CaptivateIQ Integrations Guide: Features & Benefits Explained

CaptivateIQ is a sales compensation management software that leverages data from disparate sources to provide up-to-date insights into your business. CaptivateIQ takes the guesswork out of employee compensation, providing customizable dashboards and reporting formats that allow for open visibility into individual compensation. This transparency provides a level of incentive that is much greater than the uncertain methods of the past

CaptivateIQ integrations only improve the transparency the tool provides, and we’re going to go through some of these integrations in this post. 

Why are integrations important? 

One key feature of CaptivateIQ is its ability to integrate directly with other business software.  It is ideal that data is generated and managed within the activity-specific environment being used by the people performing these actions. For instance, customer, prospect, and deal data is typically managed within a Customer Relationship Management (CRM) application by the sales team. By integrating the CRM application with CaptivateIQ, the single source of “truth” for this sales data is the CRM but it can automatically be available for use within CaptivateIQ as well. Businesses that run without such integrations spend countless hours consolidating, copying, and confirming the data before it can be used in other applications. With CaptivateIQ that is no longer an issue. 

CaptivateIQ Integration Partners

It is no secret that many businesses use a large array of different software applications to manage their business. This often results in siloed data that is only readily available within each application causing teams to spend countless hours trying to consolidate and migrate this data for use in other applications.

CaptivateIQ has employed a number of different approaches in order to solve this problem. The first of these solutions was for CaptivateIQ to build connectors to the most popular third-party software applications. As a result, data can be regularly updated from the third-party application within CaptivateIQ, maintaining a single source of truth. 

Here is a list of all the CaptivateIQ third party connections. If you don’t see your software below, not to worry, CaptivateIQ has you covered. Check out the section below on Open API.

• Netsuite
• Workday
• ADP Workforce Now
• Amazon Redshift
• Zuora
• BambooHR
• SAP Concur
• SAP (ERP On-Prem)
• HubSpot
• Sage Intacct
• Stripe
• Microsoft Dynamics
• Oracle
• QuickBooks
• Chargify
• FinancialForce
• Pipedrive
• Microsoft SQL Server
• MySQL
• PostgreSQL
• Salesforce
• Snowflake
• Big Query
• Xero

With a number of different software applications with unique functionality, integration can be confusing.  Let’s break it down a bit further. Source

Customer Relationship Management SoftwareIntegrations

CRM software helps organizations record and maintain customer data. It tracks things like leads, progress towards sales, closed deals, and all other metrics related to your customers. This also includes information on existing customers, such as past order contact information. CRM software can helps track individual and company-wide progress which is vital when determining commission rate. Typically, data related to closed deals is the primary source of information CaptivateIQ uses to calculate employee commissions. 

CaptivateIQ has created a lot of integrations with CRM software applications, these are:

• Salesfore  
• Hubspot 
• Microsoft Dynamics
• Pipedrive

Whichever CRM your company chooses to use is up to you, however every CRM becomes much more powerful when used in tandem with CaptivateIQ. Source

Enterprise Resource Planning SoftwareIntegrations

Enterprise resource planning software at its core is used for accounting needs since its primary function is to keep track of all income and expenses. However, ERP systems can do much more than simply track finances. A strong ERP system ​​aligns human resources, supply chain management, and manufacturing or distribution with your financial management, follwoing the progress of each department. In other words, ERP systems track your company operations. This data is vital to compensation management.  Connecting ERP software with CaptivateIQ provides clear insights into actual sales and revenue metrics.  

CaptivateIQ has integrations with the following ERP software:

• SAP ERP
• NetSuite
• Financialforce
• ​​Sage Intacct
• Xero
• QuickBooks Online

Connecting CaptivateIQ to your ERP system will save countless hours as commissions calculations and data will be stored and computed on the same integrated platform.

Enterprise Performance Management SoftwareIntegrations

Enterprise performance management software or EPM provides the plan for ERP systems to execute. This primarily consists of budgeting and forecasting as well as any other necessary planning before a company can begin operating. 

By connecting your EPM systems to CaptivateIQ, you provide sales reps and other variable income employees insight into future and potential compensation opportunities. This increases insight leads to enhance business agility, which in turn allows quick reactions to changing business environments. Here is the EPM software that integrates with CaptivateIQ 

• Workday Adaptive Planning

With customizable dashboards, the ability to compare multiple side-by-side what-if scenarios, seamless integration, and a single source of truth.  Workday Adaptive Planning provides industry-leading software with top of the line service to provide the most agile work environment to their customers. 

Data Warehousing SoftwareIntegrations

Data warehouse software holds company data from all corners of a business. These warehouses act as a single integrated hub that stores and processes raw data.  This data is then sent to various other software that executes calculations, reports, and much much more.  Connecting CaptivateIQ with your data warehouse will reinforce your single source of truth as up-to-date data from all over your business will be streamlined into CaptivateIQ’s calculations. 

Here is the list of data warehouses that CaptivateIQ has integrations with:

• Amazon Redshift
• Snowflake
• Big Query
• Microsoft SQL Server
• MySQL
• PostgreSQL

HR and Payment SoftwareIntegrations

Finally, businesses have all kinds of needs when keeping track of billing, both internally and externally. Software plays all kinds of roles in commissions. Some commissions formats relay of submission of payment to trigger a commission, while others wait until the end of a quarterly cycle.

Whatever your commission cycle may look like, it becomes much more powerful when Integrated with CaptivateIQ. These integrations can set up automated pay cycles that pay employees on time and leave them motivated. Here are the apps that integrate with CaptivateIQ:

• ADP Workforce Now
• Zuora
• Stripe
• Bamboo HR
• Chargify
• SAP Concur

Open API

As mentioned above, one of the strongest advantages of CaptivateIQ is its third-party connections. However, what do you do if one of your software applications doesn’t fall under any of the lists above? CaptivateIQ has a solution. With their new open API, CaptivateIQ has provided an opportunity to link all software to your commission management operation. 

How Can QBIX Help?

With all of these different software applications, it can be difficult to understand where to start. With the help of an implementation specialist like QBIX, you can take back control of your commissions and provide greater transparency into your business.

• QBIX Partners with CaptivateIQ to Enable Smarter Commissions
• Financial Planning Automations
• CaptivateIQ Sales Compensation Planning Software – A Platform Overview [Downloadable Case Study]
• Workday Adaptive Planning: A Platform Overview
• It’s Time to Improve your Sales Commission Plan