Fantastic value, optimized to grow with large salesforces, HAPPY REPS
June 29, 2022

Fantastic value, optimized to grow with large salesforces, HAPPY REPS

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

Overall Satisfaction with CaptivateIQ

We use CaptivateIQ to calculate commissions for several different plans across several different roles in order to save astronomical amounts of time for our commission admins.
  • Managing commission plans and overrides en masse
  • Flexibility on how commission statements can appear to the end user
  • You can learn the system with less time investment than other platforms because it uses a language that is familiar to most of the addressable market
  • Handling one-off adjustments can be time-consuming because of the way the data flows from workbooks, to calc workbooks, to statements
  • Overrides are optimized for mass management; I would love the ability to address one-offs more quickly than loading overrides to data workbooks
  • I wish reprocessing of statements already published was a less cumbersome process
  • I want reps to have a more intuitive path to previewing their unpublished statements with fewer clicks required
  • Statement Designer
  • Plan Management
  • Push Notifications when publishing statements (increased adoption)
  • Inquiries - records of commission disputes
  • Massive time savings when processing commissions for our core plans (80%-90% of our commissionable employees)
We selected CaptivateIQ because we were in a time-sensitive situation of needing to transition commission plan management quickly, and we needed a system that used a language we were already familiar with.

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CaptivateIQ works best when you have A LOT to do and not a lot of time to do it. Handling tons of adjustments, loading clawback records, etc., is a breeze. Digging into an inquiry for one single person's commission statement is more cumbersome than I would hope. Load times, backtracking through the data to the source, etc.

CaptivateIQ Feature Ratings

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