No more Excel :)
November 09, 2021

No more Excel :)

Adriel Argote, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

We use it to produce monthly commission statements for Sales and Leadership teams. CaptivateIQ aids in commission reporting with regard to accuracy, timeliness, and transparency. A big problem we had was a sales rep's visibility into their possible earnings for the month. The sales team now has the ability to project their earnings from commissions. The data is updated on a daily basis before the monthly finalized statement is issued.
  • New Statement Presentation
  • UI and tools to build logic
  • Great support during implementation and after
  • Dynamic links to the source record would be nice.
  • Dashboard management
  • Transitioning from implementation team to Go Live Support
  • Preview Statements
  • The sales team loves it and accounting does as well.
Big evaluation completed at the time of signing. Pricing was a leading factor.

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CaptivateIQ is well suited for an organization that intends to adopt and maintain "large" company policies. Any deviation to certain processes needs consideration toward the logic built for commission reporting. Changes can be made but you want to be sure to maintain data integrity and reporting accuracy.

CaptivateIQ Feature Ratings

Sales compensation plan creation
Complex sales crediting
Not Rated
Sales compensation process automation
Incentive auditing/regulation compliance
Sales compensation dashboards & forecasting
Agile incentive strategy
ICM mobile visibility
Not Rated