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)

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

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

CRM integration is flexible and easy to maintain

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

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

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

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.

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.

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.

Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals

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.

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.

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

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

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