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.
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Xactly
Score 8.6 out of 10
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The Xactly Intelligent Revenue Platform unifies the full revenue lifecycle into a single system of action to orchestrate and optimize revenue outcomes. Powered by 21+ years of data, the platform’s AI automates workflows and connects data across an existing ecosystem.
Salesforce was inaccurate, data was missing most of the time, it also only tracked what had been done so far. It did not track what my goal is nor did it tell me what my commissions would be. Having visibility to knowing where I am at and budgeting my pay is very helpful with …
My previous company did this on google sheets. It was always wrong, hard to read, and difficult to reach out to management if I thought something was incorrect. This is WAY more efficient and makes me feel like my company is prioritizing transparency and dedication to making …
Captivate offers much more than salesforce does on a much lighter platform at a significantly lower cost. We also see a possibly higher level of customization and better customer service in our interactions with Captivate IQ compared to Sales Force's arm of staff. Both are …
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 …
CIQ is better in every way than Excel! CIQ logic is very similar to formulas in Excel, so it's an easy transition to the tool. Once the logic is built, it is simply a click of a button to process the payouts, saving hours and hours of manual work.
We've completely phased out two of the comp plans from CaptivateIQ to Excel. Excel is a lot more flexible for any changes that occur throughout the year. The one downside is that it does not offer as much automation that CIQ does, since CIQ is synced to salesforce directly.
CaptivateIQ was much more easy to use by all parties involved including finance, accounting, sales, customer success and marketing. CaptivateIQ was also much less expensive in tracking commissions and other areas of our payouts when compared to Salesforce and other comparable …
I haven't looked at any others tools that are out on the marketplace. Again I am a strategic account manager so I am being told to use this product and it’s already been set up for me. Maybe you could list your competitors and I could tell you if I have used them before?
We've also looked at Lattice, which is a compensation management software, but we found that it was lacking in terms of integration with Salesforce as well as inefficiency. Updates it usually takes a longer time for sales and Salesforce to translate to Lattice, and we find that …
But staying on track to ensure I am reaching the goals set for me, both daily, monthly & quarterly. This App also helps me stay on Track to the money that I earn and can earn with each level that i meet and can achieve. This app helps me succeed at all times.
Our company was using a product called SNL Banker to share incentive data with our sales team. We were using this product for other reporting so it was an easy solution but it did not have any of the calcualtion functions of Xactly Incent. I used Xactly Incent at a previous …
More straightforward to implement complex incentive plans - faster to implement. Better visibility from the management perspective and user perspective. There are a lot of features to ensure the product is compliant with all the certifications.
Xactly Incent® is promissing tool in market as it is from long time. and builded the trust with big companies. Whereas rest of the tools are new in market and has most recent features per industry requirement with enough flexibility.
Xactly Forecasting has a smart AI tool, this is what puts them ahead of the competition. With their smooth interaction with other apps and programs, it makes it seamless when using other apps and programs. I find that when it uses its forecasting skill it shows us exactly what …
Captivate IQ is well-suited for sales teams of any size. Its ability to handle multiple, complex plan management allows for any amount of reps or level of complexity to be built in, allowing any organization to benefit from its automation and platform. We've changed our plans massively each year, and it is able to handle these changes with ease. It does seem as though it pairs better with SFDC. We use Hubspot, and this works okay, but our integration sometimes lags or needs a heavier lift to adjust.
Xactly has helped us recognize where our sales incentive plans are overly complicated and find ways to make them more functional and easy-to-understand for the sales reps who are expected to be motivated by them. Having data in Xactly allows us to more quickly identify outliers and communicate potential challenges to our stakeholders. Xactly also has reduced the number of errors in the incentive process (from quota and credit data received to getting those payments to payroll) and reduced the amount of time it takes to do that. It has also allowed us to make sure consistent practices are being used across 100+ sites in the US and Canada. My biggest complaints about Xactly are about the navigation within various objects - sometimes it can be time-consuming to switch between periods (especially in different years) and that can be frustrating. We're still figuring out the new reporting tools, but I see the value in the newly released tools.
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.
If there was a way to easily add a visual with the main quota's, accelerators, incentives from my comp plan and track progress to those goals that'd be a nice feature
Sometimes pay periods don't match up perfectly, probably an error on our end.
because CIQ has been a great solution to our commission systems and we're confident we can improve the features we use for the future. We want to continue improving the statements and the plans in the platform
We have been using Xactly as a primary application to calculate the commissions payout on a daily basis and would continue the same as Xactly Incent meets our requirement. It keeps the process automated and reduces the manual effort to calculate commissions.
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
From an admin perspective, the software's usability is high. The different components are organized in a way that is easy to figure out, for example, all elements of a plan are under the Plan Design section. There are some areas where searching within the system is a bit cumbersome because after clicking into a result and back out it clears your filter. I found the software easy to navigate when I first started and the amount of documentation and helpful videos they have on the community and within the University make the system even easier to learn.
In general the system is nearly always available. But the daily achievement calculation takes a hugh amount of time. therefore it was in the past month sometimes only from midday onwards completely updated and usable for Sales employees. Xactly support was and still is working hard to get it available early mornings. Availablility time has increased a lot. It's now down to around 10 am in the moring
Xactly is a very helpful tool ensuring appropriate and correct data is used when calculating commissions. The interface loads timely, but it is not intuitive to use. The learning curve to be proficient in Xactly takes a significant amount of time.
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.
They take the time to understand the system. They keep us updated on the status of our cases. Finally, their continued follow up ensuring the initial issue was resolved is very nice. They will not close the case out until they have confirmed that our issue has been completely resolved and fixed.
It was great, good explanations and good training material provided, we were able to get a really good idea of how to use the system. I also think that it was enough time to learn how to setup the system.
Xactly offers training on new releases on a monthly basis and training on basic principles regularly via registration. My experience with both is that they do not provide the in-depth knowledge necessary to truly master the system and advanced courses still do not go to the level needed to autonomously manage the system and plans. Professional services are a large part of any cloud based service such as Xactly and I feel a reliance on such paid consulting services is a great money-maker for Xactly.
Go into implementation knowing how you will handle churn, if there are claw backs, treatment for every type of commission payment (i.e. new business, renewals, etc.) and know your average customer life. You'll also want details by customer for as far back as you can go (within reason).
Captivate offers much more than Salesforce does on a much lighter platform at a significantly lower cost. We also see a possibly higher level of customization and better customer service in our interactions with Captivate IQ compared to Sales Force's arm of staff. Both are great companies, but we will be sticking with CIQ for the future, we see it as much more agile.
We've also looked at Lattice, which is a compensation management software, but we found that it was lacking in terms of integration with Salesforce as well as inefficiency. Updates it usually takes a longer time for sales and Salesforce to translate to Lattice, and we find that with Xactly it usually takes about one business day, which is always beneficial to have things updated quicker.
It's very flexible. In most cases it can be adapted to your needs by programming which may cost extra money. We have a lot of different complans and close to 1.000 employees using Xactly in EMEA. It's mainly used by Sales and Finance
Simplified comp plans overall; after implementing CapIQ, I was able to demonstrate to Leadership that our plans were far too complex, resulting in simplification the next time plans were created.
Fast payout processing. Before CapIQ payout processing was manual in spreadsheets and took significantly more time than now, I quickly validated the data by comparing it to a saved report in Salesforce and then send the payouts for approval.
Reps can easily see their payout information and create what-if scenarios to see where they might end up if they close a deal.
