CaptivateIQ

The perfect commission calculator - A salesperson's best friend

Comments: This is a boon compared to manual calculations, and it saves so much time for our commissions dept. I can't imagine a life where I go back to doing it by hand. Fast, lightweight, and customizable, it's perfect!

Pros:

Can effectively confirm, calculate, or predict commissions as well as track old pay periods. Very useful for planning my current and coming months' payouts for my family.

Cons:

At the end of the year, it cannot predict the next month, and occasionally cannot extrapolate enough data for perfect future commissions.

Itemizes all commision payouts

Comments: It's fairly new and we keep working out the bugs of accuracies

Pros:

Gives you an itemized layout of your commision breaddown.

Cons:

Between approvals and payday there isn't enough time for errors.

Racks the boss

Pros:

My pay when it’s accurate and I don’t have to worry

Cons:

My pay not being correct a lot of times its frustrating

Making commissions simple!

Comments: Best payout management software I've used in over 5 years!

Pros:

1. Transparency in what goes into attainment for a specific quarter - accounts closed, terms of conditions wrt payment schedule, years of contract, etc. 2. Leaderboard 3. Historical payment tracking

Cons:

Might be specific to my company, but when we say we have a TRD to attain, I'd like a breakdown of what goes into the TRD right within my dashboard rather than having to raise a ticket to get access to it.

Pleased with QiQ

Comments: Solid , I really like the specifics details that it shows

Pros:

The details on payouts is good and the metrics are good

Cons:

Having to log into it each time externally from websites

Performance Management

Comments: I have had a great experience so far with this tool.

Pros:

It is great to have everything in one place, this way I can track my quarterly progress and look back to previous years to compare the results. It is a great tool for understanding how much money you will be paid and for keeping track of your quota KPIs.

Cons:

I was new to the whole Sales quota concept and this is the first tool I used, I cannot say it was difficult, it was just I did not know the basics of the quota and compensation.

Detailed Commission Break Downs

Comments: Have had a great experience with Captivate.

Pros:

Being able to see detailed reports and graphs that breaks down how exactly I am getting paid. This includes tiered commissions, percentage commissions, and much more. It gives you peace of mind to know that you are getting paid correctly.

Cons:

Sometimes it is delayed on when the graphs are updated.

Account Executive

Comments: overall have had no issues with the softare

Pros:

How easy it is see the dollar amount break out of each deal

Cons:

It would be nice to see the current payout for the next month instead of having to click preview

Easy to use & find info

Comments: Very good -- I was new to this tool coming into my new company a couple years ago and have loved the easy access to my commission data

Pros:

It's simple and intuitive -- super easy to find exactly what you're looking for

Cons:

My only complaint is sometimes the load times are extensive

Captivate IQ Helps me get paid the right commission

Comments: Captivate IQ has been a really helpful tool to track commission and make sure you are getting credit for all the rightful deals you sell.

Pros:

I can quickly track commission payments.

Cons:

Sometimes it is slow to load commission data.

A great tool that has found the sweet spot between functionality and simplicity

Comments: We use CaptivateIQ to automate variable compensation calculations, along with tracking sales performance against quota. Time spent every month performing calculations is reduced by more than 90%, while calculation accuracy has increased. Payees no longer need to wait 1-2 weeks after month close before seeing expected payment amounts. They now have the option of previewing updated pay statements in real time as deals close.

Pros:

Easy for a single individual to administer the entire application. Successfully and intuitively mirrors excel functionality. Ease of integration with Saleforce CRM. Relatively easy to configure plans and troubleshoot any errors in calculation logic. Wealth of help articles and plan examples made available to customers in the product knowledge base. Pace and consistency in which the application receives updates.

Cons:

Building custom reports is relatively convoluted compared to the rest of the application. Pay statement formatting and customization is functional, but a little basic.

Alternatives Considered: Spiff and Xactly Incent

Reasons for Choosing CaptivateIQ: While an extremely robust tool, our team found that configuring plans and the overall use of Xactly Incent to be extremely complicated. The exercise of troubleshooting any faulty logic within plans was frustrating to say the least. There is no easy to way to trace calculations through each step to see where the problem is. So complex is the tool, that our company opted to regress back into excel statements after redesigning our compensation plans, as it was too complicated to successfully make the required changes within Incent. While also robust, Xactly Incent's integration tool (Xactly Connect) is also very complex. The vast majority of customer's will need to pay for professional services to create or modify integrations. Finally, as the big boy in the marketspace, Xactly Incent is probably the most expensive option.

Switched From: Xactly Incent and Microsoft Excel

Reasons for Switching to CaptivateIQ: We were looking for options that were easier to manage than Xactly Incent. Finding a tool that mirrored excel functionality made sense, as that is what many people are use to. Of all the products we examined, CaptivateIQ was the only one in our eyes that found the happy medium between functionality and simplicity.

CaptivateIQ meets our global Incentive payment requirements

Comments: CaptivateIQ has created reliability and greater visibility on both commission payments and simple and accurate commission reports for our employees. In the rare case there are any irregularities they can be quickly identified by the users in the portal and addressed by the finance team.

Pros:

The simplicity and clarity of the incentives reporting has made life much easier for both the finance team and the sales and management teams. The level of integrations and the ability to support multiple currencies makes the system ideal for all our trading locations.

Cons:

Much like all new applications the UI can be a little confusing to begin with but, becomes quite intuitive very quickly.

Alternatives Considered: Nintex Process Platform, Commissionly and Performio

Reasons for Switching to CaptivateIQ: The exemplary Sales service and flexibility of the CaptivateIQ solution to meet both our global incentive payment requirements whilst natively integrating with our existing line of business solutions.

Best I have used so far

Comments: This is my first time using CaptivateIQ and it is much better than the products I have used in the past.

Pros:

It has an easy-to-use UI. It looks very modern and is easy to navigate.

Cons:

I cannot think of anything at the moment.

Good tool, easy for use

Comments: good experience, we use it for the job, to approve the payout

Pros:

Easy of use, clear information, easy to approve the payout

Cons:

nothing here, i really like it, i can't provide more info here

great experience

Comments: very good and efficient, simple and practic and easy to use

Pros:

simplicity and ease of use and the clarity of information

Cons:

captivateIQ works just fine and there is nothing I didn't like

CaptivateIQ - Product Review

Comments: It is one of the best applications for review and reporting.

Pros:

Great Reporting and easy accessibility of reports

Cons:

Nothing as of now may be we can improve to add graphical representations.

Ease of use!

Comments: Very pleasant product experience. Simple/intuitive to navigate and learn.

Pros:

I love how easy it is to navigate the tool. Without any training, I'm able to bounce around and view different aspects of the reporting available.

Cons:

N/A... however maybe it would be beneficial to work with company's revenue teams to build in a paycheck calculator to take other things into consideration like accelerators, addtl kickers, etc.

CaptivateIQ Review

Comments: Easy to access and easy to see the sales numbers and commissions off deals. Easy to navigate to where I need to see deals quickly.

Pros:

Easy to access and understand to see commissions and closed won numbers.

Cons:

Have not had too many issues with CaptivateIQ at this time.

Strategic Account Executive

Comments: Positive. Believe we are only integrated minimally.

Pros:

Dashboard view of data. Process to support inquires.

Cons:

More real-time data. Ability to project incentive. More integration with Salesforce opportunities and pipeline.

CaptivateIQ is helpful!

Comments: Overall it has been helpful with knowing what I will be getting paid.

Pros:

Captivateiq makes it really easy to look at what your earnings are going to be. I love that their platform is easy

Cons:

There isn't much. I just wish there were more options when trying to calculate potential. Overall its really good

captivate review

Pros:

CaptivateIQ has great UI/UX. It provides a clean view of my commission statements.

Cons:

Up until now I am quite satisfied with CaptivateIQ

A honest review

Comments: My overall experience with this was amazing and I highly recommend

Pros:

It was so easy to use and very helpful. Highly recommend

Cons:

There wasn’t anything about captivateIQ that I disliked

No complaints

Comments: Overall, I thought CaptivateIQ does a great job with accurate data/payments and was extremely easy to use and review.

Pros:

CaptivateIQ had accurate information and was extremely easy to use

Cons:

Not sure to be honest, I really enjoyed using CaptivateIQ

Great way to track Commissions

Pros:

Great way to track Commissions! Love seeing where I'm pacing with my OTE on the year.

Cons:

Wish we had an integration that would allow it to update automatically.

Great Product, Great Service!

Comments: CaptivateIQ has an excellent support network. They have a helpdesk you can email with any questions or issues, office hours for technical support and you get assigned a business development manager to ensure your needs are met and address any functionality you would like to see implemented in the software. There are several things I have suggested that I have seen implemented since using the software. They are constantly making upgrades to make the software better!

Pros:

CaptivateIQ has saved me so much time when calculating commissions! In addition, the statements the sales reps review allow for transparency in how their commissions are calculated and confidence they are getting paid correctly.

Cons:

The design of the commission statements can be a little intimidating; however, the formulas are very similar to Excel and CaptivateIQ has office hours which are held virtually where they pair you with an expert that can answer any questions you have.