.

  ### 21. Easy analytics, simple navigation and documentation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about Xactly?**

I appreciate the dashboards when you first login which quickly detail the most important items I care about (individual ranks and my monthly payment) as a salesperson.

**What do you dislike about Xactly?**

Sometimes the reports, data exports aren't easy to pull or are not easily formatted, which requires rework.

**What problems is Xactly solving and how is that benefiting you?**

It gives me a quick read on my payments/commissions based on closed opportunities. It also helps me review prior months year over year for comparison checking.

  ### 22. It´s not enough clear

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Xactly?**

We can see the % of the goal achieved and amounts.

**What do you dislike about Xactly?**

It is not enough clear, we usually have many doubts about the amounts of held comms

**What problems is Xactly solving and how is that benefiting you?**

It is confidential and each team member can see their data.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. The functionality of Xactly Incent allows for real-time visibility into commissions and draws. It's possible that your company isn't taking advantage of all the features available through Incent. You can forward my name to the administrator with whom you work, and I could speak with them if you believe I can assist in any way. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 23. Easy and Simple Way to Track Bonuses!!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric  Z. | District Sales Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2024

**What do you like best about Xactly?**

The ease of use to see mine and my team's bonus information.  Also, it's easy to access quickly when my team has questions about their bonus statements.

**What do you dislike about Xactly?**

Nothing.  It worls exactly as it should.

**What problems is Xactly solving and how is that benefiting you?**

No problems at this time with Incent.

  ### 24. I love Xactly its always give me a great result when viewing my commissions.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2024

**What do you like best about Xactly?**

The ease of use and uderstanding. I love the way you can find your info quickly.

**What do you dislike about Xactly?**

I feel like it would be better if had more of a graph breakdown of commissons instead of just numbers.

**What problems is Xactly solving and how is that benefiting you?**

Shows me my commsisson structure

  ### 25. Weekly forecast cadence

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 04, 2024

**What do you like best about Xactly?**

Ability to drill into forecast to see some deal-level details.

**What do you dislike about Xactly?**

Not receiving real-time updates from SFDC on Monday or Tuesday prior to weekly forecast call.  Cannot make any deal-level changes in same system.

**What problems is Xactly solving and how is that benefiting you?**

Not sure

  ### 26. this helps me track my commision progress.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Xactly?**

I like being able to track where I am am commision wise each day.

**What do you dislike about Xactly?**

I don't have any real issues with the system.

**What problems is Xactly solving and how is that benefiting you?**

it benifits me by showing current commision rate and letting me compare to last year.

  ### 27. easy to navigate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2024

**What do you like best about Xactly?**

easy to navigate and get the answers you are looking for

**What do you dislike about Xactly?**

filtering the detailed statement by only one monthc- would like to be able to view by quarter

**What problems is Xactly solving and how is that benefiting you?**

helps me cleary understand my compensation package and where I stand in relation to quota attainment

**Official Response from Sonia Cabrera Rossi:**

> I appreciate your review. I'm happy to hear that Xactly Incent's navigation and ability to help you locate what you're looking for have been a positive experience for you. There's a ton of content on our Xactly Community portal and Xactly University that you may find useful, and I might be able to recommend some resources to help you with filtering statements. You can get in touch with me at srossi@xactlycorp.com if you want to talk more about your experience. I'm grateful. The director of Xactly Product Education is Sonia Cabrera Rossi.

  ### 28. Xactly is a nice tool that provides instant overview of my sales. I check it daily.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2024

**What do you like best about Xactly?**

The most helpful part is seamless reporting or downloading sales reports into excel.

**What do you dislike about Xactly?**

I wish it could be more customizable.  It would be nice to have month to month comparison tools.

**What problems is Xactly solving and how is that benefiting you?**

Instant review of my sales. Real time commission results.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to write a comment. I'm glad to hear you have had an overall positive experience with Xactly Incent. We'd be delighted to speak with you about your experience with reports and how you might be able to customize them. The Community Portal and Xactly University both provide content that may be of interest. I can be contacted at srossi@xactlycorp.com. Thank you! Sonia Cabrera Rossi, Director, Xactly Product Education.

  ### 29. Sales Engineer

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2024

**What do you like best about Xactly?**

I like the consonlodation of my numbers, and makes it easy to see it all in one place

**What do you dislike about Xactly?**

there is a bit of complexity and it would be nice if it could be simplified

**What problems is Xactly solving and how is that benefiting you?**

meaking it easy to read

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment. I'm glad you're happy with Xactly Incent and the convenience of having all your information in one spot! I am happy to speak with you about Xactly University and the Community Portal, with all the available resources that may help take some of the complexity away that you are feeling. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director Xactly Product Education

  ### 30. it's fine

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Xactly?**

it tells me what i need to know in an easy fashion

**What do you dislike about Xactly?**

UI is kinda iffy and dated looking i don't know what else to say

**What problems is Xactly solving and how is that benefiting you?**

knowing where i stand and what i'm getting paid

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to share your feedback; we appreciate it. We've been improving our user interface over the last few years, and we hope it's helped with some of the issues you've raised. Please contact me at srossi@xactlycorp.com if you think it would be beneficial to speak with a member of our team to address your concerns. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 31. Ease for the user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about Xactly?**

Ease of understanding reports and graphs

**What do you dislike about Xactly?**

The only thing idon't like is may company's delay in not inserting information quickly.

**What problems is Xactly solving and how is that benefiting you?**

I can know what is needed to reach my goal.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and for giving us such a positive rating. I suggest you take this specific concern to your Xactly administrator. If you need anything else, I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 32. Xactly is right on time

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about Xactly?**

That you can reviewed production from several different point of views.

**What do you dislike about Xactly?**

it updates weekly and that makes it hard to determine production

**What problems is Xactly solving and how is that benefiting you?**

verifying sales and product trends in my market.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your review. I love hearing you're satisfied with Xactly Incent and the information you are able to review. We would love to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 33. N/A

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Xactly?**

I can see my Comms each month,
And that makes life easy

**What do you dislike about Xactly?**

it has a lot of unnecessary info,before you see the comms

**What problems is Xactly solving and how is that benefiting you?**

I can always see how much i earn before comms is submitted

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your positive feedback and rating; we value the time and information you shared. Regarding any potential concerns you raised, I would be happy to speak with you. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 34. Reliable

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

I is quite easy to find needed information.

**What do you dislike about Xactly?**

It depends on input. Seems the input to the tool is updated seldom and relevant input is distributed late.

**What problems is Xactly solving and how is that benefiting you?**

Getting consolidated view on achievments vs targets

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your comments. We have had very positive feedback recently from our customers on accelerated processing times, and we are available to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 35. Easy and Simple Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 31, 2024

**What do you like best about Xactly?**

It's an easy program, quick use and provides the info i need

**What do you dislike about Xactly?**

i do not have any complaints about this site or program

**What problems is Xactly solving and how is that benefiting you?**

It allows me to see what my expected income will be based off my deliveries for that month

  ### 36. Great to use. Great layout of information.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jose P. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2024

**What do you like best about Xactly?**

Infomration is layout in a way that is easy to undertand. I'm able to track performance against goals seamless.

**What do you dislike about Xactly?**

Nothing. I sugguest 2-factor authentication or SSO as an improvement.

**What problems is Xactly solving and how is that benefiting you?**

Keeping track of compensation achievements agains goals.

  ### 37. myincentives

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Xactly?**

I like the break down of itemized credits

**What do you dislike about Xactly?**

Most of the time the app is down and acting up

**What problems is Xactly solving and how is that benefiting you?**

nothing much, I just pull up this tool to view my compensation details

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your positive feedback and rating; we value the time and information you shared. Regarding any potential concerns you raised, I would be happy to speak with you. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 38. summary and immediate results

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about Xactly?**

Yu can have all the info is closer to 1 click

**What do you dislike about Xactly?**

In tha plataform Salesforce is a little slow

**What problems is Xactly solving and how is that benefiting you?**

all the results about sales are inmediatly reflected

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your positive feedback and rating; we value the time and information you shared. Regarding any potential concerns you raised, I would be happy to speak with you. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 39. Account Executive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2024

**What do you like best about Xactly?**

I like having a clear depiction of my monthly goals. I also like being able to track any errors in unpaid commission.

**What do you dislike about Xactly?**

I wish all reports were on the same page

**What problems is Xactly solving and how is that benefiting you?**

It solves my need for keeping track of my monthly/yearly goals and tracking my commissions. It's the only way I can achieve both with my employer in lieu of doing it manually myself.

  ### 40. very good

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

i like Xactly interface displaying all information in one screen easy to handle.

**What do you dislike about Xactly?**

Usually and i dont know if this my experience only but some slowness displaying the information.

**What problems is Xactly solving and how is that benefiting you?**

tracking my commission

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. We have had very positive feedback recently from our customers on accelerated processing times, and we are available to speak with you to see how we can resolve any issues you are experiencing. I may be reached at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 41. Great Enterprise Solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** December 19, 2023

**What do you like best about Xactly?**

Xactly has the abiltiy to process mass amounts of data in an incredibly fast amount of time. No lnowledge of programming is needed and it is fairly easy to use once you understand the mechanics of it. Jessica Bozigian, our Customer Success Manager, is extremely helpful and is of great support any time we need help with tickets, general questions, or best practices. Even when she doesn't know the answer she is very quick to find an answer or recommend a solution.

**What do you dislike about Xactly?**

My mine gripe about Xactly is that you have to pay for training or to learn the tool. There should be more free training made available. I also think that there should be more felxibility with changes which drag and drop options. For example, in Hierarchy, it would be nice if we were able to move by dragging instead of having to edit each line.

**What problems is Xactly solving and how is that benefiting you?**

Xactly is able to identify what metrics are working and/or not working for the business.

**Official Response from Sonia Cabrera Rossi:**

> I appreciate you taking the time to comment. It's wonderful to learn that you value Incent's ability to process mass amounts of data in an incredibly fast amount of time and that you are pleased with your Customer Success Manager. Thank you for your feature suggestions; we’ll share them with our product team. Also, our Xactly Community portal is a great resource for articles and educational information on all of our products. If you believe it would be helpful to speak with someone further about available resources, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 42. Solid and fast with plenty of accesible data behind the values.

**Rating:** 5.0/5.0 stars

**Reviewed by:** john m. | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2024

**What do you like best about Xactly?**

it's fast and responsive and clearly sets out the values and the data behind the values.

**What do you dislike about Xactly?**

i have nothing to disline about the application.

**What problems is Xactly solving and how is that benefiting you?**

it tells me well in advance what i should expect in next months pay packet.

  ### 43. Love it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Xactly?**

I see my money and I can see my annual attainment in one place

**What do you dislike about Xactly?**

don't know enough about all the capabilites to give a bad review

**What problems is Xactly solving and how is that benefiting you?**

being able to track all commissions

  ### 44. I love the good news Exactly brings about my bonus payout!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff E. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2024

**What do you like best about Xactly?**

Exactly is efficient and convenient, allowing me to approve workflow docs to keep me and my business running.

**What do you dislike about Xactly?**

I've imagined no improvements for Xactly.

**What problems is Xactly solving and how is that benefiting you?**

Xactly bridges communication gaps which would otherwise be present without it.

  ### 45. Great Service!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julian Alexander M. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2024

**What do you like best about Xactly?**

Easy to use and gives the right data when I need it.

**What do you dislike about Xactly?**

Nothing, its a great product and would not change anything.

**What problems is Xactly solving and how is that benefiting you?**

It is solving the way that compensation is viewed within our business model.

  ### 46. NA

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Media Production | Enterprise (> 1000 emp.)

**Reviewed Date:** November 11, 2024

**What do you like best about Xactly?**

It is helpful to see a rollup of my entire team.

**What do you dislike about Xactly?**

It seems duplicative with Salesforce and not necessary

**What problems is Xactly solving and how is that benefiting you?**

It doesn't provide that much value.

  ### 47. User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Xactly?**

Easy to use system and is always accurate

**What do you dislike about Xactly?**

Need each route to market broken down. Agent/SLP and Dealer

**What problems is Xactly solving and how is that benefiting you?**

Allows me to track my YTD revenue and commissions in one easy place.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for your positive feedback and rating; we value the time and information you shared. Regarding any potential concerns you raised, I would be happy to speak with you. In addition, I would like to direct you to the Xactly Community, where you may access a collection of more than 300 XactlyShorts videos on our products. My email address is srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 48. Xactly is an effective sales tool that is extremely reliable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Xactly?**

Visually easy to understand and navigate

**What do you dislike about Xactly?**

At times the windows are choppy to move through

**What problems is Xactly solving and how is that benefiting you?**

efficiently has all the sales results and related commissions in a easy to navigate platform

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to comment and giving us such a positive rating. We've been improving our user interface over the last few years, and we hope it's helped with some of the issues you've raised.  If you would like to discuss this, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 49. Mostly easy to use, but interface seems quite dated.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Xactly?**

Seems to provide a great snapshot of a commission forecast.

**What do you dislike about Xactly?**

The interface is older, dated, and a little clunky at times.

**What problems is Xactly solving and how is that benefiting you?**

Helping us have clear insight into our comp payouts.

**Official Response from Sonia Cabrera Rossi:**

> Thank you for taking the time to share your feedback; we appreciate it. We've been improving our user interface over the last few years, and we hope it's helped with some of the issues you've raised. If you want to discuss your experience further, please contact me at srossi@xactlycorp.com. Thank you, Sonia Cabrera Rossi, Director, Xactly Product Education

  ### 50. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rox B. | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2024

**What do you like best about Xactly?**

The organization of the information and the ability to pull down prior documents is a simple click and go.

**What do you dislike about Xactly?**

I really don't have a problem with anything specific.

**What problems is Xactly solving and how is that benefiting you?**

It provides corect information in an easy to read format.


## Xactly Discussions
  - [Why does BBB state that the bussines file wasn’t opened untill 2/2021 with no reviews and posted reviews go back 3 years?](https://www.g2.com/discussions/43654-why-does-bbb-state-that-the-bussines-file-wasn-t-opened-untill-2-2021-with-no-reviews-and-posted-reviews-go-back-3-years) - 1 comment, 1 upvote
  - [I don&#39;t see much documentation on the website in terms of FAQ, etc. Is there an online resource I can use if I have any questions?](https://www.g2.com/discussions/xactly-incent-documentation) - 1 comment, 1 upvote
  - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment

- [View Xactly pricing details and edition comparison](https://www.g2.com/products/xactly/reviews?login_required=true&page=7&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+11%3A48%3A22+-0500&secure%5Bsession_id%5D=9fc338a8-a25b-41f5-9b6d-60d0a697b610&secure%5Btoken%5D=ef2dd457cbad0fa46fbdb91061e2575357b84979e277612a28d37dd250dc6f97&format=llm_user)
## Xactly Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Workday Compensation](https://www.g2.com/products/workday-compensation/reviews)
  - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews)

## Xactly Features
**Additional Functionality**
- Data Import/Export
- Commission Calculator
- Forecasting
- SSL Security
- Status Tracking
- Single Sign On
- Alerts/Notifications
- Reporting/Analytics
- Activity Tracking
- Multi-Currency
- Commission Scheduling
- Search/Filter
- Access Controls/Permissions
- Commission Rules/Conditions
- Performance Metrics
- Financial Analysis
- Generative AI
- Real-Time Reporting
- AI Copilot

**Sales Rep Portal**
- Commission Estimator
- Dispute Management
- Compensation Statements
- Plan Documents and Agreements
- Individual and Team Performance Reports
- Mobile User Support
- Agency Commission
- Tiered Commissions
- Percentage Commissions
- Split Commissions
- Flat Commissions
- Template Management
- Document Management
- Compensation Management
- Compliance Management
- Audit Management
- Incentive Management
- Workflow Management
- User Management

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Platform**
- Reward Structuring
- Event Management
- Workflow Automation
- Compensation History
- Automated Compliance
- Performance Management Integration
- Embedded Analytics
- Reporting Capabilities
- Compensation Data Management
- Internationalization
- Bonus Management
- Real-Time Data
- Reporting/Analytics
- Benefits Management
- Commission Management
- Incentive Management
- Payroll Management
- Budget Management
- Workflow Management
- Compliance Management
- Performance Management
- Document Management
- Employee Management

**Performance reviews**
- 360 Reviews
- Customizable Forms
- Review Cycle Tracking
- Ongoing Performance Tracking
- Applicant Tracking

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Sales Performance Features - Sales Planning**
- Account Scoring
- Revenue Planning
- Account Segmentation
- Sales Performance
- Sales Forecasting
- Integrations
- Scenario Modeling

**Platform - Compensation Planning**
- Compensation Budgeting
- Merit Cycle Planning
- Pay Transparency
- Automated Compliance
- Reward Structuring
- Compensation History
- Succession Planning
- Salary Planning

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Additional Functionality**
- Onboarding
- Individual Development Plans
- Career Development
- Approval Process Control
- Customizable Branding
- AI Copilot
- Reminders
- Customizable Templates
- Employee Profiles
- Employee Engagement
- Learning & Development
- API

**Management Portal**
- Sales Org Performance Reports
- Monitor Sales Rep Performance
- Quota Assignments/Management
- Commission splits and overrides
- Workflow and Approvals
- Budgeting
- Customizable Reports

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Goals**
- Goal Setting/Tracking
- Company Goals And OKRs

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Marketing Leads
- Contact Capture

**Benchmarking and Equity - Compensation Management**
- Benchmarking Data
- Pay Equity
- Salary Bands

**Territory Management - Sales Planning**
- Territory Management
- Territory Planning

**Additional Features - Compensation Planning**
- Reporting Capabilities
- Workflow Automation
- Integrations

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Additional Functionality**
- Approval Process Control
- Duplicate Detection
- AI Copilot
- Customizable Reports
- Role-Based Permissions
- Employee Onboarding
- Alerts/Notifications
- Data Import/Export
- Reminders
- Customizable Templates
- Compensation Statements
- Goal Setting/Tracking
- Automated Receipt Matching
- Organizational Charting
- Market Data Analysis
- Employee Reward Programs
- Employee Portal
- Compensation Plan Modeling
- Employee Database
- Audit Trail

**Additional Functionality**
- Approval Process Control
- Duplicate Detection
- AI Copilot
- Customizable Reports
- Role-Based Permissions
- Employee Onboarding
- Alerts/Notifications
- Data Import/Export
- Reminders
- Customizable Templates
- Compensation Statements
- Goal Setting/Tracking
- Automated Receipt Matching
- Organizational Charting
- Market Data Analysis
- Employee Reward Programs
- Employee Portal
- Compensation Plan Modeling
- Employee Database
- Audit Trail

**Administration**
- Adjustments/Dispute Resolution
- Comp Modeling - Ease of Admin
- Comp Modeling - Design Flexibility
- Comp Statement Calculation and Distribution
- Reports and Dashboards
- Sales Hierarchy Management
- Activity Dashboard

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**Feedback**
- Continuous Feedback
- Requesting Feedback
- 1-On-1 Meetings
- Public Praise
- Surveys & Feedback
- 360 Degree Feedback

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Quota & Capacity Management - Sales Planning**
- Quota Management
- Capacity Management
- Quota Planning

**Platform**
- Third-Party Integrations
- Financial Integration
- HCM/HRIS Integration
- Customization
- APIs
- Internationalization
- Performance and Reliability
- Accounting Integration

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Data**
- Dashboards And Reports
- Historical Data
- Customizable Reports
- Real-Time Data

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Social Media Integration
- Website Integration

**Agentic AI - Sales Planning**
- Autonomous Task Execution
- Multi-step Planning

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Platform**
- Customization 
- Integration APIs
- Internationalization
- User, Role, and Access Management
- Activity Dashboard
- Activity Dashboard
- Mobile Access
- Activity Dashboard
- Training Management
- Goal Management
- Feedback Management
- Action Management
- Mobile Access
- Activity Dashboard
- Benefits Dashboard
- Activity Dashboard
- Feedback Management
- Performance Management
- Recruitment Management
- Compliance Management
- Training Management
- Calendar Management
- Employee Management
- Orientation Workflow Management
- Task Management
- HR Management
- Help Desk Management
- Mobile Access
- Payroll Management
- Document Management
- Job Description Management
- Social Media Integration
- Mobile Access
- Activity Dashboard
- Third-Party Integrations
- Assessment Management
- Social Media Integration
- Activity Dashboard
- Mobile Access
- Third-Party Integration
- Initiative Management
- Workflow Management
- Community Management
- Employee Referral Management
- Candidate Management
- Workflow Management
- Communication Management
- Advertising Management
- Application Management
- Email Management
- Job Management
- Discount Management
- Pipeline Management
- File Management
- Job Management
- Data Storage Management
- Compensation Management
- Employee Management
- Job Application Management
- HR Management
- Competency Management
- Performance Management
- Compliance Management
- Job Description Management
- Evaluation Management
- User Management
- Role-Based Permissions
- Third-Party Integrations

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Performance Management**
- Succession Planning
- Multi-step Planning
- Natural Language Interaction

**Agentic AI - Sales Compensation**
- Natural Language Interaction

**Additional Functionality**
- Employee Portal
- Performance Metrics
- Self Service Portal
- Customizable Templates
- Generative AI
- Employee Management
- Employee Profiles
- Reporting & Statistics
- AI Copilot
- Alerts/Notifications
- Weighted Performance Measures
- Third-Party Integrations
- Peer Appraisals
- Personalization and Recommendation
- Compensation Management
- Performance Appraisal
- Individual Development Plans
- Self Assessment
- Skills Assessment
- Performance Review Management
- Document Management
- Workflow Management
- Training Management
- Employee Database
- Approval Process Control
- AI Summarization
- Competency Management
- API
- Employee Recognition
- Onboarding
- Career Development
- Customizable Branding
- Reminders
- Employee Engagement
- Learning & Development
- Workflow Automation

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

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