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.

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

Working with their implementation, support, and customer success teams has been incredible! Very helpful and responsive

The ability to turn around ad hoc data/reporting requests related to sales comp has been a huge difference. The statements are also a huge benefit to the team and time saver for myself

Some features that will be very nice to have on product roadmap

n/a

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

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.

We are solving cross team collaboration with commission between accounting and my BDR management team and moving away from excel spreadsheets. This has totally given new clarity and transparency across 3 different teams and made a lot of the grunt work of managing a BDR team go away. Also love that I can customize the comp structure to my own system.

-UX, simplicity - this product makes it incredibly flexible and easy to model my BDR commissions and work with accounting to ensure everyone is on the same page with comp. Working in a startup means we often change how we comp, and having a seamless UX and flexibility is crucial in using commission software for our BDRS.

only con is not being able to login via the website - sometimes hard to track down the app itself and where to login

Commission calculations, commission statements, commission release/hold, reports.

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

There isn't anything that I dislike so far.

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.

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.

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.

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

Ease of viewing and approving commission. Quick access of information.

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.

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

Very good tool

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

Selection of reps while doing the commission processing

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

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

The software is ideal for avoiding errors caused when you only work with spreadsheets. But, it has space for improvements, especially when it starts to give the users a hands-on experience to create connections with other tools, like google sheets, Big Query, etc. Also when it starts to adopt a low-code philosophy.

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.

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.

It’s been the great..of course the product, but I really enjoyed working with the support staff as well. Not only great guys and A+ service, but they have both been in finance roles where they ran commissions at companies so they’re great resources.

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

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

I think the system is great. We have harder than normal commission plans in my opinion and CaptivateIQ delivered. I would definitely recommend it to others looking to make commissions less painful to manage.

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.

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.

The problem that CaptivateIQ solves for my sales team is taking away any grey area. CaptivateIQ provides transparency for our team and allows direct reports to have ownership over their commission. There have been times were discrepancies have come up between what I thought my attainment was vs. what I was actually paid on and without CaptivateIQ I would never have known this.

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.

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.

Excellent overall experience.

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.

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

so far this is a good commission software that i can recommend.

This software is the best , its easy to use i like the user interface . Am able to view my monthly commission report status All commission report is shown in a summary

I wish the team can build mobile phone app ( android app)

As an administrator I use captivate on a daily basis. It’s an improvement over our previous product in that I can instantly calculate commissions after updates are made. It is much more intuitive to use when creating plans and the statements are much more transparent to the sales organization.

Ease of implementation and plan creation.

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

CaptivateIQ has been a great experience. Coming from Excel, I highly recommend it for an automated commission solution to save time processing, reviewing payouts for accuracy, and giving something our team is able to interact with for their compensation. When we ran out of time we would not send statements to individuals and with captivateIQ I never have to worry about that.

One of the challenges of handling our main AE plan in Excel was that it required me to track every period for each sales rep on each line. This was quickly ballooning to become a problem and wasn’t going to scale well with our fast growing business. CaptivateIQ was able to easily handle this AND all of our other different commission plans (SDR team, CS team, Managers, etc.) They’ve got a nice UI and the formula writing within their Comp Plan designer is easy to understand. I also like the real-time feedback in the calculations - brings a lot of transparency for creating new or updating existing commission plans. Services team has been great - very fast and we’re happy with the work so far.

The system has a lot of flexibility to handle any commission plan but sometimes the formula writing can be a little long. This could be related to the complexity of some of our plans trying to satisfy a bunch of conditions for payouts.

Before using this we would not know what we were going to be paid until our check. this was not good because if there was an error we had to wait until the next paycheck, 2 weeks later, to get it fixed. This has not happened since this has been in place.

This software has provided transparency on my paychecks. It breaks down, in detail, where you commissions come from. This is done in a timely manner giving you the opportunity to check and request information on an issue you might think there might be.

I have not come across any issues that I have not liked

When I came on board my current company, we were in the final stages of implementing CIQ. We were running it side by side with our Excel spreadsheet that we had previously used; using a spreadsheet to calc commissions for 50 + sales reps is almost impossible. With Excel there are always errors - With Captivate, the only errors are related to something I haven't put in correctly . The side by side lasted 4-5 months; once we cut completely over to CIQ, commissions because sooo much faster and easier - I can't imagine life without it!!!

Very easy to use - All I do is upload our assumptions, upload our data and click "Process"!

It requires a little bit of deep formula knowledge but they have a very useful knowledge base to help and I have learned a lot!

It's been very easy to navigate and the details are also clear. What I like is that there's a natural flow to how you as a sales person thinks -- what are the deals I closed, what did I earn on base commission, what did I earn on accelleratos and what is my total earnings.

As a rep a top priority is accurate payment on commissions, especially if your comp plan is complicated. Thankfully mine is not, but mistakes can still happen, with CIQ I don't have to worry about that. It's so easy to read and see exactly what deals you closed for the amount, and where you're earning commissions and what accellerators you hit. You can't ask for much more than that, and I know our finance and payroll teams loves it much, much more than the Google Spreadsheet we used to have!

Not much to complain about, easy to use as a manager too from my understanding to quickly spot check the team. I don't really know what else they could do to improve it.

We run all our GTM commission plans through CaptivateIQ. It helps build a single centralized data source for all our commissions so overrides are reflected across all plans, and clawbacks also run across all plans. We are working now to expand our use case to encompass reporting and drive more analysis of our compensation plans. We will support Finance in better understanding CAC and precisely how much our compensation plan contributes to that for different customers/contract types.

CaptivateIQ is incredibly intuitive for anyone who has run/ modeled compensation plans in Excel. It has the integrations to seamlessly connect to where your data is stored outside of CaptivateIQ and the power to augment/ alter your data in system to support even the most complex compensation plans.

The UI needs a little work still. There are times where it seems all the relevant information is on the page to work, but it's too cluttered. This especially becomes true on more complex compensation plans with stepped calculations that are worked through and there are 20+ data columns driving the final output.

It's a great tool to use to help improve performance and sales (commissions)

It gives me the opportunity to gauge my commissions and prepare for my finances.

I cannot say I have any dislikes. I use the software for the purpose I need and it is perfect.

This commission program can now automate many of the processes that used to take me hours and hours each week. CaptivateIQ has been quite helpful in making our commission deadlines much more achievable, especially at a fast-growing firm like ours. Furthermore, CaptivateIQ has decreased an incalculable number of human errors.

Outstanding [SENSITIVE CONTENT] Automates Manual Commissions and Syncs with Salesforce Data Makes Commission Deadlines a Little Bit Easier to Handle Keeps Up With Our Fast-Growing Business

Curve of Difficulty in Learning (unless you are experienced in the industry) Most of the time, it's user-friendly.

That it's easy to use and flexible to make quick changes. Implementation doesn't take long. Easy to understand and to share

Lacking dashboards and better user experience