CaptivateIQ Features

Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.

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.

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.

System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)

Commission that an agency charges for services provided to a customer or associate

Increasing commission rates as employees surpass certain revenue targets

Commission structure based on a percentage of the total value of product/services sold

Commission structure shared between multiple sales reps involved in a sales transaction

Set amount of commission paid out for each sale regardless of product/service value

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track and manage adherence to policies for any service, product, process, or supplier

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Create, design and manage workflows for repetitive tasks

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

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

Functionality to approve compensation statements or other processes that require approval relating to sales compensation

Alter the layout and content of reports

Functionality that allows admins to adjust and manage compensation disputes

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

Easily creates compensation statements and distributes them to sales team

Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs

Manages changes to sales organization easily

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Financial System integration is flexible and easy to maintain

HCM/HRIS integration is flexible and easy to maintain

System provide sufficient customization to meet business requirements

System provide well documented API's that can be used to integrate to 3rd party systems

System support multiple currencies and languages to enable business in multiple countries

System is consistently available (uptime) and system's speed is don't impact productivity

Integrate with a third-party accounting system

Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies

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.

Access pre-built and custom reports and dashboards.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables integration to external systems

Defines specific deal parameters to negotiate and secure deals

Pipeline view and tracking lead status

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Define, track, and/or automate sales activities and sales processes

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

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?

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?

How accurate and up to date is the company data?

How accurate and up to date is the technographic data?

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.

Ability to clean/enrich existing data that is maintained in other systems

Functionality to filter or segment data from within sales intelligence software

Offers search tools that allow users to find the data they need quickly

Alerts you to changes happening to industries, companies and people you follow

Find the people you know that can introduce you to contacts at prospects

Provides ability to create the reports that meet your business requirements

Provides ability to message contacts directly from within the sales intelligence software

Receive data and information in real time

Data results that indicate future customer interest in products

Automate processes to manage leads, contacts, opportunities and sales activities

Create and send email blasts/campaigns

Active reporting of data and metrics

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

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.

Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current.

Create budgets based on historical data and future projections

Evaluating strengths and weaknesses of companies with the same target audience

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Apply statistical/mathematical models to sets of data

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.

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.

Predict future data based on historical data sets

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage and track all task activities and progression

Manage, organize, and store contact information

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track all opportunities for potential sales and convert them into recurring revenue

Create, design and manage workflows for repetitive tasks

Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.

Records users' practice or live pitches for future reference and improvement.

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

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.

Projects team sales performance publicly to reward and motivate employees.

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.

Motivates employees by creating time-sensitive competititons that drive performance.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Establish measurable goals and objectives and track their progress over a specific period of time

Reports specific to sales analysis for trends and strategies

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Set up connections to third-party platforms to improve business processes

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.

Plan and optimize resources effectively.

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

Establish inventory targets based on changes to the sales plan

Ability to figure out what products to buy and when to buy them.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Provides ability to score accounts based on potential revenue to prioritize accordingly.

Provides ability to structure topline revenue goals.

Segment accounts based on ideal customer profile and business objectives.

Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.

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.

Abilty to create and run "what-if" scenario modeling to inform business decisions.

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.

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.

Design quota targets based on factors such as account size, rep performance, and pipeline needs.

Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.

Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.

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.

Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.

Accesses employee compensation history and talent records when evaluating compensation planning strategies.

Planning, tracking and developing internal talent for future key position filling

Budgets, benchmarks and tracks all salary processes and associated costs

Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.

Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.

Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Set up connections to third-party platforms to improve business processes

Notifications/alerts for upcoming events or tasks

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Integration with third-party CRM systems

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

Software program that continuously adjusts its behavior based on observed data

Set up connections to third-party platforms to improve business processes

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access software remotely via mobile devices

Provides a channel for team members to share media files, communicate, and work together

Games or game-like elements to track progress and reward accomplishments

Use AI to convert voice into text automatically

Record the audio of phone conversations for quality assurance purposes

Reports specific to sales analysis for trends and strategies

Analyze and gain insights into data in real-time

Leave comments and notes on documents for others to view

Tools that allow users to create and publish courses and course material/content

Designing course materials to be completed in a sequential order for personalized learning purposes

Creation, administration, and evaluation of assessments or tests

Connect with meeting participants remotely over video

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Listen to live phone conversations for the purpose of training and assessing agent performance

Establish measurable goals and objectives and track their progress over a specific period of time

Create, design and manage workflows for repetitive tasks

Organize and track educational activities

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Track employee/learner's progression through training programs

Store, manage, and track all electronic documents in a centralized location

Centralized repository to store content and assets

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Organize and manage the accomplishments and development of employees or performance of applications or systems

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Search and filter data across systems to locate required information by entering keywords or certain criteria

Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automatically identify and save contact information of potential customers

Active reporting of data and metrics

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Provides a channel for team members to share media files, communicate, and work together

Creation and customization of dashboards

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Use AI to generate content in the form of text, images, videos, etc.

Reports specific to sales analysis for trends and strategies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Alter the layout and content of reports

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Define and maintain business rules that determine workflow capabilities and criteria

Manage and handle various international currencies

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Use AI to generate content in the form of text, images, videos, etc.

Games or game-like elements to track progress and reward accomplishments

Receive system updates as soon as any changes are made

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Track employee schedules, availability, and performance across projects and tasks

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Compare key metrics for the business against prominent players in the industry

Tracking, calculating, and paying commissions and earnings to employees

Caters to sales teams

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Define sales targets and create strategies to meet goals or marketing results

Allow users to access multiple services after entering their login credentials once

Organize and manage the accomplishments and development of employees or performance of applications or systems

Form predictions based on past and present data/trends

Plan target quotas that sales representatives are expected to meet within a specific period.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

A type of incentive earned through making purchases in select categories.

Diagram that shows the structure of an organization and the relationships between parts

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Define levels of authorization for access to specific files or systems

Add customized logos and colors to align with company branding

Monitor task progress and planned accomplishments to better manage project status

Organize customer data and accounts by user or geography

Evaluation process that provides feedback on an employee's job performance

Track and manage schedules and meetings via an integrated calendar

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

View and track pertinent metrics to find patterns and gain insights from data

Ratings/Reviews

Application programming interface that allows for integration with other systems/databases

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Assign issues and tasks based on availability or required skills

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Search and filter data across systems to locate required information by entering keywords or certain criteria

Digitally sign online documents

Provides a channel for team members to share media files, communicate, and work together

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Manage, store and organize emails within the system or via third-party apps

Leave comments and notes on documents for others to view

Import and export data to and from software applications

Tools designed to streamline the process of lead generation and management for sales teams

Track interaction history by documenting conversations for contacts

Present a catalog of inventory that customers can view

Ability to chat online in real time

Pipeline view and tracking lead status

Schedule appointments via a calendar

Pre-made examples and templates for emails

Predefined actions automatically performed on the occurance of specific events

Transfer queries and organize messages between agents

Continuous profile-based stream of news and activity

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Monitor sales and make necessary adjustment in order to increase demand and revenue

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Public or private sharing of digital files such as documents, audio/video, images, and more

Access software remotely via mobile devices

Timed notification for any upcoming task, deadline, appointment, or activity

Access the system via a mobile application

Collects essential call data such as call origin, call destination, call length, and other transaction details

Streamlining repetitive tasks and activities through automated and predefined workflows

Manage the process of evaluating documents or requests submitted for approval

Compare new data with existing records to detect duplicate entries

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Establish measurable goals and objectives and track their progress over a specific period of time

Match digital receipt images or data with corresponding expense entries

Diagram that shows the structure of an organization and the relationships between parts

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Online portal where employees can access and track their own information

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Electronic storage of staff/employee contact information and job status in a centralized repository

A record of all activities within the system, including user access, changes made, etc.

Import and export data to and from software applications

Tool used to determine the commission amount to be paid out to each employee

Form predictions based on past and present data/trends

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track the status over time for a request, process, asset, or transaction

Allow users to access multiple services after entering their login credentials once

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Track and document all activities across devices, networks, and other systems

Manage and handle various international currencies

Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. )

Search and filter data across systems to locate required information by entering keywords or certain criteria

Define levels of authorization for access to specific files or systems

Create and specify rules and conditions for commission calculations and payments

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Use AI to generate content in the form of text, images, videos, etc.

Active reporting of data and metrics

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Synchronize with other calendars to view mutual availability and schedules

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Score a lead on their quality or likelihood to buy based on certain behaviors

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Alter the layout and content of reports

Interact with data visualization elements, such as charts and graphs, to drill down into data

Record customer information, purchase history, and other notes

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Import and export data to and from software applications

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Tools designed to streamline the process of lead generation and management for sales teams

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Collect information from multiple sources

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Creation and customization of dashboards

Tracks metrics that provide insight into how a user interacts with any interface or product

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of attracting and converting business prospects into leads

Track interaction history by documenting conversations for contacts

Predict future data based on historical data sets

Pre-designed layouts that can be customized to match preferences and requirements

Provides a channel for team members to share media files, communicate, and work together

Caters to sales teams