CaptivateIQ Information Reviews & Insights

In my role, my commission rate is different when I sell SaaS vs prepaid advertising media vs advertising media in arrears. These payments are also released on different schedules. CaptivateIQ allows our sellers to spend less time tracking our commissions, bonuses, and SPIFFs in easy downloadable dashboards and more time selling. Any potential errors can be easily flagged for our comp team to review.

Our comp structure is particularly confusing. This is because I get paid a different commission rate on SaaS, prepaid advertising media, and advertising media in arrears. I also get paid in commission, in bonus, and in SPIFFs. Understandably, commission mistakes are not uncommon. CaptivateIQ is an excellent way to track everything: what I should expect to get paid, why, and when. If I see anything that doesn't look right, CaptivateIQ makes it very easy to open an inquiry from right within the application and reference the applicable section in chat form. Although CaptivateIQ is not meant to replace our Salesforce reports, I can easily include links to Salesforce reports in my inquiries.

I use it to see my quota and monitor my achievements and bonuses. The platform allows my to easily see where I am at and how the bonus for Q was calculated.

Great for finance to send the sales field reps their bonuses.

I use Captivate IQ for tracking my commission payouts and making sure everything reflects accurately with my sales reports. This tool also helps me with tracking my performance to goal and attainment for quarterly performance and yearly quota as well. I really like it, it's simple and easy to understand and use.

Sometimes my sales reporting takes a day or two to update so I will check CapIQ to make sure it's been accounted for if maybe my other tools are lagging

So I am in sales and the biggest problem in sales is the reliability of a platform that calculates our VCPs and creates a nice workplace and feedback system where we can see transparency in our numbers and also rely on it for our payroll as the major chunk of our money comes from VCPs. Captivate IQ has been a very effective tool in this space for us. It keeps track of all my data and I refer it always to know where I'm at for the month or quarter.

Sales Compensation. We used to use Excel to calculate commissions but with dozens of commission plans and multitudes of variations of those plans and ramp plans, etc., it just made sense to move to a commission system. We wanted it to pull directly from our CRM and output to our ERP. It's only been a couple of months but there has just been a lot of good feedback and they especially love the commission report that is available to them.

This is way better than having Excel sheets that take a while to complete and having to have constant discussions on what is correct and incorrect. This system allows users to make disputes within the system and can be handled within the system rather than through email. So it is all trackable and reportable.

We use CaptivateIQ for our quota-carrying sales rep commission calculations and pay statements. We are processing commission monthly, and implementing Captivate has given us the ability to process pay with accuracy quickly, as well as provide pay statements to our team in a transparent manner. This has solved a plethora of pay friction and eased the time spent on calculations.

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.

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.

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.

We use captivate for account executives to be able to track their variable comp for the month, quarter, and year. This has made it easy to get transparency around where we sit compensation wise per time period.

allowing your reps to have full transparency on where they sit up to date on commission/variable comp

I use CaptivateIQ to check in on my sales commission. It does a great job of highlighting every deal closed and associated revenue.

Allows me to be really granular with my commission and helps me understand how I am paid out. It's great to be able to log in, review upcoming payouts, open any cases and see trends across your commission.

CaptivateIQ is used at my company to manage our Sales Compensation. CaptivateIQ addresses the issue of reps being able to see all of their commissions in detail in a timely manner.

In my opinion, CaptivateIQ is a great tool if your plans don't change throughout a fiscal year, it is also great if you do not have a need for effective dating I believe. If your plans are overly complicated the way mine are then this tool is not great in my opinion. Additionally not great if you want to show many details because the templates become a bit disjointed with too much information in my opinion.