Great, but can always improve
July 01, 2022

Great, but can always improve

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

Overall Satisfaction with CaptivateIQ

Mostly I use CaptivateIQ to calculate commissions for all of our sales reps. We use the CaptivateIQ software to dump data in and have the software spit out a current payout calculation for all of the reps. We also use CaptivateIQ as a visual aid for all of the sales reps. We have tailored the commission statements to show all necessary deal data.
  • Calculate payouts
  • Handle inquiries
  • Visualize commission statements
  • Ad hoc reporting for standings of sales reps
  • Joining/union of deal data tabs in the commission workbook is confusing at times
  • Only being able to add/delete one column at a time is annoying
  • Payouts
  • Statements
  • Inquiries
  • Time saving
  • Accuracy
  • Reference point for reps
I have not seen other products. That was conducted before I was hired.

Do you think CaptivateIQ delivers good value for the price?

Not sure

Are you happy with CaptivateIQ's feature set?


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?

I wasn't involved with the implementation phase

Would you buy CaptivateIQ again?


CaptivateIQ is well suited for the various monthly and quarterly payouts that need to be calculated regularly. This takes a lot of the manual process out and saves a lot of time for me. We conduct reporting on reps and how much quota they have retired on a monthly basis as well. I have not been able to do this in CaptivateIQ yet.

CaptivateIQ Feature Ratings

Sales compensation plan creation
Complex sales crediting
Sales compensation process automation
Incentive auditing/regulation compliance