QuotaPath vs. SumTotal (legacy)

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

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Very good for learning and development and training of employees. For Applicant tracking, recuirement, onboarding, and enablement, I prefer SAP SuccessFactors or Skillate. I also found that the SumTotal app is not very friendly on android and crashes sometimes and it is not optimized for mobile. Hence I end up never using it.

Incentivized

Independently Invited by TrustRadius

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• 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).

• Assign complete learning plans to users so they don't have to spend time searching for courses.
• Export learner's transcripts so managers can easily see their employee's progress.
• Embed Social Media feeds that are relevant to their business.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Reporting
• Mass importing of manual checks to be issued in California
• Ability to fund pay cards immediately
• Perform gross-up calculations within the payroll system automatically

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have transitioned from a position who supported the product to a position where I use the product. I continue to be impressed with the robustness of the product and how efficient it is. It is a user friendly software that can be used to navigate and accomplish tasks to meet organizational requirements.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I do not find SumTotal to be intuitive. I feel we need to adjust our needs to meet the functionality available in the tool.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

We have our own IT support to assist in SumTotal issues, however, we have had to log in cases directly. Support is mediocre at best.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Invited by the Vendor

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When I came to my company, they had been using a "light" LMS called Articulate. It was cheap and bare bones; i.e. not a lot of features, really just a platform to launch eLearning from and not real interface for student to utilize. When I began to overhaul the training department, this was one of the first things I changed. Articulate would only run courses built in their software, and the software was not 508 compliant. In addition, we had no ability to create learning plans, house transcripts, customize the interface, or manage the students. I made the choice to select and LMS that was a true LMS with all of the features that were critical to our clients' needs. Thus far, SumTotal has been able to support all of our needs, except one; mobile learning that is media rich

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Clean front-end user interface for easier course catalog management.
• Reporting has been more difficult than previous LMS.
• Audience building has more variables making it more difficult to manage.
• Slower overall client turnaround due to admin side interface.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info