Item: CaptivateIQ
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use CaptivateIQ as a simple way of calculating and displaying sales figures without waiting for a manual report. It's great to track commissions throughout the month without having to do any math on my own.

Pros and Cons

Payout Tracking
Preview of commissions throughout the month
The confetti is a nice touch.

The format of detailed numbers feels messy and difficult to read. I have to scroll back and forth, which is not ideal.
It would be nice to receive notifications when new numbers are available.
Mobile access

Most Important Features

Preview Statements
Ability to export my numbers
Quota tracking

Return on Investment

I am happier having this automated process
Preview Statements and quota tracking eases some anxiety
Mobile access would be appreciated

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

Other Software Used

Zoom, Salesforce Lightning Platform (formerly Salesforce App Cloud), Clari

Likelihood to Recommend

It allows me to keep track of my earnings as the month progresses. I am also able to track my quota as well. Previewing the current month's statement is useful so I can have an idea of what I have closed and how much I will be receiving on my payout.

Captivating Application

Overall Satisfaction with CaptivateIQ