Item: CaptivateIQ
Rating: 8
Author: Nicci Ing

Use Cases and Deployment Scope

CaptivateIQ is being used by our commission team and sales reps globally. We manage all plans in this system and use the system to generate monthly statements and present to our CFO monthly.

Pros and Cons

manages multiple plans
monthly statement
monthly reporting

Mass communication via tool
SOX compliance/roles

Most Important Features

Administration of multiple plans
SOX compliance and approvals

Return on Investment

Automation via system vs. excel previously

Alternatives Considered

Microsoft Excel

Previously used Microsoft Excel for plan calculation and administration.

Key Insights

Do you think CaptivateIQ delivers good value for the price?

Yes

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

CaptivateIQ could improve in 2 areas: 1. Communication tool between company and sales reps. We would love to utilize this functionality for all communication to our reps, including mass messages to our teams. 2. SOX compliance and restricted roles within the system.

CaptivateIQ is Great

Overall Satisfaction with CaptivateIQ