CaptivateIQ Reviews

After using this for about 18 months to review earned commissions, I have appreciated having a bespoke platform for calculating commissions earned. Over time, the calculation speed has improved dramatically (there is so much data to drill through). It does a good job handling past periods, and the next "preview" statement, but as we are paid a month back, it doesn't natively give you a preview of the actual current month - this has to be manually pulled instead which is not as intuitive. Overall this is a valuable tool that fulfills the required functionality.

It would be nice if it had some built in logic to track performance over time both from a quota and earnings perspective. It can be difficult to go "back in time" to check this data manually.

Understanding sales performance and individual comp.

How the payouts are listed and the data as a whole. The website is very easy to navigate and makes it very convienent when trying to valid.

only when trying to file a discrepency on payment amount. The extra clicking can be easily forgotten

It has now allowed for sellers to see comp plan and how you are progressing. And it helps be 1 source of truth for your comp-the plan and how you are progressing. Easy to understand when laid out in the way it is done.

It's a very easy way to get a quick view of my commissions and stubs for the month. I like the ability to have multiple ways to view the information and to easily be able to track things.

I wish there was a feature to further breakdown earnings by line item. For example commissions, bonuses, salary, etc. An all-encompassing view for each item would be great.

In past roles I had to calculate my bonuses and commissions and it took a lot of time. This platform takes a lot of that away and gives me a clear, concise view of my earnings.

The forecasting and the clarity of the paid commission and the run out

I do not have any complaint, it is great.

Clarity of commission payment

Visibility of my commission payment in detail and the possibility of requesting a review before payment is made

The payment graph could have more filters to filter by quarter, for example

visibility of my payment before it is made.

Previously, I had to check my sales performance by Excel every quater. It takes time and effort. After the introduction of CaptivateIQ, it became very comfortable. Thank you so much!

If possible, could you please make Japanese function?

I couldn't check the detail of my sales performance before our company integrated CaptivateIQ.

Best in Salesforce Integration, The platform is neatly designed, Automated calculations,

Takes time to understand personally I feel there are a lot of columns which can be minimised.

Needs to reduce columns.

A mobile app would be apt.

The summary of all of my earned commissions through year-end is very helpful and always available

Nothing presents as an issue for me with using CaptivateIQ

Our comp plan has several layered components to our compensation. CaptivateIQ provides a simple yet detailed analysis for a quick and easy review.

I can easiler follow up on my monthly comission with CaptivateIQ.

Nothing, it's so simple and easy to use.

the ease of usage to follow up on comissions

Сaptivate IQ is very useful comissions calculation tool, with the full integration with Salesforce! It gives a lot of visibility on numerous deals and dedicated compensations.

Once you open it-you`ve full understanding of performance payments. In case of any questions it`s very helpful to make an inquiry. I`d recommend it for frequent usage.

When some Salesforce configuration changes the integration must be remade in order to keep the comissions visibility.The customer support is very helpful to ease the new implementation.

It help to the accounying teams to improve efficiency and better interact with sales reps to help to solve questions asap.