Item: CaptivateIQ
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

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.

Pros and Cons

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

Most Important Features

Ease of Use
Statements
Historical Reporting

Return on Investment

Faster commission processing
Historical reporting
Cleaner statements than Excel

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

Other Software Used

NetSuite ERP, Salesforce Lightning Platform (formerly Salesforce App Cloud), Microsoft Excel

Likelihood to Recommend

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.

Captivate IQ is a time saving easy solution

Overall Satisfaction with CaptivateIQ