CaptivateIQ Reviews and Ratings

Rating: 8.6 out of 10

Score

8.6 out of 10

Reviews

353 Reviews

Great Product

Rating: 9 out of 10

Incentivized

February 28, 2024

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.

Jimmy Knapp

Broker in Sales at Nolan Transportation Group (1001-5000 employees)

Vetted Review

1 year of experience

View profile

Best commissions software for big companies!

Rating: 10 out of 10

Incentivized

February 13, 2024

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

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.

Eli Graft

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

Vetted Review

2 years of experience

Excellent tool!

Rating: 10 out of 10

Incentivized

January 31, 2024

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.

Verified User

Account Manager in Sales (501-1000 employees)

Vetted Review

2 years of experience

Great platform for quota and comp management

Rating: 9 out of 10

Incentivized

January 9, 2024

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.

Verified User

Account Manager in Sales (1001-5000 employees)

Vetted Review

2 years of experience

CIQ Very user friendly & great support

Rating: 8 out of 10

Incentivized

January 9, 2024

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

Verified User

Employee in Finance and Accounting (201-500 employees)

Vetted Review

1 year of experience

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

Rating: 10 out of 10

Incentivized

January 9, 2024

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

Verified User

Account Manager in Sales (51-200 employees)

Vetted Review

2 years of experience

Transparent Pay!!

Rating: 8 out of 10

Incentivized

January 8, 2024

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.

Verified User

Employee in Sales (201-500 employees)

Vetted Review

2 years of experience

Fuss-Free gets the job done

Rating: 10 out of 10

Incentivized

January 8, 2024

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

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.

Cameron Yarnell

Account Executive in Sales at Exterro (201-500 employees)

Vetted Review

2 years of experience

View profile

Easy, simple, transparent sales numbers/commissions

Rating: 9 out of 10

Incentivized

January 8, 2024

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

Verified User

Account Manager in Information Technology (5001-10,000 employees)

Vetted Review

3 years of experience

A Sales Rep Reviews a Sales Software

Rating: 10 out of 10

Incentivized

January 8, 2024

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.

Verified User

Employee in Sales (201-500 employees)

Vetted Review

2 years of experience

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