Anaplan vs. QuotaPath

With its versions and native time features Anaplan is well suited for all activities around planning in time and scenarios. Tasks involving calculating across multiple dimensions make Anaplan shine - the easiness to build complex calculation and present results on customizable pages. With its access restrictions it's well suited also for working with sensitive data (employee and customers personal data).

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.

• Anaplan removes the time consuming process of integrating the results of individual spreadsheets.
• Anaplan facilitates the standardization of assumptions across all sub-processes
• Anaplan provides full transparency of the calculations and source inputs
• Anaplan allows us to automate certain planning processes that would have been impossible when relying on the computational capabilities of an individual computer.

• 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).

• Ability to decide if to apply the formula or a manual input on front end for each line item
• Real Time Data Transfer across models. Currently Data is transferred using Processes across different models. Having a functionality to access data from any model in real time would be great

• 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.

Incentivized

Anaplan is already an established market leader in enterprise planning area. Its flexibility to build multi-dimensional models, real time scenario plannings are proven to be the best features and successfully implemented by global organizations. Anaplan's ambitious product team is ensuring to roll out new features regularly based on customer/ partner feedback. e.g their new improved polaris environment has strong potential to build very large models without worrying about sparsity. The integration with other tools/technologies is being easier (e.g. cloudworks). Hence, considering Anaplan as a platform that has proved to be successful tool in enterprise level planning, its focus on regular feature enhancements and future release roadmaps I believe this platform has potential to evolve further along with our business processes and requirements

I don't have buying decision but we have input on the software or solutions we use and this has been a game changer to review our commissions. Quota Path makes it very easy to ensure we are on target. Saves us a lot of time compared to using spreadsheets

Incentivized

As a user it is a very simple tool, but at the same time with a very mature and powerful calculation engine. It is very easy to switch from excel or traditional tools with added capabilities of multi dimensionality and real time calculation engine to see quick insights needed to create plans and scenarios

There are very few outages. Maintenance is scheduled on two or three Saturdays per month, so as not to affect businesses. When there is an outage, users are kept informed of progress to restore the platform and typically this takes no more than an hour. Anaplan customer support is very responsive if we ever have questions about platform issues

Unless a model is poorly constructed, the platform can accommodate tens or even hundreds of users without any impact on model performance. Dashboard pages load quickly, reports can be exported to Excel or pdf quickly, and integrations with other systems can be scheduled for quiet times of the day. Adding new use cases to the platform should also have minimal impact on performance if done in a careful way and following best practice principles

Support quality has dropped since Thoma Bravo has taken over. I think some serious re-focus needs to happen here -- part of the beauty of being in the Anaplan community was how involved you felt in it before. Before I didn't dread sending a support ticket, now I am starting to.

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.

Incentivized

In my opinion, in-person training is always the best if you have the option to do so. This allows real-time interactions with the instructions, whereas the online training I took required me to write-down questions, email them, and wait for responses. This slows down the process, as you can imagine. That said, in-person training is an extra cost and it likely isn't needed for everyone. I would suggest selecting a small number of people to take in-person training and then having them act as mentors to the rest of your team. That way, as the rest of the team takes the online training, they have a resource to help them in real time.

Learning made easy . One of the best trainings i have attended. Training was very detailed training by the trainer, which helped me understand the basics of the model building. Level 1 training was easy and instructor was most helpful here. Level 2 training was challenging but was able to go thru due to understanding of the basics.

Agile methodology and breaking the work down into sprints was very helpful. Implementation required a deeper dive into our data than expected for the consultants to be able to construct the data model. But once it was in place, the focus on knowledge transfer enabled us to be able to use the product effectively after the team rolled off.

Incentivized

Anaplan is not a point solution. Instead of having multiple systems that each do one business process (and can only do that business process in one way), Anaplan can do many different business processes for multiple business units. Sales, Finance, HR and other parts of the business can go to one place to get their work done.

Salesforce is better for more extensive and sales-focused companies with more nuances, but it also comes with a hefty price tag. QuotaPath is excellent for smaller teams kicking things off. I would recommend it as a beginner solution or an excellent lightweight solution for sales transparency and payouts to your team.

Incentivized

We have managed to leverage Anaplan for financial planning and forecasting across the business. It is now used by almost every department, with more than 50 users (but I know of companies that have hundreds of users) and still the platform is quick and reliable. It is easy to make changes to divisions and departments or add users and apply different user settings - the core part of the model is not affected and end users can continue their work without any disruption

• You will see greater accuracy within your forecasts by leveraging Anaplan to look at historical values while including projections such as seasonality.
• You will save time, resulting in team members spending more time on value-add opportunities.
• You will have happy end users that have access to self-service reports, removing any bottlenecks through the workflow.

• I can't quantify the time/money saved but we reduced the amount of time finance spent manually updating spreadsheets for comp statements.
• We reduced the amount of disputes and issues people had with their earnings and payouts
• We had 0 errors with deals being missed and not paid out to reps.

Incentivized