Oracle CPQ vs. QuotaPath

I think CPQ had worked so well for our company because of the widespread nature of our associates and tracking orders that were being placed in multiple time zones. My team specifically needed a way of analyzing these orders to track our progress in real time and sort out any supply orders before they became an issue. If you are in a centralized location with a smaller team then this may not yield much use to you.

Incentivized

Well suited for getting your sales team visibility on their efforts, it’s great for showing how and why commissions payout as they do with each deal. Adjustments can also be made very quickly on the backend if needed. It’s straightforward and quick to set up and doesn’t require much training, which is very good for smaller-end businesses and sales forces. It doesn’t work well with more nuanced deals that may age multiple pay points or for larger sales forces, and some custom CRMs will have trouble or be incompatible.

Incentivized

• Leveraged automation to minimize headcount costs despite 10% year-over-year business growth, and enabled staff to focus on more strategic tasks.
• Established a flexible CPQ system that scales on demand to easily accommodate the company’s multiple global locations.
• Improved customer relations by reducing configuration time and allowing sales more time to meet with customers and close orders.

Incentivized

• 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).

• Significant setup time, cost, and maintenance. We have to use an implementation partner
• Does not always play well with other software, even Oracle software. While this is improved and being further improved, that it was a third party acquisition means things sometimes require a little extra care
• Additional setup documentation and first walkthroughs would be helpful, especially if it was all in one place

Incentivized

• 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

So far it is all good with BigMachines, looking for new features since Oracle acquisition has created a lot of expectations. We have outlined our limitations (out of box functionality) in our periodic customer successor advice meetings for a while, hope we get a resolution soon. Also, the BigMachines user license fee has increased a lot in the last three years.

Incentivized

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

The software UI can be as complex or as simple as you need it to be (depending on the business). It does require training others on quote configuration and the order in which to build out order positions prior to configuring a quote. Once users are trained;however, it is fairly straight-forward. The UI is still more static than other new wizard/drag-and-drop models, but it get's the job done

Incentivized

Other than one day two years ago and an hour or two a few times since then due to data center outages, it has been very reliable

It depends upon the day however there are so many failure points with online services, including our internet service, that this is probably closer to 9 with the latest version

Some specific support personal was good and fixed some problems fast using proper solutions. But when one of them went to sleep when we had critical issues and they do unreported commits to our production environment which caused issues and they were hiding it?? you can not give more than a two (maybe even that is too much). They also failed to add a feature for us which also bring the grade down.

I ran into some issues with setting up an MRR earning path. Their customer service team was readily available to assist, provide guidance and get their hands on our setup, which made getting this up and running much easier. Also (shame on me), I missed a couple of calls with my CSM, Daniel, but he never got frustrated with my absence. In fact, he was always able to reschedule and was flexible with my schedule — when we were able to connect, he was a major, major help.

They have pretty good training. Our business analysts have been able to go to entry and advanced level training. They have a train the trainer model. Our business analyst attended training, then trained the rest of our staff.

It was a much more technical implementation than we thought. It involved much more code.

Future releases have made and will make administering the tool easier.

EDL consulting had one good developer, but when he was moved off, they were horrible to work with.

The BMI sales team does a “BOA” or a “Business Operation Assessment” which is extremely valuable, not only for them to scope an implementation and get more reach within the organization, but it is also a documentation of business process that most organizations don’t have. It highlights inefficiencies and allows for correction during implementation.

Having a dedicated team (in-house) for implementation is key

Oracle engagement is ahead. They are active in the development of the tool and provide great support after implementation. They also listen to their customers and offer opportunities to feedback and provide input through activities like the customer advisory board forum.

Xactly Incent was very difficult to configure. And UI wasn't very friendly. Spiff and CaptivateIQ had a good UI but the learning and coding required was going to be too much for the short window of time before implementation was due. QuotaPath was able to build our comp plans in less than a month so we could focus on the necessary configuration of data in Salesforce.

Incentivized

• Increased Sales Rep efficiency. Being able to create multiple quotes ACCURATELY and quickly was a game changer.
• Large implementation time. It's a little difficult to fit BMI into a SCRUM style build, with multiple working models and prototypes of all 3 simultaneously.
• A larger fee for licensing and implementation cost. ROI wouldn't be realized in the first year.

• 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

Incentivized