QuotaPath vs. Salesforce Agentforce Sales

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.

In the end, I think we can always make it fit — and that’s one of the powers of Salesforce. Because of its flexibility and wide range of possibilities, you can really make it work for almost any need. The key, though, is to make thoughtful decisions upfront and plan carefully how you set it up. If you do that, you’ll end up with a truly flexible and effective system.

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).

• It does a good job of routing our leads to customers, to our inside sales reps and teams.
• It does a good job of tracking all of the opportunities that we have, the contacts that we have with people related to the opportunities.
• Organizing and being able to do reports on what our sales are.

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

• I’d say the only thing that can be a bit tricky — and I know Tableau helps address this — is that sometimes we’re limited in how deep we can go with the data in terms of reporting. It would be great to have a bit more robustness within the app itself. However, we’ve figured out our workarounds, and overall, I think it’s a fantastic product — which is why I’ve been working with it for 23 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

There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.

Incentivized

All in all, it's a great product that use all day, every day. It's aesthetically pleasing overall and specifically provides information in a clean, concise way. It's easy to manipulate and seems to play well with the other products I use such as Pardot, Gmelius, and our company's proprietary data system. It increases my efficieny in my admin tasks so I have more time to focus on revenue-generation and account management. It's also easy to use from everywhere where it be on a university campus, in a hotel room, one of a million Starbucks, or at home

Incentivized

All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

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For a SaaS provider, I'd rate their performance to be one of the best. At times, reporting tends to slow down if the data set is very large, which is the case in any system. But, that's a very rare phenomenon

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

The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.

I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business

I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this

Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.

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

Based on my experience, I’ve used Odoo — it’s an open-source ERP system. It’s not exactly the same as Salesforce or Sales Cloud, but it serves a similar purpose. And I feel that Sales Cloud is better. Personally, I find it easier to use and better than what Odoo offers, especially in terms of customization and achieving business objectives. That’s where Salesforce Sales Cloud really stands out in comparison to Odoo.

Incentivized

It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.

Incentivized

• 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

• It helps us achieve our objectives, especially now with Agentforce — we can get more insights to help our sellers sell more. It’s really nice because it’s almost like you can use the standard part of Salesforce to train your agents and teach your sellers how to improve their sales. So that’s really nice.

Incentivized