CaptivateIQ vs. Everstage vs. QuotaPath

In terms of setting up special incentive programs, it might be better to have those paid out directly. Sometimes the system needs to be manually updated if for say a special service is sold to a pre-existing company. On our end we have to create "new customers" to reflect these new structures of incentives. It still works on CIQ, but it would be helpful for something on the site to allow us to modify this directly.

Incentivized

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Everstage is well suited for smaller sales teams as it is little rigid with handling changes and maintenance is a task. Managing and computing on everstage is accurate and fast but making changes will require you to take help from the support team. They have an amazing support team to help you out.

Well suited for getting your sales team visibility on their efforts, it’s great for showing how and why commissions payout as they do with each deal. Adjustments can also be made very quickly on the backend if needed. It’s straightforward and quick to set up and doesn’t require much training, which is very good for smaller-end businesses and sales forces. It doesn’t work well with more nuanced deals that may age multiple pay points or for larger sales forces, and some custom CRMs will have trouble or be incompatible.

Incentivized

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• 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.

Incentivized

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• User friendly UI - It is easy to navigate the platform and learn the details without any additional help.
• Ability to show the underlying formula that was used to calculate commissions.
• Provide visibility on how far the consultant is from achieving their quarterly quota.
• Automatically publish leader board for the team based on performance that drives the sense of friendly competition to succeed.

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• We don’t have to calculate commissions in Excel anymore! It takes a fraction of the time it used to calculate commissions. Saves about 1-2 days on month end close. I like that it is easy for me and reps to drill down and see the calculations of their payouts. Reps can see calcs all month long instead of having to wait until the end of the month, so acts as a motivator. Sales managers can manage their direct reports better.
• When I first started using QP, I was not thrilled with the quota attainment reporting for dollars, percent, and team management. I’m glad that they added leaderboards and are working on better reporting. I like the UX and UI of the whole software.
• I like being able to export the following easily to Excel – resolved payouts for all payouts, payouts by rep, and Ledger (ASC 606) info.
• Admins can request that reps acknowledge their plans through QP, which helps with compliance and ensures we are in agreement with calculations. I like that they are adding a docusign feature.
• You can easily adjust earnings if a correction is needed, even after the month is closed. Just make sure you reverse from the end of the process (i.e. undo in ledger, undo the resolved payout, delete the unresolved payout, un-approve the deal).

• Reporting is challenging. Even exporting payouts requires selecting a date, so if I want a full year of payouts for the entire team, I have to run 12 reports and combine the data. They have a reporting function, but it also requires a significant setup, and I have yet to figure out how to combine data from all of our plans with different columns.
• Tracking down changes from prior periods can be tricky. This usually happens due to user error (whoops - admin set up something not quite right), but it might be nice to easily see what changed or why there is an increase or decrease from a prior period impacting the current payout.

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• Improving the user interface of Everstage could enhance its usability and make it more intuitive for team leaders and users.
• Offering more advanced customization options would provide organizations with greater flexibility to tailor Everstage to their specific needs.
• Integration with Third-Party Tools would be very helpful.
• Developing a mobile app for Everstage would provide users with the convenience of accessing the tool on-the-go.

• More workspace roles with the ability to customize what each user is able to do. Currently, there's only member and team manager. The team manager currently has too much power and we want to remove some of the things they're able to do like approve deals.
• When you sync a deal from the CRM, you can override the earnings but you cannot override the field value you're syncing over. It would be great if that was possible.
• When you want to exclude a deal, you have to go in the filters and add a rule to exclude the ID. It would be better if there's an option to reject deals in certain paths as an approver.

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It fits our need and allows a lot of piece of mind. It has a lot of features we like and they keep innovativing and adding to it.

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The reason to give this rating is corely because of multiple level analysis, everstage provide product level analysis which is truly beneficial for any business manager, we can understand which product is doing good in the organization and we can understand which sales executive is selling more which course. The sales executives can understand their next stage of the incentive and monthly target left to do

I don't have buying decision but we have input on the software or solutions we use and this has been a game changer to review our commissions. Quota Path makes it very easy to ensure we are on target. Saves us a lot of time compared to using spreadsheets

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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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Everstage provides a modern functional incentive platform that supports accurate sales compensation calculation. With Everstage in place our organization is experienced a huge savings in time and costs, and was able to boot sales team engagement. From automation to compensation visibility, analytics to integration with our back office systems and CRM, Everstage covered all our bases.

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All team have nothing but high praise for the live element of Everstage -

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Pages load quickly and dashboards refresh reliably under normal conditions. Reports complete in reasonable timeframes for standard queries. The Salesforce integration runs smoothly without noticeable slowdowns

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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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It's Wonderful. They have been accessible when in need. the response is immediate and genuine. the support wait time is not too long either. when a fault is pointed out, thy accept it and try to work on it and within a week they try to find a better option to resolve the issue. Accepting and working to deliver better is really appreciable thing. Kudos to the team on that

I ran into some issues with setting up an MRR earning path. Their customer service team was readily available to assist, provide guidance and get their hands on our setup, which made getting this up and running much easier. Also (shame on me), I missed a couple of calls with my CSM, Daniel, but he never got frustrated with my absence. In fact, he was always able to reschedule and was flexible with my schedule — when we were able to connect, he was a major, major help.

our team leader spoke very highly of the training and the positive experience. This then brought the team on board and were looking forward to a positive experience of a product to minimise manual tasks and room for human error ! All the team have nothing but high praise for the product.

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Our team leader in US was responsible and involved with this and they spoke very highly of the training and product. This is what really brought the whole team on board. From this response and interaction the team really looked forward to using the product which was a great intro !!!

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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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Our team leader led the implementation - but then implemented with our team directly and all of our team comment very positively about EverStage

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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 needed a more complex solution. Xactly just doesn't have a great user experience and level of customization needed for our plans. All of this to say, Captivate absolutely wins every time on value for cost and functionality compared to other solutions we have vetted.

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It was a company decision, Excel was not automated and had high chances of human error and if not updated properly there may be chances of someone losing out on their attainment Ever stage being automated and linked to salesforce there is very less probability of mistake and also transparency in the records

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Xactly Incent was very difficult to configure. And UI wasn't very friendly. Spiff and CaptivateIQ had a good UI but the learning and coding required was going to be too much for the short window of time before implementation was due. QuotaPath was able to build our comp plans in less than a month so we could focus on the necessary configuration of data in Salesforce.

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I don’t have this visibility. But heard from team it good

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Sales, Finance, and HR all operate off the same platform without friction. Managing multiple incentive plans across B2B and B2C segments simultaneously demonstrated its scalability firsthand.

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• As a sales representative in this 700+ employee company, I couldn't tell you the ROI.
• I will say it probably saves me an hour a month compared to traditional compensation reviews/approvals (think about PER representative)
• There was an increase in sales representative satisfaction with commission tracking.

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• It helps me to track my progress in terms of Commission earned and motivate me to work harder to earn more.
• It's Statement feature helps me to track my previous performance.
• It's user friendly interface helps every individual to get all details very easily.

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• Reduce commission calculations from a full day to minutes
• Provides both managers and reps with insight into their earnings
• Highly flexible plan structuring that allowed us to pay based on our objectives
• While saving money on the elimination of manual commission processing (+/12c days per year) I believe the real payback has been the way it has helped us to better incentivize and motivate our reps

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