From Planning to Payout: CaptivateIQ Unifies Sales Planning and Incentive Compensation with AI-Infused Platform
In a market marked by economic uncertainty, companies must adapt how they plan and incentivize revenue growth. CaptivateIQ’s latest platform update merges incentive compensation management with sales planning in a single AI-powered workspace, helping teams respond faster and more effectively.
Traditionally, sales planning and incentive design happened annually, but fluctuating market conditions demand more frequent adjustments. CaptivateIQ research reveals that companies revisiting plans regularly achieve three times the growth compared to those sticking with static, year-start plans. However, frequent changes often lead to errors, delays, and misaligned resources, which can erode trust between sales teams and leadership.
A Unified, Agile Platform for Revenue Teams
CaptivateIQ’s new platform brings operations and compensation teams together with enhanced capacity planning, quota management, and predictive modeling. This integration creates a single source of truth—from headcount to payouts—empowering teams to plan, manage, monitor, and adjust sales and incentives strategies throughout the year.
- Connected Workspace: Replace disjointed spreadsheets and tools with a single, up-to-date dataset. Built-in collaboration and workflows provide real-time visibility into sales strategies and payouts, boosting transparency and motivation.
- Unbeatable Flexibility: The SmartGrid modeling engine supports any sales or incentive strategy, no matter how complex. Its no-code interface and AI-guided plan building let teams pivot quickly without relying on IT or external services.
- Intelligent Optimization: Scenario modeling and analytics help analysts iterate and optimize strategies faster. The new AI/ML-powered Catalyst solution enables custom forecasting, anomaly detection, and puts advanced analytics in the hands of any user.
“Agility is no longer optional; it’s essential for revenue growth,” said Mark Schopmeyer, co-founder and co-CEO of CaptivateIQ. “Many teams still face fragmented workflows and static tools, slowing their ability to adapt. Our platform unites incentive compensation and sales planning so teams can work together and maintain resilient revenue even during constant change.”
Proven Impact on Sales and Planning Efficiency
Customers using CaptivateIQ report up to six times faster sales plan creation, 75% less time spent on planning, and over 10% improvement in seller attainment. These gains translate directly into smoother operations and stronger revenue performance.
Adam Edmiston, Senior Director of Revenue Operations & Strategy at Bloomreach, shared, “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 incentives for better results across the board.”
To explore more on how CaptivateIQ integrates sales planning and incentives, visit their official website.
About CaptivateIQ
CaptivateIQ is a leading Sales Performance Management solution trusted by companies like Boston Scientific, Affirm, and Datadog. Their AI-infused platform helps over 800 teams improve agility and maintain revenue resilience in volatile markets.
Your membership also unlocks:
AI Capex on the Hot Seat: Apollo Exec's No Comment on Vendor Financing and Capex Recycling Stirs Transparency Debate