Overview

CaptivateIQ is a sales commission planning and management product that allows enterprises to swiftly create commission schemes and compute payouts for their sales professionals. This cloud-hosted system enables you to handle assumptions, produce simulations, and more. It permits your organization to tailor and manage sales incentive compensation plans for your sales personnel. You can use it to generate and apply flexible staff assumptions, produce powerful computation formulas to create schemes, and generate payout adjustments and simulations.

Captivate integrates tightly with Salesforce to sync information on opportunities and deals. You can consolidate data from multiple systems or spreadsheets into a single Data Workbook inside the platform. The software also helps you to generate analytics and reports on metrics like average deal size, deal volume by type, KPI trends, and others.

Benefits

COMMISSIONS DATA

Utilize your Salesforce data and easily handle employee assumptions.

Direct Salesforce Integration

Import your deal data automatically and seamlessly from Salesforce with CaptivateIQ’s native integration.

Flexible Staff Assumptions

Apply any kind of staff assumption to a payout computation, including quotas, mid-period changes, manager hierarchies, and more.

Exception Handling and Data Augmentation

Effortlessly strengthen your raw data utilizing formulas and handle all kinds of exceptions including voids, splits, and overrides.

Spreadsheet Centralization

Centralize information stored in several spreadsheets into one Data Workbook to create one source of truth.

PLAN DESIGN AND RUNNING PAYOUTS 

Swiftly create compensation plans and confidently calculate payouts.

Real-Time Feedback

See your plan’s output and determine the computations in real time which permits you to swiftly spot and correct issues.

Strong Calculation Formulas

Create your scheme leveraging the flexibility and familiarity of spreadsheets and the error-proof nature and scalability the CaptivateIQ platform.

Data Transformations

Merge multiple data sources and scrub them effortlessly utilizing the software’s user-friendly yet robust data features.

Payout Simulations/Adjustments

Simulate a compensation payout for any mixture of staff member, commission scheme, and pay period.

ANALYSIS AND REPORTING  

Generate reports to inform, motivate, and enable all teams.

Payout Computation Snapshotting

Analyze how a payout was computed with visibility into the calculations and data utilized at any time.

Statement Designer

Create custom statements for commissionable staff members to keep them updated on their compensation and motivate them to perform at their best.

Performance Tracking

Monitor custom KPIs for your sales professionals to surface insights and trends like average deal size, deal volume by type, % to goal, and more.

Payroll Reporting

Meet all the payroll requirements of your accounting and finance unit to ensure your teams get timely and accurate rewards.

Product Features

Pricing

Fill out the contact form on the CaptivateIQ website to request custom pricing.