Item: CaptivateIQ
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We implemented CaptivateIQ in order to provide greater transparency into commissions and compensation. CaptivateIQ allowed us to migrate off of Excel spreadsheets and manual PDF statements to an automated, dynamic system.

Pros and Cons

CaptivateIQ nets complex calculations down to simple line items
CaptivateIQ consolidates commission information into easily customizable and readable statements
CaptivateIQ provides a single platform to process, distribute, and represent commission information

CaptivateIQ has improved a lot, but still could use further refining to reduce the complexities of joins/filters - especially with regards to reporting

Return on Investment

CaptivateIQ has improved our ability to credit or clawback commissions for deals from prior periods that are adjusted after booking.
CaptivateIQ has provided greater visibility into transaction details for both internal (commissionable employees) and external (accounting, auditors) purposes.
CaptivateIQ has increased our operational efficiency by relieving the manual effort of generating commission statements one-by-one.

Support Rating

The support team at CaptivateIQ, for the most part, is responsive and helpful. To date, they haven't yet failed to assist us with any issues or errors that occur. Our CSM is excellent; she definitely takes care to support our needs and advocate for us when warranted.

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?

Would you buy CaptivateIQ again?

Yes

Likelihood to Recommend

CaptivateIQ is a great tool for transitioning away from Excel and into a more dynamic platform with increased transparency for users. The ability to securely present commission data to employees along with the capability for users to submit inquiries directly from their statements allows for ease and traceability of communication. In companies supporting either a larger number of sales employees and/or a variety of commission plan types, CaptivateIQ reduces the complexity and effort of accurately calculating payments.

Captivate(IQ) sales with transparent commissions data

Overall Satisfaction with CaptivateIQ