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CaptivateIQ Reviews and Ratings

Rating: 8.6 out of 10
Score
8.6 out of 10
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Reviews

353 Reviews

Great Product

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

It is a great service and software, easily allows me to see where I am month over month, and where I need to be. I would recommend it to any job with sales or performance based roles. It seems to be very transparent and allows you see see any wholes or errors in your numbers.

Pros

  • Commission visibility
  • Sales transparency
  • Title progression

Cons

  • The graphs are hard to read sometimes
  • Charts for title progression are sometimes tricky to understand
  • charts and graphs need labels of some sort

Likelihood to Recommend

Very easy to understand. I was hesitant to use another confusing software, but it is not difficult to understand at all. I look forward to monthly emails where I can go in and see where I am for the month regarding performance. It is a great tool for every workplace.

JK
Jimmy Knapp
Broker in Sales at Nolan Transportation Group (1001-5000 employees)
Vetted Review
CaptivateIQ
1 year of experience
View profile

Best commissions software for big companies!

Rating: 10 out of 10
Incentivized

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

  • N/A

Likelihood to Recommend

If you are a large company with many account executives/managers that are paid commissions, this is for you. The previous software we used was very complicated, but CaptivateIQ is simple and gives you all the info you need right away. There's no fuss when it comes to approvals or disputes and I think I speak for management when I say its easy for them as well.

EG
Eli Graft
Account Manager in Customer Service at StackAdapt (1001-5000 employees)
Vetted Review
CaptivateIQ
2 years of experience

Excellent tool!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

In my role, my commission rate is different when I sell SaaS vs prepaid advertising media vs advertising media in arrears. These payments are also released on different schedules. CaptivateIQ allows our sellers to spend less time tracking our commissions, bonuses, and SPIFFs in easy downloadable dashboards and more time selling. Any potential errors can be easily flagged for our comp team to review.

Pros

  • Customizable dashboards
  • Commission inquiries and error resolution
  • Ease of use

Cons

  • I wish there was a mobile app
  • Customizable dashboards for non-admins
  • I dislike how some sections of my payouts are cumulative; while some are by pay period

Likelihood to Recommend

Our comp structure is particularly confusing. This is because I get paid a different commission rate on SaaS, prepaid advertising media, and advertising media in arrears. I also get paid in commission, in bonus, and in SPIFFs. Understandably, commission mistakes are not uncommon. CaptivateIQ is an excellent way to track everything: what I should expect to get paid, why, and when. If I see anything that doesn't look right, CaptivateIQ makes it very easy to open an inquiry from right within the application and reference the applicable section in chat form. Although CaptivateIQ is not meant to replace our Salesforce reports, I can easily include links to Salesforce reports in my inquiries.

VU
Verified User
Account Manager in Sales (501-1000 employees)
Vetted Review
CaptivateIQ
2 years of experience

Great platform for quota and comp management

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

I use it to see my quota and monitor my achievements and bonuses. The platform allows my to easily see where I am at and how the bonus for Q was calculated.

Pros

  • Display quota
  • Display bonus
  • Display progress state vs quota

Cons

  • Could be easier for understanding the bonus calculations (formulas)
  • Could be easier to connect between the comp and the deals it was made from.

Likelihood to Recommend

Great for finance to send the sales field reps their bonuses.

VU
Verified User
Account Manager in Sales (1001-5000 employees)
Vetted Review
CaptivateIQ
2 years of experience

CIQ Very user friendly & great support

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We use CIQ to calculate sales reps commission payouts, the main business problem is the automation and streamlined process that the CIQ solution provides, it eliminates human error

Pros

  • calculates the commission accurately
  • Reporting
  • Cloning existing plans

Cons

  • Creating plans from scratch without support
  • test environment isn't 100% replicated from production
  • More reporting functionalities

Likelihood to Recommend

Very user friendly, easy to use for the sales reps also on the app

VU
Verified User
Employee in Finance and Accounting (201-500 employees)
Vetted Review
CaptivateIQ
1 year of experience

Breath of Fresh Air - Transparency, Ease of Use, Visibility

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

I use Captivate IQ for tracking my commission payouts and making sure everything reflects accurately with my sales reports. This tool also helps me with tracking my performance to goal and attainment for quarterly performance and yearly quota as well. I really like it, it's simple and easy to understand and use.

Pros

  • Tracking commissions from individual sales
  • Showing attainment quota
  • Showing churn accurately
  • Showing percentage to quarterly and yearly goals

Cons

  • being able to request a change beside an individual line item if my commission is incorrect

Likelihood to Recommend

Sometimes my sales reporting takes a day or two to update so I will check CapIQ to make sure it's been accounted for if maybe my other tools are lagging

VU
Verified User
Account Manager in Sales (51-200 employees)
Vetted Review
CaptivateIQ
2 years of experience

Transparent Pay!!

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

Verifying commission payouts - we use this for monthly commission reports so as AEs we can verify our sold accounts are all being correctly reflected on commission checks for the previous month.

Pros

  • Transparency
  • Ease of submitting inquiries
  • Reporting

Cons

  • Cannot monitor on a weekly basis

Likelihood to Recommend

I'd recommend this for anyone in a quota-carrying role. You can see exactly how you're tracking towards quota and what you got paid so far.

VU
Verified User
Employee in Sales (201-500 employees)
Vetted Review
CaptivateIQ
2 years of experience

Fuss-Free gets the job done

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

This tool brings in all the transparency of payouts and commission questions. It really gives you everything you need to understand the process and an easy way to get your questions answered. Problem-free single pane of glass to see it all.

Pros

  • transparency of processes
  • easy way to get questions answered
  • one-stop shop for all commission

Cons

  • N/A
  • N/A

Likelihood to Recommend

If you are having issues with this or needing assistance, CaptivateIQ gives you a no fuss way to help with commission and review of commission statements.

CY
Cameron Yarnell
Account Executive in Sales at Exterro (201-500 employees)
Vetted Review
CaptivateIQ
2 years of experience
View profile

Easy, simple, transparent sales numbers/commissions

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We currently used CaptivateIQ to review sales goals, commissionable earnings and sales payouts.

Pros

  • Transparency in sales numbers
  • Approval of commission incentives
  • Ability to reject and provide feedback to team on discrepancies

Cons

  • Formatting on #'s is a bit off
  • Graphs/charts showing goal and progress would be super helpful

Likelihood to Recommend

Very well suited in sales management and commission review/approval

VU
Verified User
Account Manager in Information Technology (5001-10,000 employees)
Vetted Review
CaptivateIQ
3 years of experience

A Sales Rep Reviews a Sales Software

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We switched from Excel spreadsheets and some awful Salesforce raw data report to Captivate 1.5 years ago. Night and day difference. I went from having 20% clarity into my commission payout to 95%+ clarity. About once a quarter I bump into an issue of some sort, whereas before I couldn't even begin to understand my pay without my own personal calculations alongside the company tools.

Pros

  • Insights
  • Historical Analytics
  • Bonus/Quarterly/Non-monthly tracking

Cons

  • Honestly? Nothing comes to mind.

Likelihood to Recommend

Sales organizations need a tool like this. Full disclosure: I have zero experience with any other commission tracking system, so I am not a great resource for comparing choices. But this is the choice my company made for me, and it's terrific.

VU
Verified User
Employee in Sales (201-500 employees)
Vetted Review
CaptivateIQ
2 years of experience