Likelihood to Recommend 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.
Read full review SetSail is perfect for a mid to large sized sales organization that would like to spark a greater sense of competition amongst their sales team. If your sales team isn't that size then it would seem fairly redundant to use this software with your reps as there will not be as much competition driving the results that SetSail is intended for.
Read full review 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. Read full review View which opps are connected See engagement with customers Look at multiple reps engagement Read full review Cons 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. Read full review SetSail can track general customer engagement Help with adding contact roles Looks at who is getting in touch with prospects that aren't opps yet Read full review Likelihood to Renew 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.
Read full review 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
Read full review 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.
Read full review Implementation Rating I worked with a vendor to implement. CIQ support was very good. The implementation was very fast, particularly compared to other platforms
Read full review Alternatives Considered 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.
Read full review Yes we work with a few different tools including setsail, outreach and ZoomInfo. There are many other tools but we haven't considered too many to look at a t all. Not sure if these tools are directly go against setsail but they work hand in hand with our salesforce application
Read full review Return on Investment 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. Read full review Much more data to see into opps ability to see engagement improvement on forecasting Read full review ScreenShots