Item: CaptivateIQ
Rating: 8
Author: Rashad Nilamdeen

Use Cases and Deployment Scope

CaptivateIQ serves as the backbone of our sales compensation system. It allows us to create and manage complex compensation plans tailored to our unique sales processes at MaintainX. One of the main benefits is the ability to seamlessly integrate with Salesforce to pull our data into our CaptivateIQ instance, which being able to control and filter the inflow of data via SOQL query, while simultaneously applying formulas at the point of entry, which is crucial to us in our use case.

Pros and Cons

Salesforce integration
Custom Reporting and Analytics
Straightforward UI

Loading times
Lack of Offline Access
UI customization

Return on Investment

Large improvement in team operational efficiency
Large improvement in compensation transparency

Support Rating

We used support during our initial setup regarding statment errors. They were quick and concise to respond and help us solve our issues regarding this. They also directed us to the office hours that enabled us to learn of new features and upcoming announcements.

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?

Yes

Did implementation of CaptivateIQ go as expected?

Yes

Would you buy CaptivateIQ again?

Yes

Likelihood to Recommend

It is very well suited to users who are well versed in PowerBI or Excel and are comfortable using Array formulas. It is quite agile to set up a comprehensive commissions system. It is not suitable for users who are not comfortable with spreadsheets/ formulas, or without the ability to maintain or reconfigure systems of this nature. A good understanding of database structures would also be a big help.

Empowering Flexibility: Transforming Commissions with Seamless integrations and agility

Overall Satisfaction with CaptivateIQ