Home > Sales Commission Software > CaptivateIQ > CaptivateIQ vs Performio

CaptivateIQ vs Performio

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Our analysts compared CaptivateIQ vs Performio 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.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
CaptivateIQ Software Tool
SelectHub Award Winner
Performio Software Tool
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Product Basics

Analyst Rating

80 Detailed Analysis

User Sentiment

Excellent User Sentiment (3341 Reviews)

Analyst Rating

82 Detailed Analysis

User Sentiment

Great User Sentiment (316 Reviews)
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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Performio is an incentive management software that allows sales representatives and management to calculate and create compensation plans and sales performance reports accurately. Users can automatically calculate sales commissions with a few clicks, build new plans and add new participants as and when required.

The vendor offers auditing and compliance inclusions wherein audit logs automatically track calculations. It also provides pre-built plan components that simplify building and modifying plans.
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$7,200/User, Annually
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$50/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Windows
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Android
Chromebook
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Android
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Cloud
On-Premise
Mobile
Cloud
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Mobile

Product Assistance

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

Product Insights

  • 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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  • Automate Sales Compensation Processes: Automate sales commission calculations, prevent overpayments and eliminate errors resulting from manual calculations. 
  • Improve Team Performance: Optimize plans according to unique business needs and calculate sales commissions. Inspire teamwork and foster a high-performance culture with accurate and transparent commission calculations, fewer errors and insightful analytics. 
  • Keep Data Secure: Protect source and commission data using role-based visibility and comprehensive audit logs.  
  • Enjoy Fast Implementations: Get expert help to configure the solution as per business requirements for efficient and painless implementation. Access a dedicated customer success manager and free support. 
  • Integrate With Other Systems: Connect to the sales data system to extract needed data and push data back to Salesforce and payroll. 
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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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  • Pre-Designed Data Transforms: Eliminate the requirement of managing and writing complicated commission formulas or crediting rules using pre-built data transformations and incentive plan components. View all plan components on a single screen to quickly check different payments to reps. Modify plans as needed and update changes. 
  • Enterprise-Grade Features: Scale with business needs and leverage enterprise-grade features, including complicated compensation features, workflows, auto-schedulers, high-end reporting features, perfectly configurable dashboards, top-notch security and solid audit logs. 
  • Intuitive UX: Encourage fast user adoption on mobile devices, at office or through intuitive user interface. Leverage easily readable and configurable dashboards to display each salesperson's quota attainment, commissions, anything relevant to their roles and leaderboard status graphically. 
  • Native Report Builder: Gather insights and data from the sales comp and take advantage of native report builder to create reports about any aspect of sales comp data. Configure reports on the go and access them from a mobile app, irrespective of the complexity of the plan. 
  • Unlimited Optimization: Get access to sales comp data, including sales, transaction, plan and people data. Eliminate manual processes and avoid errors to gain smooth comp calculations. 
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Product Ranking

#15

among all
Sales Commission Software

#23

among all
Sales Commission Software

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Analyst Rating Summary

80
82
44
63
100
100
69
64
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Dashboard and Reporting
Territory and Quota Management
Inquiry or Case Management
Dashboard and Reporting
Territory and Quota Management
Platform Capabilities
Inquiry or Case Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

CaptivateIQ
Performio
+ Add Product + Add Product
Collaboration Dashboard And Reporting Deal Management Inquiry Or Case Management Platform Capabilities Territory And Quota Management 44 100 69 92 68 94 63 100 64 85 90 92 0 25 50 75 100
50%
0%
50%
67%
0%
33%
100%
0%
0%
100%
0%
0%
60%
0%
40%
40%
0%
60%
80%
0%
20%
80%
0%
20%
67%
0%
33%
89%
0%
11%
92%
0%
8%
88%
0%
12%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%
0%
23%
54%
0%
46%

User Sentiment Summary

Excellent User Sentiment 3341 reviews
Great User Sentiment 316 reviews
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.

87%
of users recommend this product

Performio has a 'great' User Satisfaction Rating of 87% when considering 316 user reviews from 1 recognized software review sites.

4.6 (1637)
n/a
4.85 (746)
4.33 (316)
4.9 (741)
n/a
4.5 (217)
n/a

Awards

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

User Favorite Award

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Synopsis of User Ratings and Reviews

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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Intuitive Interface: Users praise Performio for its user-friendly design, making it easy to navigate and manage sales commissions.
Customization Options: The platform offers a high degree of flexibility, allowing businesses to tailor compensation plans to their specific needs and easily adjust as those needs evolve.
Automated Calculations: Performio automates complex commission calculations, eliminating manual errors and saving valuable time.
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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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Difficult to Use: Some users have reported that the platform is not user-friendly and requires extensive training to use effectively. This can be a major drawback for businesses that need a system that is easy to learn and use.
Limited Customization Options: Performio offers limited customization options, which can be a problem for businesses with unique compensation plans. Users have expressed frustration with the inability to tailor the platform to their specific needs.
Reporting Limitations: Users have mentioned that generating reports in Performio can be cumbersome and time-consuming. The platform's reporting functionality may not be as robust or intuitive as some users would prefer.
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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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Performio users highlight its robust commission tracking, automated calculations, and detailed reporting as major strengths. These features streamline the often tedious process of managing sales commissions, freeing up time for sales operations and finance teams. However, some users express concerns about its high price tag and complex user interface, suggesting it might be better suited for larger businesses with dedicated resources. Smaller businesses or those with simpler commission structures might find more affordable options like Spiff or QuotaPath to be a better fit.

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Screenshots

Top Alternatives in Sales Commission Software

Anaplan
Blitz
Commissionly
Core Commissions
Iconixx
Nice SPM
Oracle Sales Performance Management
Performio
QCommission
QuotaPath
Sales Cookie
SAP Commissions
Spiff
Varicent
Xactly Incent

Related Categories

Compensation Management Software
Sales Performance Management Software
Show more
Compensation Management Software
Sales Performance Management Software
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Head-to-Head Comparison

CaptivateIQ VS Anaplan
CaptivateIQ VS Blitz
CaptivateIQ VS Commissionly
CaptivateIQ VS Core Commissions
CaptivateIQ VS Iconixx
CaptivateIQ VS Oracle Sales Performance Management
CaptivateIQ VS Performio
CaptivateIQ VS QCommission
CaptivateIQ VS QuotaPath
CaptivateIQ VS SAP Commissions

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