CaptivateIQ, Inc. Unclaimed

Automate commissions to enhance revenue performance and streamline incentive management.

Streamline and optimize sales planning with seamless territory and quota management.

Catalyst empowers teams to optimize planning and incentives with advanced predictive analytics.

Boost efficiency and transparency in commission management with AI-driven insights and streamlined workflows.

Enhances commission processes by automating workflows, reducing Time-to-Payroll and improving efficiency.

Enhance real-time data management and streamline incentive compensation processes with SmartGrid.

Capabilities to define, calculate, validate, and deliver commissions at scale, including real-time plan testing, automated pay statements, payout integrity monitoring, quota-to-commission linkage, and ultra-fast calculation processing.

Capabilities for quota setting, territory design and scenario testing, synchronized territory/quota/plan data, collaborative planning workflows, and real-time plan change testing to optimize coverage and revenue outcomes.

Capabilities to automate end-to-end commission workflows, approvals, dispute resolution, data integration and ELT, auditability, and governance controls to reduce manual processes and improve accuracy.

Capabilities to coach sellers, forecast earnings, surface personalized pay and performance insights, and apply predictive modeling to optimize incentives and seller behavior.

CaptivateIQ Incentives

Automate commissions and deliver a better Return on Incentives. CaptivateIQ Incentives integrates comprehensive features for managing complex commission structures, including real-time plan testing, automated pay statements, and seamless data integration, ensuring accuracy and efficiency for compensation professionals.

• Accelerate Process
  Execute complex commission calculations swiftly, enabling prompt and accurate payouts for large teams.
• Streamline Approval Workflows
  Eliminate manual handling by automating the generation and approval of pay statements, ensuring accuracy and efficiency in the payout process.
• Enhance Accuracy
  Incorporate thorough validation and quality checks into the commission process to ensure consistent and error-free payouts.
• Empower Users
  Allow users to create and modify commission plans quickly without requiring technical support, fostering agility and responsiveness.
• Maintain Cohesion
  Ensure that all elements of compensation plans are correctly aligned throughout various phases of the sales process.
• Identify Errors Proactively
  Utilize artificial intelligence algorithms to analyze payout data, ensuring transparency and accuracy in commission calculations.
• Ensure Alignment
  Automatically integrate changes in quotas with commission calculations, preserving the coherence of incentive plans.
• Validate Changes Instantly
  Allow stakeholders to simulate and validate commission plans in real-time, ensuring readiness before implementation.
• Ensure Data Integrity
  Facilitate seamless and efficient data connections from various sources, reducing manual input and errors.
• Analyze Territory Shifts
  Evaluate potential territory changes and their impact on commissions ahead of time, enabling informed decisions on restructuring.
• Monitor Payout Efficiency
  Set alerts for any discrepancies, allowing for immediate investigation and correction to maintain payout integrity.
• Foster Collaboration
  Enable various teams to work together effectively through shared models and streamlined approval processes for commission plans.

CaptivateIQ Planning

Planning product to simplify sales planning and maximize territory effectiveness. It enables connected planning across territories and quotas, supports real-time testing of plan changes, and fosters collaboration with shared models and approvals.

• Enables Strategic Alignment
  Facilitates alignment of incentives and strategies across all territories for cohesive execution and improved outcomes.
• Ensures Cohesion & Accuracy
  Maintains up-to-date information across the planning framework, ensuring alignment and clarity within all sales plans.
• Enhances Team Collaboration
  Empowers teams to work together efficiently by providing visibility and tools for approval across planning activities.
• Mitigates Risk
  Enables teams to assess the impact of changes before implementation, ensuring better decision-making and reduced errors.
• Enhances Data Management
  Powers real-time calculations and supports complex decision-making processes by ensuring data accuracy and accessibility.
• Simplifies Plan Design
  Allows users to create and customize plans without needing technical expertise, reducing time spent on planning.
• Supports Informed Decisions
  Provides insights into how changes can affect sales performance and revenue projections.
• Streamlines Communication
  Enhances teamwork and feedback loops, ensuring all discussions and decisions are transparent and documented.

CaptivateIQ Catalyst

Advanced modeling layer for planning and incentives with predictive machine learning. Catalyst provides a ML-driven approach to modeling and scenario analysis for planning and compensation processes.

• Model Anything
  Enable agile, self-serve modeling that adapts to your business needs without technical dependencies.
• Forecast Outcomes
  Use ML capabilities to surface risks and opportunities effectively, ensuring proactive decision-making.
• Build Without Code
  Foster agile modeling capabilities that enhance user flexibility and reduce dependencies.
• Connect Data Seamlessly
  Facilitate real-time access to relevant data through seamless integration with CRM, ERP, and numerous sources.
• Enhance Team Collaboration
  Ensure alignment and transparency throughout the modeling process, improving project outcomes.

CaptivateIQ Assist

AI-powered intelligence to assist planning and incentive decisions, enhancing data-driven planning workflows.

• Transform Complex Tasks Into Simple Conversations
  AI Assist simplifies complex commission tasks, allowing admins to gain insights easily and boost efficiency.
• Increase Admin Efficiency
  Automates administrative processes, freeing up time for higher-value strategic initiatives.
• Motivate Sales Reps
  Personalized coaching boosts motivation and understanding of pay based on performance.
• Streamline Decision-Making
  Facilitates informed decision-making by surfacing critical insights and analytics.
• Drive Performance Transparency
  Enables data-driven decisions with access to live commission performance metrics.

Enterprise Workflow Automation

Automate end-to-end commission workflows with configurable processes to replace manual triaging, approvals, and data handling.

• Create Tailored Workflows
  Empowers users to design custom workflows tailored to their organizational needs, enhancing flexibility and adaptability.
• Streamline Approval Processes
  Automated approvals simplify communication and enhance collaboration, reducing delays in commission processing.
• Enhance Data Reliability
  Reduces manual input errors and ensures commission calculations reflect up-to-date information, thereby improving accuracy.
• Accelerate Dispute Management
  Facilitates quicker and more efficient resolution of compensation disputes, minimizing delays in payment.
• Simplify Data Management
  Streamlines data collection while ensuring rigorous compliance and accessibility for reporting.

SmartGrid

SmartGrid ELT & Calculation Engine enables data extraction, loading, transformation, and fast calculation across incentive programs, with data integrations to CRM/ERP systems.

• Ingest Data In Real-Time
  SmartGrid allows seamless data ingestion and processing from various sources, ensuring clean and updated datasets for accurate calculations.
• Accelerate Payout Calculations
  Quickly compute complex commission payouts, reducing processing delays to minutes, thereby improving overall operational efficiency.
• Connect With Existing Systems
  Easily integrate with existing technologies, facilitating a streamlined workflow between sales, accounting, and operational teams.
• Model Changes Instantly
  Adjust models in real-time to see immediate impacts on compensation structures and incentive strategies, enhancing agility in decision-making.
• Forecast Outcomes Effectively
  Leverage historical data trends and forecasts to inform strategic compensation decisions, ensuring alignment with business goals.