No brainer for scaling sales organizations
November 11, 2021

No brainer for scaling sales organizations

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

Overall Satisfaction with CaptivateIQ

We use CaptivateIQ to manage commission plans for 8+ teams. As an individual contributor, I use CaptivateIQ to review my monthly payouts and ensure I am paid correctly. It is extremely user friendly and gives me complete confidence that my commission is accurate. Our finance team used Excel up until implementing CaptivateIQ, which created a number of difficult situations related to compensation. CaptivateIQ has solved most if not all of these issues.
  • By integrating directly with Salesforce, I can see payouts for each specific deal I have closed.
  • CaptivateIQ shows the waterfall of payouts and makes it much easier to understand our comp plan.
  • Captivate IQ has a seamless inquiry submission system, so I can solve any potential issues with my commission directly through the platform.
  • CaptivateIQ has room to improve in modeling potential payouts for a commission period
  • The filtering capabilities within your personal page are fairly limited
  • More custom fields
  • Comp plan management
  • Transparency for individual contributors
  • Salesforce integration
  • Our team was previously calculating all sales commissions in Excel. CaptivateIQ has single-handedly saved thousands of hours of manual work.
  • As a dynamic organization, CaptivateIQ makes it painless to adjust comp plans or create new ones for different teams.
  • Before CaptivateIQ, there was little to no transparency with ICs. Giving reps a place to review their commission has helped our sales org scale.
100x better than Excel. It is a no brainer if you have a sales team with more than one rep.

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Did CaptivateIQ live up to sales and marketing promises?

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Did implementation of CaptivateIQ go as expected?

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Salesforce Lightning Platform (formerly Salesforce App Cloud), Outreach,
CaptivateIQ is an excellent resource at month-end. Every time a commission statement is posted, I receive an email notification and log into my account where I can review my earnings. It is very easy to use and gives me confidence by clearly preventing the data pulled from Salesforce. I particularly enjoy being able to see commission for each individual deal and where accelerators kick in.

CaptivateIQ Feature Ratings

Sales compensation plan creation
Complex sales crediting
Not Rated
Sales compensation process automation
Incentive auditing/regulation compliance
Not Rated
Sales compensation dashboards & forecasting
Not Rated
Incentive modeling
Not Rated
Agile incentive strategy
Not Rated
ICM mobile visibility
Not Rated