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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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 IntegrationsBring 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 ManagementBring 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 TruthMaintain one central location for storing and managing all your employee, deal, pipeline, account data and more across Planning and Incentives.
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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.
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- Intuitive GTM Structure ModelingDesign and visualize your go-to-market strategy, aligning teams, territories, and quotas for maximum efficiency and coverage.
- Rule-based AssignmentsAssign territories and quotas in seconds with flexible rules, ensuring fairness, consistency, and fewer manual errors across the board.
- Robust Scenario & Impact AnalysisModel and evaluate various sales strategies to understand potential impacts on revenue, enabling confident, data-driven decisions.
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 ControlsAutomatically manage user permissions with precision, ensuring secure access and compliance across your sales planning process.
- Collaborative CommentingFacilitate collaboration by allowing teams to add comments directly within the platform, keeping discussions focused and organized.
- Seamless Change ManagementTrack and manage changes seamlessly, ensuring all updates are logged, reviewed, and approved, minimizing disruptions in your sales planning process.
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Your home for sales performance management
CaptivateIQ Incentives
Automate commissions, motivate sellers and captivate your business, all while delivering a better Return on Incentives.
CaptivateIQ Planning
Simplify sales planning with a single solution to carve your territories, set realistic quotas, and align your teams.
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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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