Item: CaptivateIQ
Rating: 9
Author: Verified User

Overall Satisfaction with CaptivateIQ

Use Cases and Deployment Scope

We're utilizing CaptivateIQ to calculate all commissions and utilize hold and release logic based on Salesforce milestone data. Our Finance and DevOps teams administer the software but our sales reps use the software to view statements and track current year progress.

Pros and Cons

Pros

Connects with Salesforce
Easy to customize
Great customer support

Cons

Statement design and customization for hold and release commissions

Most Important Features

Connection with Salesforce
Quota tracking

Return on Investment

Alternatives Considered

We've only ever used CaptivateIQ, and [I] don't know if there is a competitor who could meet our customer requirements.

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?

Yes

Did implementation of CaptivateIQ go as expected?

Yes

Would you buy CaptivateIQ again?

Yes

Likelihood to Recommend

CaptivateIQ is well suited for complex commission plans that rely on additional data to track hold and release logic based on separate data. The integration with Salesforce has worked great and has allowed us to put more emphasis on the importance of Salesforce, now that it directly impacts commissions.

CaptivateIQ Feature Ratings

Comments

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CaptivateIQ Review