CaptivateIQ Erfahrungen

Vorteile

What's good with the tool is that it offers you a change to manage all your contracts. You are able to know whe the contracts are ending and when to renew to contracts. I have found a tool to be effective and effective particularly when dealing with multiple contracts of different level. It's easy to use and flexible to fit the business needs.

Nachteile

No feature that I would wish to be improved in any way. It offers the best experience.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Spiff und Xactly Incent

Gründe für den Wechsel zu CaptivateIQ

This decision was made prior to my onboarding; however, it was conveyed to me that CIQ was chosen for the fact it has the most user-friendly interface, is the least complex system when it comes to manipulating reporting models or setting up new commission plans. This has greatly reduced our manual efforts in tracking these down outside of the system!

Vorteile

Really like having transparency around how much I'm going to get paid, when, and based on what deals.

Nachteile

What could use the most improvement is showing me more intuitively where the data is. The UI right now takes a bit of digging around and seems like there is a lot of blank space.

Vorteile

It offers flexibility to implement complex comp plans. The workflow are easy to follow.

Nachteile

There isn't anything that I dislike so far.

Vorteile

I love how simple and easy it is to navigate the UI as you're looking to find answers about your payouts. I previously used Xactly at my former companies and CaptivateIQ is WAY better. I was always suspicious about my payouts in the past, but since we've started using CaptivateIQ, I'm able to clearly find what I'm looking for and feel confident that my commission is correct.

Nachteile

There's not a whole lot that I dislike about the platform. The only feedback I provided was that I wish there was a way to read about your payout in more "plain text", rather than having to dig through different tables of data.

Vorteile

Love that everything is in one place and I don't have to rely on using any type of excel doc to see my commissions and run scenarios. This allows them to get updated and I know, no one else can change values in those excel docs.

Nachteile

The only thing I wish it had was line item commission values for each deal I've brought in.

Vorteile

I like the professional layout of CaptivateIQ. I also like being able to see certain key pieces of commission information at a glance when I initially open the statements.

Nachteile

I have not had any cons thus far with this product.

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

The plans are not so challenging to implement if you have a financial background, the formulas are pretty similar to the Excel ones, but it's a bit time-consuming, so you better save a prominent slot in your calendar to complete the implementation. Also, I like how customizable the software is, if you enhance your knowledge of the platform you gonna be able to do a lot.

Nachteile

The lack of possibilities when it comes to automation and integration with other tools, unfortunately, CIQ is not available for integrations via Zapier, Workato, Make, etc. So if you need to streamline your process to gain efficiency, you will need to have an IT background because only their API is available.

Vorteile

The product truly automates what used to be one of the most annoying manual tasks for us
The sales, implementation guys, and support team are all fantastic
My reps finally have visibility to their commissions without having to ask me or my admin
Data syncs directly from my CRM
I was able to change my reps’ plans to have a better (but more complex) plan because I didn’t have to worry about how we’d calculate it each month

Nachteile

The ui needed some improvement but one of the recent updates was a huge boost..it looks very slick now

Vorteile

We were previously managing commissions in Excel and it was starting to take up more time to manage given our growing team. We looked at CaptivateIQ and we were skeptical they could handle our commission plans but they pulled it off. Their system is very flexible and was able to handle things like ramp, draw, and more for us. I also like their rep reporting section. Unlike other solutions, which were forcing us into their set templates, CaptivateIQ’s was very customizable and we were able to tailor each plan.

Nachteile

Their documentation is lacking within the product but they have a great services team that was able to help get me trained so not a big deal.

Vorteile

I like that CaptivateIQ provides a single source of truth for my sales team. In the sales world, commission is everything and CaptivateIQ is a platform that allows management and direct reports to be on the same page. If there's ever a question about what I'm being paid I know I can turn to CaptivateIQ for the information I need. In many ways, CaptivateIQ acts as a leger for my payouts and it can be referred back to whenever I need it. It is extremely effective because I can see how my performance as reported in salesforce matches against what I was actually paid.

Nachteile

I don't particularly dislike any aspect of CaptivateIQ but I wish there were additional notifications. I think that it would be helpful if CaptivateIQ was synced with my companies HR/salary platform (ADP) so I could access these statements in one place. If not, then I'd like to be notified when updates in CaptivateIQ are made so I can stay on top of it.

Vorteile

The speed and reliability of the system are big plusses. It is easy to use and can cope with the nuances of our different commission plans. C-IQ have an excellent support and customer service team.

Nachteile

The product is continually improving and adding new features. C-IQ listen to customer feedback in this respect.

Vorteile

Easy to use, update and get users accessing on their own. Customer Support responsiveness to use recommendations and general assistance for questions or best practice advice.

Nachteile

Initially there were some multi step in setup that could be linked to save steps and when i made the recommendation, within a few weeks the fix was in.

In Betracht gezogene Alternativen

Xactly Incent

Gründe für den Wechsel zu CaptivateIQ

ease of use and price

Vorteile

Ease of implementation and plan creation.

Nachteile

Captivate could be improved by allowing multiple transformations within one calculation worksheet.

Vorteile

The flexibility of the software is incredible and so important for our quick changing sales goals

Nachteile

I wish there was the ability to lock down a period and have a "super admin" and regular "admin" so my team would have to go through me in order to change a prior period once locked.

Vorteile

Building and customizing commission plans in CaptivateIQ is quite intuitive and less labor intensive. Third party integrations with our HR, payroll and sales platforms was seamless which help us cut down our manual data processing errors from the past.

Nachteile

Document management with our legacy platform DocuSign caused a lot of issues when we were not able to dispatch bulk incentive sheets to our users last month.

Vorteile

CaptivateIQ rearchitected a new platform and so far it’s great. It’s very easy to digest and works much better than ever before. With this new design, it’s fully functional and self-service - I’m able to go and create new commission plans on my own. It has a workbook style to it making the UI/UX very familiar and intuitive.

Nachteile

The statement designer has been great so far in that it’s very customizable but I would like to see improvements around formatting and adding graphics/colors.

Also, I’d like to see more from general reporting for analysis. The team mentioned this is something they’re working on and will be out shortly so excited to hear what will come out for this.

Vorteile

As an AE, it can often be hard to track your monthly and quarterly targets. CapitaveIQ made it easy for me to track quota attainment & commissions.

Nachteile

It would be helpful to have more expanded views with the data and equations that go into the numbers. This could potentially lead to customized reposts for AEs

Vorteile

Single pane of view, ease of use, ability to see all commissions and where they were sourced from, the integration with Salesforce, and the commission plan breakdown and how they're being paid out.

Nachteile

User login information is not intuitively stored at the login screen. There are some extra steps needed in order to utilize SSO and that can be often difficult especially when you are managing multiple SaaS services.

Vorteile

Not really sure what I like the most, my employees use it

Nachteile

I don't use it, I wish I could tell you but I don't

Vorteile

CaptivateIQ is a no-code SaaS platform that is an incentive compensation management (sales commission) solution. It helps enterprises to automate and improve the tough assignment of scheming, processing, and reporting commission. It effortlessly pulls data from Salesforce for the automatic processing of commissions, its dashboard is easy and enjoyable to work with and its customer support is top-notch.

Nachteile

Sometimes the reporting can be time-consuming as the pages load slowly on CaptivateIQ and my CSM has promised optimization on that front.

Vorteile

I love the fact that this is real time Data that is updated regularly. You can see everything you need for your commissions and bonuses burn to date. It saves back-and-forth emails with management and payroll. It’s very nice to have in your pocket.

Nachteile

There is not much else that I can find negatively about this. A streamlined mobile app could be the icing on the cake.