Sales Planning, Simplified

Sales Planning process leaving much to be desired? Build and align on your territory & quota plans from a single platform with CaptivateIQ Planning.

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Trusted by more than 800 companies worldwide

Sales planning can make or break your year before it even starts. Utilizing the right tools to bring your sales strategy and processes to life is crucial for achieving our targets.

Andrew Morales

Senior Director, GTM Strategy & Operations, CaptivateIQ (formerly Outreach, Tableau)

Connect

Connect & prep your data from any source

CaptivateIQ takes the pain out of data management, helping you get your data planning-ready in a fraction of the time.

Robust Integrations
Bring in all your data in real-time, no matter where it resides with native connectors and APIs for your CRM, ERP, HRIS, data warehouses, and more.
Powerful Data Management
Bring in large volumes of data, perform cleanup, make adjustments, and combine disparate data sets all in one no-code interface. No need to pre-process your data.
Single Source of Truth
Maintain one central location for storing and managing all your employee, deal, pipeline, account data and more across Planning and Incentives.

Build & Optimize

Build & fine-tune territory & quota plans that fit your business.

Identify the optimal account balance and allocate accounts accordingly using CaptivateIQ Planning’s modeling engine powered by SmartGrid.

CaptivateIQ T&Q territory and quota model

Intuitive GTM Structure Modeling
Design and visualize your go-to-market strategy, aligning teams, territories, and quotas for maximum efficiency and coverage.
Rule-based Assignments
Assign territories and quotas in seconds with flexible rules, ensuring fairness, consistency, and fewer manual errors across the board.
Robust Scenario & Impact Analysis
Model and evaluate various sales strategies to understand potential impacts on revenue, enabling confident, data-driven decisions.

Align

Align with your teams from a centralized source.

Cut out the clunky back and forth between sales and ops with a suite designed for collaboration.

Robust Access Controls
Automatically manage user permissions with precision, ensuring secure access and compliance across your sales planning process.
Collaborative Commenting
Facilitate collaboration by allowing teams to add comments directly within the platform, keeping discussions focused and organized.
Seamless Change Management
Track and manage changes seamlessly, ensuring all updates are logged, reviewed, and approved, minimizing disruptions in your sales planning process.

Our sales planning process used to be bogged down by a massive, unwieldy spreadsheet, leading to inconsistencies and inefficiencies. With CaptivateIQ Planning, we've transformed how we manage territories and quotas—streamlining the entire process, optimizing our plans, and aligning our incentives for better results across the board.

Adam Edmiston

Associate Director, Revenue Operations & Strategy, Bloomreach

Explore our new thought leadership hub for all things incentives and planning.

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Your Home For All Things Sales Performance Management

CaptivateIQ Incentives

CaptivateIQ Incentives offers the most flexible way to automate commissions, motivate sellers and captivate your business, all while delivering a better Return on Incentives.

CaptivateIQ Planning

CaptivateIQ Planning empowers revenue teams to connect their data, build & optimize their territory & quota plans, and align with their teams, all from a single source.

Bring data from anywhere, in any format

CaptivateIQ is the only Sales Performance Management solution that can centralize and enrich data from disparate data sources in one powerful platform — a single source of truth that’s ready for analysis.

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