Captivate IQ is a time saving easy solution
November 10, 2021

Captivate IQ is a time saving easy solution

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

My company is using Captivate IQ to calculate Sales commissions. It is being used by the HR and Finance departments for the benefit of the Sales department. It has simplified the process to calculate commissions. It has allowed us to review historical calculations and improve processing times compared to using Excel.
  • Excel like formulas
  • Tracks information in multiple tables
  • Allows statements for end users
  • Workflow approvals
  • The statements are not as flexible to use as they should be
  • The graphs on the statements are a little complicated
  • The graphs on the statements should allow for color scheme and visualization changes
  • Ease of Use
  • Statements
  • Historical Reporting
  • Faster commission processing
  • Historical reporting
  • Cleaner statements than Excel

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Captivate IQ is best for calculating complex sales commissions. It allows you to link data to Accounting and CRM sources. You can also link multiple worksheets together to store data and calculate commissions. All of this information can then be pulled into statements and reports. Workflows can be used for approvals. Historical reporting is a great feature so you can see YTD and prior years.

CaptivateIQ Feature Ratings

Sales compensation plan creation
Complex sales crediting
Sales compensation process automation
Incentive auditing/regulation compliance
Sales compensation dashboards & forecasting
Incentive modeling
Agile incentive strategy
ICM mobile visibility