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CaptivateIQ for Revenue and Sales Operations
Refocus on what matters

The scope of RevOps' responsibility has rapidly expanded into a monolith. It's more crucial than ever to ease administrative burden to help your team focus on strategy and drive bottom line growth.

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Why CaptivateIQ for RevOps?

CaptivateIQ helps RevOps leaders drive revenue by connecting sales planning and incentives in one agile platform, giving you the speed, flexibility, and intelligence to adapt quickly when business needs change.
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    Unify your revenue operations
    Break down silos between planning and compensation with a single source of truth. Connect your CRM, ERP, and other critical systems to create unified workflows that keep your entire revenue team aligned and moving fast.
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    Plan for anything, pivot anytime
    Handle any go-to-market strategy with logic-based modeling that adapts in real-time. Build complex plans without technical dependencies, test scenarios instantly, and pivot strategies without missing a beat.
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    Make smarter decisions with AI-powered insights
    Get ahead of problems with predictive models and real-time performance data. Use machine learning to optimize territories, forecast outcomes, and spot risks before they impact your revenue goals.
CaptivateIQ T&Q territory and quota model

Why leading RevOps professionals prefer CaptivateIQ

SmartGridTM Technology

Connect headcount, coverage, and quota in one place

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    Model sales capacity and headcount needs that align directly to revenue targets.
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    Set fair, achievable quotas using both top-down and bottom-up approaches.
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    Design equitable territories with AI-powered account assignment and coverage optimization.
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    Run scenario models to test different GTM strategies before committing resources.
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Assist: AI-Powered Intelligence

Automate commissions and motivate your sales team

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    Process commissions faster with automated calculations and real-time data management.
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    Give sellers transparency into earnings with live dashboards and detailed pay statements.
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    Reduce errors and disputes with a single source of truth for all compensation data.
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    Scale commission programs globally without increasing administrative overhead.
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Scalable and Robust Integrations

Prioritize the right opportunities with predictive insights

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    Score accounts by likelihood to convert, expand, or churn using machine learning on your data.
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    Help reps focus time and energy on the highest-value prospects and customers.
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    Automatically update territory assignments based on account potential and coverage gaps.
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    Connect scoring models directly to quota and compensation plans for better alignment.
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Enterprise-grade Security and Compliance

Prioritize the right opportunities with predictive insights

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    Score accounts by likelihood to convert, expand, or churn using machine learning on your data.
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    Help reps focus time and energy on the highest-value prospects and customers.
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    Automatically update territory assignments based on account potential and coverage gaps.
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    Connect scoring models directly to quota and compensation plans for better alignment.
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Hear from customers modernizing their sales operations

Based on 150 ratings submitted in the Sales Performance Management market as of September 2023.

We have every single plan automated in CIQ. If something changes in a plan and a new one needs build mid-year, I don't worry about that at all, I know I can build it and get it done in the time frame needed. CIQ has allowed us to establish a rhythm internally and a trust with the sellers that they have time to ask questions should they have any.
Allison M.
Sales Operations Manager
CaptivateIQ has been life-changing. It has saved me a week of time every month, cleaned up my data, and been a huge win across the board. If you’re still using Excel, like I was, stop now. Fight for CaptivateIQ, fight for the budget, because the benefit for your company is huge.
Sarah D.
Sales Operations Manager
Since my company purchased CaptivateIQ, I have had more transparency on the money I have earned and the most impactful deals closed. This has been very motivating and allowed me to better focus on the most profitable opportunities.
Luke P.
Mid-Market Sales
Through its flexibility, transparency and automation, CaptivateIQ has become an essential partner in scaling revenue operations for our fast-growing sales organization.
Michael D.
Director of Revenue Operations
With CaptivateIQ Planning, we've transformed how we manage territories and quotas—streamlining the entire process, optimizing our plans, and aligning our incentives for better results across the board.
Adam E.
Associate Director of Revenue Operations & Strategy
With CaptivateIQ in place, we were able to meet the requirements needed to go IPO on the SOX compliance side. This wouldn’t have been possible with our previous spreadsheet-based process.
Colleen M.
Senior Manager, Revops & Technology

One agile platform from planning to payout

Talk to our sales performance experts to learn how you can make sales planning and compensation a strategic growth driver.