Sales Planning, Simplified
Sales Planning process leaving much to be desired? Build and align on your territory & quota plans from a single platform with CaptivateIQ Planning.
Book a MeetingConnect & prep your data from any source
CaptivateIQ takes the pain out of data management, helping you get your data planning-ready in a fraction of the time.
- Robust IntegrationsBring in all your data in real-time, no matter where it resides with native connectors and APIs for your CRM, ERP, HRIS, data warehouses, and more.
- Powerful Data ManagementBring in large volumes of data, perform cleanup, make adjustments, and combine disparate data sets all in one no-code interface. No need to pre-process your data.
- Single Source of TruthMaintain one central location for storing and managing all your employee, deal, pipeline, account data and more across Planning and Incentives.
Build & fine-tune territory & quota plans that fit your business.
Identify the optimal account balance and allocate accounts accordingly using CaptivateIQ Planning’s modeling engine powered by SmartGrid.
- Intuitive GTM Structure ModelingDesign and visualize your go-to-market strategy, aligning teams, territories, and quotas for maximum efficiency and coverage.
- Rule-based AssignmentsAssign territories and quotas in seconds with flexible rules, ensuring fairness, consistency, and fewer manual errors across the board.
- Robust Scenario & Impact AnalysisModel and evaluate various sales strategies to understand potential impacts on revenue, enabling confident, data-driven decisions.
Align with your teams from a centralized source.
Cut out the clunky back and forth between sales and ops with a suite designed for collaboration.
- Robust Access ControlsAutomatically manage user permissions with precision, ensuring secure access and compliance across your sales planning process.
- Collaborative CommentingFacilitate collaboration by allowing teams to add comments directly within the platform, keeping discussions focused and organized.
- Seamless Change ManagementTrack and manage changes seamlessly, ensuring all updates are logged, reviewed, and approved, minimizing disruptions in your sales planning process.
Your Home For All Things Sales Performance Management
CaptivateIQ Incentives
CaptivateIQ Incentives offers the most flexible way to automate commissions, motivate sellers and captivate your business, all while delivering a better Return on Incentives.
CaptivateIQ Planning
CaptivateIQ Planning empowers revenue teams to connect their data, build & optimize their territory & quota plans, and align with their teams, all from a single source.
Bring data from anywhere, in any format
CaptivateIQ is the only Sales Performance Management solution that can centralize and enrich data from disparate data sources in one powerful platform — a single source of truth that’s ready for analysis.
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