Frequently asked questions
CaptivateIQ integrates with CRM systems to ingest deal, opportunity, and ownership data used in commission and planning calculations. These integrations ensure compensation and planning workflows stay aligned with actual sales activity.
CaptivateIQ integrates with existing CRM, finance, HR, and data warehouse systems to centralize compensation and planning data. This approach reduces manual data movement while keeping calculations synchronized with source systems.
CaptivateIQ can integrate with Salesforce to sync opportunity data, deal stages, and rep assignments. This integration ensures commission and planning calculations reflect current pipeline and closed revenue data.
CaptivateIQ supports integrations with Salesforce, HubSpot, NetSuite, Workday, Snowflake, and other commonly used CRM, finance, HR, and data warehouse platforms. These integrations enable end-to-end alignment across sales planning and incentive management systems.
CaptivateIQ supports partner channels by modeling partner-specific rules, attribution logic, and payout structures. Partner data can be incorporated into compensation workflows to maintain consistency across direct and indirect sales motions.
