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!

Anonymous | TrustRadius Reviewer
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.

Pros

  • 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!

Cons

  • 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

Harvest, Asana
We run commissions for a small team of 10 and noticed a huge relief when implementing CaptivateIQ. We also pay on invoiced revenue with several accounts owners, being able to break out commission percentages using the built in formulas has been a breeze. I think any company that pays commissions could benefit from the implementation of CaptivateIQ. Even with 5 people, the program would have saved hours of time.

CaptivateIQ Feature Ratings

Sales ICM
10.0
Sales compensation plan creation
10
Complex sales crediting
Not Rated
Sales compensation process automation
10
Incentive auditing/regulation compliance
Not Rated
Sales compensation dashboards & forecasting
10
Incentive modeling
Not Rated
Agile incentive strategy
Not Rated
ICM mobile visibility
Not Rated

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