CaptivateIQ vs. Salesforce Maps vs. Sales Performance Management solutions from SAP SuccessFactors

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

This is best suited when there is territory management at the field or rep level. One can easily distribute the area/ locality, balance revenue, and optimize sales/outcome. However, this may be less appropriate for organizations that operate entirely on remote sales or for those where geographic location does not matter.

Incentivized

SAP Sales Performance Management from Success Factors works great if the incentive calculation is simple. However, if it contains a lot of constraints and filters or is dynamic, it is not friendly to changes or complexity in terms of configuration and time to calculate the incentives. The advantages of using SAP Sales Performance Management are that the process is controlled, the data is in the cloud, and the roles and permissions make it more secure.

Incentivized

• 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

• Drilling down from the map point, to account/work order/opportunity.

Incentivized

• Configurable out of the box.
• Allows for complex compensation rules (Rate tables, MDLTs, etc).
• Has the ability to build cross-channel (non-hierarchy) relationships. For us, this is very powerful.
• Can build a large data warehouse of commissionable data.
• Speed to market can be as fast as minutes.

• 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.

Incentivized

• They just restructured their pricing model and we are ending our contract because of it - you have to pay for 10 users.
• The crossover with accounts and contacts are hard to map.
• The window sizes when navigating the maps are difficult to work with.

Incentivized

• Using names to reference payees in the compensation platform, instead of their ID
• Allow an Advisor to see their compensation as well as how their employees compensation without requiring to proxy
• Expose all variables within the application to the dashboard, to allow them to be used for data insights, without requiring any extra work.

Incentivized

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.

Incentivized

I would use this product if it were needed due to very complex plans/organization

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

Incentivized

It aligns well with business needs. We clearly get productivity gain, and its seamless integration with Salesforce makes things easier. The ability to visualize things and performance geographically helps us to make better decisions. It also saves us lots of time and effort and increases efficiency.

Incentivized

Seven out of 10 due to it's strong automations which has simplified some our prior complex processes. The ability to structure our workflows and improve consistency has also helped with repeat tasks. The self-service of SAP has given greater visibility to our sales team members so they can track commissions and quotas. There is a steep learning curve and the system is complex leading to a bit of an average score

Incentivized

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.

Incentivized

Support was comical. It was barely available and the few times I did get help the language barrier was extraordinarily problematic

Incentivized

I worked with a vendor to implement. CIQ support was very good. The implementation was very fast, particularly compared to other platforms

Incentivized

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.

Incentivized

Allows for many more contacts to be loaded into the map.

Incentivized

We looked at Varicent as an option. I liked the easibility of Varicent for rule writing. If you can write formulas in excel, you could write rules in Varicent. We also looked at Xactly, however, that was not a good option at the time because of the volume of transactions that we would be processing.

Incentivized

• 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.

Incentivized

• For the first time, we were able to see donors on a map which was life-changing.
• Its allowed us to target donors on trips and other email campaigns when we haven’t been able to before.

Incentivized

• The efficiencies gained by moving from reports and spreadsheet alone has earned us a positive ROI.
• SAP Commissions speed to the market allows us to quickly and cheaply change our direction to meet market demands.
• Our sales force's engagement has drastically improved. We are now paying monthly instead of quarterly and have earned their trust.