A sales compensation management software aimed at small organizations. Formerly Obero.

Product Overview

Xactly Incent Express is a sales compensation management software that integrates with Salesforce CRM. The platform can handle a variety of commission structures and provides valuable insights into compensation metrics. It aims to increase sales efficiency by offering transparent and accurate compensation-related data to sales reps. Xactly Express’ analytical tools offer insights into sales performance, helping organizations to optimize their sales strategies.


  • High customization capabilities
  • Can accomodate a wide range of commission structures
  • Integrates with Salesforce CRM


  • Users report some delays in sales tracking updates
  • Building reports requires programming knowledge
  • User interface could be more streamlined

Target Market

Small to medium-sized businesses with sales teams of up to 75 members, particularly those already using Salesforce CRM.

About Xactly Incent Express

Xactly Incent Express, formerly Obero, is designed for emerging companies to optimize the effectiveness of incentive compensation. The tool offers features like easy plan setup and management, including one-click commission calculations, which enhances control over compensation processes. Additionally, it improves performance by providing immediate access to critical data and incorporating gamification elements like profiles, leaderboards, and badges. The system also enhances operational efficiency by seamlessly integrating with CRM and accounting systems.

Xactly Incent Express Key Features

The software offers a range of functionalities, including:

  • Configuration of compensation plans
  • Management of documents and workflows
  • Generation of reports and dashboards.

Xactly Express integrates with various systems like CRM, ERP, and HCM. The tool suits compensation administrators, finance leaders/controllers, sales operations personnel, and human resource professionals.

The software is engineered for complex calculations and large-scale operations, capable of managing many payees and processing a vast volume of transactions monthly. Its scalability and security make it suitable for various organizational needs, enhancing business management of compensation and related processes.

Key aspects include:

  • Risk Reduction and Uncertainty Elimination:
  • Enables auditing of incentive expenses.
  • Minimizes risk with spreadsheet versioning and inaccuracy control.
  • Allows locking down of each pay period.
  • Facilitates auditing of every plan design change, payment, and adjustment.

Enhanced Sales Management:

  • Offers customization of reports and dashboards.
  • Provides insights like stacked rankings and payout details by plan, product, or team.
  • Allows for adjustments in sales compensation plans or sales coaching strategies.
  • Aims to improve business outcomes through informed management decisions.

Express for Salesforce1

Xactly Incent Express for Salesforce1 provides incentive compensation data access on mobile devices for sales professionals. Features include:

  • Attainment of quota viewing capabilities.
  • Commission estimation on open opportunities.
  • Deal structuring and payout maximization tools.
  • Enhanced control over the sales cycle.
  • Facilitation in closing more business.

Other Integrations

Xactly Connect and Incent enable integration with various enterprise systems, including CRM, ERP, and HCM platforms, through:

  • ODBC/JDBC drivers and REST APIs.
  • Built-in connectors for Salesforce, NetSuite, and Microsoft Dynamics.
  • A comprehensive data integration platform supporting:
  • Inbound data feeds.
  • Custom tables.
  • Data pipelines for complex data transformations.

Analytics Cloud

Xactly Incent Express for Salesforce Analytics Cloud offers:

  • Interactive exploration of incentive compensation data.
  • Accessibility from any location.
  • A flexible user interface.
  • Freedom from rigid reporting structures.
  • Mobile-friendly dashboards for data analysis.
  • Capability to discover and share insights easily.

Enhancing Sales Motivation through Increased Visibility

  • Pre-designed dashboards.
  • Commission estimation tools for potential deals.
  • Real-time visibility to motivate representatives and enhance performance.

Streamlining Incentive Compensation Management

  • Reducing time spent on manual processes.
  • Increasing time for analyzing incentive compensation program performance.
  • Utilizing a sophisticated plan wizard and calculation engine.
  • Accommodating various plan structures and complexities.
  • Simplifying management of splits, overlays, teams, and accelerators.

Xactly’s Incent Express product and engineering teams prioritize innovation in incentive compensation management (ICM) with:

  • Regular product updates.
  • User groups and feedback channels for continual enhancement.
  • A comprehensive support network for product training.
  • Opportunities to connect with Xactly experts and the peer community.

Video Overview

Product Overview

Related Products

User Reviews of Xactly Incent Express

Submitted on February 9th, 2022 by Courtney Aubin

Using Xactly’s solution, Blackbaud has seen solid growth in quota attainment for salespeople. During this particularly challenging time for many businesses, Blackbaud was able to drive increased company performance with reps reaching quota at a 15% higher rate and the percentage of reps with greater than 100% of quota increasing.

You need to buy in yourself. When we were implementing Xactly, we had sales reps, finance team members, HR, and more at the table to be champions for the product. When you are implementing a new product, you need the buy-in from the bottom-up and top-down. Xactly is so much more than the ICM aspect of the product. You need to find that champion or be that champion that understands how to use Xactly for revenue intelligence.

Submitted on February 9th, 2022 by Matt Sheppard

At this scale and stage of our business, it would be nearly impossible to do strategic sales planning without the agility that Xactly provides. Managing compensation effectively at this scale without an automated solution would limit our ability to make strategic decisions, because our time would be spent calculating comp on spreadsheets, which is unnecessary. We’d still be stuck in the mentality of ‘what can we do?’ versus ‘what do we want to do, that will drive results.

Every healthy growing company has to reinvent themselves every five years or so, or risk falling behind. LinkedIn has grown from 125 reps to 5000 reps using Xactly. It’s a natural transformation to reassess how things are working and adopt a mindset of asking what will get us to and beyond $30 billion. Xactly’s solution has supported our ability to do just that. You can’t drive a business forward with status quo thinking - you have to evolve from a “tactical do-er” to becoming a strategic thinker. That drives business forward.

Xactly takes its customers’ needs and feedback into account when it comes to product development. When we ask for specific functionality, Xactly listens. That’s part of what makes Xactly a business partner and not just a vendor. We have tremendous support and experience new intelligence and innovations with Xactly.

Submitted on February 9th, 2022 by David Lowe

I’ve been with Flowserve for 27 years. I know our customer base, our products, and our organization. What I don’t know is if what we’re doing is the most effective thing. That’s why I rely on experts, and through solution workshops and assessments, Xactly helps us travel that path. They can inform our choices as a true partner in a relationship.

Submitted on February 9th, 2022 by Juli Spangnuolo

If you didn’t have a solution like Xactly, you would be spending all your time doing calculations and just making payroll. With Xactly, you are freed up and can start to give insights to the business on top performers. You have access to more analytics versus just cranking a commission calculator. We are now able to provide the high-level data analytics our finance team needs to make critical decisions.

Submitted on February 9th, 2022 by Neil Hudspith

Xactly provides sales leaders and teams real-time data on how they are performing — and that is a great motivator.

Submitted on October 2nd, 2020 by Justin Ritchie

The markets are severely impacted and we had to immediately redirect sales to not only drive more revenue for the company, but for our reps. We wanted to optimize our salesforce, and one of the first things we did was to look at our territories and re-purpose them. By using Xactly we were able to do that, simply with what we know, right now.