CaptivateIQ vs Oracle Sales Performance Management

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Our analysts compared CaptivateIQ vs Oracle Sales Performance Management based on data from our 400+ point analysis of Sales Commission Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

CaptivateIQ is a no-code solution dedicated to helping organizations and individuals develop rewarding compensation plans for hardworking employees. It encourages team motivation through fair payment and incentives. It is flexible and automated to help companies save time and avoid errors.

Devise compensation plans, share insights, make clear and error-free commissions, and help organizations make better decisions. Connect with different data sources and automate the whole process as needed.
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Oracle Sales Performance Management (SPM) provides tools for managing sales activities, aligning individual goals with company strategy, and improving overall performance. Fueled by data and machine learning, it offers features like quota management, territory management, incentive compensation planning, and performance dashboards. Oracle SPM is best suited for mid-sized to large organizations with complex sales processes and multiple teams. Its benefits include increased revenue, improved sales forecasting, enhanced employee engagement, and streamlined workflows. User reviews highlight the solution's ease of use, powerful features, and robust data capabilities. However, some users note its complexity and potential for customization overload. Pricing varies based on specific features and the number of users. Typically, it falls within the range of $500k-$1 million per year, with annual subscriptions being the most common payment frequency.

Pros
  • Increased Revenue
  • Improved Forecasting
  • Enhanced Engagement
  • Streamlined Workflows
  • Robust Data Insights
Cons
  • Complexity
  • Customization Burden
  • High Cost
  • Limited Scalability
  • Steep Learning Curve
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$7,200/User, Annually
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Tailored to your specific needs
$11,500/User, Monthly
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Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Access Required Data: Get access to necessary set-up data and process commission calculations. Transform imported data to create new custom values without altering raw data. Set up real-time sync or customize a schedule to fetch required data. Keep the commission cycle up to date with data integrations. 
  • Leverage Reports and Insights: Create visualizations across any part of the compensation data to identify trends by team, region, commission plan and more. Save time creating multiple reports by applying filters to segment dashboards and drill into the data. See the raw data table to better understand visualizations. 
  • Design Effective Compensation Plans: Set up commission plans without the constraints of pre-defined templates. Import employee data, set up plan logic and automate calculations on the fly. 
  • Save Time and Effort: Leverage the powerful data ingestion layer to massage data into a commission-ready state directly on the platform to save hours cleaning files ahead of time. Confidently set up calculations using a library of pre-built formulas and tooltips. Automate calculations and catch potential errors using the dynamic calculation engine. 
  • Resolve Pay Disputes Faster: Manage internal communications alongside commission data for faster resolutions. Put an end to tedious approval cycles and ensure every payout is correct before it’s distributed using the approvals workflow. 
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  • Increased Revenue: Drive sales growth through improved sales performance management. Accurate goal setting, efficient forecasting, and data-driven decision making contribute to achieving and exceeding revenue targets.
  • Improved Forecasting: Gain accurate insights into future sales performance with data-driven forecasting. Leverage historical data, market trends, and pipeline analysis to predict future sales with greater precision, enabling proactive resource allocation and decision-making.
  • Enhanced Employee Engagement: Motivate and engage your sales team with clear goals, incentives, and recognition. Transparent goals, regular performance feedback, and meaningful recognition programs boost morale, productivity, and team spirit.
  • Streamlined Workflows: Automate manual tasks and optimize sales processes for increased efficiency. Automate repetitive tasks like data entry and reporting, freeing up valuable time for sales reps to focus on selling.
  • Data-Driven Decision Making: Make informed decisions based on real-time data and insights. Gain a holistic view of sales performance, identify areas for improvement, and make data-backed decisions that drive results.
  • Improved Sales Visibility: Gain a clear view of individual and team performance across all sales channels. Real-time dashboards and reporting tools provide comprehensive insights into individual and team performance, enabling sales managers to provide targeted coaching and support.
  • Enhanced Collaboration: Foster better communication and collaboration between sales teams and departments. Streamlined communication tools and collaborative platforms facilitate seamless information sharing and teamwork, leading to improved cross-functional alignment and sales effectiveness.
  • Reduced Costs: Optimize sales operations and reduce administrative costs. Automate manual tasks, streamline processes, and eliminate redundancies to minimize administrative overhead and maximize sales efficiency.
  • Increased Profitability: Drive bottom-line growth through improved sales performance. Improved sales performance translates to higher revenue and increased profitability, enabling businesses to achieve their financial goals.
  • Scalability: Adapt to changing business needs and grow your sales organization. The system scales to accommodate changing business requirements, allowing sales teams to grow and adapt to new markets and opportunities.
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  • Compensation Reports: Get automated compensation reports and insights on how salary is distributed and the current pay standards for a specific role in the market. Automatically sync commission data to power reliable reports in real time across every team. Save time collecting and cleaning data by integrating the data source directly into the commission system. 
  • Performance Reports: Keep track of the individual and team performance reports to ensure fair pay and incentives. 
  • Dispute Manager: Communicate, raise queries and resolve disputes with the Inquiries feature. Boost performance and create more efficient workflows. 
  • Flexible Design: Design detailed compensation plans as needed. Assign tasks, divide incentives, choose the factors affecting incentives and pay and much more. 
  • Hierarchical Plans and Management: Manage each level of operation and salary distribution with a descriptive sales hierarchy. 
  • Manage Assignments and Quotas: Assign rewarding tasks and track progress and achievements. Implement fair pay and rewarding incentives for boosting productivity. 
  • Plan and Document Agreements: Create important documents and agreements to maintain a written record of settlements and compensation distributions. Keep and manage all documentation from a single place. 
  • Compensation Statement Calculation: Present the total benefits offered to an employee on an annual basis in the form of a compensation statement using the compensation statement calculator. Eliminate the process of manually re-entering data or making updates.  
  • Splits and Overrides: Use the splits and overrides feature to avoid any errors in commission calculation.
  • Commission and Incentives Planner: Use the commission estimator to decide the right commission for each role by comparing market standards. 
  • Commission Contract Management: Create and send new employee-specific compensation plans when teams grow. 
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  • Territory Creation: Create optimized sales territories based on named accounts, industries, product lines, business units and geography. 
  • Data Analysis: Run automated assignments and conduct what-if analysis to optimize territory coverage and boost productivity. 
  • Balance Territories: Balance sales territories and improve planning and decision making with advanced dimensions for account scores and more. 
  • Modify Territories: Simplify territory modification through proposals. Venture into new markets or edit territories depending upon resource factors, market requirements and business changes. 
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Product Ranking

#15

among all
Sales Commission Software

#46

among all
Sales Commission Software

Find out who the leaders are

Analyst Rating Summary

80
94
44
81
100
100
69
86
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Dashboard and Reporting
Territory and Quota Management
Inquiry or Case Management
Dashboard and Reporting
Platform Capabilities
Territory and Quota Management
Inquiry or Case Management
Deal Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

CaptivateIQ
Oracle Sales Performance Management
+ Add Product + Add Product
Collaboration Dashboard And Reporting Deal Management Inquiry Or Case Management Platform Capabilities Territory And Quota Management 44 100 69 92 68 94 81 100 86 92 100 99 0 25 50 75 100
50%
0%
50%
83%
0%
17%
100%
0%
0%
100%
0%
0%
60%
0%
40%
80%
0%
20%
80%
0%
20%
80%
0%
20%
67%
0%
33%
100%
0%
0%
92%
0%
8%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%
0%
23%
62%
0%
38%

User Sentiment Summary

Excellent User Sentiment 3341 reviews
we're gathering data
94%
of users recommend this product

CaptivateIQ has a 'excellent' User Satisfaction Rating of 94% when considering 3341 user reviews from 4 recognized software review sites.

we're gathering data
4.6 (1637)
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4.85 (746)
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4.9 (741)
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4.5 (217)
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Awards

CaptivateIQ stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

SelectHub research analysts have evaluated Oracle Sales Performance Management and concluded it deserves the award for the Best Overall Sales Commission Software available today and earns best-in-class honors for Platform Capabilities.

Analysts' Pick Award
Platform Capabilities Award

Synopsis of User Ratings and Reviews

Salesforce Integration: 83% of the reviewers said that the Salesforce integration provides real-time data sync and helps export information.
Service and Support: Almost all reviewers mentioned that the implementation and support executives provided helpful assistance whenever and however needed.
Accessible UI: About 80% of users said the platform is neatly designed, intuitive and easy to navigate.
Automation: About 90% of reviewers said they benefited from its automated calculations and ability to make revisions and avoid errors.
KPI Monitoring: Almost all reviewers said the KPI monitoring tools were helpful, and they could view deals closed per month and receive email notifications for report summaries.
Sharing and Collaboration: Nearly 67% of reviewers said they were able to see their performance in real time, escalate feedback and send publish notifications.
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Improved Sales Visibility: Gain real-time insights into individual and team performance, identify top performers and areas for improvement.
Enhanced Sales Forecasting: Leverage historical data and machine learning to predict future sales performance with greater accuracy.
Streamlined Sales Processes: Automate manual tasks, simplify workflows, and improve overall sales efficiency.
Increased Sales Motivation: Set clear goals, track progress, and reward achievements to drive sales motivation and engagement.
Data-Driven Decision Making: Make informed decisions based on real-time data and insights, leading to improved sales outcomes.
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Steep Learning Curve: According to 60% of reviewers, as a new admin, it can be challenging to understand how the system is built as there are many moving parts.
Speed: Depending on how the plan is written and developed, it can take a long time to process changes. Setting up and testing formulas also takes a considerable amount of time.
Missing Graphs: Most users said that there are no graphs to summarize and present data.
Missing Chat Feature: Around 33% of reviewers said it would be better if a built-in chat feature was available.
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Steep Learning Curve: The platform can be complex and require significant training for users to become proficient.
Customization Challenges: Implementing custom features and integrations can be time-consuming and resource-intensive.
Costly Implementation: The initial cost of licensing and implementation can be high, especially for smaller businesses.
Limited Reporting Flexibility: The built-in reporting tools may not offer the level of flexibility and customization needed by some users.
Integration Issues: Integrating Oracle Sales Performance Management with other systems can be challenging and require technical expertise.
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The software is recommended by almost every reviewer. The UI is neat, and the support team is excellent at helping people adjust to the software. The integration with Salesforce is helpful for real-time data syncing and exporting. There were a few negative reviews that talked about some missing features like chat support and graphics.

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Reviews for Oracle Sales Performance Management (SPM) are mixed, highlighting both its strengths and weaknesses compared to competitors like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. Users report that SPM excels in providing real-time sales visibility and insights, enabling accurate forecasting through machine learning, and streamlining sales processes. One user commented, "We can now see exactly where our team stands and make adjustments accordingly, which has led to a significant increase in sales." The ability to set clear goals and track progress also motivates and engages sales teams, as another user stated, "The gamification features have made selling more fun and competitive, leading to better results." However, some users find the platform complex and require significant training to master. Additionally, customization and integration capabilities are deemed challenging, with one user complaining, "Implementing custom features took much longer than expected." The cost of licensing and implementation is also a concern for smaller businesses. Users report that SPM's reporting tools lack flexibility compared to competitors, hindering deeper analysis. Integration with other systems can also be problematic, requiring technical expertise. Overall, user reviews indicate that Oracle SPM is a powerful tool with valuable features, but its complexity, customization challenges, and cost may deter some users. Users believe that SPM's strengths lie in its real-time data, forecasting, and process automation, but its reporting limitations and integration issues can hinder its effectiveness. When choosing a sales performance management solution, businesses should carefully weigh the pros and cons of each option based on their specific needs and budget.

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Screenshots

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