Sales planning can be a nightmare. Managing territories, quotas, and incentives is often a tangled mess of spreadsheets, emails, and last-minute changes - leaving RevOps teams buried in manual work instead of driving strategic growth. Enter CaptivateIQ: a modern, no-code platform that unifies sales planning, incentive compensation, and performance insights to help revenue teams work smarter, not harder.
To walk through how CaptivateIQ tackles these challenges, we sat down with Jayne Myers, Director of Solutions Engineering, and Jaime DyBuncio, Director of Product Management. Together, they showcased how CaptivateIQ helps RevOps professionals break free from spreadsheets, automate complex sales planning, and optimize performance across the organization.
RevOps teams use CaptivateIQ to escape spreadsheet chaos and automate complex sales planning. By eliminating manual processes, CaptivateIQ helps teams:
At its core, CaptivateIQ helps RevOps shift from tactical firefighting to strategic decision-making - driving efficiency, accountability, and revenue growth.
RevOps teams can automate account distribution with CaptivateIQ’s rule-based engine - no more manual assignments or spreadsheet breakdowns. Customize territory structures, adjust rules in real-time, and ensure fairness across the team. Learn more about CaptivateIQ Planning here.
“We’ve had customers tell us, ‘In other systems, once we set the rules, we’re stuck with them.’ CaptivateIQ is different - you can tweak, optimize, and adjust as needed.” – Jayne Myers, Director of Solutions Engineering
Forget the headache of cleaning data before using a planning tool. CaptivateIQ integrates with Salesforce, Snowflake, NetSuite, and more, allowing teams to pull in messy data and enrich it in-platform—no pre-work required.
“We meet you where your data is - whether it’s in a CRM, spreadsheet, or warehouse. You don’t need to start from scratch.” – Jayne Myers, Director of Solutions Engineering
Sales leaders always have opinions on account assignments - CaptivateIQ makes it easy to gather and document their feedback inside the platform. No more scattered emails, Slack threads, or lost context.
“Sales leaders can suggest changes directly in CaptivateIQ, and RevOps teams can review, approve, or discuss - all in one place.” – Jayne Myers, Director of Solutions Engineering
Instead of second-guessing territory fairness or incentive impact, CaptivateIQ visualizes the impact of planning decisions in real-time. Teams can identify uneven account distribution, adjust quota settings, and refine incentive models before problems arise.
“We help RevOps teams move from reactive to proactive - so you’re not just getting the job done, but making sure it’s done right.” – Jayne Myers, Director of Solutions Engineering
Most teams go live in 4-8 weeks - far faster than traditional sales planning solutions. Even complex setups can be handled in a few months, with hands-on guidance from CaptivateIQ’s team.
CaptivateIQ connects seamlessly with:
No clean data? No problem. CaptivateIQ is built to ingest, clean, and structure your data for you - so you can start planning immediately.
CaptivateIQ is ideal for:
✔ B2B SaaS & tech companies managing complex territories and quotas
✔ RevOps teams scaling beyond spreadsheets and needing a centralized system
✔ Mid-Market and Enterprise companies with 50-5,000+ sales reps looking for efficiency in sales planning
✔ Organizations needing real-time quota and incentive adjustments
Customers include: High-growth SaaS, fintech, and enterprise sales organizations. See some customer success stories here.
📉 50% reduction in planning time - get out of spreadsheets and into strategy
⚡ Faster, error-free commissions - reduce disputes and increase rep trust
📊 Optimized sales performance - ensure fair, data-driven territory distribution
“At first, the ROI is operational - faster planning, fewer errors. But long-term, it’s revenue impact: better incentives, better execution, better results.” – Jaime DyBuncio, Director of Product Management
💻 Book a demo at CaptivateIQ.com
📩 Connect with CaptivateIQ in the RevOps Co-op Community.
Don’t get stuck in spreadsheet hell. CaptivateIQ helps you plan, optimize, and scale - without the headaches. 🤕
