From Planning to Payout: CaptivateIQ Unites Sales Planning and Incentive Compensation with AI
CaptivateIQ has launched the next generation of its platform, merging incentive compensation management with sales planning in a single AI-powered workspace. This update targets the needs of Revenue Operations, Finance, and Compensation leaders who must stay agile and keep revenue steady amid market shifts.
Economic uncertainty has forced companies to rethink how they plan sales and incentives. Instead of setting annual plans once a year, top organizations now revisit incentives and sales strategies more frequently. According to CaptivateIQ research, those who adapt regularly experience three times the growth compared to companies sticking to fixed yearly plans. But frequent changes can cause errors, delays, and resource waste, damaging trust between sales teams and leadership.
CaptivateIQ’s new platform addresses these challenges by offering capacity planning, quota management, and predictive modeling alongside its existing planning and incentive features. This all-in-one solution provides a single source of truth—from headcount planning through payouts—allowing teams to plan, manage, and adjust sales and incentive strategies throughout the year with ease.
Key Features
- Connected Workspace: Say goodbye to juggling spreadsheets and disconnected tools. CaptivateIQ offers a unified, real-time dataset with linked models and built-in collaboration. Sales leaders and reps gain full visibility into strategy and payouts, improving transparency and motivation.
- Unmatched Flexibility: Powered by SmartGrid, CaptivateIQ’s modeling engine supports any sales or incentive strategy, no matter how complex. Its no-code interface and AI-guided plan creation let teams pivot quickly without relying on IT or external consultants.
- Intelligent Optimization: Scenario modeling and analytics speed up iteration and fine-tuning of plans. Catalyst, the platform’s AI/ML engine, enhances forecasting, detects anomalies, and puts advanced machine learning tools directly in the hands of analysts and admins.
Mark Schopmeyer, co-founder and co-CEO of CaptivateIQ, explains, “Agility is essential for revenue growth today. The winners will be the ones who can move quickly, adapt plans easily, and keep optimizing. Many teams struggle with fragmented workflows and manual processes, but CaptivateIQ now combines sales planning and incentive compensation in one flexible platform. This helps teams work together and maintain revenue resilience even when conditions change rapidly.”
Customers using CaptivateIQ report up to six times faster sales plan creation, 75% less time spent on planning, and more than 10% improvement in seller attainment. Adam Edmiston, Senior Director of Revenue Operations & Strategy at Bloomreach, shared, “Our sales planning process was once slowed down by a huge, complex spreadsheet. CaptivateIQ Planning streamlined everything—helping us optimize plans and align incentives for better results across the board.”
To learn more about how CaptivateIQ integrates sales planning and incentive compensation, visit their official website.
About CaptivateIQ
CaptivateIQ is a leading Sales Performance Management platform trusted by companies like Boston Scientific, Affirm, and Datadog. By combining sales planning and incentives in one AI-powered solution, it delivers the agility teams need to maintain revenue in uncertain markets. Over 800 teams rely on CaptivateIQ to build resilient revenue strategies.
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