Item: CaptivateIQ
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

CaptivateIQ is supporting our organization in managing and tracking the compensation component linked to sales results. It provides regular communications and access to monthly statements as well as dashboards where it is possible to visualize the performance against the targets and the actual payment received for the specific fiscal year of reference.

Pros and Cons

Inform you on how you are tracking against your targets.
Provides the opportunity to interact with the sales plan administrators.
Regularly notify you on the upcoming commissions payments.

I would like to see "Download" opportunities for specific data in different formats like csv or pdf.

Most Important Features

Monthly payment statement.
Plan acceptance task.
Achievement tracking dashboard.

Return on Investment

Saved around 40% of the time in searching for data.
Provides out of the box capability in terms of auditing and governance requirements.
Decrease direct interaction needs with the payroll team on the sales plan management.

Key Insights

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

Other Software Used

Gong, Sapling, Showpad Content

Likelihood to Recommend

It is a fantastic tool to manage your commission plan. It provides functionalities to communicate the sales plan and its modification and to manage the approval and agreements between the organization and the contributor. Giving, at the same time, the opportunity to interact with any question or clarification needs that may arise during the execution of the plan.

Modern Sales Commission Management

Overall Satisfaction with CaptivateIQ