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Trusted by more than 800 companies worldwide
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Why CaptivateIQ for finance?
CaptivateIQ simplifies sales performance management, making it easier to budget efficiently, forecast revenue, and keep sales and finance aligned.
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Free up time to be strategicManaging sales performance is complex. Automate key processes, giving your team time to focus on forecasting and strategic planning for sustainable growth.- Create shared goalsBridge the gap between sales and finance by providing real-time, accurate data. Build trust through clear, consistent reporting and a shared understanding of goals.
- Adapt quickly to market changesChange territories, targets, and compensation plans easily to fit market conditions. CaptivateIQ gives you the flexibility of spreadsheets with the efficiency of automated software.
Why leading finance professionals prefer CaptivateIQ
SmartGridTM Technology
Increase the impact of every sales dollar
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Track how your sales investments pay off with clear, actionable data.- Automate calculations to make sure compensation is driving profitable behavior.
- Optimize spending to keep your Compensation Cost of Sales in check.
Assist: AI-Powered Intelligence
Keep your sales goals on target
- Compare planned vs. actual results in real time to stay on track.
- Adjust sales strategies quickly to respond to performance gaps.
- Use insights to strengthen alignment between sales and financial objectives.
Scalable and Robust Integrations
Keep compensation costs under control
- Gain visibility into how compensation costs affect your bottom line.
- Use detailed reports to identify cost-saving opportunities without sacrificing performance.
- Make data-driven decisions to balance incentives with financial outcomes.
Enterprise-grade Security and Compliance
Improve the reliability of your forecasts
- Use real-time data from sales performance to refine revenue predictions.
- Anticipate changes and adjust forecasts based on actual sales trends.
- Reduce uncertainty by linking compensation plans directly to your revenue projections.
Hear from customers modernizing their commissions program
I’ve done commissions and finance my entire career, so I have enough experience to know what we need. When I saw CaptivateIQ during the demo, I thought ‘Yes! I always imagined there was a tool out there that could do that! It was everything I was looking for.
Brian D.
Senior Manager, Sales Finance
The additional time frees up space for analysis to see how our sales teams are being commissioned, to see if they are being commissioned the right way, bringing the right revenue.
Alex W.
Financial Analyst
CaptivateIQ helped us eliminate the 7-10 days process of calculating commissions and giving employees visibility. Calculations are now literally a click of a button and every employee can see a live status or past commissions.
Nader S.
Sr. Director of Finance
Commissions calculations now happen in seconds. We went from spending a few days calculating and sending statements to reps to spending just a few hours on this.
Jeff M.
Head of Strategic Finance
CaptivateIQ felt like a tool with a quick learning curve. I felt that once I understood it, I could independently maintain our instance without having to constantly require outside services.
Daniel K.
Director of Finance
... I am the only compensation analyst for almost 600 commissionable employees. The ability to have this system DEPENDABLY calculate commissions for so many when there is only one of me has freed up so much time to keep innovating our incentive design.
Jared D.
Compensation Analyst
