CaptivateIQ

The perfect commission calculator - A salesperson's best friend

Opmerkingen: 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!

Pluspunten:

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.

Minpunten:

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

CIQ Ease of Use and Functionality

Opmerkingen: Through CIQ, we are able to effectively manage individual sales rep commission inquiries as well as identify and resolve issues that affect a compensation plan as a whole. CIQ also allows for us to self-create our report models in order to provide the best versions of reporting for monthly accounting close and possible.

Pluspunten:

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.

Minpunten:

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.

No complaints

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

Pluspunten:

CaptivateIQ had accurate information and was extremely easy to use

Minpunten:

Not sure to be honest, I really enjoyed using CaptivateIQ

Racks the boss

Pluspunten:

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

Minpunten:

My pay not being correct a lot of times its frustrating

CaptivateIQ Review

Opmerkingen: Overall it has been a helpful tool for managing complex compensation plans with good reporting

Pluspunten:

Flexible compensation management, easy customization, and insightful analytics.

Minpunten:

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

Definitely recommend CaptivateIQ

Opmerkingen: It's a great tool I would highly recommend it for commission calculations.

Pluspunten:

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

Minpunten:

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

Good product that is valubale

Opmerkingen: I've had an overall positive experience with CaptivateIQ and would say in general the product is easy to use and I can access historical data as well rather easily.

Pluspunten:

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.

Minpunten:

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.

Great Transparecny

Pluspunten:

The fact that I can see what my payout would look like at the end of the month in real time.

Minpunten:

Sometimes things aren't always as accurate as I would want them to be.

Michael, Nov review.

Opmerkingen: I've only been using it for 3 months, as I've recently joined Ramp, but I am enjoying it.

Pluspunten:

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

Minpunten:

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

Good for managing payouts

Pluspunten:

Easy to use for payouts, not complicated

Minpunten:

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

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

CaptivateIQ meets our global Incentive payment requirements

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

One of the Good Applications CaptivateIQ

Opmerkingen: I feel all looking good with time saving options to approve and have overview reports.

Pluspunten:

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

Minpunten:

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

Great Payout Tracker

Pluspunten:

it updates frequently and I can keep track of what my payout would be

Minpunten:

sometimes it isn't accurate the whole time

Account Executive

Opmerkingen: Great experience working with the platform, very convenient

Pluspunten:

Great UI, easy to use and understandable

Minpunten:

Nothing, everything is great. Working fine

On the move review

Opmerkingen: Fast easy to use. Clear numbers and fas love the app

Pluspunten:

Quick and fast when on the move. Easy to use and take the effort out it.

Minpunten:

Making a change is not easy. If you need to change dates or location it not easy

Business Development Representative

Opmerkingen: Easy to use, great user interface. Email notifications letting me know commission is ready for approval.

Pluspunten:

Easy to approve commission; Single Sign on option

Minpunten:

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

Keeping An Eye On Your Pay

Pluspunten:

I was able to see my commission very easily and it updated the accounts that were responsible for it as well.

Minpunten:

I was probably least fond of having to wait for updates on my commission for a few days going into the next month. This could have been the case on our end or a nuance with Captivate in general but it wasn't too detrimental to my usage of the tool most of the time.

Easy to use / Quick access and visibility to data I need!

Pluspunten:

Identifying opps which havent paid (ie. wouldnt be included in the commission payout). Made it very easy to quickly know which companies I needed to follow up with.

Minpunten:

Nothing comes to mind. There was a design release at some point in 2023 (i believe). I found myself preferring the previous UI.

Best tool for sales Compensation analysis

Opmerkingen: Very good tool

Pluspunten:

It is very user friendly and can implement complex commission plans easily

Minpunten:

Selection of reps while doing the commission processing

CaptivateIQ is helpful!

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

Pluspunten:

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

Minpunten:

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

Sales Development Representative

Opmerkingen: Overall it's a great tool to keep track of your sales process and commissions made every month.

Pluspunten:

I love how easy is is to navigate my commissions for the month.

Minpunten:

Nothing at this time everything was very easy and clear to use.

Great Experience so far

Pluspunten:

Visually appealing, well organized, easy to ask questions.

Minpunten:

navigation is a little odd. Would be nice if the home page had more glanceable information.

Great way to track Commissions

Pluspunten:

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

Minpunten:

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

Great Product, Great Service!

Opmerkingen: 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!

Pluspunten:

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.

Minpunten:

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.