Board vs. CaptivateIQ

It's been very good when all departments of the company had to pitch in data/information for a specific business decision. My company had to have input from Marketing, Sales, Engineering, Customer Support, and accounting in order to decide on what kind of development was next needed for our platform.

Captivate IQ is well-suited for sales teams of any size. Its ability to handle multiple, complex plan management allows for any amount of reps or level of complexity to be built in, allowing any organization to benefit from its automation and platform. We've changed our plans massively each year, and it is able to handle these changes with ease. It does seem as though it pairs better with SFDC. We use Hubspot, and this works okay, but our integration sometimes lags or needs a heavier lift to adjust.

Incentivized

• Board makes data summary easy - It makes comprehensive reports with great visuals.
• Board makes navigation is easy for users - it has abundant training materials to help you get started.
• With Board security is easy to set up and maintain for the organization - the support staff also provides great assistance for implementation and resolves other issues.

Incentivized

• Employee Self-Service: CapIQ include self-service portals for employees. This allows them to access their compensation details, track their performance, and understand how their pay is structured.
• Error reduction - Manual calculation of incentives and bonuses is prone to errors, especially in organizations with complex compensation structures involving multiple variables, such as sales targets, performance metrics, and different payout rates. These errors can result in underpayments, overpayments, or discrepancies in compensation, which can lead to dissatisfaction among employees.
• Real-Time Updates: In dynamic environments, compensation plans may change frequently due to shifts in business goals or market conditions. Compensation incentive software can quickly adapt to these changes, ensuring that compensation calculations remain accurate even as plans are updated. CapIQ allowed me to track my incentives live.

Incentivized

• Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity.
• We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler.

• If there was a way to easily add a visual with the main quota's, accelerators, incentives from my comp plan and track progress to those goals that'd be a nice feature
• Sometimes pay periods don't match up perfectly, probably an error on our end.
• Integrations with HR software? (we use namely)

Incentivized

Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution

Incentivized

because CIQ has been a great solution to our commission systems and we're confident we can improve the features we use for the future. We want to continue improving the statements and the plans in the platform

Incentivized

Overall, Board is easy to use and develop for. Users can quickly get up to speed and begin using with only a small amount of training. Generally, it takes longer to explain the data structure (our customization) than it does to explain the tool itself. The most consistent challenge we run into is hierarchy management. New members have to be mapped to each level of an entity. While there is a "normalization" process, it often fails to map correctly or in rare cases can change custom mapping that was previously set up.

Incentivized

I give this rating because I think that this works really well, and it helps our teams see things faster and we are able to keep up with pay outs, I give Captivate a 10/10 because I love the format and how quickly we are able to see the payouts

Incentivized

very fast and no integration problems

Incentivized

The only time I needed assistance was due to a problem in
the prints: the colors of the brochures as they were on the screen were not
reproduced in the print, but a series of standard colors were reproduced. This
fact made colored numbers on a colored background illegible. From the
assistance they confirmed that it was a problem of version 10.2 that occurred
when leaving the brochures with the default colors proposed by Board. To obtain
the desired colors, they had to be personalized ... I didn't like the solution
very much and the technician who recommended it didn't like me either, but they
would have solved the problem with the following versions. In any case, the
assistance was quick and effective even if not exactly efficient.

Incentivized

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.

Incentivized

Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth

Incentivized

The problem of user profiling in our context is certainly
quite complex. The complexity is given by the fact that the company is divided
territorially into logistic points of sale, but at the same time they are
virtually divided into divisions (or specific implementation areas) and points
of sale of competence. The same operator can have access to data at different
logistic sales points, sales points of competence and divisions.

Incentivized

I worked with a vendor to implement. CIQ support was very good. The implementation was very fast, particularly compared to other platforms

Incentivized

We earlier used Planful, which was also a good product but not as good as Board. The backend reporting and analysis of data are top-notch. The reports generated are quick and accurate. Board also offers to learn to upskill the team so that they can use the tool effectively and collaborate.

Captivate offers much more than Salesforce does on a much lighter platform at a significantly lower cost. We also see a possibly higher level of customization and better customer service in our interactions with Captivate IQ compared to Sales Force's arm of staff. Both are great companies, but we will be sticking with CIQ for the future, we see it as much more agile.

Incentivized

• With effective financial analysis and planning and using Board, we were able to see a +18% QoQ revenue increase consistently for seven months straight
• Using Board Dashboards, the senior management was able to better & clearly understand the financial position of the company at a given time and take better strategic decisions

• Simplified comp plans overall; after implementing CapIQ, I was able to demonstrate to Leadership that our plans were far too complex, resulting in simplification the next time plans were created.
• Fast payout processing. Before CapIQ payout processing was manual in spreadsheets and took significantly more time than now, I quickly validated the data by comparing it to a saved report in Salesforce and then send the payouts for approval.
• Reps can easily see their payout information and create what-if scenarios to see where they might end up if they close a deal.

Incentivized