CaptivateIQ

Avantages

Captivate makes it easy to quickly review the high level commissions reports, and also makes it easy to respond to discrepancies/errors with my finance team. As an end user who was formerly using an Excel spreadsheet "solution", Captivate is world's beyond.

Inconvénients

Nothing comes to mind. Again, this is world's beyond our previous capability, and I'm thrilled with the functionality.

Avantages

Very customizable, easy to use and flexible integrations

Inconvénients

Custom Reporting was difficult, but reporting for standard objects like payroll and payouts was easy to create and use

Alternatives envisagées 

Pourquoi passer à CaptivateIQ

Avantages

Captivate provides a very detailed overview of my settlement

Inconvénients

Captivate does not work well for my settlements because it has way too much details. It is also very slow.

Avantages

- The most useful Sales Commission tool I have ever seen
- I love how it breaks down the deals and the revenues accrued
- It enhances transparency between Sales & Rev Ops and also between Sales & Managers
- Historical data also stored securely and visibly

Inconvénients

- I think it does not capture everything - it misses some deals not sure if this is a software or human error
- Some numbers reported were not quite accurate - again, not sure if this is a software or human error

Alternatives envisagées 

Pourquoi choisir CaptivateIQ 

Logiciel antérieur 

Pourquoi passer à CaptivateIQ

Avantages

CIQ offers such a diverse amount of functionalities, all of which have their own beneficial aspect that contribute to our company daily. The ability for our sales reps to login and view their payout statements in a user-friendly manner as well as provide us a snapshot of what occurred in order to determine errors (if applicable) is amazing. It also allows the users/admins to dive into the back-end weeds of the system to ensure it's data connectors are working appropriately - for which CIQ is great as it can easily connect with essential systems such as Salesforce, DocuSign, and NetSuite. Integration of this system is perfect as you're able to dictate how you want to design the production instance, no matter how complex or simple you may prefer.

Inconvénients

Some areas for improvement would be providing a few high-level data points that can be easily accessible for relaying monthly/quarterly/annual information to higher-ups. Items such as total commissions paid for the period in USD - you can certainly retrieve this information; however, it's not readily available as one may think. Another area is determining what fields/workbooks have impacts on other areas of the system. Luckily the sandbox instance allows for practice prior to implementation, but when trying to diagnose a fix in a query - you are not exactly sure what the impact of changing a column header or deleting a column may have on your reporting.

Alternatives envisagées 

Pourquoi passer à CaptivateIQ

Avantages

Flexible compensation management, easy customization, and insightful analytics.

Inconvénients

Limited integration options and a steep learning curve for new users.

Avantages

It's easy to use and you can raise requests directly within the application.

Inconvénients

that sometimes it doesn't load quickly and data isn't pulling right away.

Avantages

CaptivateIQ is fairly easy to use and overall executes what I need it to do which is reflect on commissions to be earned for the month. Additionally, I am able to easily connect with the team members that would own any changes by documenting requests within the tool.

Inconvénients

There are times when I'd like for my statements to have a bit more detail to understand what percentages are associated with what dollars and maybe even the applicable deals that are being included with the rollup of dollars to be paid out. This could be what the admin of this product decides to show vs a functionality standpoint but worth bringing up.

Avantages

I love the clear and concise display of my payouts with the deal information attached.

Inconvénients

I would like to see future *potential payouts* to understand how my performance may effect my next paycheck.

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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 envisagées 

Pourquoi choisir CaptivateIQ 

Logiciel antérieur 

Pourquoi passer à CaptivateIQ

Avantages

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.

Inconvénients

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

Alternatives envisagées 

Pourquoi passer à CaptivateIQ

Avantages

Easy to access and have a good overview of the incentive and reports.

Inconvénients

As of now i don't have any negative but can be improved by adding some more graphical representations.

Avantages

I can see my bonus easily. I like how easily it is to log into captivate.

Inconvénients

Sometimes the data is slow. I do not like how long it takes for the data to populate.

Avantages

Easy to approve commission; Single Sign on option

Inconvénients

cross referencing CRM to make sure all opportunities related to commission are accounted for.

Avantages

I found it to be very easy to use and not requiring any training or reading through boring manuals.

Inconvénients

I honestly cant think of anything really..

Avantages

Easy to use, approval process on the system is good.

Inconvénients

Not much, The way the deals are outlined may be slightly confusing but not sure if it's a function of captivateIQ or how our finance reports individual deals

Avantages

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

Inconvénients

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

Avantages

Dashboard view of data. Process to support inquires.

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

Up until now I am quite satisfied with CaptivateIQ

Avantages

It's amazingly easy to check my payouts, and to check what's composing them. Approving the commissions is also effortless

Inconvénients

There isn't anything that bothers me too much, I only wish that the dashboards had more time periods available as filters

Avantages

CaptivateIQ is easy to use, and its accurate.

Inconvénients

No complaints about CaptivateIQ, all of my compensation has been tracked and payed out properly.

Avantages

Easy to use for payouts, not complicated

Inconvénients

I couldn’t think of anything I didn’t like!

Avantages

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.

Inconvénients

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.