CaptivateIQ

"Easy to use, and incredible customer experience"

Vorteile: The tool itself is incredibly intuitive to use if you come from a finance background. I could pick up everything really quickly because a lot of the design in mind is how you'd create formulas in Excel. On top of that, the customer service was unmatched. I had truly the absolute best on-boarding experience with them. Also they are rolling out new features like their plan management tool that saved me and the finance team a crazy amount of time not having to manually populate and send them one at a time.

Nachteile: They haven't built in short cuts that lets you mass edit columns into dates, currency etc. Could add in additional visuals to make it a bit prettier. Create the option of a real-time sync could be useful from a performance management perspective.

"CaptivateIQ Review"

Kommentare: 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.

Vorteile: -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.

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

"Simple and Effective"

Vorteile: The feature I like the most about CaptivateIQ is the commissions dashboard. In single screen you can see all you previous and upcoming commission statements, with ability to look at statements for each one. As. a rep, it makes it extremely easy to know what deals are getting paid out and what rates. As a manager, you also have the intuitive view to quickly review in case any questions arise from reps.

Nachteile: Honestly, there is nothing not to like. The previous tool we were using was a nightmare for all users (admins, managers, reps, etc.). CaptivateIQ has really helped streamline our communication process when releasing commissions.

"SaaS rep using CaptivateIQ"

Kommentare: n/a

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.

"Time Saver"

Kommentare: CaptivateIQ has saved me hours of headaches. Previously my company dispersed commission statements via an excel spreadsheet. If one person put in the incorrect format or forgot to save a copy and made changes to the master template it caused a delays in pay outs. With CaptivateIQ I can check my statement in detail in less than 2 mins

Vorteile: The dashboard is very easy to read and understand the data as it relates to my commission statements

Nachteile: To be honest I haven't found any dislikes. The one ask, I wish there was a moblie app.