CaptivateIQ Commissions
December 29, 2023

CaptivateIQ Commissions

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

Sales Compensation. We used to use Excel to calculate commissions but with dozens of commission plans and multitudes of variations of those plans and ramp plans, etc., it just made sense to move to a commission system. We wanted it to pull directly from our CRM and output to our ERP. It's only been a couple of months but there has just been a lot of good feedback and they especially love the commission report that is available to them.
  • Pull data from CRM
  • Export to ERP
  • Commission Reports
  • Easier to input new templates
  • Fewer complexities so that we don't need a consulting partner
  • Better mobile experience
  • Pull from CRM
  • Export to ERP
  • Commission templates
  • It caused the commission team to quit during the implementation
  • Makes verifying commission easier to reduce time spent on disputes
  • Allow for quick reporting
It works as expected and made commission a lot easier than we had it with an Excel worksheet. We are able to connect to our CRM and able to have an easily accessible dashboard and report for users to determine what their commission looks like at any point, which has been a huge win for the sales team.

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

This is way better than having Excel sheets that take a while to complete and having to have constant discussions on what is correct and incorrect. This system allows users to make disputes within the system and can be handled within the system rather than through email. So it is all trackable and reportable.

CaptivateIQ Feature Ratings

Sales compensation plan creation
9
Complex sales crediting
9
Sales compensation process automation
9
Incentive auditing/regulation compliance
7
Sales compensation dashboards & forecasting
8
Incentive modeling
6
Agile incentive strategy
6
ICM mobile visibility
7