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 8.7 out of 10
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The Xactly platform is a revenue intelligence ecosystem that by consolidating forecasting, incentive compensation, and sales engagement workflows into a single source of truth, provides high-fidelity visibility into the revenue lifecycle.
Xactly is very difficult to navigate and too complicated. It is more of a hassle than a tool. It is something that we would only access when absolutely necessary.
Xactly wasn't able to even finish our setup, whereas CIQ finished our setup in a month b/c their system was so much easier to use. With Xactly we had to purchase PS hours anytime any change was needed, I am able to update CIQ myself.
The UI of Xactly is very confusing and has too many clicks. Spiff has a nice UI, but making agile adjustments is cumbersome, as well as the reporting was very basic.
CaptivateIQ is far better than Xactly. It is more user-friendly, has a better UI, and allows a lot more customization. The customer support at CaptivateIQ is also more friendly and knowledgeable.
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 …
CaptivateIQ has a strong foundation of employees with a firm understanding of how a SAAS company operates and what needs must be met in order to ensure a healthy partnership. Their willingness to make time to address concerns or answer questions, all the way to their innovative …
We selected CaptivateIQ because they were more receptive and they provided us with all our needs. The other provider was a previous vendor and they still had alot of restrictions that CaptivateIQ did not have.
When we were choosing a commission software we looked at a few different options and we landed on CIQ for a few different reasons. 1) was the custom plan creation that was similar to excel. Second was that they were able to give is a reporting that helped with ASC606. Third was …
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 has much more to offer than Sales Cookie and is better for a larger company with more complex plans. Whereas, I would say Xaclty seems to be in line with Performio on all aspects: set up, plan design, calculation, and reporting. Also, seem to be for the same size …
Xactly Incent has really a better interface for the sales team to view their reports and be able to sign their sales compensation plans in Xactly Incent. Xactly Incent also provides a good analytics tool to create dashboards and reporting needs for other organizations within …
Features
CaptivateIQ
Xactly
Sales ICM
Comparison of Sales ICM features of Product A and Product B
CaptivateIQ
8.2
337 Ratings
5% above category average
Xactly
7.4
96 Ratings
14% below category average
Sales compensation plan creation
8.4271 Ratings
7.791 Ratings
Complex sales crediting
8.5245 Ratings
7.886 Ratings
Sales compensation process automation
9.1312 Ratings
7.289 Ratings
Incentive auditing/regulation compliance
8.1211 Ratings
7.871 Ratings
Sales compensation dashboards & forecasting
8.2281 Ratings
8.082 Ratings
Incentive modeling
8.2207 Ratings
6.564 Ratings
Agile incentive strategy
8.1176 Ratings
6.857 Ratings
ICM mobile visibility
6.6166 Ratings
7.353 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
CaptivateIQ
-
Ratings
Xactly
8.5
90 Ratings
3% below category average
Personalized dashboards
00 Ratings
6.390 Ratings
Color-coded scorecards
00 Ratings
8.82 Ratings
KPIs
00 Ratings
8.53 Ratings
Key Performance Indicator setting
00 Ratings
9.22 Ratings
Benchmarking with external data
00 Ratings
9.22 Ratings
Revenue Forecasting
00 Ratings
8.82 Ratings
Pipeline Analytics
00 Ratings
8.42 Ratings
Sales Gamification
Comparison of Sales Gamification features of Product A and Product B
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.
Being that Xactly Incent is custom built to meet our specific plan requirements, it has been well suited for almost everything. One scenario where we could use some improvement is manager reporting. Better visibility into the roll up of any team goals and team actuals. Also some of the incentive payment information is a bit clunky. We calculate incentives each quarter on a YTD basis and then subtract was has already been paid. Sometimes this creates a shortfall for the sales rep that needs to carry forward. Reporting for this doesn't flow easily.
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.
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.
When clearing out or deleting the data in Incent, certain areas allow deletion only one by one. Eg position, people etc. Would be great if this can be done in bulk.
Could improve in the style/view/functioning of Incent user interface
Can implement more features for end users interface to keep them more engaged and ignoring a feel of boring UI
Xactly Incent is a great tool for calculating commissions. The interface is user friendly and the system is set up in a way that allows for multiple setups for each commission plan. Over the last couple years since I have been on the commission team we have been able to optimize our plans to promote scalability. Our sales and accounting teams have become familiar with navigating the system which promotes transparency. From an audit perspective, Incent provides us with the reports and data we need to provide to our auditors.
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
The devil is in the detail. It's not intuitive to use, also not for Sales employees. You need to train them. For superusers like me you need a lot of training to administrate the system. It has a lot of functionalities and complexity like staging and upload orders, reset triggers, updating & creating rate tables. A lot of formulars are necessary to learn.
Xactly Incent is always available, they have planned monthly maintenance on Friday nights but are very proactive to communicate it. Monthly maintenance is useful as they address any bugs and also are constantly upgrading the user interface to make it easier to use.
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.
Awesome product, easy to use during daily activities. Reporting and user experience are very well organised. The sales team also likes this tool for reviewing their commissions at any time, which provides real-time updates. For new hires or mid-hires, the commission calculation is working very efficiently. Every sales-side organisation must have this tool.Awesome product, easy to use during daily activities. Reporting and user experience are very well organised. The sales team also likes this tool for reviewing their commissions at any time, which provides real-time updates. For new hires or mid-hires, the commission calculation is working very efficiently. Every sales-side organisation must have this tool.
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).
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.
Ignoring the contractual issues that we had, Optymyze is very different from Xactly Incent. I would say that both offer high degrees of flexibility, but Xactly requires greater technical knowledge to customize. Optymyze allows administrators to manipulate data in a way similar to Domo or Tableau, allowing someone who is less technical to customize it. Xactly's connect module, on the other hand, requires strong knowledge of SQL to be able to manipulate data. I've been looking to take the training for Connect, so I can't comment on the limitations or flexibility beyond that.
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
I am not aware of the company investment, but the overall result is fantastic. Employees visibility to commissions and components of their commissions is great. They have much more accessibility to their numbers and better understanding of how commissions are calculated. They can also review commissions at their convince on the application.
There seems to be more employee engagement and satisfaction with the overall commission process and reporting with Xactly Incent.
