CaptivateIQ vs Xactly Incent

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Our analysts compared CaptivateIQ vs Xactly Incent 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

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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Xactly Incent is a revenue intelligence system that helps organizations plan and organise their revenue operations. It helps capture and track critical data to avoid errors and forecast inaccuracy. It has acquired TopOPPs and set a standard for artificial intelligence. It helps users take control of their data. It works in collaboration with Vista Equity partners for growth and innovation.

Its offerings are based on industry, needs and business size. It also offers strategic sales planning and revenue performance analytics besides incentives management.
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$7,200/User, Annually
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$60/User, Monthly
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Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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Videos
Webinars
Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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Forum
Knowledge Base
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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  • Increased Accuracy: Automates complex compensation calculations, reducing the risk of human error and ensuring precise payouts.
  • Enhanced Transparency: Provides clear visibility into compensation plans and performance metrics, fostering trust and motivation among employees.
  • Improved Compliance: Ensures adherence to regulatory requirements and internal policies, minimizing the risk of legal issues and fines.
  • Boosted Productivity: Streamlines administrative tasks, allowing sales and finance teams to focus on strategic activities rather than manual data entry.
  • Data-Driven Insights: Offers robust analytics and reporting tools to identify trends, optimize compensation plans, and drive better business decisions.
  • Scalability: Adapts to the growing needs of your organization, whether you are a small business or a large enterprise, without compromising performance.
  • Enhanced Employee Motivation: Aligns compensation with performance, incentivizing employees to achieve their targets and contribute to company goals.
  • Cost Efficiency: Reduces administrative overhead and errors, leading to significant cost savings over time.
  • Customizable Plans: Allows for the creation of tailored compensation plans that meet the unique needs of different roles and departments.
  • Real-Time Updates: Provides instant updates on performance and compensation, enabling timely adjustments and informed decision-making.
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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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  • Automated: Integrate with other systems as needed and automate processes to be time-efficient and avoid errors. 
  • Collaborative: Improve collaboration between different operational teams, including sales ops, accounting and finance via an integrated solution for managing compensation and commission expenses. 
  • Decision-Making: Make informed decisions and align plans with business objectives based on in-depth data insights. 
  • Continuous Updates: Proactively monitor and continuously update the sales compensation plan to match with business needs. 
  • SimplyComp: Leverage the incentive management system for growing companies to implement commission and payout plans using industry best practices and templates. 
    • Scalable: Process large amounts of data in a single run to boost productivity. 
    • Spreadsheet Like: Use just like Excel spreadsheets for inputting data. 
    • Built-In Payment Templates: Leverage templates to create payment plans and reduce the time spent on them. 
    • Globalized: Work with currencies from across the world in SimplyComp that supports multiple languages, including English, French, German, Spanish and Italian. 
  • Commission Expense Accounting: Leverage the complete expense management system for the following: 
    • Dynamic True-Ups: Automate data updates whenever changes affect contract adjustment, employee status and more. Trigger automatic impairments for any changes such as start and end dates or the benefit period. 
    • Expansive Reporting Library: Leverage pre-built, automated reports and dashboards to gain a holistic view of commission expenses. 
    • Integrated Workflow and Process Management: Integrate with the existing infrastructure, including CRM, HRIS, CLM and CPQ systems. Manage any number of accounting books and interoperate with downstream accounting ledgers. 
    • Full and Modified Retrospective Approaches: Leverage the end-to-end solution to automate compliances. 
  • Operational Sales Management: Execute sales plans effectively and streamline processes by proactively monitoring people, territories, quotas and credits. Enable smooth collaboration across different departments and manage multiple workflows. Integrate with existing CRM and other enterprise applications to transfer and exchange data. Plan for revenue growth on an account-by-account basis. Develop and deploy top-down, bottom-up, hybrid and overlay planning. 
  • Benchmarking: Compare team performance with company and industry-wide metrics. Include incentive programs to boost performance. Leverage aggregated data and compare elements to identify trends such as role tenure and region. 
  • Sales Planning: Leverage the necessary tools required to plan out strategies. Access real-time dynamic dashboards for continuous optimizations of sales plans. Use AI to enhance decision-making and predict key metrics. 
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Product Ranking

#15

among all
Sales Commission Software

#33

among all
Sales Commission Software

Find out who the leaders are

Analyst Rating Summary

80
92
44
88
100
100
69
86
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Dashboard and Reporting
Territory and Quota Management
Inquiry or Case Management
Dashboard and Reporting
Territory and Quota Management
Inquiry or Case Management
Collaboration
Integration and extensibility

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

CaptivateIQ
Xactly Incent
+ 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 88 100 86 92 83 100 0 25 50 75 100
50%
0%
50%
67%
0%
33%
100%
0%
0%
100%
0%
0%
60%
0%
40%
80%
0%
20%
80%
0%
20%
80%
0%
20%
67%
0%
33%
83%
0%
17%
92%
0%
8%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%
0%
23%
85%
0%
15%

User Sentiment Summary

Excellent User Sentiment 3341 reviews
Great User Sentiment 914 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.

85%
of users recommend this product

Xactly Incent has a 'great' User Satisfaction Rating of 85% when considering 914 user reviews from 4 recognized software review sites.

4.6 (1637)
4.2 (215)
4.85 (746)
n/a
4.9 (741)
4.2 (232)
n/a
4.5 (185)
4.5 (217)
4.1 (282)

Awards

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

User Favorite Award

SelectHub research analysts have evaluated Xactly Incent and concluded it earns best-in-class honors for Territory and Quota Management.

Territory and Quota Management Award

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 Incentive Compensation Management: Users praise Xactly Incent for its user-friendly interface, which simplifies complex compensation plan design and administration. They appreciate the platform's ability to automate calculations, track performance, and generate detailed reports, streamlining the entire incentive compensation process.
Improved Data Accuracy and Transparency: Xactly Incent's centralized data management capabilities minimize errors and ensure data consistency. Users highlight the platform's ability to provide real-time visibility into compensation data, fostering trust and transparency between sales representatives and management.
Enhanced Sales Performance Motivation: Users report that Xactly Incent helps motivate sales teams by providing clear performance targets and timely, accurate payouts. The platform's gamification features, such as leaderboards and badges, further incentivize sales representatives to exceed their goals.
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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 find the platform difficult to navigate and use, especially when trying to perform complex tasks or generate reports.
Limited Customization: Users have reported limited options for customizing the platform to their specific needs, which can be frustrating for businesses with unique compensation plans.
Technical Issues: Some users have experienced technical issues with the platform, such as slow loading times, system errors, and integration problems.
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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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Are you looking for a compensation management solution that will make you say "eXactly!"? Xactly Incent has garnered a reputation for its user-friendly interface and robust features, particularly its strength in handling complex commission structures. Users praise its ability to automate calculations, track performance, and generate detailed reports, freeing up valuable time for strategic tasks. This granular control and transparency are highly valued, as they empower businesses to make data-driven decisions and ensure fair compensation practices. However, some users have pointed out that the software's learning curve can be steep, especially for those unfamiliar with compensation management concepts. Additionally, while integrations with popular CRM platforms like Salesforce are available, some users have expressed a desire for broader third-party integrations. Xactly Incent's focus on incentive compensation makes it a perfect fit for businesses with sales-driven cultures, particularly those with complex commission structures. Its ability to accurately calculate and track incentives, coupled with its insightful reporting capabilities, allows businesses to effectively motivate their sales teams and drive revenue growth. However, businesses with simpler compensation needs or those prioritizing extensive third-party integrations might find other solutions more suitable.

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Screenshots

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