Item: CaptivateIQ
Rating: 6
Author: Verified User

Use Cases and Deployment Scope

I process commissions for the GTM org in the company. This is meant to be an alternate method of processing commissions rather than excel.

Pros and Cons

The product interface is great. The statement design is aesthetic to review.
I do like how it integrates directly with Salesforce.
I do also like the reviewer process that the system provides.

The support team are hardly responsive, especially the architects.
The commission plans are also very hard to clone year over year and it really requires someone a significant time investment to ensure that the commission plans are set up correctly.
I also hate how you cant export all the payrolls at once.

Return on Investment

It allows users to maintain a monthly statement to know and understand their payout
The tool is not flexible for any changes in comp plans that occur throughout the year
Signficant time consumption in auditing comp plan calculations as they do not trace formulas.

Support Rating

Our CSM is very responsive and supportive from her capacity. The actual technical support team is very difficult to reach, and not always helpful.

We've completely phased out two of the comp plans from CaptivateIQ to Excel. Excel is a lot more flexible for any changes that occur throughout the year. The one downside is that it does not offer as much automation that CIQ does, since CIQ is synced to salesforce directly.

Key Insights

Do you think CaptivateIQ delivers good value for the price?

Are you happy with CaptivateIQ's feature set?

Did CaptivateIQ live up to sales and marketing promises?

Did implementation of CaptivateIQ go as expected?

Would you buy CaptivateIQ again?

Other Software Used

Asana, DocuSign, BambooHR

Likelihood to Recommend

If you have commission plans that have minimal changes year over year, this is a great software. The calculations are accurate and the interface from the user's perspective is very aesthetic. However, my primary concern about this is that if your company re-evaluates its compensation plan each year based on business needs, the commission plans are very difficult and time-consuming to create each year. It requires significant amount of time to implement the plans, and the support team from CaptivateIQ are very slow to respond.

Aesthetic tool, but requires significant time investment and support

Overall Satisfaction with CaptivateIQ