“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

Connect, Build, Optimize
and Align

Connect

Connect & 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 Integrations – Bring 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 Management – Bring 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 Truth – Maintain one central location for storing and managing all your employee, deal, pipeline, account data and more across Planning and Incentives.

Build & Optimize

Build & fine-tune territory plans that work

Identify the optimal account balance and allocate accounts accordingly using CaptivateIQ Planning’s modeling engine powered by SmartGrid.

Intuitive GTM Structure Modeling – Design and visualize your go-to-market strategy, aligning teams and territories maximum efficiency and coverage.
Rule-based Assignments – Assign territories and accounts in seconds with flexible rules, ensuring fairness, consistency, and fewer manual errors across the board.
Robust Scenario & Impact Analysis – Model and evaluate various sales strategies to understand potential impacts on revenue, enabling confident, data-driven decisions.

Align

Align with your teams from a single source

Cut out the clunky back and forth between sales and ops with a suite designed for collaboration.

Robust Access Controls – Automatically manage user permissions with precision, ensuring secure access and compliance across your territory carving process.
Collaborative Commenting – Facilitate collaboration by allowing teams to add comments directly within the platform, keeping discussions focused and organized.
Seamless Change Management – Track and manage changes seamlessly, ensuring all updates are logged, reviewed, and approved, minimizing disruptions in your territory carving process.

Tour the product See it live

“Our sales planning process used to be bogged down by a massive, unwieldy spreadsheet. 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

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

Explore the Multiplier Image Description

Your home for all things
sales performance management.

CaptivateIQ Incentives

Automate commissions, motivate sellers, and captivate your business. Deliver a better Return on Incentives.

CaptivateIQ Planning

Simplify sales planning with a single solution to carve your territories, set realistic quotas, and align your teams.

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.

Tour the product

Webinar

Unlocking Efficient Growth: Sales Planning with CaptivateIQ

In this webinar, we introduce CaptivateIQ Planning, our latest solution designed to streamline the territory and quota planning process. Leveraging our expertise in eliminating spreadsheets from commissions management, CaptivateIQ Planning offers a powerful, integrated solution that brings efficiency and precision to your sales operations.

Guests