CaptivateIQ Features

Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. This feature was mentioned in 1640 CaptivateIQ reviews.

Based on 1327 CaptivateIQ reviews. Method to manage and resolve varialble compensation disputes/descreptancies

Method for a salesrep to see breakdown of variable and base compensation payments that have been made. This feature was mentioned in 1886 CaptivateIQ reviews.

Based on 1419 CaptivateIQ reviews. Features that enable Sales rep to view details of compensation agreements

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. 1396 reviewers of CaptivateIQ have provided feedback on this feature.

As reported in 1186 CaptivateIQ reviews. System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)

As reported in 1101 CaptivateIQ reviews. Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions

Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives This feature was mentioned in 1197 CaptivateIQ reviews.

As reported in 1232 CaptivateIQ reviews. Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.

Sales manaagement can override/adjust Compensation and split commission manually 1304 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 987 CaptivateIQ reviews. Functionality to approve compensation statements or other processes that require approval relating to sales compensation

As reported in 1218 CaptivateIQ reviews. Functionality that allows admins to adjust and manage compensation disputes

Based on 1177 CaptivateIQ reviews. Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource

Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires 1174 reviewers of CaptivateIQ have provided feedback on this feature.

Easily creates compensation statements and distributes them to sales team This feature was mentioned in 1328 CaptivateIQ reviews.

Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs 1380 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 1136 CaptivateIQ reviews. Manages changes to sales organization easily

CRM integration is flexible and easy to maintain 835 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 762 CaptivateIQ reviews. Financial System integration is flexible and easy to maintain

As reported in 727 CaptivateIQ reviews. HCM/HRIS integration is flexible and easy to maintain

Based on 785 CaptivateIQ reviews. System provide sufficient customization to meet business requirements

System provide well documented API's that can be used to integrate to 3rd party systems This feature was mentioned in 766 CaptivateIQ reviews.

As reported in 739 CaptivateIQ reviews. System support multiple currencies and languages to enable business in multiple countries

Based on 931 CaptivateIQ reviews. System is consistently available (uptime) and system's speed is don't impact productivity

Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies 31 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 32 CaptivateIQ reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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. 33 reviewers of CaptivateIQ have provided feedback on this feature.

Access pre-built and custom reports and dashboards. This feature was mentioned in 33 CaptivateIQ reviews.

As reported in 28 CaptivateIQ reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

As reported in 31 CaptivateIQ reviews. Enables integration to external systems

Based on 33 CaptivateIQ reviews. Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.

Based on 32 CaptivateIQ reviews. Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.

Does this product offer industry research data that you require? 32 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 31 CaptivateIQ reviews. Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

How accurate and up to date is the contact data? This feature was mentioned in 31 CaptivateIQ reviews.

How accurate and up to date is the company data? 29 reviewers of CaptivateIQ have provided feedback on this feature.

As reported in 29 CaptivateIQ reviews. How accurate and up to date is the technographic data?

Based on 27 CaptivateIQ reviews. Ability to create targeted contact lists.

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. 28 reviewers of CaptivateIQ have provided feedback on this feature.

Ability to clean/enrich existing data that is maintained in other systems 28 reviewers of CaptivateIQ have provided feedback on this feature.

Functionality to filter or segment data from within sales intelligence software 29 reviewers of CaptivateIQ have provided feedback on this feature.

Offers search tools that allow users to find the data they need quickly This feature was mentioned in 29 CaptivateIQ reviews.

Alerts you to changes happening to industries, companies and people you follow 27 reviewers of CaptivateIQ have provided feedback on this feature.

Find the people you know that can introduce you to contacts at prospects 26 reviewers of CaptivateIQ have provided feedback on this feature.

Provides ability to create the reports that meet your business requirements This feature was mentioned in 29 CaptivateIQ reviews.

Provides ability to message contacts directly from within the sales intelligence software This feature was mentioned in 25 CaptivateIQ reviews.

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 65 CaptivateIQ reviews.

Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 66 CaptivateIQ reviews.

Allows users to view data visualizations on several devices. 64 reviewers of CaptivateIQ have provided feedback on this feature.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 68 reviewers of CaptivateIQ have provided feedback on this feature.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 66 CaptivateIQ reviews.

Based on 63 CaptivateIQ reviews. Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 62 CaptivateIQ reviews.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 63 CaptivateIQ reviews.

Based on 63 CaptivateIQ reviews. Provides live customer data so that sales organizations forecasts stay current.

As reported in 64 CaptivateIQ reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards. 62 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 61 CaptivateIQ reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 63 CaptivateIQ reviews.

Organizes knowledge from fellow sales representatives and other experienced employees for reference. This feature was mentioned in 15 CaptivateIQ reviews.

Offers content and training for new hires within the tool. 15 reviewers of CaptivateIQ have provided feedback on this feature.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. 15 reviewers of CaptivateIQ have provided feedback on this feature.

Records users' practice or live pitches for future reference and improvement. 15 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 15 CaptivateIQ reviews. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Based on 15 CaptivateIQ reviews. Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. 15 reviewers of CaptivateIQ have provided feedback on this feature.

As reported in 15 CaptivateIQ reviews. Projects team sales performance publicly to reward and motivate employees.

As reported in 15 CaptivateIQ reviews. Updates sales data in real-time so as to help teams remain close to their goals.

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. 15 reviewers of CaptivateIQ have provided feedback on this feature.

Motivates employees by creating time-sensitive competititons that drive performance. 15 reviewers of CaptivateIQ have provided feedback on this feature.

Automatically recognizes achievements that should be added to the leaderboard. 268 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 380 CaptivateIQ reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements. 240 reviewers of CaptivateIQ have provided feedback on this feature.

Based on 311 CaptivateIQ reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.

Based on 345 CaptivateIQ reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.

Based on 308 CaptivateIQ reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.

Based on 305 CaptivateIQ reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals

Based on 296 CaptivateIQ reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 173 reviewers of CaptivateIQ have provided feedback on this feature.

As reported in 36 CaptivateIQ reviews. Plan and optimize resources effectively.

As reported in 35 CaptivateIQ reviews. Create supply plans based on things such as predicted demand, capacity, and material availability

Plan warehouse activity to execute adjustments to sales and inventory targets This feature was mentioned in 35 CaptivateIQ reviews.

Based on 35 CaptivateIQ reviews. Establish inventory targets based on changes to the sales plan

Based on 35 CaptivateIQ reviews. Ability to figure out what products to buy and when to buy them.

Condenses long documents or text into a brief summary. This feature was mentioned in 15 CaptivateIQ reviews.

Provides ability to score accounts based on potential revenue to prioritize accordingly. This feature was mentioned in 23 CaptivateIQ reviews.

Based on 23 CaptivateIQ reviews. Provides ability to structure topline revenue goals.

Segment accounts based on ideal customer profile and business objectives. This feature was mentioned in 23 CaptivateIQ reviews.

As reported in 23 CaptivateIQ reviews. Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

Based on 22 CaptivateIQ reviews. Forecast sales data for sales teams, individual reps, territories, or products.

Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. 22 reviewers of CaptivateIQ have provided feedback on this feature.

Abilty to create and run "what-if" scenario modeling to inform business decisions. This feature was mentioned in 22 CaptivateIQ reviews.

As reported in 22 CaptivateIQ reviews. Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.

Define territories to ensure optimized market coverage and allocate resources appropriately. This feature was mentioned in 22 CaptivateIQ reviews.

As reported in 22 CaptivateIQ reviews. Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.

Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. This feature was mentioned in 22 CaptivateIQ reviews.

Design quota targets based on factors such as account size, rep performance, and pipeline needs. 22 reviewers of CaptivateIQ have provided feedback on this feature.

As reported in 88 CaptivateIQ reviews. Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.

Based on 86 CaptivateIQ reviews. Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.

As reported in 87 CaptivateIQ reviews. Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.

Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors. 85 reviewers of CaptivateIQ have provided feedback on this feature.

Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity. This feature was mentioned in 85 CaptivateIQ reviews.

Accesses employee compensation history and talent records when evaluating compensation planning strategies. This feature was mentioned in 87 CaptivateIQ reviews.

As reported in 86 CaptivateIQ reviews. Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.

As reported in 85 CaptivateIQ reviews. Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.

As reported in 84 CaptivateIQ reviews. Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.

Based on 11 CaptivateIQ reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 11 CaptivateIQ reviews.

Based on 156 CaptivateIQ reviews. Engages in human-like conversation for task delegation

As reported in 11 CaptivateIQ reviews. Capability to perform complex tasks without constant human input

As reported in 10 CaptivateIQ reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 11 reviewers of CaptivateIQ have provided feedback on this feature.

Engages in human-like conversation for task delegation This feature was mentioned in 11 CaptivateIQ reviews.

Based on 11 CaptivateIQ reviews. Anticipates needs and offers suggestions without prompting

Based on 11 CaptivateIQ reviews. Makes informed choices based on available data and objectives

As reported in 31 CaptivateIQ reviews. Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation This feature was mentioned in 31 CaptivateIQ reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 32 CaptivateIQ reviews.

Capability to perform complex tasks without constant human input This feature was mentioned in 35 CaptivateIQ reviews.

As reported in 35 CaptivateIQ reviews. Works across multiple software systems or databases

As reported in 35 CaptivateIQ reviews. Improves performance based on feedback and experience

Based on 36 CaptivateIQ reviews. Engages in human-like conversation for task delegation

As reported in 36 CaptivateIQ reviews. Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives