Overview
Product Information on CaptivateIQ
What is CaptivateIQ?
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Overall experience with CaptivateIQ
“CIQ Platform - A Game Changer for Efficiency and Design”
“Salesforce Integration Adds Value Yet Increases Dependence on External Data Quality”
About Company
Company Description
CaptivateIQ is an agile commission solution provider that helps businesses to maintain consistent alignment between their revenue teams and changing business objectives. With its flexible and user-friendly approach, the company focuses on offering the capability to create a variety of commission plans, reduce time spent on payout processing, and encourage sales teams by giving instantaneous transparency.
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CaptivateIQ Likes & Dislikes
One of CIQ's greatest strengths is the high level of customization. The breadth of the differences in our plans is large and it is able to handle our specific business needs without requiring complex workarounds. In addition to the ability to customize, it also allows for standardization within your customizations. This is a huge win as it allows us to create intuitive reporting and use similarities between plans as metrics. I also appreciate the ease of statement design and how professional-looking they are to the end user.
The transparency that it provides is valuable, the Salesforce integration creates a seamless experience, and it makes it easy to know my commission earnings without a spreadsheet.
Flexible and user-friendly. After understanding the logic and the way data runs through workflows and report models, there are a lot of possibilities to customize the system to the company's needs.
Building any sort of custom reporting was a large learning curve for us when it first rolled out. Once we grasped the concept, we were able to manage on our own to create any other reports and dashboards we needed.
While the Salesforce integration is beneficial, it means the system relies heavily on that data quality, which can get messy within larger organizations. The reporting and dashboards aren't robust and offer only basic information. The overall UX could be clearer.
There is a bit of a learning curve. It takes a while to learn the formulas and the logic behind how report modes and Unified sheets workbooks link together
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CaptivateIQ Reviews and Ratings
- Director of Operations<50M USDSoftwareReview Source
CIQ Platform - A Game Changer for Efficiency and Design
CIQ has been a game changer for our organization for the last 7 years+. It saves us approximately 80 hours per month by eliminating manual spreadsheets and automating all compensation processes. The platform is highly-customizable, easy to build out, and doesn't require a 3rd party to install or manage. Making updates/changes is simple, which allows us to adpat quickly as our needs evolve. Our end users absolutely love it - there's virtually no learning curve thanks to CIQ's clean, intuitive design. The reporting functionality provides real-time pay statement and leaderboard insights that power our end users. Overall, CIQ is one of the best tools we've ever implemented. - Finance Associate50M-1B USDSoftwareReview Source
After learning the basics there's a world of possibilities to tread and show data and it's quite fun to build and change the setups
Overall, CIQ has been a great experience. It makes managing commissions much clearer. Eliminates human error and reduces a lot of manual work we used to do in spreadsheets - Director of Finance50M-1B USDConstructionReview Source
Ditch older sheets and automate your calculations.
Great customer experience every step of the way from the sales process through go live and care after. CaptivateIQ does a great job of providing our team members with the information they need in a timely fashion. - Business Development Associate<50M USDSoftwareReview Source
Salesforce Integration Adds Value Yet Increases Dependence on External Data Quality
I like that CaptivateIQ eliminates the need to manage my commissions via messy spreadsheets. It's not the easiest to navigate and the functionality does seem limited. - Business Development Associate50M-1B USDIT ServicesReview Source
Automated Commission System Offers Detailed Insight Into Sales Representatives’ Earnings
CaptivateIQ has been a great resource to automate commissions at my company.