CaptivateIQ Buyer Guide
Interested in discovering how CaptivateIQ really performs? This buyer guide was compiled from real user reviews and lays out how the product performs for them. Get an accurate picture of CaptivateIQ from those who know it best.
Highlight the Right Reviews
Throughout the guide below, there are links directly to reviews. Select the reviewers most relevant to you, and those links will be highlighted in blue.
Table of Contents
- Commission Management
- Sales and Data Management
- Performance and Insights
- Reporting and Transparency
- Sales Reporting and Transparency
- Employee and Reps Earnings Visibility
- Financial Compliance and Accuracy
- Plan Management and Adjustment
- Goals and Communication
- Operational Efficiency
- User Experience and Customization
Commission Management
Commission Calculations
User feedback on CaptivateIQ’s commission calculations feature is generally positive, with many users praising its accuracy and automation capabilities. The platform’s ability to automate complex commission calculations efficiently has been highlighted as a significant benefit by users. However, some users have expressed concerns about the complexity of the formulas and the need for manual adjustments impacting the accuracy of the calculations. Despite these challenges, CaptivateIQ’s commission calculations functionality is seen as a valuable tool for streamlining the commission calculation process and improving overall efficiency in managing sales commissions. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“the system does not inherently do Effective dating well in my opinion – you have to build that in yourself in my experience.” – Analyst in Sales, Online Media, 501-1000 employees
“Formulas; You have to dig up a lot to find out what’s wrong” – Team Lead in Finance and Accounting, Computer Software, 201-500 employees
“CaptivateIQ nets complex calculations down to simple line items; CaptivateIQ consolidates commission information into easily customizable and readable statements” – Employee in Finance and Accounting, Information Technology & Services, 51-200 employees
“If you have commission plans that have minimal changes year over year, this is a great software. The calculations are accurate and the interface from the user’s perspective is very aesthetic.” – Analyst in Finance and Accounting, Computer Software, 501-1000 employees
Payouts and Payments
User feedback on CaptivateIQ’s payouts and payments functionality is generally positive, with many users highlighting the tool’s effectiveness in tracking commission payments and providing transparent breakdowns of earnings. Users appreciate the ease of reviewing and approving payouts, as well as the accuracy and timeliness of the payment process. Some users have mentioned minor issues with clarity in visual representations of future payouts, but overall, CaptivateIQ is praised for its ability to streamline commission calculations and ensure accurate and efficient payments to sales representatives. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“It’s perfect for providing the field with what their commissions will be at the end of month/quarter or year. Its simple and very easy to use. I enjoy the emails I get monthly.” – Contributor in Sales, Information Technology & Services, 1001-5000 employees
“CaptivateIQ is used to show how much commission I get per paycheck. It does a great job of showing exactly how you will get paid by breaking down taxes and other things. This makes it easier to see if there are any discrepancies in my pay as well. I love CaptivateIQ!” – Account Manager in Sales, Human Resources, 501-1000 employees
“Only rating it this low because I’ve seen it not work and it take a couple of days to get back on track. One time it was down for an entire month. Since I am just a user and not an admin I wasn’t the one who reached out to support to fix it but I can’t imagine the support was great given it was down for so long.” – Employee in Sales, Computer Software, 201-500 employees
Commission Plan Automation
Users consistently praise CaptivateIQ’s commission plan automation for its user-friendly interface and straightforward navigation. The automation features have streamlined the commission calculation process, reducing the likelihood of errors and saving time for sales teams. The platform’s ability to provide clear and accurate commission breakdowns has been a significant benefit for users, enhancing their overall experience with managing sales compensation. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“We use CIQ to calculate sales reps commission payouts, the main business problem is the automation and streamlined process that the CIQ solution provides, it eliminates human error.” – Employee in Finance and Accounting, Computer & Network Security, 201-500 employees
“Definitely increased speed and ease of reviewing payouts.” – Employee in Sales, Insurance, 201-500 employees
“CaptivateIQ is a great addition to track your commissions and pay related to your performance. It’s very easy to navigate and search for specific time periods as well as when a client has actually closed or not.” – Representative in Sales, Real Estate, 51-200 employees
Sales and Data Management
Sales Team Management
Users consistently praise CaptivateIQ for its ability to streamline sales team commission calculations and payouts. The platform’s intuitive interface and customizable features have garnered positive feedback from sales representatives and managers alike. With CaptivateIQ, organizations can easily track and manage sales team commissions, leading to increased transparency and trust within the sales department. The tool’s user-friendly design and accurate reporting have been highlighted as key factors in enhancing sales team management processes. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Captivate IQ allows us to customize our reps’ plans to fit whatever compensation model works for our organization, and do it in a way that delivers accurate results. I can then take these plans and present calculations to our team in a clear and easy-to-understand visual, leading to trust in the commission process and a reduction in questions about the commission process. This has been a huge win for our team from a time savings perspective and rep usage perspective.” – Employee in Information Technology, Information Technology & Services, 201-500 employees
“CaptivateIQ makes the whole process so much easier. CaptivateIQ was rolled out across the entire sales organization and had received great reviews from our reps. The perfect tool for sales and rev ops teams to coordinate commission payouts. Easy to use and user-friendly.” – Contributor in Sales, Information Technology & Services, 51-200 employees
“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.” – Director in Other, Computer Software, 201-500 employees
Sales Data Integration
User consensus seems to be that CaptivateIQ’s integration capabilities, particularly with Salesforce, are highly valued. Reviewers appreciate the ease of pulling data from Salesforce and the ability to integrate with other platforms like accounting systems. The real-time data updates and the simplicity of accessing and understanding the data have been highlighted as key strengths. However, some users have mentioned minor drawbacks such as the need for more API integrations and improvements in dashboarding features. Despite these minor concerns, the overall sentiment towards CaptivateIQ’s sales data integration remains positive, with users acknowledging its effectiveness in streamlining data processes and enhancing visibility for sales teams. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Easily pulls data from Salesforce.; Easy user role specifications.; Integrates with Salesforce and our accounting platform.” – Account Manager in Sales, Transportation/Trucking/Railroad, 1001-5000 employees
“CaptivateIQ is a great tool for transitioning away from Excel and into a more dynamic platform with increased transparency for users. The ability to securely present commission data to employees along with the capability for users to submit inquiries directly from their statements allows for ease and traceability of communication.” – Employee in Finance and Accounting, Information Technology & Services, 51-200 employees
“Manual Adjustments have an impact on the calculated commission; The input model is similar to that of an Excel sheet; Hard to follow one particular deal trough all the pages and features.” – C-Level Executive in Sales, Information Technology & Services, 51-200 employees
Historical Sales Data Access
Reviewers consistently praise CaptivateIQ for its easy access to historical data. Users appreciate the platform’s ability to provide clear details on where commissions originate from and the concise historical data it offers. The ease of navigating the user interface and the breakdown of accounts where commissions come from are highlighted as strong points. Additionally, users find the platform intuitive, making it effortless to track and access their commissions. The availability of historic statements and the simplicity of accessing them through Single Sign-On (SSO) are also mentioned positively. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Reports are easy to access; They include useful details for my commission breakdowns.” – Representative in Sales, Financial Services, 501-1000 employees
“Clear details on where commissions are coming from; Concise historical data; Very easy user interface to navigate.” – Contributor in Sales, Information Technology & Services, 201-500 employees
“A little bit easier to access from a phone; In my opinion, support could be a little better.” – Executive in Sales, Security & Investigations, 1001-5000 employees
Performance and Insights
Sales Performance Tracking
Users consistently highlight CaptivateIQ’s sales performance tracking as a key strength of the platform. They appreciate the detailed insights, real-time visibility, and comprehensive metrics provided, which enable them to effectively monitor and analyze their team’s performance. The ability to track performance metrics and view performance data in easy-to-understand dashboards is particularly valued by users, as it enhances their decision-making processes and drives improved sales outcomes. Additionally, the platform’s capability to offer accurate and timely performance tracking contributes to increased accountability and motivation among sales teams. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“CaptivateIQ makes it so easy for me to see my commission statements. We used to track them in Google Sheets and they were a pain.” – Employee in Sales, Non-profit Organization Management, 201-500 employees
“I use CaptivateIQ to track the amount of sales, commission and accountability. I don’t like that once you click on a tab a new screen populates.” – Consultant in Sales, Marketing & Advertising, 501-1000 employees
“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.” – Account Manager in Sales, Computer Software, 501-1000 employees
Performance Dashboards and Analytics
User feedback on CaptivateIQ’s performance dashboards and analytics capabilities varies across reviews. While some users appreciate the straightforward UI and the ability to track metrics effectively, others express a desire for more advanced analytics and easier navigation within the dashboards. The consensus seems to be that CaptivateIQ’s dashboards provide valuable insights and historical analytics, but there is room for improvement in terms of customization and depth of metrics available for analysis. Additionally, users highlight the importance of cleaner dashboards and more robust analytics features to enhance their experience with the platform. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“CONS: Easier to navigate; More analytics; Cleaner dashboard” – Account Manager in Sales, Human Resources, 501-1000 employees
“PROS: CaptivateIQ assists in managing my sales compensation every month.; Provides me with deep analytics and historical records to ensure everything is living in one space.; Perfect UI for simple navigation” – Account Manager in Sales, Information Technology & Services, 1001-5000 employees
“Lots of functions that can be utilized provided by the program.” – Project Manager in Other, Financial Services, 1001-5000 employees
Reporting and Transparency
Sales Reporting and Transparency
Users unanimously praise CaptivateIQ for its exceptional sales reporting and transparency features. Reviewers consistently highlight the platform’s ability to provide clear, detailed, and easy-to-understand sales reports. The transparency offered by CaptivateIQ’s reporting functionalities has significantly improved users’ ability to track performance, forecast potential compensation, and ensure accurate commission payouts. Additionally, the platform’s user-friendly interface and customizable reporting options have garnered positive feedback, enhancing users’ overall experience with sales reporting and transparency. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Transparency has improved my team’s morale; Increased retention.” – Team Lead in Marketing, Market Research, 1001-5000 employees
“CaptivateIQ is great for keeping track of my monthly QMCs and getting an accurate reporting of where I stand each month with my manager. Great trust alignment with myself and my manager for understanding where I stand each month; Accurate reporting of my payout each month.” – Representative in Sales, Internet, 201-500 employees
“Payout preview doesn’t always load, or loads slowly; Notifications/integrations would be helpful i.e. Slack pings; Not clear what the payout review/approval process is.” – Account Manager in Sales, Computer Software, 1001-5000 employees
Employee and Reps Earnings Visibility
Users consistently highlight CaptivateIQ’s employee and reps earnings visibility as a standout feature, emphasizing its ability to provide clear and detailed insights into earnings, bonuses, and commission breakdowns. The platform’s intuitive interface and easy-to-understand graphs make it a valuable tool for sales teams to track their progress, understand their earnings projections, and stay on target with their goals. Additionally, users appreciate the real-time updates on earnings, which contribute to a sense of stability and accountability within the organization. Despite some minor feedback regarding the lack of a mobile app for instant earnings visibility, overall, users find CaptivateIQ’s employee and reps earnings visibility functionalities to be effective and beneficial for their sales performance management needs. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Being on a GTM team, a chunk of my earnings is on variable comp. CaptivateIQ does a great job of visually laying out the earnings and bonuses I can expect and takes the guesswork out of translating targets to comp – it’s been a huge upgrade for the Sales team in helping us stay on target and feel more stability so we can focus our energy where it matters.” – Consultant in Sales, Marketing & Advertising, 51-200 employees
“One simple dashboard that allows me to keep track and know exactly where I stand in terms of earnings each month. Works super simply with Salesforce to provide up-to-date information. It’s such a benefit to know exactly where I stand as a rep each month.” – Employee in Sales, Computer Software, 501-1000 employees
“CONS: Mobile App; Would be nice to have real-time look on your earnings throughout the month.” – Contributor in Sales, Information Technology & Services, 51-200 employees
Financial Compliance and Accuracy
Reviewers consistently praise CaptivateIQ for its robust financial compliance and accuracy capabilities. Users highlight the platform’s ability to ensure precise commission calculations and provide transparent pay statements, aiding in maintaining compliance with SOX regulations. Additionally, users appreciate the system’s accuracy in tracking performance and commission payouts, ultimately streamlining processes and enhancing overall efficiency. Despite some minor concerns about load times and permission settings, CaptivateIQ’s strong focus on financial compliance and accuracy remains a standout feature for users across various industries. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“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.” – Director in Other, Computer Software, 201-500 employees
“CaptivateIQ has completely transformed our sales commission management process! Before using CaptivateIQ, we were manually calculating commissions and creating payout reports, which was a time-consuming and error-prone process. With CaptivateIQ, everything is automated, and we have been able to save a significant amount of time and improve accuracy.” – Account Manager in Sales, Security & Investigations, 1001-5000 employees
“CONS: SOX Compliance in the general sense for new and improving audit areas of concern. This ranges across all aspects of completeness and accuracy for our commissions reporting team, as what we do day-to-day directly impacts hundreds of sales representatives.” – Employee in Finance and Accounting, E-Learning, 1001-5000 employees
Plan Management and Adjustment
Incentive Plans Management
User consensus seems to be that CaptivateIQ’s incentive plans management capabilities are highly regarded. Reviewers appreciate the software’s ability to handle complex compensation structures, automate incentive calculations, and provide real-time updates on incentives. The platform’s features, such as performance tracking and incentive calculations, are highlighted as key strengths by users. Despite some concerns about support responsiveness and the time investment required for setting up commission plans, overall sentiment leans towards the effectiveness and efficiency of CaptivateIQ in managing incentive plans. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“nothing really, it’s quite helpful in simplifying the complex incentive payments” – Manager in Sales, Financial Services, 1001-5000 employees
“CaptivateIQ is great where I can upload 1 set of data, and it can calculate the commissions for 10+ employees all at once. Then you can easily create an approval flow on approving commissions and then sending it out to the employees seamlessly.” – Director in Finance and Accounting, Marketing & Advertising, 11-50 employees
“Only if your commission plan is simple and straightforward, implementing the model on the system is not the easiest in the world. In our case we made several mistakes and it was not easy to spot/solve them. Special mention to manual adjustments that just made the full calculus wrong and we had to switch back to Excel.” – C-Level Executive in Sales, Information Technology & Services, 51-200 employees
Compensation Plan Review and Approval
Users consistently praise CaptivateIQ’s commission review and approval process for its efficiency and accuracy. The platform’s ability to provide up-to-date commission updates and highlight sales pipeline progress has garnered positive feedback. Additionally, users appreciate the ease of reviewing and approving commission statements, as well as the platform’s capability to track sales goals and payouts effectively. CaptivateIQ’s intuitive interface and streamlined approval workflows have been commended for simplifying the quarterly commission review process. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“One click and done for approving commission amounts; Line by line descriptions of each account spend and associated commission; Ability to approve or dispute anything from the report quickly” – Account Manager in Customer Service, Marketing & Advertising, 1001-5000 employees
“It ensures that sales get paid on time. Great email reminders to get a person to review/approve.; Great checks and balances within the system to make sure the numbers are correct.; Even for complicated incentive/sales plans, CaptivateIQ has been great!” – Account Manager in Sales, Construction, 1001-5000 employees
“All my inquiries get answered in less than a busy day. I have a very useful CSM who also keeps me up to date to all of the new Product updates.” – Analyst in Finance and Accounting, Information Technology & Services, 501-1000 employees
Sales Forecasting and Adjustments
Reviewers have expressed mixed opinions regarding CaptivateIQ’s sales forecasting and adjustments capabilities. While some users appreciate the platform’s forecasting potential and ease of making adjustments, others have highlighted challenges with manual adjustments impacting commission calculations and difficulties in tracking specific deals through the system. It seems that the effectiveness of CaptivateIQ in sales forecasting and adjustments may vary depending on the complexity of the commission plans and the level of detail required by users. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“there were some glitches that the admin couldn’t fix that ranged from inaccurate forecasting” – Manager in Sales, Financial Services, 1001-5000 employees
“Forecasting options is awesome” – C-Level Executive in Finance and Accounting, Computer Software, 51-200 employees
“CaptivateIQ works best when you have A LOT to do and not a lot of time to do it. Handling tons of adjustments, loading clawback records, etc., is a breeze.” – Analyst in Human Resources, Computer Software, 1001-5000 employees
Goals and Communication
Quota Management and Attainment
Users consistently praise CaptivateIQ’s quota management and attainment features. They find the tool invaluable for tracking their progress towards set targets and ensuring accurate commission payouts. The platform’s ability to provide clear insights into quota attainment and performance metrics has been particularly lauded by users. Additionally, users appreciate the ease of use and intuitive interface that allows for quick identification of areas needing improvement to meet or exceed quotas. CaptivateIQ’s robust quota management capabilities have undoubtedly streamlined the process for users, enabling them to stay on top of their goals effectively. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Easy to see which accounts are performing well, which are performing poorly, where to focus my attention to reach my quota targets.” – Contributor in Customer Service, Information Technology & Services, 51-200 employees
“CaptivateIQ scales nicely to a global organisation such as ourselves with complex back end systems that require deep integrations for success. The ability to support multiple currencies for our teams across the world as well as track their quota attainment has removed a lot of the confusion and questions we historically received at the end of each month.” – General Manager in Customer Service, Information Technology & Services, 1001-5000 employees
“I use it to ensure my reps are compensated correctly for their efforts. I also use it to show potential payouts in order to drive maximum effort. It makes tracking performance easier by allowing me to monitor the performance of my teams.” – Team Lead in Marketing, Market Research, 1001-5000 employees
Communication and Notifications
Users generally praise CaptivateIQ for its robust communication and notifications features. They appreciate the platform’s ability to streamline communication processes, enhance transparency, and facilitate quick resolutions of issues. The tool’s notifications functionality is highlighted as efficient and effective in keeping users informed about important updates and changes. Additionally, users find the system’s notifications to be helpful in maintaining clear lines of communication between different teams, ultimately improving overall operational efficiency. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Feedback notifications not very effective; The calculation metric shown are not easy to understand; Not integrated with Slack.” – Employee in Sales, Computer Software, 1001-5000 employees
“CaptivateIQ is a great tool for transitioning away from Excel and into a more dynamic platform with increased transparency for users.” – Employee in Finance and Accounting, Information Technology & Services, 51-200 employees
“Eliminated rounds of communication with the Sales Ops team saving cycle time and staff overhead.” – Professional in Sales, Computer Software, 501-1000 employees
Operational Efficiency
Manual Process Elimination
Users consistently praise CaptivateIQ for its ability to eliminate manual processes and reduce errors, leading to a more efficient workflow. The general sentiment is that the platform’s manual process elimination functionality has significantly improved operational efficiency and accuracy for users across various sales organizations. Reviewers highlight that by automating tasks and removing manual interventions, CaptivateIQ has helped save time and resources, ultimately enhancing the overall user experience. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8)
“Improvement of getting numbers to sales team quickly has reduced hours tied up by revenue-generating employees; Reducing manual processes reduces errors and corrections; Negative goodwill created by overpayments all but removed due to catching issues earlier” – Manager in Sales, Computer Software, 1001-5000 employees
“CaptivateIQ is well suited for any sales org that is working in Excel – the tool eliminates any human error and provides a consistent experience for both end users and Admins/Managers.” – Contributor in Sales, Financial Services, 1001-5000 employees
“Cuts down on time spent on reviewing payouts.; Fun and useful to keep employees happy.; Eliminates multiple platforms being used.” – Partner in Sales, Computer Software, 501-1000 employees
Error Detection and Resolution
Users consistently praise CaptivateIQ for its efficient error detection and resolution capabilities. They appreciate the platform’s ability to quickly identify discrepancies, flag potential issues, and provide a streamlined process for resolving errors. Reviewers highlight the ease of tracking commission payments, quota attainment, and resolving any issues directly through the tool. Additionally, users value the transparency and accuracy in commission payouts, which contribute to a smoother experience in managing errors and discrepancies. Despite some minor concerns about interface design and reporting consolidation, users generally find CaptivateIQ’s error detection and resolution features to be reliable and effective in ensuring accurate compensation processes. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Makes it incredibly easy for AEs to track their commission payments and quota attainment throughout the year. Any issues / errors can be easily surfaced and resolved with internal stakeholders directly through the tool.” – Employee in Sales, Insurance, 201-500 employees
“They are VERY fast at replying to us, and most times have a solution they can implement the same day.” – Manager in Sales, Transportation/Trucking/Railroad, 1001-5000 employees
“There were mistakes sometimes, not sure if that’s user error or platform errors.” – Representative in Sales, Marketing & Advertising, 201-500 employees
Commission Dispute Resolution
Users consistently praise CaptivateIQ for its efficient commission dispute resolution capabilities. Reviewers highlight that the system streamlines the process of resolving disputes, leading to increased accuracy and reduced time spent on discrepancies. The platform’s ability to handle disputes internally and provide clear, trackable solutions is highly valued by users. Additionally, users appreciate the system’s transparency, which minimizes disputes in commission calculations and enhances overall accuracy. CaptivateIQ’s commission dispute resolution functionality is widely regarded as a strong asset that contributes to operational efficiency and user satisfaction. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10)
“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.” – Professional in Sales, Computer Software, 1001-5000 employees
“Creates more efficiency and accuracy with the option for dispute resolution.” – Employee in Sales, Information Technology & Services, 201-500 employees
“Allows for easy dispute resolution internally.” – Account Manager in Sales, Internet, 501-1000 employees
User Experience and Customization
User-Friendly Interface and Navigation
Users consistently praise CaptivateIQ for its straightforward user interface and easy navigation features. The majority of reviewers find the interface to be intuitive and user-friendly, allowing for smooth navigation within the platform. However, some users have expressed minor concerns about the organization of the top navigation bar, suggesting that slight improvements could enhance the overall user experience. Despite these minor critiques, the general consensus is that CaptivateIQ offers a user-friendly interface and efficient navigation system that simplifies tasks for users across different sales organizations. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“I love the UI CaptivateIQ provides. It’s easy to navigate in terms of reporting, and accessible from desktop and mobile which makes it that much more useful.” – Account Manager in Sales, Information Technology & Services, 1001-5000 employees
“User friendliness; Easy interface; Accuracy.” – Account Manager in Sales, Security & Investigations, 1001-5000 employees
“To check commissions, very easy to use for a sale rep. I really enjoy the interface and how it enables me to quickly and easily see what it is that I need to look for regarding payments data from my sales job.” – Account Manager in Sales, Information Technology & Services, 501-1000 employees
“Interface appears different on every use which compounds design issues; Design of interface has room for improvement in terms of intuitiveness to reduce support overhead.” – Manager in Sales, Computer Software, 1001-5000 employees
“Design of the interface could be improved and it can be confusing to understand where to turn on occasions with dead ends frequently but not to the point that I wouldn’t recommend the tool overall.” – Manager in Sales, Computer Software, 1001-5000 employees
Customizable Commission Structures
Users appreciate the flexibility and adaptability of CaptivateIQ’s customizable commission structures, allowing them to tailor their compensation plans to suit their specific needs. While some users find the system initially complex to navigate, the ability to customize commission plans outweighs any learning curve. The consensus leans towards a positive view of CaptivateIQ’s customizable commission structures, highlighting its value in streamlining commission calculations and enhancing transparency in earnings tracking. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“I wish there was a mobile app; Customizable dashboards for non-admins; I dislike how some sections of my payouts are cumulative; while some are by pay period.” – Account Manager in Sales, Computer Software, 501-1000 employees
“CaptivateIQ nets complex calculations down to simple line items; CaptivateIQ consolidates commission information into easily customizable and readable statements; CaptivateIQ provides a single platform to process, distribute, and represent commission information.” – Employee in Finance and Accounting, Information Technology & Services, 51-200 employees
“It is highly customizable to be able to create logic for all different types of commission plans.; Statement Designer is so sleek, and end users love it.; Provides exceptional support for their tool.; Fantastic and frequent webinars and communication of product updates and launches.” – Director in Other, Human Resources, 51-200 employees
