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 8.8 out of 10
Mid-Size Companies (51-1,000 employees)
QuotaPath automates the commission process, helping revenue teams manage and track variable pay. Teams that use QuotaPath gain real-time visibility into commissions and forecasted earnings.
$250
per month per user
Pricing
CaptivateIQ
QuotaPath
Editions & Modules
No answers on this topic
Essential
$25
per month (billed annually) per user
Growth
$35
per month (billed annually) per user
Premium
$50
per month (billed annually) 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
No setup fee
Additional Details
—
QuotaPath has three pricing editions, each with a platform fee that includes the all-in cost of QuotaPath for teams with up to five users. (This includes user access, ongoing support, integration implementations, and is billed annually. Any users beyond the first five have a per-seat cost relative to their associated tier.)
The Growth tier offers a free trial.
More Pricing Information
Community Pulse
CaptivateIQ
QuotaPath
Considered Both Products
CaptivateIQ
No answer on this topic
QuotaPath
Verified User
Manager
Chose QuotaPath
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.
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.
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 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
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.
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.
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.
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.
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