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
QuotaPath
Score 9.1 out of 10
Mid-Size Companies (51-1,000 employees)
QuotaPath automates the commission process, helping revenue teams manage and track variable pay more seamlessly. Teams that use QuotaPath gain real-time visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment as a result.
$15
per month 1 seat
Pricing
CaptivateIQ
QuotaPath
Editions & Modules
No answers on this topic
Essential
$15
per month per user
Growth
$40
per month per user
Premium
$70
per month per user
Offerings
Pricing Offerings
CaptivateIQ
QuotaPath
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
$1,500 one-time fee
Additional Details
—
There's no minimum contract value. For smaller teams, The QuotaPath Essential package starts at 180 per seat for the year and includes custom plan building and payouts. For $480 per seat per year, QuotaPath Growth unlocks ASC-606 compliant accounting of commissions, leadership attainment boards, in-app collaboration for commission discrepancies and compensation plan sign-offs. With QuotaPath Premium, starting at $840 per seat per year, multi-source payouts eligibility and Okta SSO becomes available.
I haven't used CaptivateIQ but got a demo of it and its pricing. QuotaPath is much more affordable and allows me to be more hands-on with it. CaptivateIQ has a platform fee and the cost per seat is much higher. It does allow for more customization over QuotaPath but our plans …
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 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.
It's really an all-in-one solution for tracking the success of a sales team. You can establish unique earning paths per sales rep (user) to allow for flexible commission structures, bonus payouts for going above and beyond, and more. I think it's a great solution for anyone looking to get more insight into their sales team's productivity - and to expand an existing sales force.
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.
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.
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.
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
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.
We got a dedicated CSM to help with bugs, troubleshooting, and redesign of comp plans. When we ran into issues with the calculations, the CSM was able to assist identifying the root case so that we could fix it. CSM was also very receptive of product roadmap ideas and willing to engage quarterly or more often.
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.
I have looked at the integrated tools for CRMs such as Copper which tries to handle a leaderboard. This tool is not useful at all and does not motivate sales teams to perform. It does not consider sales quota and individual compensation in a relevant way. CRMs are primarily focused on the opportunity while QuotaPath is specifically focused on the sales member's performance.
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
