[ Captiva... Reviews ](https://www.g2.com/products/captivateiq/reviews) [ Captiva... Reviews ](https://www.g2.com/products/captivateiq/reviews) # CaptivateIQ Features ##### ## Sales Rep Portal (6) Commission Estimator Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. Dispute Management Method to manage and resolve varialble compensation disputes/descreptancies Compensation Statements Method for a salesrep to see breakdown of variable and base compensation payments that have been made. Plan Documents and Agreements Features that enable Sales rep to view details of compensation agreements Individual and Team Performance Reports Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole. Mobile User Support System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) Show More ##### ## Management Portal (5) Sales Org Performance Reports Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions Monitor Sales Rep Performance Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives Quota Assignments/Management Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required. Commission splits and overrides Sales manaagement can override/adjust Compensation and split commission manually Workflow and Approvals Functionality to approve compensation statements or other processes that require approval relating to sales compensation Show More ##### ## Administration (6) Adjustments/Dispute Resolution Functionality that allows admins to adjust and manage compensation disputes Comp Modeling - Ease of Admin Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource Comp Modeling - Design Flexibility Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires Comp Statement Calculation and Distribution Easily creates compensation statements and distributes them to sales team Reports and Dashboards Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs Sales Hierarchy Management Manages changes to sales organization easily Show More ##### ## Platform (13) CRM Integration CRM integration is flexible and easy to maintain Financial Integration Financial System integration is flexible and easy to maintain HCM/HRIS Integration HCM/HRIS integration is flexible and easy to maintain Customization System provide sufficient customization to meet business requirements APIs System provide well documented API's that can be used to integrate to 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Performance and Reliability System is consistently available (uptime) and system's speed is don't impact productivity Internationalization Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting/Dashboards Access pre-built and custom reports and dashboards. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. APIs Enables integration to external systems Show More ##### ## Data Availability (4) Contact Data Availability Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. Company Data Availability Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. Industry Research Availability Does this product offer industry research data that you require? Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Show More ##### ## Data Accuracy (3) Contact Data Accuracy How accurate and up to date is the contact data? Company Data Accuracy How accurate and up to date is the company data? Technographic Data Accuracy How accurate and up to date is the technographic data? Show More ##### ## Features (9) Lead Builder Ability to create targeted contact lists. Integration to CRM/Marketing Automation Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. Data Cleaning/Enrichment Ability to clean/enrich existing data that is maintained in other systems Data Segmentation/Filtering Functionality to filter or segment data from within sales intelligence software Search Offers search tools that allow users to find the data they need quickly News/People Alerts Alerts you to changes happening to industries, companies and people you follow Connections Find the people you know that can introduce you to contacts at prospects Reporting Provides ability to create the reports that meet your business requirements Messaging Provides ability to message contacts directly from within the sales intelligence software Show More ##### ## Data Sourcing (5) Data Sourcing Compiles data from a breadth of either internal or external sources. Exporting & Sharing Data Enables user to communicate data by securely exporting and sharing it. Multi-Device Data Visualization Allows users to view data visualizations on several devices. Interactive Dashboards Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. Data Segmentation Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (4) Lead Scoring Provides scores or rankings of each prospect based on the data provided. Opportunity Scoring Provides insights to determine which deals already in the pipeline have the best chance of closing. Risk Analysis Warns sales teams of accounts that may be at risk of being lost. Live Forecasting Provides live customer data so that sales organizations forecasts stay current. Show More ##### ## Sales Management (4) Live Pipeline Management Updates every time a change is made enabling users to trace a deal through the pipeline. Sales Gamification Enables competition between a sales team by providing things like challenges and scoreboards. Account-Based Analytics Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Show More ##### ## Training (4) Knowledge Base Organizes knowledge from fellow sales representatives and other experienced employees for reference. Coaching Materials Offers content and training for new hires within the tool. Playbook Creation Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. Video Record Records users' practice or live pitches for future reference and improvement. Show More ##### ## Feedback (7) Review Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. Scorecard Provides a scorecard to display team and/or individual performance. Coaching Card Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. Leaderboard Projects team sales performance publicly to reward and motivate employees. Real-Time Updates Updates sales data in real-time so as to help teams remain close to their goals. Notifications Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. Competition Motivates employees by creating time-sensitive competititons that drive performance. Show More ##### ## Incentives (3) Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (3) Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Collaborate (2) Optimization Plan and optimize resources effectively. Supply Chain Planning Create supply plans based on things such as predicted demand, capacity, and material availability Show More ##### ## Logistics (3) Warehouse Optimization Plan warehouse activity to execute adjustments to sales and inventory targets Inventory Targets Establish inventory targets based on changes to the sales plan Procurement Planning Ability to figure out what products to buy and when to buy them. Show More ##### ## Generative AI (1) AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Sales Performance Features - Sales Planning (7) Account Scoring Provides ability to score accounts based on potential revenue to prioritize accordingly. Revenue Planning Provides ability to structure topline revenue goals. Account Segmentation Segment accounts based on ideal customer profile and business objectives. Sales Performance Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. Sales Forecasting Forecast sales data for sales teams, individual reps, territories, or products. Integrations Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. Scenario Modeling Abilty to create and run "what-if" scenario modeling to inform business decisions. Show More ##### ## Territory Management - Sales Planning (2) Territory Management Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. Territory Planning Define territories to ensure optimized market coverage and allocate resources appropriately. Show More ##### ## Quota & Capacity Management - Sales Planning (3) Quota Management Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. Capacity Management Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. Quota Planning Design quota targets based on factors such as account size, rep performance, and pipeline needs. Show More ##### ## Platform - Compensation Planning (6) Compensation Budgeting Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization. Merit Cycle Planning Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses. Pay Transparency Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management. Automated Compliance Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors. Reward Structuring Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity. Compensation History Accesses employee compensation history and talent records when evaluating compensation planning strategies. Show More ##### ## Additional Features - Compensation Planning (3) Reporting Capabilities Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards. Workflow Automation Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required. Integrations Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions. Show More ##### ## Agentic AI - Sales Planning (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Sales Compensation (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Sales Intelligence (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Coaching (4) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Xactly](https://images.g2crowd.com/uploads/product/hd_favicon/5c1f8add060942a47324bc40c56e0467/xactly.svg "Xactly") Xactly 4.2/5 (1,079) ](https://www.g2.com/products/xactly/reviews) [ ![Varicent](https://images.g2crowd.com/uploads/product/hd_favicon/1dcdfdd63c75a3317370f485c979da79/varicent-varicent.svg "Varicent") Varicent 4.5/5 (589) ](https://www.g2.com/products/varicent-varicent/reviews) [ ![QuotaPath](https://images.g2crowd.com/uploads/product/hd_favicon/f117eb3c7e4145cacb58bbb70dd3cdfe/quotapath.svg "QuotaPath") QuotaPath 4.7/5 (310) ](https://www.g2.com/products/quotapath/reviews) [ View All Alternatives ](https://www.g2.com/products/captivateiq/competitors/alternatives) CaptivateIQ Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6103aa2e17ecf83f400ba36552a8c183/salesforce-spiff.png "Product Avatar Image") Salesforce Spiff 4.6/5 (3,068) [ Compare Now ](https://www.g2.com/compare/captivateiq-vs-salesforce-spiff) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_131c595cc5698402f6837276f81d76b3/xactly.png "Product Avatar Image") Xactly 4.2/5 (1,096) [ Compare Now ](https://www.g2.com/compare/captivateiq-vs-xactly) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_880b11a0f1fb81d626390b5e812f1aad/performio.png "Product Avatar Image") Performio 4.4/5 (1,014) [ Compare Now ](https://www.g2.com/compare/captivateiq-vs-performio) ##### Categories on G2 [ Sales Analytics ](https://www.g2.com/categories/sales-analytics)[ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management)[ Sales Coaching ](https://www.g2.com/categories/sales-coaching) [ Sales Intelligence ](https://www.g2.com/categories/sales-intelligence)[ Sales Planning ](https://www.g2.com/categories/sales-planning)[ Compensation Planning ](https://www.g2.com/categories/compensation-planning)[ Sales Compensation ](https://www.g2.com/categories/sales-compensation)[ Sales & Ops Planning ](https://www.g2.com/categories/sales-ops-planning) Show More ##### Explore More [ Which AP software offers the fastest invoice processing? ](https://www.g2.com/discussions/which-ap-software-offers-the-fastest-invoice-processing)[ Best voice recognition software for small businesses ](https://www.g2.com/discussions/best-voice-recognition-software-for-small-businesses)[ Best business continuity management software ](https://www.g2.com/discussions/best-business-continuity-management-software-help-me-choose-a-solution) [ Which encryption software integrates transparently with enterprise productivity suites like Microsoft 365 and Google Workspace? ](https://www.g2.com/discussions/which-encryption-software-integrates-transparently-with-enterprise-productivity-suites-like-microsoft-365-and-google-workspace)[ What's the best influencer marketing platform for mobile users ](https://www.g2.com/discussions/what-s-the-best-influencer-marketing-platform-for-mobile-users)[ Pros and Cons Details ](https://www.g2.com/products/captivateiq/reviews?qs=pros-and-cons) Show More [ Which AP software offers the fastest invoice processing? ](https://www.g2.com/discussions/which-ap-software-offers-the-fastest-invoice-processing)[ Best voice recognition software for small businesses ](https://www.g2.com/discussions/best-voice-recognition-software-for-small-businesses)[ Best business continuity management software ](https://www.g2.com/discussions/best-business-continuity-management-software-help-me-choose-a-solution) [ Which encryption software integrates transparently with enterprise productivity suites like Microsoft 365 and Google Workspace? ](https://www.g2.com/discussions/which-encryption-software-integrates-transparently-with-enterprise-productivity-suites-like-microsoft-365-and-google-workspace)[ What's the best influencer marketing platform for mobile users ](https://www.g2.com/discussions/what-s-the-best-influencer-marketing-platform-for-mobile-users)[ Pros and Cons Details ](https://www.g2.com/products/captivateiq/reviews?qs=pros-and-cons)