Great Commissions Tool
November 13, 2021

Great Commissions Tool

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

Overall Satisfaction with CaptivateIQ

CapitivateIQ is used to manage the compensation and commission packages for the Sales team. The data is being pulled in from Salesforce and fed into their tool to produce reports for both the finance team and the sales team. The finance team uses the data to manage the actual money paid out to the sales team. The sales team is using the product to see what their compensation is and for transparency. Some of the benefits of using CaptivateIQ are increased transparency for the sales team through their own logins to the tool as well as increased data collection and data cleanliness once the data is processed.
  • Salesforce Data Integration.
  • Commissions.
  • Dashboards.
  • Custom Reporting.
  • Commission Plan Model Creation Needs A/B Testing.
  • User Management Can Be Awkward.
  • Commission Plan Management.
  • Salesforce Integration.
  • Dashboards.
  • Return on Investment.
  • Increased Transparency.
  • Ease of Use.
  • Xactly Commission Expense Accounting (CEA)
We moved from Xactly to CaptivateIQ and could not be happier. Xactly was a bolt-on solution to put the data in Salesforce and it was very clunky and often did not work correctly. CaptivateIQ lets the users see their data in almost real-time and has increased transparency with the sales team.

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Are you happy with CaptivateIQ's feature set?


Did CaptivateIQ live up to sales and marketing promises?


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CaptivateIQ is well suited to pulling in data from Salesforce and then modeling that data and then providing that modeled data to the sales team for incentive transparency. Once the tool is set up correctly it is almost set it and forget it, but it does need an administrator looking over it to see data is flowing in and being processed correctly. We do not use the tool to store long-term data. We pull the data into our data warehouse using their new API.

CaptivateIQ Feature Ratings

Sales compensation plan creation
Complex sales crediting
Sales compensation process automation
Incentive auditing/regulation compliance
Sales compensation dashboards & forecasting
Incentive modeling
Agile incentive strategy
ICM mobile visibility

Using CaptivateIQ

65 - The finance team manages the compensation and the sales team views and tracks their compensation.
2 - We have 1 person who manages the data import from Salesforce and 1 person who manages the compensation model creation and questions.
  • Salesforce Integration
  • Compensation Model Creation