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 Connect
Score 9.0 out of 10
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Xactly Connect is a purpose-built platform designed to automate and integrate the secure flow of data from business applications across Xactly solutions. Connect enables organizations to apply custom business logic to data flows and use standardized automation processes to combine Xactly data with internal and external data sources.
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Pricing
CaptivateIQ
Xactly Connect
Editions & Modules
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Offerings
Pricing Offerings
CaptivateIQ
Xactly Connect
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Contact Xactly for a demo and pricing.
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Community Pulse
CaptivateIQ
Xactly Connect
Considered Both Products
CaptivateIQ
Verified User
Vice-President
Chose CaptivateIQ
I transitioned from Xactly Connect...no other tools compared. Captivate is significantly better than Xactly.
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.
When the client has source data in Salesforce, Workday or flat files, it works really well. If the client has too much data, it can be really slow or require lots of preprocessing. It's often better to do as much of the calculations as you can in the configuration rather than on the Xactly Connect side. So that regular comp admins with Incent Connect training but no Xactly Connect are able to make changes.
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.
SQL isn't the same syntax in Connect as it is in Sequal Server Management Studio, making it difficult for communities outside of Xactly to help with certain issues.
Sometimes the scheduling part of the tool does not work as expected, but over all it is consistent.
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
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.
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.