CaptivateIQ

Kommentare: CaptivateIQ moved us out of spreadsheets into a reliable platform that helped make our lives easier operationally as well as form a Sales user experience. RepairPal had been running the Sales team's commission calculations out of Excel spreadsheets for as long as anyone here can remember. Which worked for making sure the Sales team got paid on their standard plan but did not allow us much if any customizability.
It was a real challenge for us to pay SPIFFS, payroll adjustments, etc. Changing our comp structure was weeks worth of work instead of hours or days. And it wasn't a great user experience for the Sales team. Who ended up having to go through PDFs every month to try and find out what they had been paid. When I had initially started evaluating tools we'd looked at Exactly SimplyComp. But it became pretty apparent early on that we weren't their target buyer. Our sales team had 6 people on it and when we evaluated SimplyComp, it was challenging to replicate our plan. When CaptivateIQ reached out to us, it was very apparent that they understood our needs, struggles and had a wealth of experience working with all kinds of commission plans. We did a proof of concept trial with a free implementation and I could not be more pleased with the results. What used to take 2 people hours to do, is done in 15 minutes. Saves me time, saves our finance guys time and keeps the sales team happy.

Vorteile: Flexibility;
I have a hard time imagining a commission structure CaptivateIQ couldn't replicate. Customizable statements;
Show the sales team what they need to know. How much they got paid and when. Nothing more nothing less. Ease of use;
Fairly easy to self serve if you have a good understanding of excel formulas and SQL.
Takes us about 15 minutes to run commissions now where it used to take us hours. Customer support;
Every time I have reached out for help, I have gotten a response the same day. That’s particularly impressive given the size of CaptivateIQ.

Nachteile: I believe you can buy one at extra cost, but there's no built-in test/sandbox instance. Makes me a bit nervous testing things out in our production instance. But there are ways to ensure none of your important data is touched, so not a huge con by any means.

Kommentare: We used to have a person in our company whose sole job and responsibility is to track, compile, audit, and submit commission information for commission payout. This process was incredibly tedious and had the risk of errors and took at the very minimum 3 day turnaround once all the data was compiled. Since switching, we've been able to streamline and decrease the turnaround time!

Vorteile: From the beginning (and I mean the vetting process when deciding to switch to outsourcing commission management) CaptivateIQ has shown that they are a true partner vendor in the way that they really listened to what we needed and wanted from our commission vendor as well as how our commission is structured. When I log into my dashboard and view my statement, I see all the valuable information I need to understand my past performance and see where my potential payout will be.

Nachteile: Although the stats that I see are incredibly important (no fluff or unnecessary data), I do wish we had graphical representation of the stats so I can see trends and leading/lagging information.

Kommentare: No problems so far. But the entire commission process is 10x easier and navigate. We were using Google Sheets to track monthly and quarterly compensation - it was a nightmare. If we didn't complete the review in time, it would delay our payout and that was no fun! As an ADR, it's important to track your opportunities in different stages: closed-won, closed-lost, discovery, attempting, evaluating and negotiation. CaptivateIQ has allowed me to visually see what I have done month to month and what I want to be tracking towards -- more closed-won opportunities!

Vorteile: CaptivateIQ stores all my commission documents in one place. I can quickly scan through my Payout Summary for each month without flipping through different sheets. It also is easy to see if any adjustments are made. Wonderful service! It also helps save our Finance team so much time! I love that we have made their jobs easier :)

Nachteile: UI/UX can be improved. Very simple, bare-boned site. I would like to see more graphics and the ability to add more to my user profile. The color scheme is also a bit dull - consider oranges or reds! It also was troubling trying to log-in at first. I had to input my work email and then click forgot password. Long and annoying process. Making that an easier experience would have been nice!

Vorteile: itemized reports. like seeing the line item for every commission

Nachteile: unable to see tax that is deducted. would like to see that to have more accurate forecast. also can be difficult to log in

Vorteile: It is straight-forward and makes understanding variable comp and commission payouts much easier than the manual process we had in place before. As a result, it improves the conversations when my staff has questions about their payouts - the questions are better and more informed and we have an actual tool to investigate and answer questions.

Nachteile: Not deep into it enough to have anything I do not like.