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.
Recent Reviews
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%
Reviewer Pros & Cons
Pricing
N/A
Unavailable
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.
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttp://www.captivateiq.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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).
Comparisons
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Reviews and Ratings
(476)Attribute Ratings
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
October 17, 2023
CaptivateIQ review
I use CaptivateIQ to view and approve my QMCs and bonus payouts each month
- Organization
- Clarity
- Reporting
- Walkthrough for how to use the what If tool
100%
10.0
- Great trust alignment with myself and my manager for understanding where I stand each month
- Accurate reporting of my payout each month
150
rev ops & sales
Technical proficiency - Rev ops supports captivateIQ
- Quota Tracking
- Quota Approval
- Reporting
- Reporting/Tracking of QMC's
- I am not sure what other functions we could utilize
Not Sure
- Other
I did not purchase this software
I had no decision in the purchase of this software
- Don't know
- unsure
No
I have never contacted support
- quota approvals
- Nothing
February 28, 2023
CaptivateIQ checks all the boxes
Score 10 out of 10
Vetted Review
Verified User
We use CIQ to automate and streamline all our compensation workstreams. Prior to CIQ, all calculations were performed with excel, which can led to entry/calc errors. I have seen less errors, and the real time visibility it gives to my reps has been a huge plus.
- Initial setup and integration went very smooth
- Reporting and dashboards are clean and nice
- Automation and visibility
- Direct plugin for Salesforce
- Accuracy
- Reporting
- Cleanliness
100%
10.0
- Trust in team
- Reduced time to calculate comp
- Improved comp design and decision making
- Exactly.com and Spiff
We reviewed and demoed other vendors and CIQ was the best fit for our company. They really stood out against the other platforms.
- Monthly Statements
- Calculations
- Inquiries
- Payout Reviews
- Reporting Models
- Complex dashboards
February 27, 2023
Flexible and intuitive platform that enables admins to understand and manage on their own
We use the platform for commission purposes. We make all the calculations within the platform and then release monthly statements for the reps to check. We have useful reports that are sent to the management level every month.
- It's flexible and intuitive
- It has a great connection to SFDC
- It has a great UX/UI experience
- New dashboards
- Better processing statements
- Their connection to SFDC
- Their flexible plans
78.75%
7.9
- It helped create more transparency
- It helped avoid miscalculations
CaptivateIQ is much more flexible and intuitive. You don't depend on a vendor to make changes.
100
sales
1
commissions analyst
- commission statements
- dashboards
- commission checks
- better statement designs
- dashboards
- commission letters
- managers' dashboards
Yes
- Product Features
- Product Usability
we needed a flexible platform like CIQ and also an easy implementation since we didn't have a lot of time to implement
we don't regret adopting CIQ, the opposite
- Third-party professional services
- it was difficult to check hierarchies
- we didn't manage to implement clawbacks
yes
No
once I have a problem of reps seeing plans that shouldn't be published to them. I contacted the support team and they immediately got back to me with the exact answer that I needed. They explained how to access to platform and what to choose in order to fix it simply and efficiently. They helped me do it and they were interested in knowing if the problem was fixed
- code writing
- data connections
- unions and joins
- dashboards
November 09, 2021
CaptivateIQ is the complete package for sales compensation
CaptivateIQ is being used for our commissions automation. It has helped speed up our process and understand exactly how healthy our plans are. The main problem we were trying to solve was to find a software where reps could clearly see how they were being compensated along with a way to audit approvals. CaptivateIQ has helped us accomplish those problems.
- Customisable plans
- Piece of mind that payouts are correct
- Automaton and scalability for adding sales reps
- Reporting of plans to understand better how well teams are being paid vs performance.
- User management could be improved to assign them to a plan
- Sand box capability
- A way to create a calculator based off plan details
- Custom plans
- Custom reports
- Approval process that is easy to follow
- Docusign integration that allows users to view their comp agreements
98.75%
9.9
- Better insight to comp to budget health
- Avoiding payout mistakes
- Quick turnaround to allow reps to see their payouts quicker and knowing they are correct
When we were choosing a commission software we looked at a few different options and we landed on CIQ for a few different reasons. 1) was the custom plan creation that was similar to excel. Second was that they were able to give is a reporting that helped with ASC606. Third was price and the future roll out of new features like docusign integrations and reporting/dashboards. The competition had some of the features but none were as complete as CIQ.
130
Mostly sales reps and their managers
2
It is our payroll analyst and myself a revenue ops analyst that maintain and support everyone else in the company
- Comp staments
- Comp agreements
- Reporting
- Better understanding of comp health
- Inquiry management allows us to see what the most common errors or misses are
- We have found it to be helpful in understanding better what makes our reps tick.
- More understanding of plans
Yes
Sort of we were using excel and email to do what CIQ does. It has been the best decision to move to a real system that tracks everything and keeps it in a secure place
- Price
- Product Features
- Product Usability
The price is obviously a big deal but really the biggest reason was for piece of mind and automation
I wouldn't change much I think we nailed it as far as knowing what we needed and that it was going to solve those problems. We looked at others and honestly the for the price it doesn't get much better than what they have to offer.
We didn't, I also don't believe that was offered.
Yes
It was resolved same day. Most of the issues were fixed in less than an hour.
In the beginning right after we implemented the product we were dumping a ton of data into the system to the point where I got a weird error. Not sure what I did to break it but it was something on the back end that I couldn't fix. The team at CIQ noticed the error before I even submitted a ticket. It wasn't long after they fixed the bug and I was able to continue uploading data
- Statement design
- Plan management
- Approval process
- Report creation
- Salesforce SOQL integration
- Joining data within the plan
Yes
Sort of has a mobile interface, I login on my phone through the browser all the time to review inquiries but that is about it. I wouldn't suggest trying to write a plan on the phone.
Like most companies they charge on a user base. So the price per user was negotiable and even the implementation cost they were flexible on. I think this is mostly because of the number of reps we were signing on with.
It helps to know what products you think you will use also having an understanding of what your end goal with the product is. They can solve for a lot but they are still learning. They are honest in the sense that they will tell you if they can meet your demands or not