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Named a Strong Performer in “The Forrester Wave™: Sales Performance Management Platforms, Q1 2023”

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CaptivateIQ 2021 Product Year in Review

Table of Contents

2021 was another banner year for CaptivateIQ. And although there were many milestones along the way, nothing surpasses our continued commitment to innovation that helps finance, operations, and revenue teams better solve commissions complexities.

As we look back on a special year for CaptivateIQ, we wanted to highlight some of our most impactful innovations across different product areas and experiences.

Collaboration: Simplify commissions workflows and increase productivity

Inquiry and Document Upgrades

  • Added several enhancements to inquiry and document features, including file attachments, ticket routing, and user settings
Inquiry and Document Upgrades

Approval Workflow

Approval Workflow


Configuration: Design sophisticated plans that meet your business needs

Formula Library 2.0

  • New formulas and enhanced functionality of existing formulas that make calculation setup and audit easier
Formula Library 2.0

Transformations 2.0

  • Enhanced transformation functionality provides more intuitive and powerful data operations
Tranformations 2.0

Controls: Improve peace of mind with control over commissions operations

Payee Impersonation

Payee Impersonation

Advanced Permissioning

  • Granular access controls on data and commission plans that allow teams to stay compliant
Advanced Permissioning

Integrations: Save time with streamlined commissions data

Open API

  • API endpoints to enable programmatic data extraction and automation of actions in CaptivateIQ
Open API

Data Connectors

  • Extending data connector support to several business systems storing data needed for commission calculations and reporting
Data Connectors


Reporting: Drive smarter decision with data and analytics

Templated Data Exports

Templated Data Exports


Dashboarding

Dashboards


If you’re a CaptivateIQ customer, visit our Knowledge Center to learn more about how to leverage this functionality. We’re looking forward to your continued partnership and collaboration as we build in 2022 and beyond!

Not a customer yet? Book a demo with one of our commissions experts to learn more about these features and what's to come in 2022.


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Talk to our in-house experts to learn how you can make commissions a strategic growth driver.

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