TrustRadius: an HG Insights company

CaptivateIQ

Score9.1 out of 10

478 Reviews and Ratings

Top Performing Features

+1%

Sales compensation process automation

Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

Cat avg: 9

+2%

Complex sales crediting

Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

Cat avg: 8.3

+1%

Sales compensation plan creation

Easy for Sales to create incentive compensation plans without IT assistance.

Cat avg: 8.4

-3%

Sales compensation dashboards & forecasting

Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

Cat avg: 8.5

Worst Performing Features

-14%

ICM mobile visibility

Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

Cat avg: 7.7

-3%

Agile incentive strategy

Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

Cat avg: 8.4

-3%

Incentive auditing/regulation compliance

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

Cat avg: 8.4

CaptivateIQ Features from Reviews

Sales ICM

Features around incentive compensation management for sales

8.2-2%
  • Sales compensation plan creation

    Easy for Sales to create incentive compensation plans without IT assistance.

    Category average: 8.4

  • Complex sales crediting

    Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

    Category average: 8.3

  • Sales compensation process automation

    Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

    Category average: 9

  • Incentive auditing/regulation compliance

    Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

    Category average: 8.4

  • Sales compensation dashboards & forecasting

    Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

    Category average: 8.5

  • Incentive modeling

    Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

    Category average: 8.6

  • Agile incentive strategy

    Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

    Category average: 8.4

  • ICM mobile visibility

    Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

    Category average: 7.7

CaptivateIQ Features from the Vendor

Sales ICM

Vendor-reviewed
  • Sales compensation plan creation

    Easy for Sales to create incentive compensation plans without IT assistance.

  • Complex sales crediting

    Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

  • Sales compensation process automation

    Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

  • Incentive auditing/regulation compliance

    Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

  • Sales compensation dashboards & forecasting

    Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

  • Incentive modeling

    Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

  • Agile incentive strategy

    Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

  • ICM mobile visibility

    Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.