CaptivateIQ Reviews & Insights

It is a great service and software, easily allows me to see where I am month over month, and where I need to be. I would recommend it to any job with sales or performance based roles. It seems to be very transparent and allows you see see any wholes or errors in your numbers.

Very easy to understand. I was hesitant to use another confusing software, but it is not difficult to understand at all. I look forward to monthly emails where I can go in and see where I am for the month regarding performance. It is a great tool for every workplace.

The CaptivateIQ interface enables me and my coworkers to approve commission rates and amounts easily and gives my managers a chance to review whether everything aligns with the quarterly totals from our sales tracking software. It is super helpful and has a great UX, which makes facilitating every quarter commission drop simple and effective.

If you are a large company with many account executives/managers that are paid commissions, this is for you. The previous software we used was very complicated, but CaptivateIQ is simple and gives you all the info you need right away. There's no fuss when it comes to approvals or disputes and I think I speak for management when I say its easy for them as well.

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. Any potential errors can be easily flagged for our comp team to review.

Our comp structure is particularly confusing. This is because I get paid a different commission rate on SaaS, prepaid advertising media, and advertising media in arrears. I also get paid in commission, in bonus, and in SPIFFs. Understandably, commission mistakes are not uncommon. CaptivateIQ is an excellent way to track everything: what I should expect to get paid, why, and when. If I see anything that doesn't look right, CaptivateIQ makes it very easy to open an inquiry from right within the application and reference the applicable section in chat form. Although CaptivateIQ is not meant to replace our Salesforce reports, I can easily include links to Salesforce reports in my inquiries.

I use it to see my quota and monitor my achievements and bonuses. The platform allows my to easily see where I am at and how the bonus for Q was calculated.

Great for finance to send the sales field reps their bonuses.

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

Very user friendly, easy to use for the sales reps also on the app

I use Captivate IQ for tracking my commission payouts and making sure everything reflects accurately with my sales reports. This tool also helps me with tracking my performance to goal and attainment for quarterly performance and yearly quota as well. I really like it, it's simple and easy to understand and use.

Sometimes my sales reporting takes a day or two to update so I will check CapIQ to make sure it's been accounted for if maybe my other tools are lagging

Verifying commission payouts - we use this for monthly commission reports so as AEs we can verify our sold accounts are all being correctly reflected on commission checks for the previous month.

I'd recommend this for anyone in a quota-carrying role. You can see exactly how you're tracking towards quota and what you got paid so far.

This tool brings in all the transparency of payouts and commission questions. It really gives you everything you need to understand the process and an easy way to get your questions answered. Problem-free single pane of glass to see it all.

If you are having issues with this or needing assistance, CaptivateIQ gives you a no fuss way to help with commission and review of commission statements.

We currently used CaptivateIQ to review sales goals, commissionable earnings and sales payouts.

Very well suited in sales management and commission review/approval

We switched from Excel spreadsheets and some awful Salesforce raw data report to Captivate 1.5 years ago. Night and day difference. I went from having 20% clarity into my commission payout to 95%+ clarity. About once a quarter I bump into an issue of some sort, whereas before I couldn't even begin to understand my pay without my own personal calculations alongside the company tools.

Sales organizations need a tool like this. Full disclosure: I have zero experience with any other commission tracking system, so I am not a great resource for comparing choices. But this is the choice my company made for me, and it's terrific.