Real-World Case Studies and Customer Success Stories with CaptivateIQ

Planview managed commissions for a growing sales team using Excel, but the process was slow and prone to mistakes. As the company expanded, they needed a better tool to save time and improve accuracy.... They chose CaptivateIQ to automate their end-to-end commission process. With CaptivateIQ, payout calculations now take two hours instead of three business days. The team eliminated calculation mistakes and improved visibility for sales reps.
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Showpad used Google Sheets to manage sales commissions. This process took a lot of time and was hard to scale. They switched to CaptivateIQ to automate and improve their commission payouts. With Capt...ivateIQ, they rolled out new sales plans in just 2 days. They also cut payout processing time by 60%. Now, the team can focus on better incentive design and strategy.
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CaptivateIQ helped Nolan Transportation Group automate their sales commission process. Before, the team used manual spreadsheets and waited days for data. Brokers had little visibility into their com...missions. With CaptivateIQ, NTG now updates commission data daily with automated data syncs. Brokers get real-time access to their payouts. The commission process is now 90% faster for over 1,000 brokers.
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CaptivateIQ helped Lendio fix their commission program. Lendio's old system crashed often and made work slow. The finance team had to work all night to fix errors. With CaptivateIQ, Lendio got a stab...le system with no outages. They stopped working late and trusted their data. The team saved time and did not need to replace one full-time employee.
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CaptivateIQ Planning helped Expel, a cybersecurity company, move from manual spreadsheets to a scalable sales territory planning platform. Expel managed 80,000+ accounts and complex routing logic, wh...ich made their old process slow and error-prone. With CaptivateIQ Planning, they rebuilt their territory logic, integrated Salesforce data, and used dashboards for real-time collaboration. The new system cut sales planning time by 75%. Enterprise territories were finalized in 6 hours, and commercial in 2.5 hours. All decisions now happen live in CaptivateIQ dashboards.
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CaptivateIQ helped Tecan automate their commission process. Before, Tecan used spreadsheets that were slow and error-prone. With CaptivateIQ, Tecan cut commission calculation time by 75%. They also r...educed data rework by 25%. The new system is easy to use and quick to update. Tecan now spends less time on commissions and more on important business tasks.
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CaptivateIQ helped BigCommerce automate and streamline their commissions process. Before, BigCommerce used manual spreadsheets for 200+ employees, which caused errors and missed payroll deadlines. As... their commissionable headcount tripled, the old system could not keep up. With CaptivateIQ, BigCommerce saved 80 hours per pay period and improved accuracy. The new system increased confidence, reduced errors, and supported SOX compliance for their IPO.
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CaptivateIQ helped Fitch Solutions control their compensation process at enterprise scale. Before CaptivateIQ, the team managed commissions manually in Excel, which was slow and error-prone. Captivat...eIQ automated commission management, saving the team a full day per week. The platform improved transparency, reduced manual work, and gave 100% control over commission spend. Fitch Solutions saw a 20% reduction in time spent managing commissions.
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CaptivateIQ helped Fullstory automate and improve their sales commission process. Fullstory had a manual, spreadsheet-based system that was slow and error-prone. CaptivateIQ offered an intuitive, no-...code platform with Excel-like features. The solution reduced commission-related tasks by 2 days per month. Fullstory gained better accuracy, transparency, and flexibility in managing sales incentives.
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Intercom had trouble managing sales commissions using Excel. Their sales reps could not see how commissions were calculated, which caused confusion. They used CaptivateIQ to automate and improve thei...r commission process. Now, sales reps have real-time visibility into their earnings. Intercom reduced commission inquiries by 30% and fully implemented the solution in 55 days.
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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 Captiva...teIQ 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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Gong had trouble managing commissions as their sales team grew quickly. Their old system used spreadsheets and took a lot of time and manual work. This caused errors and made it hard to add new users.... Gong used CaptivateIQ to automate and streamline their commission process. With CaptivateIQ, they calculated monthly commissions 60 times faster and improved payout accuracy to over 98%. The new system also made it easier for the team to manage changes and reduced errors.
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