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Information Technology and Services Case Studies and Customer Success Stories with CaptivateIQ

 

Signifyd - Information Technology And Services - Medium

San Jose, USA

Signifyd used CaptivateIQ to manage complex, consumption-based commissions. Before, they relied on spreadsheets, which made payouts hard to track and... risky. CaptivateIQ gave reps and managers a self-serve portal to see earnings and drivers. The RevOps team could support more payees and update plans easily. This reduced manual work and lowered the risk of over- or under-paying on usage-based deals.

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Writer - Information Technology And Services - Medium

San Francisco, USA

Writer used CaptivateIQ to manage complex incentive compensation as it scaled. The team replaced spreadsheets with a single system of... record, improving transparency and auditability. Payees now see earnings details early, building trust and reducing errors. CaptivateIQ supports flexible plan design and detailed audit trails. Writer gained control and clarity as it prepared for enterprise growth and future audits.

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Planview - Information Technology And Services - Large

Austin, USA

Planview used CaptivateIQ to automate their commission process. They reduced the time spent on monthly payout calculations by 90%. The... team improved accuracy by moving away from manual Excel spreadsheets. Sales reps gained real-time visibility into pay statements and quota progress. CaptivateIQ’s Salesforce CRM integration helped streamline data sharing and plan adjustments. Planview scaled their compensation management as their team grew.

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Fullstory - Information Technology And Services - Medium

Atlanta, USA

Fullstory used CaptivateIQ to automate and streamline their sales commission process. Before, they managed commissions in large spreadsheets, which led... to errors and wasted time. CaptivateIQ replaced manual updates with automated workflows, saving the finance team two days per month. Sales reps now see real-time commission data, boosting trust and motivation. The finance team uses advanced reporting to optimize plans and align incentives with business goals.

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Writer - Information Technology And Services - Medium

San Francisco, USA

Writer used CaptivateIQ to manage complex incentive compensation as it scaled. The team moved from spreadsheets to a single system... of record, improving transparency and auditability. Payees now see earnings details early, and reviews catch errors before payouts. CaptivateIQ supports flexible plan design and detailed audit trails. Writer gained control, trust, and readiness for audits as the business grew.

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Fullstory - Information Technology And Services - Medium

Atlanta, USA

Fullstory used CaptivateIQ to automate and streamline their sales commission process. Before, they managed commissions in large spreadsheets, which led... to errors and wasted time. CaptivateIQ replaced manual updates with automated workflows, saving the finance team two days each month. Sales reps now see real-time commission data, boosting trust and motivation. The finance team uses advanced reporting to optimize plans and align incentives with business goals.

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Showpad - Information Technology And Services - Small

Ghent, Belgium

Showpad used CaptivateIQ to automate sales commission payouts for over 100 reps. Before, the finance team spent nearly a month... each cycle using Google Sheets and manual PDFs. With CaptivateIQ, payout processing time dropped by 60%, now taking just 12 days. The error rate fell from 5% to almost zero. Showpad can now adapt complex comp plans in only two days, freeing up time for analysis and strategy.

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Gong - Information Technology And Services - Medium

San Francisco, USA

CaptivateIQ helped Gong automate and speed up monthly commission calculations by 60x. The team reduced manual work and improved payout... accuracy to over 98%. Salesforce integration enabled real-time data syncing for seamless operations. Adding new users and updating plans became much easier. The intuitive, spreadsheet-like interface lowered the learning curve for the team. Gong now saves hours each month and has fewer compensation errors.

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Financial Services Case Studies and Customer Success Stories with CaptivateIQ

 

Ramp - Financial Services - Medium

New York, USA

Ramp replaced fragile Google Sheets with CaptivateIQ to manage commissions for a fast-growing sales team. The new system supports over... 570 payees and handles millions of transaction rows. CaptivateIQ reduced rep inquiries by 50% and centralized plan logic, payouts, and documentation. Dashboards now give real-time visibility into attainment and payouts. Ramp’s team can manage plan changes and data connectors without engineering help.

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Lendio - Financial Services - Medium

Lehi, USA

CaptivateIQ helped Lendio fix frequent system crashes and complex commission calculations. The finance team eliminated all-nighters and reduced manual work.... They saved enough time to avoid replacing a full-time employee. CaptivateIQ gave sales reps and partners real-time payout visibility. Lendio now manages all commission plans in one platform, cutting process complexity. The team trusts their data and enjoys stable, reliable operations.

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Ramp - Financial Services - Medium

New York, USA

Ramp replaced fragile Google Sheets with CaptivateIQ to manage commissions for a fast-growing sales team. The new system supports over... 570 payees and handles millions of transaction rows. CaptivateIQ gave Ramp a single source of truth, reducing rep inquiries by 50%. Sellers now have clear dashboards and self-serve access to payout details. Frequent plan changes are managed in-house, improving transparency and control.

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Lendio - Financial Services - Medium

Lehi, USA

CaptivateIQ helped Lendio eliminate manual commission calculation all-nighters. The finance team replaced an unreliable system with CaptivateIQ’s stable, user-friendly platform.... Lendio reduced errors, improved data reliability, and gave sales reps real-time payout visibility. The team saved enough time to avoid backfilling a full-time role. All commission management now happens in one platform, cutting complexity and boosting transparency.

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Internet Case Studies and Customer Success Stories with CaptivateIQ

 

Intercom - Internet - Large

Dublin, Ireland

CaptivateIQ helped Intercom automate their commission process, replacing manual Excel workflows. Intercom reduced rep inquiries by 30% after switching to... CaptivateIQ. Sales reps gained real-time visibility into their commissions and quota attainment. The administrative team spent less time answering questions and managing payouts. Intercom launched a new commission system in just 55 days. The solution scaled easily as Intercom's sales team grew.

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BigCommerce - Internet - Large

Austin, USA

CaptivateIQ helped BigCommerce transform their commissions process. The team reduced commissions processing time from 15 days to just a few... days. They saved up to 80 hours per pay period and eliminated costly errors. Real-time visibility improved trust and morale among over 200 sales reps. CaptivateIQ enabled SOX compliance, supporting BigCommerce’s IPO readiness and saving thousands in costs.

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Intercom - Internet - Large

Dublin, Ireland

CaptivateIQ helped Intercom automate their commission process, replacing manual Excel workflows. Intercom reduced rep inquiries by 30% after switching to... CaptivateIQ. Sales reps gained real-time visibility into their commissions and quota attainment. The administrative team spent less time answering questions and could deploy plan changes faster. Intercom launched a new commission system in just 55 days, improving collaboration and satisfaction across the sales team.

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Computer & Network Security Case Studies and Customer Success Stories with CaptivateIQ

 

Expel - Computer & Network Security - Medium

Herndon, USA

Expel used CaptivateIQ Planning to replace slow, manual territory planning in spreadsheets. The team managed over 80,000 accounts with complex... routing logic. With CaptivateIQ, they cut sales planning time by 75%, reducing a month-long process to just one week. GTM leaders could make decisions live using dashboards. The new process improved collaboration and decision quality for Expel's sales operations.

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Expel - Computer & Network Security - Medium

Herndon, USA

Expel used CaptivateIQ Planning to replace slow, manual territory planning in spreadsheets. The team managed over 80,000 accounts with complex... routing logic, which made their old process fragile and error-prone. With CaptivateIQ, Expel rebuilt their territory logic, integrated Salesforce data, and enabled live, collaborative planning. They cut sales planning time by 75%, finalizing enterprise territories in 6 hours and commercial in 2.5 hours. GTM leaders gained real-time visibility and improved decision quality with centralized dashboards.

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Insurance Case Studies and Customer Success Stories with CaptivateIQ

 

BenefitMall - Insurance - Large

Dallas, USA

CaptivateIQ helped BenefitMall automate their commission process. The finance team replaced SAP Callidus with CaptivateIQ for more flexibility and speed.... They now save 60 hours every month on commission calculations. Errors are down and sales reps get clear, transparent statements. The team can easily update plans and add new payees as the company grows.

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BenefitMall - Insurance - Large

Dallas, USA

CaptivateIQ helped BenefitMall save 60 hours each month on commission calculations. The finance team replaced SAP Callidus with CaptivateIQ for... a more flexible and automated commission process. They reduced calculation errors and improved transparency for sales reps. The platform made it easy to modify plans and add new payees. BenefitMall now has faster, more accurate, and scalable commission operations.

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Telecommunications Case Studies and Customer Success Stories with CaptivateIQ

 

Bandwidth - Telecommunications - Large

Raleigh, USA

CaptivateIQ Catalyst helped Bandwidth speed up revenue and commissions expense forecasting. Before, the team used manual Excel models that took... a lot of time and caused errors. With Catalyst, Bandwidth combined live data, tested scenarios, and shared results in one place. The team cut down on manual work and freed up time for strategic projects. They now spot new forecasting opportunities and plan to expand Catalyst to more teams.

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Bandwidth - Telecommunications - Large

Raleigh, USA

CaptivateIQ Catalyst helped Bandwidth speed up revenue and commissions expense forecasting. Before Catalyst, Bandwidth used manual Excel models that were... slow and error-prone. Catalyst unified data sources and automated scenario modeling, cutting manual work and freeing up time. The team now tests new scenarios quickly and focuses on strategic analysis. Bandwidth can forecast SDR commissions by season and analyze compensation plan costs with less effort.

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Medical Devices Case Studies and Customer Success Stories with CaptivateIQ

 

Tecan - Medical Devices - Large

Männedorf, Switzerland

Tecan used CaptivateIQ to automate its complex commission process. The finance team cut commission calculation time by 75%. Data rework... dropped by 25%, and errors decreased. Sales teams now see real-time commission data and clear visual charts. Tecan updates commission plans faster and gains better business insights. The company now spends less time on manual work and more on strategic tasks.

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Tecan - Medical Devices - Large

Männedorf, Switzerland

CaptivateIQ helped Tecan cut commission calculation time by 75%. The finance team moved from error-prone spreadsheets to automated commission management.... Data rework dropped by 25%. Sales teams now see real-time commission data and clear visual charts. Tecan updates commission plans faster and gains insights to refine strategies. The process is now more transparent and reliable for everyone involved.

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Transportation/Trucking/Railroad Case Studies and Customer Success Stories with CaptivateIQ

 

Nolan Transportation Group (NTG) - Transportation/Trucking/Railroad - Large

Atlanta, USA

CaptivateIQ helped Nolan Transportation Group automate commission and title progression reporting, reducing the process from three weeks to one daily update. Before, NTG’s compensation... team relied on manual spreadsheets, causing delays and frustration for brokers. With CaptivateIQ, dashboards now give brokers real-time visibility into their payouts and performance. The team saves 2-3 hours daily and can make plan changes without IT help. This shift increased trust, broker motivation, and alignment across sales, finance, and HR.

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Computer Software Case Studies and Customer Success Stories with CaptivateIQ

 

Planview - Computer Software - Large

Austin, USA

CaptivateIQ helped Planview automate their commission process, cutting monthly calculation time by 90%. The team moved from manual Excel spreadsheets... to a scalable solution, improving accuracy and reducing errors. Over 150 sales reps now benefit from real-time pay statements and better quota visibility. Integration with Salesforce CRM made data sharing seamless. Planview’s sales operations can now focus on growth instead of manual tasks.

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Information Services Case Studies and Customer Success Stories with CaptivateIQ

 

Fitch Solutions - Information Services - Large

London, UK

CaptivateIQ helped Fitch Solutions, a global analytics provider, move from manual Excel-based commission management to a streamlined platform. The finance team... saved one day per week by automating commission calculations and reporting for over 140 sales reps. CaptivateIQ improved transparency, auditability, and compliance, giving reps self-service access to comp plans and statements. Approval workflows eliminated confusion and reduced payout disputes. The team now spends more time on analysis and managing commission spend.

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Other Industry Case Studies and Success Stories with CaptivateIQ

Chapter - Healthcare Services

Chapter needed a new way to manage their commission plans as they grew. Their first try with another vendor failed... because the system was too hard to use and caused mistakes. They switched to CaptivateIQ and got set up in one month. Now, they save days every pay cycle and advisor productivity is up by 10%. Payroll processing is 20 times faster.

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