CaptivateIQ review
July 14, 2022

CaptivateIQ review

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

Overall Satisfaction with CaptivateIQ

We use CaptivateIQ to manage calculating commissions and issuing monthly statements to members of the sales team. The tool helps cut down on manual work in Excel calculating compensation and helps increase visibility for reps. It also allows for 1 central place for all things commission, as opposed to several disconnected excel sheets.
  • Flexibility - they do not have a rigid structure so you can build out what you need for your compensation plans
  • Constantly improving - They continue to roll out new features, or improve on current features.
  • SalesForce integration - is very simple, and easy to use.
  • The reporting is complex and time-consuming to get what you need.
  • If you have several compensation plans, it can be time-consuming to make an update on each one. I wish there was a way to update several plans at once.
  • Sending Statements to employees
  • Salesforce integration
  • Positive impact: CaptivateIQ has decreased the amount of time spent on calculating commission and responding to rep questions
CaptivateIQ is far better than Xactly. It is more user-friendly, has a better UI, and allows a lot more customization. The customer support at CaptivateIQ is also more friendly and knowledgeable.

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?

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

CaptivateIQ is well suited for companies that have a dedicated resource that can manage the platform. Building new commission plans can be time-consuming, and if you do not have the resources to devote to the tool you will not be using it to its fullest extent.

CaptivateIQ Feature Ratings

Sales compensation plan creation
10
Complex sales crediting
10
Sales compensation process automation
10
Incentive auditing/regulation compliance
8
Sales compensation dashboards & forecasting
6
Incentive modeling
8
Agile incentive strategy
9
ICM mobile visibility
8