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TRUSTED BY LEADING RETAILERS & WHOLESALERS
Why Retailers and Wholesalers Choose CaptivateIQ
CaptivateIQ delivers complete visibility and control across all sales channels. Unify planning and execution to drive scalable, profitable growth while automatically adapting to seasonal demands and margin requirements.
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Maximize Channel PerformanceOptimize performance across stores, e-commerce, wholesale, and third-party marketplaces with unified territory planning and channel-specific quota structures.- Navigate Seasonal ComplexityAutomated seasonal planning adjusts quotas and territories for peak periods, promotional cycles, and inventory fluctuations without manual intervention.
- Scale High-Volume OperationsHandle thousands of SKUs, hundreds of vendors, and massive transaction volumes with automated commission processing that eliminates manual data entry.
- Respond to Market ShiftsPivot quickly when consumer trends change or new competitors emerge by updating incentive structures and territory assignments in real-time.
7,000+
Unique plans supported
60x
faster commissions calculations
99%
of errors eliminated
One Platform from Planning to Payout for Retailers and Wholesalers
SmartGridTM Technology
Create sales plans that drive predictable revenue
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Create territory and quota models using CaptivateIQ's no-code modeling engine that prevents channel conflict while maximizing total revenue across your sales network.- Build quotas with scenario modeling tools that factor seasonal patterns and demand fluctuations so targets stay realistic and achievable year-round.
- Design capacity models using historical performance data that balance coverage needs with individual rep capabilities, regardless of channel complexity.
Assist: AI-Powered Intelligence
Launch your strategy without delays or confusion
- Deploy territory assignments, quota distributions, and compensation structures simultaneously so your entire sales organization starts executing on the same plan.
- Push changes to sales teams instantly through automated workflows and approval processes that eliminate manual handoffs and spreadsheet errors.
- Give managers dashboards and reporting tools they need to coach performance and track progress against the goals you set during planning.
Scalable and Robust Integrations
Monitor plan performance in real-time
- Get real-time visibility into sales performance by territory, region, product line, and individual rep with customizable dashboards and automated reporting.
- Monitor customer value metrics and acquisition costs to learn which activities drive long-term profitability.
- Track campaign performance and seasonal trends with reporting capabilities that identify opportunities for quota adjustments and incentive optimization.
Enterprise-grade Security and Compliance
Make changes to stay on target
- Adjust quotas and territories quickly using no-code modeling tools when launching new markets, changing product focus, or responding to competitive pressure.
- Modify commission structures during campaigns and seasonal periods with automated calculations that maintain ongoing performance tracking without disruption.
- Test different incentive scenarios with scenario modeling to optimize performance during market shifts, product launches, or changing business conditions.
Delight your Retail and Wholesale Sales Teams
Easy to use, fast to understand. This was my first time using CaptiveIQ, and found it very helpful when I would get my commission statements at the end of the month.
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Matthew D.
Partner Account Manager
I don’t know how we managed without CaptivateIQ. Despite us tripling our commissionable headcount, we’re now more confident in and comfortable with our commissions process than ever before. I’d recommend it to anyone, especially if they’re running commissions manually.
Greg P.
Lead Financial Analyst
CaptivateIQ has been extremely helpful in tracking quarterly progress and financial attainment. It's so easy to use and the inquiry submission process is flawless.
Shawn H.
Senior Account Executive
