Effortless and modern tool
August 24, 2022
Effortless and modern tool
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with CaptivateIQ
My department has rather complex compensation plans. In the past, we used to manage all these commission statements through Microsoft Excel sheets. It was hard to create transparency for reps in terms of how their commission statement comes together. Besides, it was a hassle gathering the correct data from our CRM and having every manager confirm the final numbers on a monthly basis. The previous way of doing it was prone to errors. Using CaptivateIQ today, I can review the statements with accurate data pulled directly from our CRM. I can see previous months, overall team performance, but I can even get an overview on individual level.
- User Interface
- Routing/Assignment to individual Reps
- Overview Commission Statements on Team and Individual Level
- SPIFF calculations (Possibly already a feature & we just haven't enabled it)
- Approval matrix
- Overview on individual level
- Overview on team level
- Integration with CRM
- Time saving
- Elimination of clerical errors
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