TrustRadius: an HG Insights company

CaptivateIQ

Score8.1 out of 10

476 Reviews and Ratings

Top Performing Features

+2%

Sales compensation process automation

Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

Cat avg: 8.9

+5%

Complex sales crediting

Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

Cat avg: 8.1

-1%

Sales compensation plan creation

Easy for Sales to create incentive compensation plans without IT assistance.

Cat avg: 8.5

-1%

Sales compensation dashboards & forecasting

Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

Cat avg: 8.3

Worst Performing Features

-7%

ICM mobile visibility

Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

Cat avg: 7.1

+4%

Agile incentive strategy

Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

Cat avg: 7.8

-2%

Incentive auditing/regulation compliance

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

Cat avg: 8.3

CaptivateIQ Features from Reviews

Sales ICM

Features around incentive compensation management for sales

8.2+1%
  • Sales compensation plan creation

    Easy for Sales to create incentive compensation plans without IT assistance.

    Category average: 8.5

  • Complex sales crediting

    Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

    Category average: 8.1

  • Sales compensation process automation

    Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

    Category average: 8.9

  • Incentive auditing/regulation compliance

    Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

    Category average: 8.3

  • Sales compensation dashboards & forecasting

    Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

    Category average: 8.3

  • Incentive modeling

    Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

    Category average: 8.3

  • Agile incentive strategy

    Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

    Category average: 7.8

  • ICM mobile visibility

    Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

    Category average: 7.1

CaptivateIQ Features from the Vendor

Sales ICM

Vendor-reviewed
  • Sales compensation plan creation

    Easy for Sales to create incentive compensation plans without IT assistance.

  • Complex sales crediting

    Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

  • Sales compensation process automation

    Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

  • Incentive auditing/regulation compliance

    Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

  • Sales compensation dashboards & forecasting

    Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

  • Incentive modeling

    Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

  • Agile incentive strategy

    Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

  • ICM mobile visibility

    Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.