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Drive performance across
every sales channel.
Retail and wholesale companies face complex multi-channel sales environments and seasonal demand fluctuations, but fragmented tools make aligning sales strategy impossible. CaptivateIQ bridges planning and compensation to bring quota, territory, headcount, and incentives together in one AI-powered workspace.
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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.
Maximize Channel Performance
Optimize performance across stores, e-commerce, wholesale, and third-party marketplaces with unified territory planning and channel-specific quota structures.
Navigate Seasonal Complexity
Automated seasonal planning adjusts quotas and territories for peak periods, promotional cycles, and inventory fluctuations without manual intervention.
Scale High-Volume Operations
Handle thousands of SKUs, hundreds of vendors, and massive transaction volumes with automated commission processing that eliminates manual data entry.
Respond to Market Shifts
Pivot quickly when consumer trends change or new competitors emerge by updating incentive structures and territory assignments in real-time.
Automate commissions. Motivate reps.
Captivate with tangible ROI.
One Platform from Planning to Payout
for Retailers and Wholesalers.
Create sales plans that drive predictable revenue
- 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.
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.
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.
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.
94% CSAT from over 2,500 reviews on G2
A Leader in “The Forrester Wave™: Sales Performance Management Solutions For Incentive Compensation, Q1 2025"
Top Rated in Sales Incentive Compensation Management
Awarded the Customers’ Choice distinction
Transform how you
manage sales performance.
Talk to our sales performance experts to learn how you can makesales planning and compensation a strategic growth driver.
