CaptivateIQ

We you CaptivateIQ for Multiple Commissions schemes for a scaling company with a team of Sales SDRs and Partner managers etc

We use it to calculate the correct expensing based on ASC606 Expensing guidelines

we use it to motivate the users by forecasting them their commissions' outcomes based on deal-flow forecasting synced from Salesforce

We also have Netsuite integrated into Captivate to calculate commissions schemes based on actual invoicing

• operational efficiency
• productivity
• trust and alignment through compensation transparency

Spiff and Xactly Commission Expense Accounting

Expensify, PayEm, NetSuite ERP, DOKKA.com

Captivate IQ is our new streamlined software to have an easy overview or in-depth view of commissions paid out to our sales force. Prior to this, we had all our employees "Hand-calculate" commissions which were subject to human error, and at times took quite a bit of time (was painstaking). In addition, we would have to jump to different parts of our CRM to get everything. While we do still "double-check" Captivate IQ, we now primarily rely on it

. So far it has been 100% accurate for what I look at.

It's very nice as we can directly have it updated by our commissions department, so it can observe in-house special incentive programs, and degrading payouts, and it organizes it into one easy to view website. The ability to make inquiries/argue a particular transaction has been very helpful, as before this email or direct calls used to flood our commissions' team every month.

• We have spent considerably less time on commissions, on average brokers and sales people spend an hour less per month looking at numbers from what i've heard
• Our commissions have paid out faster due to new free time found at our dept due to menial requests handled by CIQ
• Sales people bother director of sales about 50% as much due to payout questions.

Salesforce Sales Cloud

ZoomInfo SalesOS, ZoomInfo Engage, LinkedIn Sales Navigator, Adobe PhotoShop

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.

• We've saved at least 5 hours a month on compensation management.
• Trust and alignment has increased 10-fold.
• We are easily able to recall historical payments and submit records for audit purposes.

Spiff, Sales Cookie and Xactly Incent

HubSpot CRM, Clari Copilot, LinkedIn Sales Navigator

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.

• Large improvement in team operational efficiency
• Large improvement in compensation transparency

The CaptivateIQ interface enables me and my coworkers to approve commission rates and amounts easily and gives my managers a chance to review whether everything aligns with the quarterly totals from our sales tracking software. It is super helpful and has a great UX, which makes facilitating every quarter commission drop simple and effective.

• For me as an employee, the availability of line item sales numbers and the associated commission rates for each makes trusting everything extremely easy.
• Knowing how much commission I will make allows me to focus more on delivering the best business outcomes for my clients rather than how much I am making off of the deals I create.

Salesforce Lightning Platform, Gong, Salesloft