CaptivateIQ

Score9 out of 10

478 Reviews and Ratings

What is CaptivateIQ?

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.

Categories & Use Cases

Media

Screenshot of Automatically syncs commission data to power commission reports in real-time across every team. Data sources can be integrated directly into the commission system.

Screenshot of Customized user access and visibility into commission plans and data to meet security and compliance requirements.

Screenshot of The Approvals workflow, where reps and managers can ensure every payout is correct before it’s distributed.

Screenshot of Displays for business performance by team, comp plan, territory, or any other metric to make data-driven decisions.

Screenshot of The reps' view into earnings, with a homepage and customizable commissions statements that outline how much they've earned, details by deal, and future earning potential to keep them motivated.

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Screenshot of Automatically syncs commission data to power commission reports in real-time across every team. Data sources can be integrated directly into the commission system.

Sales compensation process automation
Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.
Category average: 8.9
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 plan creation
Easy for Sales to create incentive compensation plans without IT assistance.
Category average: 8.5

Incentive auditing/regulation compliance
Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.
Category average: 8.4
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: 8.3
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: 7.6

Erez Storch View profile

CFO (Chief Financial Officer) in Finance and Accounting at PlainID - The Authorization Company (51-200 employees employees)

Use Cases and Deployment Scope

We you CaptivateIQ for Multiple Commissions schemes for a scaling company with a team of Sales SDRs and Partner managers etc
We use it to calculate the correct expensing based on ASC606 Expensing guidelines
we use it to motivate the users by forecasting them their commissions' outcomes based on deal-flow forecasting synced from Salesforce
We also have Netsuite integrated into Captivate to calculate commissions schemes based on actual invoicing

Pros

Catchup /clawbacks
ASC606 expensing calculation
Commission forecasting
Reporting

Cons

missing "Undo" button
missing Test environment
sometimes the syntax can be a little bit cumbersome

Return on Investment

operational efficiency
productivity
trust and alignment through compensation transparency

Alternatives Considered

Spiff and Xactly Commission Expense Accounting

Other Software Used

Expensify, PayEm, NetSuite ERP, DOKKA.com

Iyer Amruthur View profile

National Sales Manager in Sales at Allen Lund Company (1001-5000 employees employees)

Use Cases and Deployment Scope

Captivate IQ is our new streamlined software to have an easy overview or in-depth view of commissions paid out to our sales force. Prior to this, we had all our employees "Hand-calculate" commissions which were subject to human error, and at times took quite a bit of time (was painstaking). In addition, we would have to jump to different parts of our CRM to get everything. While we do still "double-check" Captivate IQ, we now primarily rely on it
. So far it has been 100% accurate for what I look at.

It's very nice as we can directly have it updated by our commissions department, so it can observe in-house special incentive programs, and degrading payouts, and it organizes it into one easy to view website. The ability to make inquiries/argue a particular transaction has been very helpful, as before this email or direct calls used to flood our commissions' team every month.

Pros

Stores YTD Comissions
Calculates current, and future commissions (prediction based)
Able to integrate with our inhouse tech
Fast and lightweight
Easy to interpret

Cons

It could use some improvement on putting the data into pie charts that are exportable
A little more interaction from the sales person such as advanced inquiries would be helpful
Annotating loads with comments that can be flagged are very needed.

Return on Investment

We have spent considerably less time on commissions, on average brokers and sales people spend an hour less per month looking at numbers from what i've heard
Our commissions have paid out faster due to new free time found at our dept due to menial requests handled by CIQ
Sales people bother director of sales about 50% as much due to payout questions.

Alternatives Considered

Salesforce Sales Cloud

Other Software Used

ZoomInfo SalesOS, ZoomInfo Engage, LinkedIn Sales Navigator, Adobe PhotoShop

Drew Hultgren View profile

Director of Revenue Operations at Propeller Aero (201-500 employees employees)

Use Cases and Deployment Scope

We use CaptivateIQ for our quota-carrying sales rep commission calculations and pay statements. We are processing commission monthly, and implementing Captivate has given us the ability to process pay with accuracy quickly, as well as provide pay statements to our team in a transparent manner. This has solved a plethora of pay friction and eased the time spent on calculations.

Pros

Ease of use.
Customization
End user transparency.
Historical accuracy & records.

Cons

Simplified plan organization and management.
Easier user management.
Individual record locking.

Return on Investment

We've saved at least 5 hours a month on compensation management.
Trust and alignment has increased 10-fold.
We are easily able to recall historical payments and submit records for audit purposes.

Alternatives Considered

Spiff, Sales Cookie and Xactly Incent

Other Software Used

HubSpot CRM, Clari Copilot, LinkedIn Sales Navigator

Rashad Nilamdeen View profile

Revenue Operations Analyst at MaintainX (201-500 employees employees)

Use Cases and Deployment Scope

CaptivateIQ serves as the backbone of our sales compensation system. It allows us to create and manage complex compensation plans tailored to our unique sales processes at MaintainX. One of the main benefits is the ability to seamlessly integrate with Salesforce to pull our data into our CaptivateIQ instance, which being able to control and filter the inflow of data via SOQL query, while simultaneously applying formulas at the point of entry, which is crucial to us in our use case.

Pros

Salesforce integration
Custom Reporting and Analytics
Straightforward UI

Cons

Loading times
Lack of Offline Access
UI customization

Return on Investment

Large improvement in team operational efficiency
Large improvement in compensation transparency

Eli Graft

Account Manager in Customer Service at StackAdapt (1001-5000 employees employees)

Use Cases and Deployment Scope

The CaptivateIQ interface enables me and my coworkers to approve commission rates and amounts easily and gives my managers a chance to review whether everything aligns with the quarterly totals from our sales tracking software. It is super helpful and has a great UX, which makes facilitating every quarter commission drop simple and effective.

Pros

One click and done for approving commission amounts
Line by line descriptions of each account spend and associated commission
Ability to approve or dispute anything from the report quickly

Cons

Return on Investment

For me as an employee, the availability of line item sales numbers and the associated commission rates for each makes trusting everything extremely easy.
Knowing how much commission I will make allows me to focus more on delivering the best business outcomes for my clients rather than how much I am making off of the deals I create.

Other Software Used

Salesforce Lightning Platform, Gong, Salesloft

Xactly

Salesforce Spiff

Performio

CaptivateIQ

What is CaptivateIQ?

Categories & Use Cases

Media

Key Features

Top Performing Features

Sales compensation process automation

Complex sales crediting

Sales compensation plan creation

Areas for Improvement

Incentive auditing/regulation compliance

Agile incentive strategy

ICM mobile visibility

Reviews

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Alternatives Considered

Other Software Used

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