No more Excel :)
November 09, 2021
No more Excel :)
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.
- Spiff and Exactly.com
Big evaluation completed at the time of signing. Pricing was a leading factor.
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