Great tool!
July 11, 2022

Great tool!

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

Overall Satisfaction with CaptivateIQ

I was an SDR before my current company that uses CaptiveIQ and I was always struggling to understand how much I was getting paid per opportunity. It would take me months before I understood the breakdown because sometimes there are changes that are not always communicated. This solves that problem and helps create transparency between sales and finance. It also helps me understand how much I made for the year and how well I am doing month by month.

Pros

  • DocuSign documents pending (my comp plan changed to change in role)
  • Seeing comp plans in review before they are signed
  • Sends a notification once all is confirmed

Cons

  • Comp plan in review notification (SDR manager has signed but waiting for finance)
  • Transparency
  • Easy of use
  • N/A for me
Haven't used it

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

If you have a big SDR team and you would like to create more transparency with finance and sales, I think this is the perfect tool. It's also a great tool for the SDRs to have their comp plan saved for them to go back and review. It might not be suitable if you have very few SDRs or a generally small SDR org.

CaptivateIQ Feature Ratings

Sales ICM
8.5
Sales compensation plan creation
8
Complex sales crediting
9
Sales compensation process automation
9
Incentive auditing/regulation compliance
8
Sales compensation dashboards & forecasting
8
Incentive modeling
9

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