Item: CaptivateIQ
Rating: 8
Author: Travis Strickland ☁

Use Cases and Deployment Scope

CaptivateIQ is being used across the entire organization to recognize and display commissions. RevOps is the primary owner of it and then all commissioned employees access it to view their current On Target Earnings.

Pros and Cons

Quickly review payouts
Start an inquiry if you have a question
Understand overall commission plan management

More auto generated KPI's would be nice (ex. biggest deal etc.)
More sorting features in the statement itself so you can play around with different views

Most Important Features

Inqueries
Statements
Plan Management

Return on Investment

RevOps spends less time actually managing the delivery of statements
Users spend less time having to ask questions and/or try to understand what is being paid to them

Alternatives Considered

Xactly Commission Expense Accounting (CEA)

CaptivateIQ was much easier to use than Xactly.

Key Insights

Do you think CaptivateIQ delivers good value for the price?

Not sure

Are you happy with CaptivateIQ's feature set?

Yes

Did CaptivateIQ live up to sales and marketing promises?

Yes

Did implementation of CaptivateIQ go as expected?

I wasn't involved with the implementation phase

Would you buy CaptivateIQ again?

Yes

Other Software Used

Amplitude Analytics, Slack, Zoom

Likelihood to Recommend

Insofar as sharing the information around commissions, I don't see a scenario where CaptivateIQ wouldn't be suited. It is a very straightforward and easy tool to utilize and allows all commissioned employees to quickly come in and understand their monthly/quarterly payouts as it pertains to the companies performance.

Great Commission Payment Tool

Overall Satisfaction with CaptivateIQ