Item: CaptivateIQ
Rating: 10
Author: Verified User

Overall Satisfaction with CaptivateIQ

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Simple, intuitive interface
Monthly reports. Simple liner showing commission, then quick access to full report and breakdown
Breakdown shows only relevant information.

Cons

Having a dashboard with the current payout and breakdown
information about quota/goals, if possible

Most Important Features

Showing monthly and yearly breakdowns of commission sources
Integration with salesforce (I assume) for information tracking

Return on Investment

Hard for me to say, I am just a user
Makes it easy for me to observe and audit my commissions

Alternatives Considered

CaptivateIQ

I don't have another reference, CaptivateIQ is the only tool I have used of its kind.

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?

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

Likelihood to Recommend

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

Comments

Please log in to join the conversation

CaptivateIQ Field Engineer Simple Use Case