Anaplan vs CaptivateIQ

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Our analysts compared Anaplan vs CaptivateIQ based on data from our 400+ point analysis of Sales Commission Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Anaplan offers flexibility against all market circumstances with practical plans and budgets. It assesses real-time choices and trade-offs for thorough analyses. Leverage up-to-date internal and external information to better review production and predict numerous situations.

Its top modules include finance, marketing, supply chain and sales. Build, model and maximize compensation strategies to meet or exceed client desires. It also manages supply chain trends in one centralized hub.
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CaptivateIQ is a no-code solution dedicated to helping organizations and individuals develop rewarding compensation plans for hardworking employees. It encourages team motivation through fair payment and incentives. It is flexible and automated to help companies save time and avoid errors.

Devise compensation plans, share insights, make clear and error-free commissions, and help organizations make better decisions. Connect with different data sources and automate the whole process as needed.
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$20,000 Annually
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Tailored to your specific needs
$7,200/User, Annually
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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Mac
Linux
Android
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Cloud
On-Premise
Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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Knowledge Base
24/7 Live Support

Product Insights

  • Gain Swift Market Change Responses: Connect headquarters with the market with automatic actions to better prepare for and adapt to ever-changing market shifts. 
  • Adhere to CIO Regulations: Maintain CIO standards for complete compliance throughout several commercial, bookkeeping and operational procedures to avoid fines or immediate shutdown. 
  • Maintain Centralization: Bridge organization-wide gaps to involve more leaders, plans and departments to keep everyone on the same page and avoid silos. 
  • Provide Inclusive Sales Planning: Craft and maximize regions, criteria and objectives to ensure all team members meet or exceed profitability expectations. 
  • Fine-Tune Recruitment Tactics: Update talent and recruiting tactics to reduce skill gaps and effectively fill resources where necessary with relevant employees. 
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  • Access Required Data: Get access to necessary set-up data and process commission calculations. Transform imported data to create new custom values without altering raw data. Set up real-time sync or customize a schedule to fetch required data. Keep the commission cycle up to date with data integrations. 
  • Leverage Reports and Insights: Create visualizations across any part of the compensation data to identify trends by team, region, commission plan and more. Save time creating multiple reports by applying filters to segment dashboards and drill into the data. See the raw data table to better understand visualizations. 
  • Design Effective Compensation Plans: Set up commission plans without the constraints of pre-defined templates. Import employee data, set up plan logic and automate calculations on the fly. 
  • Save Time and Effort: Leverage the powerful data ingestion layer to massage data into a commission-ready state directly on the platform to save hours cleaning files ahead of time. Confidently set up calculations using a library of pre-built formulas and tooltips. Automate calculations and catch potential errors using the dynamic calculation engine. 
  • Resolve Pay Disputes Faster: Manage internal communications alongside commission data for faster resolutions. Put an end to tedious approval cycles and ensure every payout is correct before it’s distributed using the approvals workflow. 
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  • Finance: Use current information to analyze production rates, craft accurate market predictions and make better business choices. Develop profitability and pricing models, automate cost management procedures and make infinite bookkeeping use cases. 
  • Sales: Fill up workflows with practical and achievable possibilities while boosting precise sales and revenue projections. 
  • Supply Chain: Aim for a real-time line of sight and guarantee improved supply estimates to align with demand expectations. Initiate thorough collaborative sales and operation planning practices for applicable KPIs and predictions. 
  • HR and Workforce: Detect recruitment gaps, test "what-if" plans, review financial impacts to streamline the workforce, supervise risks and push results. Draft payment plans and infrastructures to highlight talent purchases, retention, equity, diversity, inclusion, performance and outcomes. 
  • Marketing: Integrate sales numbers, marketing accomplishments and financial insights to construct reliable plans and forecast profitability effects. Transform reactive choices into proactive ones with real-time client information and buyer goals. 
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  • Compensation Reports: Get automated compensation reports and insights on how salary is distributed and the current pay standards for a specific role in the market. Automatically sync commission data to power reliable reports in real time across every team. Save time collecting and cleaning data by integrating the data source directly into the commission system. 
  • Performance Reports: Keep track of the individual and team performance reports to ensure fair pay and incentives. 
  • Dispute Manager: Communicate, raise queries and resolve disputes with the Inquiries feature. Boost performance and create more efficient workflows. 
  • Flexible Design: Design detailed compensation plans as needed. Assign tasks, divide incentives, choose the factors affecting incentives and pay and much more. 
  • Hierarchical Plans and Management: Manage each level of operation and salary distribution with a descriptive sales hierarchy. 
  • Manage Assignments and Quotas: Assign rewarding tasks and track progress and achievements. Implement fair pay and rewarding incentives for boosting productivity. 
  • Plan and Document Agreements: Create important documents and agreements to maintain a written record of settlements and compensation distributions. Keep and manage all documentation from a single place. 
  • Compensation Statement Calculation: Present the total benefits offered to an employee on an annual basis in the form of a compensation statement using the compensation statement calculator. Eliminate the process of manually re-entering data or making updates.  
  • Splits and Overrides: Use the splits and overrides feature to avoid any errors in commission calculation.
  • Commission and Incentives Planner: Use the commission estimator to decide the right commission for each role by comparing market standards. 
  • Commission Contract Management: Create and send new employee-specific compensation plans when teams grow. 
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Product Ranking

#15

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Sales Commission Software

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Analyst Rating Summary

92
80
94
44
100
100
97
69
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Dashboard and Reporting
Deal Management
Collaboration
Territory and Quota Management
Platform Capabilities
Dashboard and Reporting
Territory and Quota Management
Inquiry or Case Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Anaplan
CaptivateIQ
+ Add Product + Add Product
Collaboration Dashboard And Reporting Deal Management Inquiry Or Case Management Platform Capabilities Territory And Quota Management 94 100 97 82 93 94 44 100 69 92 68 94 0 25 50 75 100
83%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

69%
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31%
77%
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23%

User Sentiment Summary

Excellent User Sentiment 20 reviews
Excellent User Sentiment 3341 reviews
90%
of users recommend this product

Anaplan has a 'excellent' User Satisfaction Rating of 90% when considering 20 user reviews from 1 recognized software review sites.

94%
of users recommend this product

CaptivateIQ has a 'excellent' User Satisfaction Rating of 94% when considering 3341 user reviews from 4 recognized software review sites.

n/a
4.6 (1637)
4.5 (20)
4.85 (746)
n/a
4.9 (741)
n/a
4.5 (217)

Awards

SelectHub research analysts have evaluated Anaplan and concluded it earns best-in-class honors for Collaboration. Anaplan stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Collaboration Award

CaptivateIQ stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Connected Planning: Anaplan's platform allows users to connect operational plans across various departments, such as finance, sales, and supply chain. This interconnectedness enables a holistic view of the business, facilitating better decision-making and alignment.
Scenario Modeling: Users appreciate the ability to create and compare multiple what-if scenarios, enabling them to assess potential outcomes and make informed choices based on real-time data. This feature is particularly valuable for risk management and strategic planning.
Flexibility and Customization: Anaplan offers a high degree of flexibility, allowing users to tailor the platform to their specific needs and processes. This adaptability ensures that the system can evolve alongside the organization's changing requirements.
Cloud-Based: As a cloud-based solution, Anaplan eliminates the need for on-premises infrastructure and maintenance, reducing IT overhead and providing accessibility from anywhere with an internet connection.
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Salesforce Integration: 83% of the reviewers said that the Salesforce integration provides real-time data sync and helps export information.
Service and Support: Almost all reviewers mentioned that the implementation and support executives provided helpful assistance whenever and however needed.
Accessible UI: About 80% of users said the platform is neatly designed, intuitive and easy to navigate.
Automation: About 90% of reviewers said they benefited from its automated calculations and ability to make revisions and avoid errors.
KPI Monitoring: Almost all reviewers said the KPI monitoring tools were helpful, and they could view deals closed per month and receive email notifications for report summaries.
Sharing and Collaboration: Nearly 67% of reviewers said they were able to see their performance in real time, escalate feedback and send publish notifications.
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Steep Learning Curve: Anaplan's robust functionality comes at the cost of complexity, often requiring extensive training and practice to achieve proficiency. Users familiar with traditional spreadsheet software may find the transition challenging due to the platform's unique modeling language and interface.
Performance Issues: Large or complex models can suffer from slow loading times and sluggish responsiveness, hindering user productivity and causing frustration, especially when dealing with tight deadlines or real-time data analysis.
Limited Data Visualization: While Anaplan offers basic charting capabilities, users often find them insufficient for creating compelling visual representations of data. The platform's strength lies in its calculation engine, not its visualization tools, which can leave users wanting more when it comes to communicating insights effectively.
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Steep Learning Curve: According to 60% of reviewers, as a new admin, it can be challenging to understand how the system is built as there are many moving parts.
Speed: Depending on how the plan is written and developed, it can take a long time to process changes. Setting up and testing formulas also takes a considerable amount of time.
Missing Graphs: Most users said that there are no graphs to summarize and present data.
Missing Chat Feature: Around 33% of reviewers said it would be better if a built-in chat feature was available.
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Anaplan has garnered a reputation for its robust modeling capabilities, allowing users to create intricate financial models with ease. Reviewers frequently praise its flexibility and ability to handle complex calculations, making it a powerful tool for forecasting, budgeting, and scenario planning. The platform's "Connected Planning" approach, which links various planning processes across an organization, is seen as a major advantage, enabling better collaboration and alignment between departments. However, some users find the interface to be less intuitive than other performance management systems, requiring a steeper learning curve. Additionally, the platform's extensive customization options, while powerful, can sometimes lead to complexity and require specialized knowledge to manage effectively. Compared to competitors like Oracle Hyperion and SAP BPC, Anaplan stands out for its cloud-based architecture and user-friendly interface. Reviewers often highlight its ease of use and accessibility from any device, making it a popular choice for organizations with distributed teams. While Anaplan may not have the same level of industry-specific functionality as some of its competitors, its flexibility and ability to integrate with other systems make it a versatile solution for a wide range of planning needs. The platform's scalability is also a significant advantage, allowing organizations to easily adjust their usage as their needs evolve. Anaplan is best suited for mid-sized to large organizations with complex planning requirements and a need for collaboration across departments. Its ability to handle large data sets and perform sophisticated calculations makes it ideal for financial planning, sales forecasting, and supply chain management. However, smaller organizations or those with simpler planning needs may find the platform's capabilities to be excessive and the learning curve to be a barrier to adoption.

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The software is recommended by almost every reviewer. The UI is neat, and the support team is excellent at helping people adjust to the software. The integration with Salesforce is helpful for real-time data syncing and exporting. There were a few negative reviews that talked about some missing features like chat support and graphics.

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