CaptivateIQ vs. CREST SFA

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CaptivateIQ
Score 9.1 out of 10
N/A
CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.N/A
CREST SFA
Score 0.0 out of 10
N/A
CREST Sales Force Automation Application is designed to increase control of sales operations to drive better results and faster growth. CREST SFA is presented by the vendor as a powerful, simple, easy to use tool, with unique capabilities. The vendor presents its features as a simple order booking system, online -offline data synchronization, digital demonstration, Permanent Journey Plan (PJP), Geo coordinates, reports and dashboard to gives users real time…N/A
Pricing
CaptivateIQCREST SFA
Editions & Modules
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Offerings
Pricing Offerings
CaptivateIQCREST SFA
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
CaptivateIQCREST SFA
Considered Both Products
CaptivateIQ
Chose CaptivateIQ
Everyone is very similar, at the end of the day for us was the local partners who assisted with the implementation
Chose CaptivateIQ
Salesforce was inaccurate, data was missing most of the time, it also only tracked what had been done so far. It did not track what my goal is nor did it tell me what my commissions would be. Having visibility to knowing where I am at and budgeting my pay is very helpful with …
Chose CaptivateIQ
My previous company did this on google sheets. It was always wrong, hard to read, and difficult to reach out to management if I thought something was incorrect. This is WAY more efficient and makes me feel like my company is prioritizing transparency and dedication to making …
Chose CaptivateIQ
CaptivateIQ seems to be the best specifically for commission approvals.
Chose CaptivateIQ
Captivate offers much more than salesforce does on a much lighter platform at a significantly lower cost. We also see a possibly higher level of customization and better customer service in our interactions with Captivate IQ compared to Sales Force's arm of staff. Both are …
Chose CaptivateIQ
It's better because i think i costs less, easy to use and easy to give feedback to the required stakeholders
Chose CaptivateIQ
Spiff is super sleek and a top contender, honestly, though the price point difference between Captivate and Spiff took Spiff off the table quickly for us. Sales Cookie: we used it for a bit as Captivate didn't have a Hubspot integration, but we quickly outgrew the software and …
Chose CaptivateIQ
I would say that it pairs perfectly together with Salesforce. I have never used a similar company in the past.
Chose CaptivateIQ
We didn't like the sales process, that was mainly the issue.
Chose CaptivateIQ
CIQ is better in every way than Excel! CIQ logic is very similar to formulas in Excel, so it's an easy transition to the tool. Once the logic is built, it is simply a click of a button to process the payouts, saving hours and hours of manual work.
Chose CaptivateIQ
We've completely phased out two of the comp plans from CaptivateIQ to Excel. Excel is a lot more flexible for any changes that occur throughout the year. The one downside is that it does not offer as much automation that CIQ does, since CIQ is synced to salesforce directly.
Chose CaptivateIQ
Nothing, used to be Excel docs and email. Using this tool is way more efficient.
Chose CaptivateIQ
Far and away superior to the dynamics tool. The dynamics tool was abandoned and the managers had to spend to much time on commissions.
Chose CaptivateIQ
CaptivateIQ is the only product that I have used
Chose CaptivateIQ
CaptivateIQ was much more easy to use by all parties involved including finance, accounting, sales, customer success and marketing. CaptivateIQ was also much less expensive in tracking commissions and other areas of our payouts when compared to Salesforce and other comparable …
Chose CaptivateIQ
I haven't looked at any others tools that are out on the marketplace. Again I am a strategic account manager so I am being told to use this product and it’s already been set up for me. Maybe you could list your competitors and I could tell you if I have used them before?
Chose CaptivateIQ
CaptivateIQ is much more user friendly.
Chose CaptivateIQ
I've only used company grown and owned commission tools in the past

I believe CaptivateIQ to be the easiest and best at providing accurate information.
CREST SFA

No answer on this topic

Features
CaptivateIQCREST SFA
Sales ICM
Comparison of Sales ICM features of Product A and Product B
CaptivateIQ
8.2
Ratings
5% above category average
CREST SFA
-
Ratings
Sales compensation plan creation8.40 Ratings00 Ratings
Complex sales crediting8.50 Ratings00 Ratings
Sales compensation process automation9.10 Ratings00 Ratings
Incentive auditing/regulation compliance8.10 Ratings00 Ratings
Sales compensation dashboards & forecasting8.20 Ratings00 Ratings
Incentive modeling8.20 Ratings00 Ratings
Agile incentive strategy8.10 Ratings00 Ratings
ICM mobile visibility6.60 Ratings00 Ratings
Best Alternatives
CaptivateIQCREST SFA
Small Businesses

No answers on this topic

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Medium-sized Companies
Everstage
Everstage
Score 9.1 out of 10
Clari
Clari
Score 8.6 out of 10
Enterprises
Everstage
Everstage
Score 9.1 out of 10
Clari
Clari
Score 8.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CaptivateIQCREST SFA
Likelihood to Recommend
9.1
(0 ratings)
-
(0 ratings)
Likelihood to Renew
9.1
(0 ratings)
-
(0 ratings)
Usability
9.0
(0 ratings)
-
(0 ratings)
Support Rating
9.0
(0 ratings)
-
(0 ratings)
Implementation Rating
8.2
(0 ratings)
-
(0 ratings)
Vendor post-sale
9.1
(0 ratings)
-
(0 ratings)
Vendor pre-sale
9.1
(0 ratings)
-
(0 ratings)
User Testimonials
CaptivateIQCREST SFA
Likelihood to Recommend
Captivate IQ is well-suited for sales teams of any size. Its ability to handle multiple, complex plan management allows for any amount of reps or level of complexity to be built in, allowing any organization to benefit from its automation and platform. We've changed our plans massively each year, and it is able to handle these changes with ease. It does seem as though it pairs better with SFDC. We use Hubspot, and this works okay, but our integration sometimes lags or needs a heavier lift to adjust.
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Pros
  • Employee Self-Service: CapIQ include self-service portals for employees. This allows them to access their compensation details, track their performance, and understand how their pay is structured.
  • Error reduction - Manual calculation of incentives and bonuses is prone to errors, especially in organizations with complex compensation structures involving multiple variables, such as sales targets, performance metrics, and different payout rates. These errors can result in underpayments, overpayments, or discrepancies in compensation, which can lead to dissatisfaction among employees.
  • Real-Time Updates: In dynamic environments, compensation plans may change frequently due to shifts in business goals or market conditions. Compensation incentive software can quickly adapt to these changes, ensuring that compensation calculations remain accurate even as plans are updated. CapIQ allowed me to track my incentives live.
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Cons
  • If there was a way to easily add a visual with the main quota's, accelerators, incentives from my comp plan and track progress to those goals that'd be a nice feature
  • Sometimes pay periods don't match up perfectly, probably an error on our end.
  • Integrations with HR software? (we use namely)
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Likelihood to Renew
because CIQ has been a great solution to our commission systems and we're confident we can improve the features we use for the future. We want to continue improving the statements and the plans in the platform
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Usability
I give this rating because I think that this works really well, and it helps our teams see things faster and we are able to keep up with pay outs, I give Captivate a 10/10 because I love the format and how quickly we are able to see the payouts
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Support Rating
We used support during our initial setup regarding statment errors. They were quick and concise to respond and help us solve our issues regarding this. They also directed us to the office hours that enabled us to learn of new features and upcoming announcements.
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Implementation Rating
I worked with a vendor to implement. CIQ support was very good. The implementation was very fast, particularly compared to other platforms
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Alternatives Considered
Captivate offers much more than Salesforce does on a much lighter platform at a significantly lower cost. We also see a possibly higher level of customization and better customer service in our interactions with Captivate IQ compared to Sales Force's arm of staff. Both are great companies, but we will be sticking with CIQ for the future, we see it as much more agile.
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Return on Investment
  • Simplified comp plans overall; after implementing CapIQ, I was able to demonstrate to Leadership that our plans were far too complex, resulting in simplification the next time plans were created.
  • Fast payout processing. Before CapIQ payout processing was manual in spreadsheets and took significantly more time than now, I quickly validated the data by comparing it to a saved report in Salesforce and then send the payouts for approval.
  • Reps can easily see their payout information and create what-if scenarios to see where they might end up if they close a deal.
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ScreenShots

CaptivateIQ Screenshots

Screenshot of Automatically syncs commission data to power commission reports in real-time across every team. Data sources can be integrated directly into the commission system.Screenshot of Customized user access and visibility into commission plans and data to meet security and compliance requirements.Screenshot of The Approvals workflow, where reps and managers can ensure every payout is correct before it’s distributed.Screenshot of Displays for business performance by team, comp plan, territory, or any other metric to make data-driven decisions.Screenshot of The reps' view into earnings, with a homepage and customizable commissions statements that outline how much they've earned, details by deal, and future earning potential to keep them motivated.

CREST SFA Screenshots

Screenshot of Team Member ScreenScreenshot of Sales Order ScreenScreenshot of Capture OrderScreenshot of DashboardsScreenshot of CREST SFA Mobile Login ScreenScreenshot of CREST SFA Leads Screen