CaptivateIQ has captured my attention to raise my IQ!
November 13, 2021

CaptivateIQ has captured my attention to raise my IQ!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

Our company uses this software to calculate incentives and track sales. Mainly used in our finance department to maintain and administer. It has been very useful for the salespeople to view their compensation and sales in a more user-friendly environment. This program has also been helpful in reporting financials and implementing payouts.
  • Brings data together to create reports and statements for various departments.
  • Easy in importing and exporting data for other program uses.
  • Keeps us updated with new products.
  • More streamlined processes for making new additions to comp plans.
  • Inquiry modular for the sales people to communicate issues.
  • More updates to the statements to make them easier to ready.
  • The ability to add our comp plans to software for calculations.
  • Uploading our sales data easily from our other sales software system.
  • Creating statements for the sales people to review their sales and compensation.
  • Effective time management.
  • Incentive calculations are faster and more accurate.
  • Better link between sales software and CaptiveIQ.
I was reviewing Xactly at a previous job and now my current job is using CaptivateIQ. It is so much easier to use than the manual process I was doing before. It has made my job of calculating the commissions a breeze, whereas I can commit my time to analyzing more.

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The program pays attention when something is not entered or is being processed incorrectly in regards to importing data, processing a report, or when something may be typed inaccurately for that particular field. It will also let you know in the Jobs window if a report that was generated has errors, and will tell you what those errors are before processing the report. That is very helpful so that you can go back and fix the error.

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