CaptivateIQ Field Engineer Simple Use Case
November 08, 2021

CaptivateIQ Field Engineer Simple Use Case

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

At least it's used by Sales to visualize and create commissions reports.
Sales staff need a clear concise view to observe and contest if needed their commission sources.
More CRM tools like Salesforce can be used to determine this information but aren'T built for this purpose, especially taking into account specific commission rates. It's more like a HR software.
  • Simple, intuitive interface
  • Monthly reports. Simple liner showing commission, then quick access to full report and breakdown
  • Breakdown shows only relevant information.
  • Having a dashboard with the current payout and breakdown
  • information about quota/goals, if possible
  • Showing monthly and yearly breakdowns of commission sources
  • Integration with salesforce (I assume) for information tracking
  • Hard for me to say, I am just a user
  • Makes it easy for me to observe and audit my commissions
  • CaptivateIQ
I don't have another reference, CaptivateIQ is the only tool I have used of its kind.

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?

I wasn't involved with the selection/purchase process

Did implementation of CaptivateIQ go as expected?

I wasn't involved with the implementation phase

Would you buy CaptivateIQ again?

Yes

My use case is checking my payouts each month and seeing a straightforward breakdown of the accounts and information of where the payout total came from. I don't use it for any sort of management or administration, nor for reviews. If I was a Sales Manager I would likely have more valuable feedback, but for what I use it for, it is pretty much perfect. Simple to use, information is obvious, it's not complicated.

CaptivateIQ Feature Ratings

Not Rated
Sales compensation plan creation
Not Rated
Complex sales crediting
Not Rated
Sales compensation process automation
Not Rated
Incentive auditing/regulation compliance
Not Rated
ICM mobile visibility
Not Rated