Item: CaptivateIQ
Rating: 8
Author: Verified User

Overall Satisfaction with CaptivateIQ

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Calculate payouts
Handle inquiries
Visualize commission statements

Cons

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

Most Important Features

Payouts
Statements
Inquiries

Return on Investment

Time saving
Accuracy
Reference point for reps

Alternatives Considered

I have not seen other products. That was conducted before I was hired.

Key Insights

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?

I wasn't involved with the implementation phase

Would you buy CaptivateIQ again?

Yes

Likelihood to Recommend

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

Comments

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Great, but can always improve