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Flexible and intuitive platform that enables admins to understand and manage on their own
Updated February 27, 2023

Flexible and intuitive platform that enables admins to understand and manage on their own

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

Overall Satisfaction with CaptivateIQ

We use the platform for commission purposes. We make all the calculations within the platform and then release monthly statements for the reps to check. We have useful reports that are sent to the management level every month.
  • It's flexible and intuitive
  • It has a great connection to SFDC
  • It has a great UX/UI experience
  • New dashboards
  • Better processing statements
  • Their connection to SFDC
  • Their flexible plans
  • It helped create more transparency
  • It helped avoid miscalculations
CaptivateIQ is much more flexible and intuitive. You don't depend on a vendor to make changes.

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

That I can understand every single calculation and plan, when I need to do urgent modifications to the plans, I can do it myself, and I don't always need an experienced vendor. I need better dashboards, visualizations, and user experience that the reps can use to better understand their plain numbers. Also, managers need to have better views to analyze their teams

CaptivateIQ Feature Ratings

Sales ICM
7.9
Sales compensation plan creation
10
Complex sales crediting
10
Sales compensation process automation
10
Incentive auditing/regulation compliance
9
Sales compensation dashboards & forecasting
2
Incentive modeling
9
Agile incentive strategy
9
ICM mobile visibility
4

Using CaptivateIQ

100 - sales
1 - commissions analyst
  • commission statements
  • dashboards
  • commission checks
  • better statement designs
  • dashboards
  • commission letters
  • managers' dashboards
because CIQ has been a great solution to our commission systems and we're confident we can improve the features we use for the future. We want to continue improving the statements and the plans in the platform

Evaluating CaptivateIQ and Competitors

Yes
  • Product Features
  • Product Usability
we needed a flexible platform like CIQ and also an easy implementation since we didn't have a lot of time to implement
we don't regret adopting CIQ, the opposite

CaptivateIQ Implementation

I worked with a vendor to implement. CIQ support was very good. The implementation was very fast, particularly compared to other platforms
  • Third-party professional services
  • it was difficult to check hierarchies
  • we didn't manage to implement clawbacks

CaptivateIQ Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support cares about my success
Quick Initial Response
None
yes
once I have a problem of reps seeing plans that shouldn't be published to them. I contacted the support team and they immediately got back to me with the exact answer that I needed. They explained how to access to platform and what to choose in order to fix it simply and efficiently. They helped me do it and they were interested in knowing if the problem was fixed

Using CaptivateIQ

it is flexible, easy to use for admins, user friendly for sales reps and managers
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • code writing
  • data connections
  • unions and joins
  • dashboards