CaptivateIQ - Great Product!
November 17, 2021

CaptivateIQ - Great Product!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

CaptivateIQ is being used to calculate complex commissions of sales made daily but paid quarterly. CapticateIQ is being used by only one department - as administrators, uploading sales transactions and payment details monthly, changing monthly quotas as the commission rates for different Sales Representatives. Most sales representatives will have access when commissions are published.
  • uploading of data - transactions and payments
  • tying all of the uploaded data together and calculating commissions
  • Statements are awesome, you can show as little or as much detail you prefer
  • Ability to change quotas and/or rates on the fly
  • Can really think of any improvements, maybe when you process payments you can remain on the process screen if there is an error
  • Ease of uploading spreadsheets with data
  • help is just a call or email away
  • Quality results of the product
  • Did I mention the Statements? :)
  • This is the first year using the product so I can't really say
Managing our commissions in excel is a grueling process - lots of room for error, but not with Captivate.

Do you think CaptivateIQ delivers good value for the price?

Not sure

Are you happy with CaptivateIQ's feature set?

Yes

Did CaptivateIQ live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of CaptivateIQ go as expected?

Yes

Would you buy CaptivateIQ again?

Yes

CaptivateIQ is very well suited for our business needs. We have multiple sales representatives and they can be handled individually based on the rates and quotas that change quite a lot, as our commission plan is quite complex.

CaptivateIQ Feature Ratings

Sales compensation plan creation
5
Complex sales crediting
4
Sales compensation process automation
8
Incentive auditing/regulation compliance
7
Sales compensation dashboards & forecasting
5
Incentive modeling
4
Agile incentive strategy
4
ICM mobile visibility
4