CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.
N/A
Xactly AlignStar
Score 5.9 out of 10
N/A
Xactly AlignStar® utilizes a map-based interface to enable territory planning that equips sales organizations to build and optimize balanced territories that align with company goals.
In terms of setting up special incentive programs, it might be better to have those paid out directly. Sometimes the system needs to be manually updated if for say a special service is sold to a pre-existing company. On our end we have to create "new customers" to reflect these new structures of incentives. It still works on CIQ, but it would be helpful for something on the site to allow us to modify this directly.
If you have reps and need territories assigned geographically then AlignStar is a great option. While we do not have reps in the field, I can see how powerful it can be in aligning territories not only based on estimated revenue or some other metric but also with rep location and driving in mind.
Employee Self-Service: CapIQ include self-service portals for employees. This allows them to access their compensation details, track their performance, and understand how their pay is structured.
Error reduction - Manual calculation of incentives and bonuses is prone to errors, especially in organizations with complex compensation structures involving multiple variables, such as sales targets, performance metrics, and different payout rates. These errors can result in underpayments, overpayments, or discrepancies in compensation, which can lead to dissatisfaction among employees.
Real-Time Updates: In dynamic environments, compensation plans may change frequently due to shifts in business goals or market conditions. Compensation incentive software can quickly adapt to these changes, ensuring that compensation calculations remain accurate even as plans are updated. CapIQ allowed me to track my incentives live.
Detailed label options by ZIP code. I know the immediate impact of moving a single ZIP code.
Territory Optimizer. If we are having trouble figuring out the correct configuration for a particular area, its helpful to see what the program suggests. It may come up with something we hadn't thought of yet.
Custom layers. I am able to mark the previous territory boundaries, so if we want to undo a change, I know exactly where we started from.
Reporting is challenging. Even exporting payouts requires selecting a date, so if I want a full year of payouts for the entire team, I have to run 12 reports and combine the data. They have a reporting function, but it also requires a significant setup, and I have yet to figure out how to combine data from all of our plans with different columns.
Tracking down changes from prior periods can be tricky. This usually happens due to user error (whoops - admin set up something not quite right), but it might be nice to easily see what changed or why there is an increase or decrease from a prior period impacting the current payout.
Easier functionality to label the territories. We currently still use the desktop app and labels for any feature are rather small and not intuitive.
Speed of the application. The desktop version we currently use tends to be a bit slower and runs into the "application not responding" issue quite often.
Ability for the desktop version to automatically update Salesforce. It would be nice if I could have Alignstar update a field on an account record in Salesforce when I make updates in Alignstar.
I give this rating because I think that this works really well, and it helps our teams see things faster and we are able to keep up with pay outs, I give Captivate a 10/10 because I love the format and how quickly we are able to see the payouts
We used support during our initial setup regarding statment errors. They were quick and concise to respond and help us solve our issues regarding this. They also directed us to the office hours that enabled us to learn of new features and upcoming announcements.
Spiff is super sleek and a top contender, honestly, though the price point difference between Captivate and Spiff took Spiff off the table quickly for us. Sales Cookie: we used it for a bit as Captivate didn't have a Hubspot integration, but we quickly outgrew the software and needed a more complex solution. Xactly just doesn't have a great user experience and level of customization needed for our plans. All of this to say, Captivate absolutely wins every time on value for cost and functionality compared to other solutions we have vetted.
Easy to continuously plan forward for any potential changes by playing around with the optimization software. Able to more easily adapt our sales team and plan forward