Great Tool for Our Commission Process
November 09, 2021

Great Tool for Our Commission Process

Jingsi Luo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

We use CaptivateIQ for our sales commission process. It is mainly used by the sales and the finance departments. The tools helps us more efficiently 1. Generate, sign and store commission plan agreement with our sales reps 2. Build the commission plan and calculate the commission for each pay period 3. Generate the commission statement for the sales reps 4. Accrual for commission expense
  • Generate the commission statement for the sales reps.
  • Accrual for commission expense
  • Generate, sign and store commission plan agreement with our sales reps
  • Build the commission plan and calculate the commission for each pay period
  • Make it easier to bring a field value to all the tabs on one plan file
  • When there is a formula error, maybe the tool could provide more help on it
  • Commission statement design
  • Commission plan and calculation
  • Commission statement
  • Plan Management
  • It is a great time saving for the commission calculation and commission statement process
  • It helps finance to calculate the commission expense accrual
  • It helps the sales department generate the commission plan agreement
We have one experienced user in our organization. Based on his experience in the previous company, he recommended the team implement CaptivateIQ as our commission calculation platform. After the first meeting with the CaptivateIQ team, we felt that the key features that CaptivateIQ truly met our company needs, such as the commission statement function.

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?

Yes

Did implementation of CaptivateIQ go as expected?

Yes

Would you buy CaptivateIQ again?

Yes

If your organization has various commission plans and you are struggling with the commission expense calculation, this is a good tool for you to start with. If you are looking for a tool that can help you generate a formal commission statement, but is not very costly, this is the right tool for you.

CaptivateIQ Feature Ratings

Sales compensation plan creation
9
Complex sales crediting
8
Sales compensation process automation
8
Sales compensation dashboards & forecasting
3
Incentive modeling
8