Smarter Sales Planning with CaptivateIQ

Sales Planning process leaving much to be desired? CaptivateIQ Planning unifies capacity, territory, and quota planning into one platform.

Trusted by INDUSTRY LEADERS WORLDWIDE

As a long-time CaptivateIQ Incentives customer, I've seen how they bridge the gaps of spreadsheets & legacy software for commissions, and am so excited to see them bring this same innovation and simplicity to sales planning.

Rosalyn Santa E.

Founder & Chief Revenue Operations Officer, TheRevOps Collective

sales capacity planning

Model headcount needs that align to your goals

Plan hiring and ramp with real-time visibility into coverage gaps and quotas to hit targets fast.

Build Capacity Plans
Model the right hiring & ramp strategy to meet your targets.
Optimize Capacity Plans
Simulate and identify the best path forward with AI-generated scenarios.
Monitor Coverage
Continuously assess if you have the right people, in seat, at the right time.

quota setting

Set and reconcile fair sales targets

Balance targets with seller input to build fair, achievable quota plans that drive performance.

Set Quotas with Policy Logic
Generate fair, consistent quotas by factoring in role, ramp, and rules.
Refine with Real-World Data
Adjust quotas using performance trends and TAM-driven insights.
Close the Loop with Execution
Sync quotas to compensation plans and track attainment in real time.

Territory & Account Carving

Assign equitable territories that drive performance

Build balanced, data-driven territories that boost equity, coverage, and seller potential.

Connect and Prepare Your Data
Connect and prepare your data seamlessly from any internal or external source.
Build and Refine Territory Plans
Design and optimize territory plans tailored to your business needs, and distribute accounts accordingly.
Align Teams Around a Single Source
Keep teams aligned with real-time access to plans for reviews, comments, changes, and approvals, all from a centralized planning source.

Our sales planning process used to be bogged down by a massive, unwieldy spreadsheet, leading to inconsistencies and inefficiencies. With CaptivateIQ Planning, we've streamlined the entire process - optimizing our plans, and aligning our incentives for better results across the board.

Adam Edmiston

Associate Director, Revenue Operations & Strategy, Bloomreach

Explore our new thought leadership hub for all things incentives and planning.

See what's new

Your home for sales performance management

CaptivateIQ Incentives

Automate commissions, motivate sellers and captivate your business, all while delivering a better Return on Incentives.

CaptivateIQ Planning

Connect the dots between headcount, coverage, and quota for smarter sales planning.

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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