Captivate has saved us time and is loved by our sales team!
November 11, 2021
Captivate has saved us time and is loved by our sales team!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with CaptivateIQ
Our team uses CaptivateIQ to calculate and track commissions for 4 different types of plans across two departments. CaptivateIQ has allowed us to take our tracking out of spreadsheets and into a streamlined and easy to interpret report. I used to spend hours creating spreadsheets and customizing formulas. Once we added additional tiers to our plans, I knew we needed to find a different solution. We have been able to set up our customized plans and easily add new team members using the hierarchy feature. CaptivateIQ has saved us time and given our team insight to their progress down to the deal level.
- Implementation team is hands on and helps streamline complicated plans.
- The support and knowledge center has a ton of info if you are facing a problem
- Being able to easily add people to reporting lines has made it easier on our team
- Captivate is always updating the program with new features!
- I am not a formula person, so the learning the program took a bit of time for me. Once it was set up, it's easy to follow. I do need to reach out if we have big changes and the team is there to help.
- Visibility for leaders to see performance of team
- Customizable plans and dashboards
- Ability for payees to comment in the program if there are issues
- Snapshot of historical data and future booking estimates
- Exporting to excel
- Less errors using built in formulas
- Time saved by having clear dashboards in an easy to read format for the team
- Place to track all historical data for quick access
- People love the confetti when they open their reports!
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