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.

A great tool that has found the sweet spot between functionality and simplicity

Kommentare: We use CaptivateIQ to automate variable compensation calculations, along with tracking sales performance against quota. Time spent every month performing calculations is reduced by more than 90%, while calculation accuracy has increased. Payees no longer need to wait 1-2 weeks after month close before seeing expected payment amounts. They now have the option of previewing updated pay statements in real time as deals close.

Vorteile:

Easy for a single individual to administer the entire application. Successfully and intuitively mirrors excel functionality. Ease of integration with Saleforce CRM. Relatively easy to configure plans and troubleshoot any errors in calculation logic. Wealth of help articles and plan examples made available to customers in the product knowledge base. Pace and consistency in which the application receives updates.

Nachteile:

Building custom reports is relatively convoluted compared to the rest of the application. Pay statement formatting and customization is functional, but a little basic.

CaptivateIQ Makes It Easier to Review Payouts

Kommentare: Solving in listing and reviewing my commission based on all the deals I have closed in the quarter.

Vorteile:

Review and accepting the payouts list. Previously the Salesops and finance team would send me the list of deals in an excel sheet and I have to manually check and raise objections via email.

Nachteile:

So far no issue. I use it for reviewing commission and I could find all the function I need there.

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.

Motivating Commission and Performance Mngt Software

Vorteile:

Great to see in real time a reps achievement and over-achievement levels. Easy to read and export excel reports as needed. If we have a commissions question or issue, the Inquiries button works well to communicate with our ops teams.

Nachteile:

As sales manager, I would like to see graphs or charts on where reps stand with their performance.