Item: CaptivateIQ
Rating: 9
Author: Trenton Shannon

Overall Satisfaction with CaptivateIQ

Use Cases and Deployment Scope

Creates and automates simplified plans with minimal oversight. New plan set up is very technical but follows simple common logic. Currently, we have 5-6 different comp plans and CaptivateIQ keeps in all in one place and manages the plans with automatic refreshes from our data sources.

Pros and Cons

Pros

Provides meaningful information to plan participants
Ability to manually override data without having to change the original data source
Plan set up can be adjusted to how your team works and there isn't a set way to build. Very adjustable

Cons

Reporting and Dashboarding isn't very intuitive

Return on Investment

Improved productivity on plan management and payouts
Rep visibility in commissions improved

Support Rating

CSM was always responsive and enjoyed working with the solutions team

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

Likelihood to Recommend

Data on commissionable activities has to be clean and centrally located. If the comp plan isn't consistent across team, it may not make sense to do this since there would have to be multiple plans with different structures and the upkeep could be a lot for individuals.

CaptivateIQ Feature Ratings

Comments

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