Great Product
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 …
Overview
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.
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Awards
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Popular Features
- Sales compensation process automation (312)8.989%
- Sales compensation plan creation (271)8.484%
- Sales compensation dashboards & forecasting (281)8.383%
- Complex sales crediting (245)8.383%
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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.
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- No setup fee
For the latest information on pricing, visithttp://www.captivateiq.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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- Integrations
- Competitors
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What is CaptivateIQ?
CaptivateIQ is an agile commission solution, enabling companies to consistently align revenue teams with evolving business goals.
CaptivateIQ offers companies like Gong, Figma, and 1Password the ability to build any commission plan, save time in payout processing, and motivate sales reps with real-time visibility into earnings.
CaptivateIQ gives finance, operations, and sales teams insights and control over their incentive compensation programs – so that they can better adapt to change, and more easily tailor plans to meet the current needs of their business.
CaptivateIQ offers companies like Gong, Figma, and 1Password the ability to build any commission plan, save time in payout processing, and motivate sales reps with real-time visibility into earnings.
CaptivateIQ gives finance, operations, and sales teams insights and control over their incentive compensation programs – so that they can better adapt to change, and more easily tailor plans to meet the current needs of their business.
For more information, visit www.captivateiq.com.
CaptivateIQ Features
Sales ICM Features
- Supported: Sales compensation plan creation
- Supported: Complex sales crediting
- Supported: Sales compensation process automation
- Supported: Incentive auditing/regulation compliance
- Supported: Sales compensation dashboards & forecasting
- Supported: Incentive modeling
- Supported: Agile incentive strategy
- Supported: ICM mobile visibility
CaptivateIQ Screenshots
CaptivateIQ Videos
CaptivateIQ offers teams an easier way to track and manage commission plans so that finance, ops, sales, and leadership teams are all aligned.
CaptivateIQ Dashboards enables Commissions Admins and leadership to see if their incentives are driving the right behaviors among their reps.
CaptivateIQ's Rep Experience gives sales teams complete visibility into earnings, so they can focus on driving results.
When Commissions Don't Go Exactly to Plan
Why ASC606 Matters for People Besides Accountants
CaptivateIQ Integrations
CaptivateIQ Competitors
CaptivateIQ Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
CaptivateIQ Downloadables
Frequently Asked Questions
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.
Reviewers rate Sales compensation process automation highest, with a score of 8.9.
The most common users of CaptivateIQ are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings
(475)Attribute Ratings
Reviews
(1-25 of 151)Companies can't remove reviews or game the system. Here's why
January 09, 2024
CIQ Very user friendly & great support
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
- calculates the commission accurately
- Reporting
- Cloning existing plans
- Creating plans from scratch without support
- test environment isn't 100% replicated from production
- More reporting functionalities
January 08, 2024
Great for commission process
I use CaptivateIQ to track and approve commission payments for the sales department. The product clearly lays out the metrics commissions are tied to and makes it easy to cross-check payments. We also use the product to track progress on sales teams to provide metrics to the rest of the company.
- tracks metrics commission is tied to
- delivers commission statements to team
- review and approve payments in timely manner
- enhanced UI; better viewing experience for user
- better mobile capabilities
- simplified correction administration
January 08, 2024
Transparency for Sales
We use this to showcase commisions to be paid out at the end of each month. It gives us a breakdown of all closed business. It provides a layer of transparency and math into how all of that is calculated. It also provides predictions and estimates of total comp before EOM
- Good UI
- Prediction and What If Analysis
- Detailed Information
- Advanced Dashboarding
- Cross Launching into Salesforce
- More API integrations
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.
. 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.
- Stores YTD Comissions
- Calculates current, and future commissions (prediction based)
- Able to integrate with our inhouse tech
- Fast and lightweight
- Easy to interpret
- 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.
January 05, 2024
CaptivateIQ is great.
mainly used it as a commission statement platform. Easy way to see how much i earned and how. Also made it easy to see how on track I was to quota and my on target earnings. Instead of manually sending it out to the sales reps, we all received it at the same time and was able to accept it with a click of a button.
- ease of use
- clearly see earnings
- There were mistakes sometimes, not sure if that's user error or platform errors
December 29, 2023
CaptivateIQ Commissions
Score 9 out of 10
Vetted Review
Verified User
Sales Compensation. We used to use Excel to calculate commissions but with dozens of commission plans and multitudes of variations of those plans and ramp plans, etc., it just made sense to move to a commission system. We wanted it to pull directly from our CRM and output to our ERP. It's only been a couple of months but there has just been a lot of good feedback and they especially love the commission report that is available to them.
- Pull data from CRM
- Export to ERP
- Commission Reports
- Easier to input new templates
- Fewer complexities so that we don't need a consulting partner
- Better mobile experience
November 07, 2023
Easy to use commission software to support plans of any complexity.
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.
- Ease of use.
- Customization
- End user transparency.
- Historical accuracy & records.
- Simplified plan organization and management.
- Easier user management.
- Individual record locking.
October 27, 2023
Empowering Flexibility: Transforming Commissions with Seamless integrations and agility
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.
- Salesforce integration
- Custom Reporting and Analytics
- Straightforward UI
- Loading times
- Lack of Offline Access
- UI customization
October 25, 2023
Captivate(IQ) sales with transparent commissions data
We implemented CaptivateIQ in order to provide greater transparency into commissions and compensation. CaptivateIQ allowed us to migrate off of Excel spreadsheets and manual PDF statements to an automated, dynamic system.
- CaptivateIQ nets complex calculations down to simple line items
- CaptivateIQ consolidates commission information into easily customizable and readable statements
- CaptivateIQ provides a single platform to process, distribute, and represent commission information
- CaptivateIQ has improved a lot, but still could use further refining to reduce the complexities of joins/filters - especially with regards to reporting
October 24, 2023
CIQ is a must for your org!
CIQ is a one-stop shop to house all of our commission plan documentation as well as allows me to build all the logic to automatically calculate commissions each month, track attainment, and build useful reports and dashboards. We have 14 different types of plans spanning 50+ commissionable employees so this tool is a must-have for us.
- It is highly customizable to be able to create logic for all different types of commission plans.
- Statement Designer is so sleek, and end users love it.
- Provides exceptional support for their tool.
- Fantastic and frequent webinars and communication of product updates and launches.
- Creating reports and dashboards as an admin due to where the data is pulled from.
- Historical reporting functionality based on data storage.
- Standard Payout Date renamed to commissions earned date.
October 17, 2023
Happy CaptivaeIQ user
We use CaptivateIQ to help organize our commission for the month. It is a very helpful tool so I know exactly what I will be making.
- Ease of use
- Great customer support
- Very organized
- There is nothing I would change
October 17, 2023
CaptivateIQ user
I use it to see our incentive payout and to see what my team is getting paid. It helps to see what I'm trending towards for quota. I also direct my team to CaptivateIQ to answer any incentive-related questions. I like that it's clear and breaks it down by line item to see all the info related to incentives.
- handling inquiries
- seeing and forecasting my payout
- i'm actually ok with the functions for now
August 11, 2023
CaptivateIQ 10/10 recommend
We use CaptivateIQ to calculate and manage commissions for several of our teams including Sales Development, Sales Representatives, Account Management, and related VPs. The platform helps us process large data sets and summarize the results for review by management and payees. Some of the plans utilize direct syncs between our company's data platforms and CaptivateIQ, and some currently use manual uploads.
- Customer Service - the team assigned to work with us has been great. They are always prompt in getting back to us and helping make updates to existing plans and building new teams.
- New features - they are constantly implementing new features and process improvements
- User interface - the platform is easy to use and navigate
- Pre-processing reporting - it would be great to have some of the reporting features available in a test environment as we work through the data each period
- Downloads sometimes route you to the "Jobs" page, and sometimes just download--would be great if they always just downloaded
I process commissions for the GTM org in the company. This is meant to be an alternate method of processing commissions rather than excel.
- The product interface is great. The statement design is aesthetic to review.
- I do like how it integrates directly with Salesforce.
- I do also like the reviewer process that the system provides.
- The support team are hardly responsive, especially the architects.
- The commission plans are also very hard to clone year over year and it really requires someone a significant time investment to ensure that the commission plans are set up correctly.
- I also hate how you cant export all the payrolls at once.
April 11, 2023
Easy to use
CaptivateIQ makes it so easy for me to see my commission statements. We used to track them in Google Sheets and they were a pain.
- Makes it easy to see my commission each month
- Easy to track my annual performance
- I wish we could add in my base salary as well so I could see my total compensation for that pay check.
April 11, 2023
Make getting paid fun
Forecast and verify pay. All of my commissions are entered and improved inside of the site.
- User friendliness
- Easy interface
- Accuracy
- Mobile dashboard
- Tax information
- Compare to last year same period
April 09, 2023
Great tool for an IC
We use CaptivateIQ to manage commission payments. For me as a rep, CapitvateIQ gives me clarity on my payouts and helps me ensure I am paid correctly for business I close. For the business, this reduces the amount of back and forth with finance whenever someone has a question about their commission payout. The main thing here is transparency for both sides
- User Interface
- Clear Data Outputs
- Historical Records
- Payout preview doesn't always load, or loads slowly
- Notifications/integrations would be helpful i.e. Slack pings
- Not clear what the payout review/approval process is
Key use cases for the solution are an increase into visibility into compensation in a timely manner, replacing previous delayed and occasionally difficult to reconcile manual processes across multiple systems, in addition to the upfront inclusion of all stakeholders.
Beyond that, transparency of payments to commissioned employees is a win for the solution so while the product can be tricky to navigate, employees understand that the information they need is available to them
Beyond that, transparency of payments to commissioned employees is a win for the solution so while the product can be tricky to navigate, employees understand that the information they need is available to them
- Speed of getting numbers into all the right hands
- Single delivery method for commission information
- Simple means for employees to track payments and tiers in self-service model
- Interface appears different on every use which compounds design issues
- Design of interface has room for improvement in terms of intuitiveness to reduce support overhead
- Lacks consolidation in reporting - can require multiple clicks to get breakdown of information
April 05, 2023
Very motivating and trustworthy!
We use CaptivateIQ to see our monthly commission, which deals have closed and when they closed. Along with the projection of our monthly quota. The total payout and how much we are getting paid out for each meeting we book. We also use it for reporting to our managers on monthly performance.
- Commission tracking
- Payout reviews
- Estimated payouts
- Bugs
- Staying up to date daily
- Sharing with co workers
April 04, 2023
Easy to use and maintain commissions toolset
CaptivateIQ is used to track sales commission and variable pay. It helps finance and sales properly track each account executives annual recurring revenue attained to date, per quarter, and per month tied to their target sales numbers. You are able to modify individual views in order to fit the needs of the end user and company.
- Easy to use
- Ability to modify views for different purposes
- Dashboards are very helpful to quickly find what is needed
- Previews of future quarters are sometimes inaccurate
- Occasional slowness in painting a page - waiting for data to load
April 04, 2023
Review by an End User
It gives us piece of mind that our commissions are going to be correct. We are able to see if any issues will arise before we get paid. This tool allows me to plan my house budget in advance by letting me know how much I expect in pay a few month from now.
- Secure to log on
- Simple interface
- Easy to navigate
- Site is slow sometimes
- Would like to see new features
- Would like to have ability to change input to see how much more money I would make if a deal closed
April 04, 2023
Sales Rep Review
To check commissions, very easy to use for a sale rep. I really enjoy the interface and how it enables me to quickly and easily see what it is that I need to look for regarding payments data from my sales job. I do not need to manually track my comissions and deals against % targets thanks to this easy to use software.
- Commissions tracking
- Equity tracking
- Paycheck tracking
- Easy to use
- Better than Xactly
- UI
- Integrate w/ ADP for more data
- Easy to use
- Better than Xactly
April 03, 2023
CaptivateIQ - sales commission transparency tool
We use this utility to manage and track our commission payouts.
It gives us a nice dashboard to be able to track how many sales we have made and what commission amount is associated with each sale.
There are nice graphical widgets that show how sales contribute to overall quota attainment.
My use case is as a user.
Our organization has been using this tool since I came onboard and I find it very helpful and useful.
Trying to track and calculate all of this information would be a big headache.
It gives us a nice dashboard to be able to track how many sales we have made and what commission amount is associated with each sale.
There are nice graphical widgets that show how sales contribute to overall quota attainment.
My use case is as a user.
Our organization has been using this tool since I came onboard and I find it very helpful and useful.
Trying to track and calculate all of this information would be a big headache.
- Detailed analysis of sales and how they break down into various commissions.
- Widgets that present information in various ways.
- Simple to navigate home page.
- Responsive design of payout page so more widgets can live side-by-side.
- More information presented on home page. Or replace "tasks" widget on home page with something else if there are no tasks.
- Maybe combine inquiries and reviews into a single page / tab since those appear to be logically related but currently live in separate pages.
March 31, 2023
Everyday User
I use it to make sure my reps are paid correctly. It gives my rep the ability to see what they are being paid on. As well as the ability to see accounts they received relief or exceptions on
- Commission breakdown
- Forecasting potential payout
- Finding errors
- The improvements I can think of are more on our end
- For what I use it for it's perfect right now
March 31, 2023
Great and Easy Tool To Use!
In my current position I use CaptivateIQ for our commission structure on tracking our monthly commission as an individual. This is simple for the Implementation Team here and I am pretty sure our Customer Success Team as well utilize CaptivateIQ for their commission as well.
- Internal Inquiries
- Tracking Data
- User Friendly
- Reporting capacities to pull yearly reports
- Maybe adapt to more of a statement systems to better understand monthly intake