CaptivateIQ vs. Xactly Commission Expense Accounting

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CaptivateIQ
Score 8.1 out of 10
N/A
CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.N/A
Xactly Commission Expense Accounting
Score 7.6 out of 10
N/A
Xactly Commission Expense Accounting™ (CEA) delivers a commission expense management solution—with full capitalization and amortization capabilities—that lets companies monitor performance obligations and ensure compliance with ASC 606 and IFRS 15 standards. Their Intelligent Revenue Platform enables Xactly to align planning, performance, and prediction functions into one platform.N/A
Pricing
CaptivateIQXactly Commission Expense Accounting
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
CaptivateIQXactly Commission Expense Accounting
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsContact Xactly for a demo and pricing.
More Pricing Information
Community Pulse
CaptivateIQXactly Commission Expense Accounting
Features
CaptivateIQXactly Commission Expense Accounting
Sales ICM
Comparison of Sales ICM features of Product A and Product B
CaptivateIQ
8.2
Ratings
10% above category average
Xactly Commission Expense Accounting
-
Ratings
Sales compensation plan creation8.40 Ratings00 Ratings
Complex sales crediting8.50 Ratings00 Ratings
Sales compensation process automation9.10 Ratings00 Ratings
Incentive auditing/regulation compliance8.10 Ratings00 Ratings
Sales compensation dashboards & forecasting8.20 Ratings00 Ratings
Incentive modeling8.20 Ratings00 Ratings
Agile incentive strategy8.10 Ratings00 Ratings
ICM mobile visibility6.60 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
CaptivateIQ
-
Ratings
Xactly Commission Expense Accounting
7.3
Ratings
13% below category average
Single sign-on capability00 Ratings7.30 Ratings
Role-based user permissions00 Ratings7.30 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
CaptivateIQ
-
Ratings
Xactly Commission Expense Accounting
6.4
Ratings
21% below category average
Dashboards00 Ratings1.80 Ratings
Standard reports00 Ratings8.70 Ratings
Custom reports00 Ratings8.70 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
CaptivateIQ
-
Ratings
Xactly Commission Expense Accounting
4.7
Ratings
49% below category average
Multi-currency support00 Ratings6.40 Ratings
Multi-division support00 Ratings6.40 Ratings
Journals and Reconciliations00 Ratings9.80 Ratings
Configurable Accounting00 Ratings1.80 Ratings
Centralized Rules Framework00 Ratings1.80 Ratings
Standardized Processes00 Ratings1.80 Ratings
User Ratings
CaptivateIQXactly Commission Expense Accounting
Likelihood to Recommend
9.1
(0 ratings)
8.0
(0 ratings)
Likelihood to Renew
9.1
(0 ratings)
-
(0 ratings)
Usability
9.0
(0 ratings)
-
(0 ratings)
Support Rating
9.0
(0 ratings)
-
(0 ratings)
Implementation Rating
8.2
(0 ratings)
9.8
(0 ratings)
Vendor post-sale
9.1
(0 ratings)
-
(0 ratings)
Vendor pre-sale
9.1
(0 ratings)
-
(0 ratings)
User Testimonials
CaptivateIQXactly Commission Expense Accounting
Likelihood to Recommend
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.
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Well suited if the company has an ICM solution that can produce accurate data on a timely basis. Not well suited for companies where commission calculations are not automated. Not well suited for companies with frequent plan changes.
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Pros
  • 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.
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  • Amortization & capitalization.
  • Follow set rules defining when/how certain payments are expensed.
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Cons
  • 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)
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  • Not possible to make back-end changes to amortization schedules independently (for example, if departments need to be changed).
  • Impossible to change rules without customer support, for example, if a new plan is added.
  • Have to run separate amortization schedules for each subsidiary rather than at a consolidated level.
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Likelihood to Renew
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
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No answers on this topic
Usability
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
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No answers on this topic
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.
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No answers on this topic
Implementation Rating
I worked with a vendor to implement. CIQ support was very good. The implementation was very fast, particularly compared to other platforms
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Go into implementation knowing how you will handle churn, if there are claw backs, treatment for every type of commission payment (i.e. new business, renewals, etc.) and know your average customer life. You'll also want details by customer for as far back as you can go (within reason).
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Alternatives Considered
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.
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CEA was easy to use, easy to implement, and at the right price.
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Return on Investment
  • 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.
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  • Efficiency
  • Centralized
  • Accurate
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ScreenShots

CaptivateIQ Screenshots

Screenshot of Automatically syncs commission data to power commission reports in real-time across every team. Data sources can be integrated directly into the commission system.Screenshot of Customized user access and visibility into commission plans and data to meet security and compliance requirements.Screenshot of The Approvals workflow, where reps and managers can ensure every payout is correct before it’s distributed.Screenshot of Displays for business performance by team, comp plan, territory, or any other metric to make data-driven decisions.Screenshot of The reps' view into earnings, with a homepage and customizable commissions statements that outline how much they've earned, details by deal, and future earning potential to keep them motivated.

Xactly Commission Expense Accounting Screenshots

Screenshot of Commission Expense Accounting Reports HomeScreenshot of Commission Expense Accounting Portfolio SummaryScreenshot of Commission Expense Accounting Journal EntriesScreenshot of Commission Expense Accounting Amortization Schedule