Item: CaptivateIQ
Rating: 8
Author: Verified User

Overall Satisfaction with CaptivateIQ

Use Cases and Deployment Scope

CaptivateIQ is currently being used to store all of our monthly sales commission calculations and payouts. Finance and sales operations uses it to load employees and close the month when it comes to payouts and the sales team uses it to see past commission reports. It is solving the manual calculations we'd need to do offline by linking to our closed deals in salesforce.

Pros and Cons

Pros

Auto linking to SFDC
Flexibility to add spiff payouts
Workflow with integrating into docusign for sending commission plans to new hires

Cons

General user interface and flow: I find that it takes consistent use to get comfortable in the system. I am still trying to get more sales ops users comfortable in there but it is mostly me right now
Changes throughout the year (tracking timing changes).

Most Important Features

Auto commission calcs
Docusign integration

Return on Investment

Time savings on monthly close and calculations

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?

I wasn't involved with the selection/purchase process

Did implementation of CaptivateIQ go as expected?

I wasn't involved with the implementation phase

Would you buy CaptivateIQ again?

Yes

Likelihood to Recommend

I think CaptivateIQ works really well if you have a consistent sales comp plan that doesn't change (changes can be slightly complicated). CaptivateIQ is really good also for hierarchies to make rollups a much easier process than doing I manually.

CaptivateIQ Feature Ratings

Comments

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CaptivateIQ Review