CaptivateIQ

"A Robust Commissions Tool "

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.

"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.

"Great workflow and great onboarding"

Kommentare: Commission processing time is down significantly, what used to take hours is now being done in one or less. Statements are quick to deploy and easy to understand. There is a lot more confidence in the plans as they are being administered systemically and not through multiple spreadsheets.

Vorteile: • Tool is powerful but simple to use.
• It's possible to create some pretty complex rules within the engine, but where it really shines is in simplifying the data to payment process.
• The onboarding process was phenomenal. [SENSITIVE CONTENT HIDDEN] really went above and beyond to make sure that all of my questions were answered and to make me a power user of the platform.
• The formulas used for calculation are simple and familiar as they mimic Excel, and the syntax is easy to pick up as it also mimics Excel. Where it picks up its power is by allowing SQL database functions like joins, unions, table filters, grouping, etc.

Nachteile: • I spent some time wishing there was a better way to store "environment variables" during setup, rather than storing them as rows in a table.
• I wish that there were automated emails that went out to an employee when the payment was "locked" (when the payment amount is approved by the administrator.)
• I wish that there was more user hierarchy. For example, I can easily create "managers" who can view the payments queued up for their "employees" but the plan administrator is still the one to queue those up. It would be nice to give the manager final say in when the employee can see their plan and payment.
• The dataloader tool requires a bit of data cleansing prior to popping it in, slight nuisance.

"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.

"CaptivateIQ has enhanced my sales payout knowledge! "

Kommentare: I have really enjoyed it so far. It is super easy to use and I really appreciate my company implementing this software!

Vorteile: I like how I am able to better understand my quote goals and the money that I will get per each throughout each quarter/year.

Nachteile: There is nothing that I do not particularly dislike.