CaptivateIQ Features
What are the features of CaptivateIQ?
Sales Rep Portal
- Commission Estimator
- Dispute Management
- Compensation Statements
- Plan Documents and Agreements
- Individual and Team Performance Reports
- Mobile User Support
Management Portal
- Monitor Sales Rep Performance
- Quota Assignments/Management
- Commission splits and overrides
Administration
- Adjustments/Dispute Resolution
- Comp Modeling - Ease of Admin
- Comp Modeling - Design Flexibility
- Comp Statement Calculation and Distribution
- Reports and Dashboards
- Sales Hierarchy Management
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Technology Glossary Features
View definitions of the features and discover new technology terms.
CaptivateIQ Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 64 reviewers of CaptivateIQ have provided feedback on this feature. | 87% (Based on 64 reviews) | |
Integration APIs | As reported in 63 CaptivateIQ reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 85% (Based on 63 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 63 CaptivateIQ reviews. | 85% (Based on 63 reviews) | |
User, Role, and Access Management | As reported in 63 CaptivateIQ reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 63 reviews) | |
Performance | Is consistently available (uptime) and allows users to complete tasks reliably. This feature was mentioned in 65 CaptivateIQ reviews. | 92% (Based on 65 reviews) | |
Mobility | Based on 64 CaptivateIQ reviews. Is accessible from a mobile device and by users on the go. | 87% (Based on 64 reviews) | |
Reporting | Based on 63 CaptivateIQ reviews. Provides analytics tools that reveal important business metrics and track progress. | 89% (Based on 63 reviews) | |
Dashboards | Based on 64 CaptivateIQ reviews. Has a centralized dashboard for users to interact with. | 92% (Based on 64 reviews) | |
CRM Integration | CRM integration is flexible and easy to maintain 599 reviewers of CaptivateIQ have provided feedback on this feature. | 87% (Based on 599 reviews) | |
Financial Integration | Financial System integration is flexible and easy to maintain This feature was mentioned in 529 CaptivateIQ reviews. | 85% (Based on 529 reviews) | |
HCM/HRIS Integration | HCM/HRIS integration is flexible and easy to maintain 500 reviewers of CaptivateIQ have provided feedback on this feature. | 84% (Based on 500 reviews) | |
Customization | Based on 559 CaptivateIQ reviews. System provide sufficient customization to meet business requirements | 84% (Based on 559 reviews) | |
APIs | System provide well documented API's that can be used to integrate to 3rd party systems 542 reviewers of CaptivateIQ have provided feedback on this feature. | 84% (Based on 542 reviews) | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries 520 reviewers of CaptivateIQ have provided feedback on this feature. | 85% (Based on 520 reviews) | |
Performance and Reliability | As reported in 711 CaptivateIQ reviews. System is consistently available (uptime) and system's speed is don't impact productivity | 91% (Based on 711 reviews) | |
Internationalization | Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
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. | Not enough data | |
Reporting/Dashboards | Access pre-built and custom reports and dashboards. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
APIs | Enables integration to external systems | Not enough data | |
Reward Structuring | As reported in 62 CaptivateIQ reviews. Define compensation packages and allowance plans within the system. Specify the various components of compensation, including base pay, bonuses, and equity. Structure compensation pools and hierarchies for continual planning. | 90% (Based on 62 reviews) | |
Event Management | Based on 60 CaptivateIQ reviews. Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments. | 80% (Based on 60 reviews) | |
Workflow Automation | As reported in 60 CaptivateIQ reviews. Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. | 84% (Based on 60 reviews) | |
Compensation History | See feature definition | As reported in 62 CaptivateIQ reviews. Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making. | 93% (Based on 62 reviews) |
Automated Compliance | Maintain compliance with corporate policies, state mandates, and federal regulations regarding compensation with built in compliance features, including automated identification and flagging of unapproved behaviors. This feature was mentioned in 59 CaptivateIQ reviews. | 87% (Based on 59 reviews) | |
Performance Management Integration | Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures. This feature was mentioned in 59 CaptivateIQ reviews. | 86% (Based on 59 reviews) | |
Embedded Analytics | As reported in 59 CaptivateIQ reviews. View budgetory allocations across the organization, compensation information related to individual employees or departments, and underlying compensation trends in analytics dashboards embedded in the system. | 85% (Based on 59 reviews) | |
Reporting Capabilities | Based on 61 CaptivateIQ reviews. Create standard and ad-hoc reports of compensation data within the system. Trends and other graphical representations of data displayed by analytics dashboards can be included in reports. | 90% (Based on 61 reviews) | |
Compensation Data Management | See feature definition | Easily import data into or export data from the system, and access employee compensation data quickly within the system. Create compensation hierarchies so that managers can access relevant team information. This feature was mentioned in 61 CaptivateIQ reviews. | 90% (Based on 61 reviews) |
Internationalization | Based on 59 CaptivateIQ reviews. Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. | 84% (Based on 59 reviews) |
Sales Rep Portal
Commission Estimator | Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. This feature was mentioned in 1338 CaptivateIQ reviews. | 93% (Based on 1,338 reviews) | |
Dispute Management | As reported in 1022 CaptivateIQ reviews. Method to manage and resolve varialble compensation disputes/descreptancies | 89% (Based on 1,022 reviews) | |
Compensation Statements | Method for a salesrep to see breakdown of variable and base compensation payments that have been made. 1590 reviewers of CaptivateIQ have provided feedback on this feature. | 94% (Based on 1,590 reviews) | |
Plan Documents and Agreements | Features that enable Sales rep to view details of compensation agreements This feature was mentioned in 1123 CaptivateIQ reviews. | 91% (Based on 1,123 reviews) | |
Individual and Team Performance Reports | Based on 1095 CaptivateIQ reviews. 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. | 89% (Based on 1,095 reviews) | |
Mobile User Support | System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) 886 reviewers of CaptivateIQ have provided feedback on this feature. | 86% (Based on 886 reviews) |
Management Portal
Sales Org Performance Reports | Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions 816 reviewers of CaptivateIQ have provided feedback on this feature. | 88% (Based on 816 reviews) | |
Monitor Sales Rep Performance | Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives 919 reviewers of CaptivateIQ have provided feedback on this feature. | 89% (Based on 919 reviews) | |
Quota Assignments/Management | Based on 952 CaptivateIQ reviews. Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required. | 90% (Based on 952 reviews) | |
Commission splits and overrides | As reported in 1022 CaptivateIQ reviews. Sales manaagement can override/adjust Compensation and split commission manually | 90% (Based on 1,022 reviews) | |
Workflow and Approvals | Based on 707 CaptivateIQ reviews. Functionality to approve compensation statements or other processes that require approval relating to sales compensation | 89% (Based on 707 reviews) |
Administration
Adjustments/Dispute Resolution | Based on 951 CaptivateIQ reviews. Functionality that allows admins to adjust and manage compensation disputes | 90% (Based on 951 reviews) | |
Comp Modeling - Ease of Admin | Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource 909 reviewers of CaptivateIQ have provided feedback on this feature. | 89% (Based on 909 reviews) | |
Comp Modeling - Design Flexibility | As reported in 909 CaptivateIQ reviews. Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires | 88% (Based on 909 reviews) | |
Comp Statement Calculation and Distribution | Based on 1063 CaptivateIQ reviews. Easily creates compensation statements and distributes them to sales team | 91% (Based on 1,063 reviews) | |
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 This feature was mentioned in 1113 CaptivateIQ reviews. | 90% (Based on 1,113 reviews) | |
Sales Hierarchy Management | Manages changes to sales organization easily This feature was mentioned in 872 CaptivateIQ reviews. | 87% (Based on 872 reviews) |
Data Availability
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. | Not enough data | |
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. | Not enough data | |
Industry Research Availability | Does this product offer industry research data that you require? | Not enough data | |
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 | Not enough data |
Data Accuracy
Contact Data Accuracy | How accurate and up to date is the contact data? | Not enough data | |
Company Data Accuracy | How accurate and up to date is the company data? | Not enough data | |
Technographic Data Accuracy | How accurate and up to date is the technographic data? | Not enough data |
Features
Lead Builder | Ability to create targeted contact lists. | Not enough data | |
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. | Not enough data | |
Data Cleaning/Enrichment | Ability to clean/enrich existing data that is maintained in other systems | Not enough data | |
Data Segmentation/Filtering | Functionality to filter or segment data from within sales intelligence software | Not enough data | |
Search | Offers search tools that allow users to find the data they need quickly | Not enough data | |
News/People Alerts | Alerts you to changes happening to industries, companies and people you follow | Not enough data | |
Connections | Find the people you know that can introduce you to contacts at prospects | Not enough data | |
Reporting | Provides ability to create the reports that meet your business requirements | Not enough data | |
Messaging | Provides ability to message contacts directly from within the sales intelligence software | Not enough data |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. | Not enough data | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. | Not enough data | |
Interactive Dashboards | Based on 10 CaptivateIQ reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 93% (Based on 10 reviews) | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | Not enough data |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. | Not enough data | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. | Not enough data | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. | Not enough data | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. | Not enough data |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. | Not enough data | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. | Not enough data | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. | Not enough data | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | Not enough data |
Training
Knowledge Base | Organizes knowledge from fellow sales representatives and other experienced employees for reference. | Not enough data | |
Coaching Materials | Offers content and training for new hires within the tool. | Not enough data | |
Playbook Creation | Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. | Not enough data | |
Video Record | Records users' practice or live pitches for future reference and improvement. | Not enough data |
Feedback
Review | Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | Not enough data | |
Scorecard | Provides a scorecard to display team and/or individual performance. | Not enough data | |
Coaching Card | Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. | Not enough data | |
Leaderboard | Projects team sales performance publicly to reward and motivate employees. | Not enough data | |
Real-Time Updates | Updates sales data in real-time so as to help teams remain close to their goals. | Not enough data | |
Notifications | Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | Not enough data | |
Competition | Motivates employees by creating time-sensitive competititons that drive performance. | Not enough data |
Incentives
Triggers | Automatically recognizes achievements that should be added to the leaderboard. 209 reviewers of CaptivateIQ have provided feedback on this feature. | 88% (Based on 209 reviews) | |
Commission Calculator | Based on 320 CaptivateIQ reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 93% (Based on 320 reviews) | |
Leaderboards | Based on 183 CaptivateIQ reviews. Highlights top-performing employees to publicly reward their achievements. | 89% (Based on 183 reviews) |
Personalization
Custom Reports | Based on 253 CaptivateIQ reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 90% (Based on 253 reviews) | |
Dashboards | Based on 289 CaptivateIQ reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 92% (Based on 289 reviews) | |
Goal Setting | Based on 250 CaptivateIQ reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 91% (Based on 250 reviews) |
Administrative
Integration | Based on 246 CaptivateIQ reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 91% (Based on 246 reviews) | |
Employee Structure | Based on 238 CaptivateIQ reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 91% (Based on 238 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 116 reviewers of CaptivateIQ have provided feedback on this feature. | 88% (Based on 116 reviews) |
Collaborate
Optimization | Plan and optimize resources effectively. | Not enough data | |
Supply Chain Planning | Create supply plans based on things such as predicted demand, capacity, and material availability | Not enough data |
Logistics
Warehouse Optimization | Plan warehouse activity to execute adjustments to sales and inventory targets | Not enough data | |
Inventory Targets | Establish inventory targets based on changes to the sales plan | Not enough data | |
Procurement Planning | Ability to figure out what products to buy and when to buy them. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Benchmarking and Equity - Compensation Management
Benchmarking Data | Based on 59 CaptivateIQ reviews. Displays and compares pay equity information, comparing the parity of pay across demographics. | 83% (Based on 59 reviews) | |
Pay Equity | Based on 59 CaptivateIQ reviews. Comes with native pay equity module or capabilities. | 82% (Based on 59 reviews) | |
Salary Bands | Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization. This feature was mentioned in 59 CaptivateIQ reviews. | 84% (Based on 59 reviews) |
Sales Performance Features - Sales Planning
Account Scoring | Provides ability to score accounts based on potential revenue to prioritize accordingly. | Not enough data | |
Revenue Planning | Provides ability to structure topline revenue goals. | Not enough data | |
Account Segmentation | Segment accounts based on ideal customer profile and business objectives. | Not enough data | |
Sales Performance | Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. | Not enough data | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. | Not enough data | |
Integrations | Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. | Not enough data | |
Scenario Modeling | Abilty to create and run "what-if" scenario modeling to inform business decisions. | Not enough data |
Territory Management - Sales Planning
Territory Management | Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. | Not enough data | |
Territory Planning | Define territories to ensure optimized market coverage and allocate resources appropriately. | Not enough data |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. | Not enough data | |
Capacity Management | Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. | Not enough data | |
Quota Planning | Design quota targets based on factors such as account size, rep performance, and pipeline needs. | Not enough data |
Platform - Compensation Planning
Compensation Budgeting | Based on 26 CaptivateIQ reviews. Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization. | 88% (Based on 26 reviews) | |
Merit Cycle Planning | Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses. 26 reviewers of CaptivateIQ have provided feedback on this feature. | 86% (Based on 26 reviews) | |
Pay Transparency | Based on 26 CaptivateIQ reviews. Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management. | 87% (Based on 26 reviews) | |
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. This feature was mentioned in 25 CaptivateIQ reviews. | 89% (Based on 25 reviews) | |
Reward Structuring | As reported in 25 CaptivateIQ reviews. Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity. | 90% (Based on 25 reviews) | |
Compensation History | Accesses employee compensation history and talent records when evaluating compensation planning strategies. This feature was mentioned in 25 CaptivateIQ reviews. | 91% (Based on 25 reviews) |
Additional Features - Compensation Planning
Reporting Capabilities | Based on 25 CaptivateIQ reviews. Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards. | 90% (Based on 25 reviews) | |
Workflow Automation | Based on 25 CaptivateIQ reviews. Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required. | 89% (Based on 25 reviews) | |
Integrations | Based on 25 CaptivateIQ reviews. Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions. | 88% (Based on 25 reviews) |
