Likelihood to Recommend It's really an all-in-one solution for tracking the success of a sales team. You can establish unique earning paths per sales rep (user) to allow for flexible commission structures, bonus payouts for going above and beyond, and more. I think it's a great solution for anyone looking to get more insight into their sales team's productivity - and to expand an existing sales force.
Read full review It's fine if your comp plans are really simple. It should have no problem multiplying ACV by a rep's BCR and maybe having a SPIFF or two. If you have accelerators, decelerators, complicated hierarchies, constant "exceptions to the rule", and need a platform to be flexible...SimplyComp simply won't be able to help here. Any "solutions" they implement will be short-term bandaids that will have to be addressed again sometime in the future
Read full review Pros We don’t have to calculate commissions in Excel anymore! It takes a fraction of the time it used to calculate commissions. Saves about 1-2 days on month end close. I like that it is easy for me and reps to drill down and see the calculations of their payouts. Reps can see calcs all month long instead of having to wait until the end of the month, so acts as a motivator. Sales managers can manage their direct reports better. When I first started using QP, I was not thrilled with the quota attainment reporting for dollars, percent, and team management. I’m glad that they added leaderboards and are working on better reporting. I like the UX and UI of the whole software. I like being able to export the following easily to Excel – resolved payouts for all payouts, payouts by rep, and Ledger (ASC 606) info. Admins can request that reps acknowledge their plans through QP, which helps with compliance and ensures we are in agreement with calculations. I like that they are adding a docusign feature. You can easily adjust earnings if a correction is needed, even after the month is closed. Just make sure you reverse from the end of the process (i.e. undo in ledger, undo the resolved payout, delete the unresolved payout, un-approve the deal). Read full review Reporting of financial statements is simple and easy to navigate. Plans can be customized to meet multiple different types of bonus/commission schedules. Salesforce integration further improves the automation of commission reporting. Administrators have the ability to add/remove plans as needed limiting the need to work with a support person everytime a change is made to the commission plan. This has been particularly useful in our company as we are still trying to develop the appropriate commission plan structure so we are frequently making changes to the existing platform. Our administrator has had no issues making changes as needed and can typically get them done quickly. Read full review Cons More workspace roles with the ability to customize what each user is able to do. Currently, there's only member and team manager. The team manager currently has too much power and we want to remove some of the things they're able to do like approve deals. When you sync a deal from the CRM, you can override the earnings but you cannot override the field value you're syncing over. It would be great if that was possible. When you want to exclude a deal, you have to go in the filters and add a rule to exclude the ID. It would be better if there's an option to reject deals in certain paths as an approver. Read full review The platform is incredibly complex for non-basic commissions plans and setting things up is painful and time consuming. Importing functionality is improving, but still subpar, requiring a lot of manual entry for customer plans. The time lag to actually calculate commission (after a user clicks the "calculate" button) is long, leaving one sitting and waiting for the software to do its thing. For our non-US team members, we wanted insight into USD and local currency commission. SimplyComp doesn't support this. Read full review Support Rating We got a dedicated CSM to help with bugs, troubleshooting, and redesign of comp plans. When we ran into issues with the calculations, the CSM was able to assist identifying the root case so that we could fix it. CSM was also very receptive of product roadmap ideas and willing to engage quarterly or more often.
Read full review Our Implementation Consultant was fantastic. She made herself available, scheduled for in advance to accommodate our schedule, and was very helpful on our calls. She happily executed work on our behalf behind the scenes to help move our implementation along. The Customer Support team was mixed, as is expected with Support teams. Nothing horribly bad, but nothing to write home about. SimplyComp is a newest product for Xactly so everyone is still learning it
Read full review Alternatives Considered I have looked at the integrated tools for CRMs such as Copper which tries to handle a leaderboard. This tool is not useful at all and does not motivate sales teams to perform. It does not consider sales quota and individual compensation in a relevant way. CRMs are primarily focused on the opportunity while QuotaPath is specifically focused on the sales member's performance.
Read full review This is the first time I've used a software for commision only. I've usually just used Salesforce to calculate my sales numbers and then do the math myself. This is nice to know the exact number but I don't think a lot better
Read full review Return on Investment Reduce commission calculations from a full day to minutes Provides both managers and reps with insight into their earnings Highly flexible plan structuring that allowed us to pay based on our objectives While saving money on the elimination of manual commission processing (+/12c days per year) I believe the real payback has been the way it has helped us to better incentivize and motivate our reps Read full review Positive impact is our reps are able to view their commissions much more clearly in SFDC. We are also able to calculate 95% of our commissions more rapidly (and have to spot-check the rest). Negative impact was the onboarding process and "learning as we go" rather than having a set process document for getting us live. Read full review ScreenShots