List of CaptivateIQ Sales Planning Customers
San Francisco, 94107, CA,
United States
Since 2010, our global team of researchers has been studying CaptivateIQ Sales Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CaptivateIQ Sales Planning for Sales Performance Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CaptivateIQ Sales Planning for Sales Performance Management include: Bloomreach, a United States based Professional Services organisation with 900 employees and revenues of $220.0 million, Expel, a United States based Professional Services organisation with 520 employees and revenues of $85.0 million and many others.
Contact us if you need a completed and verified list of companies using CaptivateIQ Sales Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The CaptivateIQ Sales Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bloomreach | Professional Services | 900 | $220M | United States | CaptivateIQ | CaptivateIQ Sales Planning | Sales Performance Management | 2024 | n/a |
In 2024, Bloomreach adopted CaptivateIQ Sales Planning to streamline territory and quota design and better align incentives for revenue operations in the United States. CaptivateIQ Sales Planning, categorized as Sales Performance Management, was adopted around CaptivateIQ Planning's launch in September 2024 as Bloomreach moved away from a massive spreadsheet based sales planning process.
The implementation focused on territory and quota design workflows, centralized plan modeling, and automated plan creation to reduce manual spreadsheet work. CaptivateIQ Sales Planning was configured to support quota templates, scenario modeling and version control, and to capture incentive design rules and quota assignments as part of the Sales Performance Management workflow.
Operational scope for the rollout covered revenue operations in the United States and emphasized centralized planning governance. Bloomreach reported faster plan creation, optimized plans, and improved alignment between quotas and incentives, and the implementation introduced approval workflows and structured plan management consistent with Sales Performance Management practices.
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Expel | Professional Services | 520 | $85M | United States | CaptivateIQ | CaptivateIQ Sales Planning | Sales Performance Management | 2024 | n/a |
In 2024, Expel implemented CaptivateIQ Sales Planning within its Sales Performance Management stack. The deployment centralized territory design, routing logic, and a Salesforce data synchronization across more than 80,000 accounts to support GTM and sales operations in the United States.
CaptivateIQ Sales Planning was configured to manage territory design, routing logic, and scenario modeling, and was layered on top of an existing CaptivateIQ Incentives relationship, Expel having been a CaptivateIQ Incentives customer since 2021 and expanding to adopt Planning in fall 2024. The implementation emphasized account assignment orchestration and scenario workshops, using Salesforce as the canonical source for account and rep data to keep routing and assignments aligned with CRM records.
Governance and rollout focused on centralizing planning workflows for GTM and sales operations in the United States, consolidating territory carving and routing logic under a unified Planning configuration. Expel reported approximately 75 percent less time spent on sales planning and much faster territory carving and scenario workshops following the CaptivateIQ Sales Planning adoption.
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