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Xactly Incent vs CaptivateIQ Comparison

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Overview

Xactly is a web-based solution for SMBs to large enterprises for on-demand sales compensation management. It enables sales...

CaptivateIQ, the agile commission solution, enables companies to align revenue teams with evolving business goals. Combining...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.2

241

5

4

3

2

1

105

93

32

9

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
would recommend this app

4.8

765

5

4

3

2

1

649

113

3

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

It has also increased accuracy and transparancy of the commissions and sales. It has a great analysis tool and reporting The customer service is awesome as well.
My experience has improved greatly now that I have a better understanding in terms of the functions that are used by my company.
It is mostly intuitive and it is a great resource for the sales team. They like having a real time view of their commissions.

Pros

My overall experience with Captivate IQ has been fabulous. I am impressed with its ease of use.
Fantastic - gets me the info I want in a timely fashion, and doesn't flood me with information unless I seek it out (and great that I have the option to).
Really love it's ease of use and clean UI - it's quick too and. As a user in 2020, that's super appreciated.

Cons

It is confusing, Many different categories that can be difficult to see specifically what has been earned.
Insufficient dispute platform, currently not more than a mailbox.
Data never up-to-date for current month (i know this is on the data entry side more than the xactly product). Poor UI for estimating future commissions.

Cons

Before we integrated this software, it was very difficult to see how the team came up with my commission (most of the times being wrong and having me audit all deals one by one).
The only aspect I dislike about using CaptivateIQ is how they name projects.
The only thing I can think of is submitting enquiries as that's the only thing I became stuck on.
  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features20
  • API
  • Accounting Integration
  • Agency Commission
  • Audit Management
  • Audit Trail
  • Bonus Management
  • Commission Calculations
  • Commission Calculator
  • Commission Management
  • Commission Overrides
  • Commission Rules/Conditions
  • Commission Scheduling
  • Commission Statements
  • Compensation Management
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Contract Drafting
  • Customizable Reports
  • Data Import/Export
  • Dispute Management
  • Document Management
  • Financial Analysis
  • Flat Commissions
  • Incentive Management
  • Integrations Management
  • Market Data Analysis
  • Multi-Currency
  • Organizational Charting
  • Payroll Management
  • Percentage Commissions
  • Performance Metrics
  • Planning Tools
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Salary Planning
  • Sales Planning
  • Search/Filter
  • Single Sign On
  • Sliding Scale Commissions
  • Split Commissions
  • Third Party Integrations
  • Tiered Commissions
  • User Management
  • Workflow Management
  • Total features45
  • API
  • Accounting Integration
  • Agency Commission
  • Audit Management
  • Audit Trail
  • Bonus Management
  • Commission Calculations
  • Commission Calculator
  • Commission Management
  • Commission Overrides
  • Commission Rules/Conditions
  • Commission Scheduling
  • Commission Statements
  • Compensation Management
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Contract Drafting
  • Customizable Reports
  • Data Import/Export
  • Dispute Management
  • Document Management
  • Financial Analysis
  • Flat Commissions
  • Incentive Management
  • Integrations Management
  • Market Data Analysis
  • Multi-Currency
  • Organizational Charting
  • Payroll Management
  • Percentage Commissions
  • Performance Metrics
  • Planning Tools
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Salary Planning
  • Sales Planning
  • Search/Filter
  • Single Sign On
  • Sliding Scale Commissions
  • Split Commissions
  • Third Party Integrations
  • Tiered Commissions
  • User Management
  • Workflow Management

Integrations

  • Total integrations3
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations15
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

CaptivateIQ logo

CaptivateIQ

Highly capable and scalable commission platform

Reviewed a year ago

We were taking 1-2 weeks to finalize commissions before trying to implement Xactly SimplyComp. CIQ helps us solve for faster calculations (1-2 days turnaround), as well as quick ASC606-compliant JEs for the accounting team.

Pros

CaptivateIQ is based on Excel formulas and logic. If you know how to model your commission structure in Excel, you'll feel at home in CaptivateIQ. When you run calculations on a monthly basis, they will take a couple minutes only. Due to the flexibility of the platform, "anything is possible" in terms of accommodating complex plans. The Implementation and CS teams have all been top notch, and willing to help.

Cons

The flexibility of the software can be a double-edged sword at times. There are a hundred ways to do everything, and just like a complex excel model, there will be unforeseen challenges that arise from time to time. As a fairly young company with fairly new people handling your implementation, the quality of your implementation may vary from person to person. The "white glove" implementation is worth it unless you have very simple comp plans.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CaptivateIQ logo

CaptivateIQ

Sales commissions transparency at it's finest

Reviewed 2 years ago
Pros

I love how simple and easy it is to navigate the UI as you're looking to find answers about your payouts. I previously used Xactly at my former companies and CaptivateIQ is WAY better. I was always suspicious about my payouts in the past, but since we've started using CaptivateIQ, I'm able to clearly find what I'm looking for and feel confident that my commission is correct.

Cons

There's not a whole lot that I dislike about the platform. The only feedback I provided was that I wish there was a way to read about your payout in more "plain text", rather than having to dig through different tables of data.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CaptivateIQ logo

CaptivateIQ

Great time-saving commission tool

Reviewed 3 years ago
Pros

CaptivateIQ has put so much time back on my calendar - I used to spend several hours per week tracking and reporting commissions manually, and now I spend less than an hour per month. The tool is dynamic and easy to use for our ever-changing commission structures. I demoed Concert and Xactly but found that CaptivateIQ was able to accomplish everything I needed it to. The on-boarding experience was phenomenal - both were incredibly helpful and patient when building out our data and commission plans.

Cons

No major downsides. There is a bit of a learning curve, but after a few run-throughs (reps was always on standby willing to help), I feel comfortable and confident to use the tool to it's full potential.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CaptivateIQ logo

CaptivateIQ

Switching form Oracle to CaptivateIQ has been incredible

Reviewed 3 years ago

Our overall experience has been extremely positive! We had used Xactly and Oracle in the past and there is no comparison in terms of balancing ease of use with robust capability. Our monthly comp processing has never been more simple! I also want to emphasize the dedication and attention to detail the Captivate team demonstrated during our evaluation cycle, implementation, and beyond - they are committed to getting the tool working exactly as their customers require to an extent I have never seen from other vendors.

Pros

Captivate IQ has an exceptional services team - they invested the time needed to understand our needs and comp plan and were able to get us set up in record time. We had a short window between renewals and the Captivate team was able to quickly onboard us with this in mind, making us confident in our vendor switch. Captivate's data transformation capabilities really stood out to us, as we were working with a hold and release plan which required multiple datasets to be combined with payments data to produce correct releases. The platform was able to handle this easily! I also really like the ability to easily edit statements and make manual adjustments - these have been huge time savers!

Cons

We've asked Captivate to look into custom number formatting for statements. It would also be helpful if the error codes, when triggered, showed more detail.