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
Do you think CaptivateIQ delivers good value for the price?
Are you happy with CaptivateIQ's feature set?
Did CaptivateIQ live up to sales and marketing promises?
Did implementation of CaptivateIQ go as expected?
Would you buy CaptivateIQ again?
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.