We just need everything in one place.
- said anyone who's ever managed sales commissions for a team.
We have heard this from both reps and admins a thousand times. It’s the reason we made CaptivateIQ super easy to connect to Salesforce. It’s the reason we built Email Statements which sends individualized statements to every person on your team at the push of a button. And it’s the reason we are excited to announce Inquiries.
With Inquiries, you no longer need to maintain a separate inbox that holds hundreds of back-and-forth emails regarding commissions disputes. Our Inquiries feature allows your team to resolve disputes directly on our platform, and the thread is easily accessible should you need to review in the future for auditing purposes.
From within the CaptivateIQ platform, reps can initiate and submit an inquiry regarding their commissions payment if they notice anything that seems off. The recipient of the inquiry is then notified within the CaptivateIQ platform with a message notification ensuring that potential disputes do not go unnoticed or unresolved. Customers can also enable email notifications to receive alerts in real-time for an even faster turnaround.
Put an end to having to toggle between multiple platforms or windows to get a clear picture of what needs to be resolved. The dashboards within CaptivateIQ make it incredibly easy for the admin to view details of the payee’s compensation plan while reviewing the payee’s inquiry where they can call out the specific time period, section, and number that looks off from their commission statement.
If you are looking for a single platform in which you may automate calculations, create various compensation plan scenarios, email statements and manage inquiries or disputes, CaptivateIQ could save you hours each month and help you maintain a robust audit trail.
Find out how our customers have modernized their commissions management with us.