Item: CaptivateIQ
Rating: 9
Author: Adriel Argote, CPA

Overall Satisfaction with CaptivateIQ

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

New Statement Presentation
UI and tools to build logic
Great support during implementation and after

Cons

Dynamic links to the source record would be nice.
Dashboard management
Transitioning from implementation team to Go Live Support

Most Important Features

Preview Statements

Return on Investment

The sales team loves it and accounting does as well.

Alternatives Considered

Spiff and Exactly.com

Big evaluation completed at the time of signing. Pricing was a leading factor.

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?

Yes

Did implementation of CaptivateIQ go as expected?

Yes

Would you buy CaptivateIQ again?

Yes

Likelihood to Recommend

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

Comments

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