CaptivateIQ

Heading to Dreamforce this week? ☁️ Come see CaptivateIQ in action — we’re on stage and on the floor! 🎤 Live Session: How RevOps Can Plan Smarter and Pivot in Real Time 👥 With Experts: Lindsey Bly & Katie Foote 🗓️ Wednesday, Oct 15 | 12:00 PM PST 📍 Moscone West, L2 Theater 17 Ready to bring planning and incentives in sync? Come chat with us at booth #300. And if you need a break from the chaos, don’t miss our other events around the city 👉 See our full lineup here: https://lnkd.in/gJNTdsp8 #Dreamforce #CaptivateIQ #SalesComp #RevOps #Finance #TheOasis

Escape the Dreamforce chaos and step into the Calcy Oasis lounge. This all-day retreat is designed for recharging and connecting in private 1:1 meetings with leaders from CaptivateIQ. Here’s what you’ll find inside: ☕ Espresso & refreshments 💻 Reliable Wi-Fi and quiet workspaces 🛋️ Comfortable seating to unwind and reset — all with a view 📍 Accel Rooftop — 35 S Park St, San Francisco, CA 94107 The lounge will be open on Wednesday 10/15 from 8:30AM - 4:00PM. See our full Dreamforce lineup 👉 https://lnkd.in/gJNTdsp8 Hope to see you there! #Dreamforce #CaptivateIQ #TheOasis #SalesComp #RevOps #Finance

If you’re attending Dreamforce (or just around SF that week) — you’re invited. 🌴 We’re taking over the Accel Rooftop for The Oasis Happy Hour: cocktails, conversations, and maybe a raffle for a pair of world-class tickets with your name on them. 📅 October 15 | 5:30 PM PST 📍 Accel Rooftop, San Francisco Because the best part of Dreamforce isn’t on the agenda. 👉 Reserve your spot: https://lnkd.in/gJNTdsp8 #Dreamforce #CaptivateIQ #TheOasis #SalesComp #RevOps #Finance

🎃 Annual planning season is here, but the best teams don’t just “set it and forget it.” They build a strong FY’26 baseline, then stay agile with monthly pivots, unified models, and dynamic adjustments all year long. That’s exactly what we’ll cover in Set Up for GTM Success: Tricks & Treats for Nailing Your Annual Sales Planning, happening October 23 at 10 AM PT. Adam Edmiston (Bloomreach), Sean Lane (PSG), and Johnathan Warren (CaptivateIQ) will share how they’ve turned planning from a rigid annual ritual into a year-round strategic advantage. What you’ll learn: 🎯 End-to-end planning that sets a strong baseline and evolves with your business. 📊 Capacity, territory, and quota strategies that support real-time course corrections. 💡 Incentive design that boosts attainment and keeps reps motivated as conditions shift. The goal: Build an annual plan that’s flexible enough to adapt as the market moves, so your GTM can Plan → Execute → Monitor → Adapt. Repeat. Register today: https://lnkd.in/gWwXiJ-g

✨ Headed to SuiteWorld? Let’s do dinner!. We’re hosting an exclusive dinner in Las Vegas next week for leaders shaping the future of compensation and sales planning. Join us for great food, conversation, and connections with peers across finance and revenue and sales leadership! 📍 Peter Luger Steak House 📅 Tuesday, October 8 🕗 8:00 PM Seats are limited — secure yours below https://lnkd.in/g-ENnJkT We’ll see you in Vegas! #Suiteworld #IncentiveCompensation 

Annual planning is dead. Say hello to continuous planning! Here's the shift happening at top-performing companies: 🐌 From yearly cycles → 🏃 Monthly pivots  🏝️ From siloed spreadsheets → 🌉 Unified models  🗿 From static targets → 🌊 Dynamic adjustments  🎪 From planning theater → ⚔️ Strategic discipline The old way: Build a perfect plan in Q4. Watch it break by Q2. The new way: Plan, Execute, Monitor, Adapt. Repeat. Our 2025 guide reveals why companies treating planning as a continuous discipline are seeing better quota attainment and less rep turnover. Because when markets move monthly, annual plans are already obsolete. Ready to move beyond planning whiplash? Get the guide 👇 https://lnkd.in/gknqP5Fu

We’re honored to be recognized by G2 with our latest badges — and proud to be ranked #1 in Incentive Compensation (Sales Compensation)! Why teams choose CaptivateIQ: • Flexibility to model any comp plan — without compromises or custom code   • End-to-end accuracy and auditability that finance, sales ops, and reps trust   • Speed from idea to rollout with intuitive workflows and powerful automation   • Real-time visibility for reps and leaders, plus actionable analytics to optimize performance   • Enterprise-grade security, compliance, and scalability for global organizations  We’re grateful to our customers and community for the partnership that makes this possible! If you’re designing, automating, or optimizing incentive compensation, see how CaptivateIQ can help: https://lnkd.in/eeJj2XrS  #G2 #IncentiveComp #SalesComp #RevenueOperations #SaaS #Compensation #CaptivateIQ

🚀 The ability to adapt, innovate, and adjust is proven to increase quota attainment by 3.4×. So why are so many operations teams still stuck in reactive planning, carrying forward last year’s playbook, or working in silos? To cap off Planning Week, we’re sharing five sales and incentive planning archetypes that reveal your true planning maturity, and the steps to make your sales team more agile, aligned, and future-ready. 👉 Find where you stand 👉 Uncover what’s holding you back 👉 Advance toward the Agile Orchestrator — where planning is automated, adaptive, and built to hit business objectives 📊 Check out the infographic and start building a sales planning process that drives results: https://lnkd.in/gdjDFDNV #SalesPlanning #SalesOps #AgileSales #RevenueGrowth #IncentiveCompensation

⚡️ Day 4 of Planning Week is here! Between shifting headcount, market pivots, and the rise of AI, static annual planning cycles just don’t cut it anymore. Locking quotas, territories, and incentives into spreadsheets leads to misalignment and missed growth opportunities. Join Katie Foote (CaptivateIQ) and Johnathan Warren (CaptivateIQ) with Katia Terentyeva, CPA, ACCA Terentyeva (Elastic) and Saurabh Mehreja, PMP, PMI-ACP Mehreja (Siemens) for From Annual to Agile: Cross-Functional Sales Planning for Continuous Growth — live today at 10 a.m. PT | 1 p.m. ET. You’ll hear how top organizations are replacing rigid annual models with agile, connected planning frameworks that integrate every sales lever, enable faster pivots, and build stronger cross-functional trust. 👉 Join Day 4 of Planning Week live today: https://lnkd.in/eAZVkWfS #SalesPlanning #SalesOps #AgileSales #RevenueGrowth #IncentiveCompensation

🚨 Don’t plan capacity, quotas, territories, and incentives in silos. 🚨  It leads to misalignment, inefficiency, and missed revenue goals. The best teams treat these levers as a connected system — constantly flexing and adapting to market shifts. That’s how planning becomes agile. ✅ Our new checklist shows how to connect the four levers and keep your revenue engine firing on all cylinders. 👉 Ready to move from reactive to agile? Check out the latest Planning Week drop: https://lnkd.in/gPz7EiVV #SalesPlanning #SalesOps #AgileSales #RevenueGrowth #IncentiveCompensation