AI TOOL PROFILE
CaptivateIQ: Sales Commission and Performance Management Software
- Sales
- Sales Enablement
- Sales Operations teams
- Revenue Operations managers
- Compensation professionals
- Finance and Accounting departments
- Mid-market companies
- Enterprise organizations
Pricing
Pricing is customized based on a per-seat model, number of payees, compensation complexity, and required integrations. A one-time setup fee is required.
At a glance
- Best for
- Sales Operations teams, Revenue Operations managers, Compensation professionals, Finance and Accounting departments, Mid-market companies
- Key use cases
- Incentive Compensation Management, Territory and Capacity Planning, Quota Setting, Bonus and MBO Management
- Integrations
- Salesforce, HubSpot, NetSuite, Workday, CSV upload
- Official website
- Visit CaptivateIQ official website
How AI is used
CaptivateIQ is a sales performance management platform that supports the process from sales planning to payout. It is designed to automate commission calculations and provide real time visibility for administrators and sales representatives.
The software is intended for revenue operations, finance, and compensation professionals. It supports various incentive structures, such as tiers, accelerators, and draws, to help reduce manual effort associated with spreadsheets.
Beyond commissions, the platform includes tools for territory management, capacity planning, and quota setting. It uses a proprietary calculation engine to process data, which may help teams update plans and calculate payouts.
Buyers should confirm that pricing is customized and includes a one-time setup fee. Organizations should also verify their reporting needs, as ASC-606 reporting is available as an add-on subscription.
Key Features
Automated Commission Calculations
Calculates payouts by pulling data from connected CRMs and applying custom compensation rules.
SmartGrid ELT Engine
A proprietary engine designed to manage, model, and calculate commission data in real time at scale.
Sales Planning Tools
Includes features for capacity planning, quota setting, and territory management.
CaptivateIQ Assist
An AI-powered assistant providing a co-pilot for admins, a coach for payees, and a plan advisor for insights.
Payee Visibility
Provides sales reps with dashboards and payout statements to track their earnings and attainment.
Predictive Modeling
Uses ML-powered models to help forecast quota attainment and identify payout anomalies.
Use Cases
Incentive Compensation Management
Automating the calculation of commissions for sales teams.
Territory and Capacity Planning
Defining sales territories and balancing workloads to align quotas.
Quota Setting
Establishing and managing sales quotas across an organization.
Bonus and MBO Management
Managing bonuses and Management by Objectives (MBO) calculations.
Integrations
- Salesforce
- HubSpot
- NetSuite
- Workday
- CSV upload
- SFTP
- Reporting API
FAQ
How does CaptivateIQ automate commissions?
- It pulls sales data from connected CRMs, applies custom compensation rules defined in its SmartGrid modeling engine, and generates real time payout statements.
Who is CaptivateIQ best for?
- It is designed for sales operations, finance, and compensation professionals at mid-market and enterprise companies with complex incentive plans.
What is the pricing model for CaptivateIQ?
- Pricing is customized based on the number of payees, plan complexity, and integrations, utilizing a per-seat model and a one-time setup fee.
Does CaptivateIQ support regulatory reporting?
- The platform supports SOX compliance and offers ASC-606 reporting as an add-on subscription.
Source category: Sales
Source subcategory: Sales Enablement
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