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QuotaPath Reviews and Ratings

Rating: 8.6 out of 10
Score
8.6 out of 10

Community insights

TrustRadius Insights for QuotaPath are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Seamless Integration with Salesforce: Users have praised the platform for its seamless integration with Salesforce, enabling real-time reporting and tracking of earnings across different tiers. For example, this integration has facilitated quicker decision-making processes based on up-to-date data.

Clean User Interface: Customers appreciate the clean user interface that makes navigation easy and effective on the platform. Specific features like intuitive menu layouts and clear icons contribute to a streamlined user experience.

Frequent Product Updates: Reviewers value the frequent product updates that address major complaints, ensuring a smooth user experience and enhancing functionality. Recent updates such as improved performance metrics and new customization options have been well-received by users.

Reviews

23 Reviews

Move over spreadsheets...QuotaPath is a great software to track commissions.

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use QuotaPath to track commissions for our sales teams (Account Executives and BDRs). It integrates with Salesforce, making it easy to track payouts from our ARR and NRR. It also projects how close we are to hitting our targets with certain opportunities within our pipeline.

Pros

  • Total commissions.
  • Forecast potential commissions.
  • Accelerators

Cons

  • Better mobile access.

Likelihood to Recommend

In the past, I would have had to calculate payouts and manually review them with management via spreadsheets. This not only helps us review our total payouts per deal but also our potential deals and payouts for each opportunity within Salesforce. It also helps track accelerators for bonuses.

Vetted Review
QuotaPath
1 year of experience

Amazing application for Automation for Commission tracking

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

In our organisation we use QuotaPath to analyze and track performance of our sales team, it also helped us in managing the revenue generated by each team member and how much incentive is to be paid to each team member.

Pros

  • employee tracking
  • revenue tracking
  • pay sales commisions

Cons

  • Analytics
  • UI and navigation
  • integration with other apps

Likelihood to Recommend

It is well suited for small teams which are looking for a user-friendly tool for tracking commissions and manage sales team effectively. It's ideal for startups and growing companies seeking quick implementation and affordability. However, it may be less appropriate for large enterprises needing complex commission structures.

Vetted Review
QuotaPath
2 years of experience

QuotaPath - Finally, Transparent Commissions!

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

QuotaPath is a very advanced commission tracker system for companies that pay out to employees internally for sales and other incentivized departments. It integrates with most major CRMs, including the sales force. They have excellent customer support/service, and the information they calculate is very transparent for viewing purposes. It’s straightforward but also customizable. Per comments, it’s easy to use on the back end for IT and the front end for sales. They also release regular updates, which is highly underrated in the current market.

Pros

  • Calculate and track commissions.
  • Integrates with most major CRM.
  • Shows information in a transparent and succinct form.
  • Great customer service and support and updates.

Cons

  • More flexibility with Crm integration for custom or lesser known CRM.
  • Heavier platform for more data penetration.
  • Faster live support would be nice as well.

Likelihood to Recommend

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.

Outstanding Solution and a Great Company to Partner With

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We used another product prior to Quotapath that somehow lost all of our commission data. This left us in a difficult position, and as a result, we reverted to manual commission reports on Excel. With more than 20 commissioned salespeople and growing, this became time-consuming and prone to error. It also provided no real-time visibility by our salespeople into their current standings. Quotapath made commission reporting almost effortless through it's direct integration with SalesForce.com while providing the insight our commissioned staff requires.

Pros

  • Realtime commission calculations
  • Workflows for reviewing and releasing commision holds
  • Extensive reporting for both management and salespeople
  • Seamless integration with SalesForce.com
  • Outstanding customer onboarding team

Cons

  • We pay commissions at different rates based on products. As a result, commissions are reported as a line item for each product. We would love to see this aggregated into a commission amount for the entire sale.

Likelihood to Recommend

We have not seen any scenarios in our business where QuotaPath has not done an exceptional job. It is a fast, stable and reliable program that serves our needs perfectly. It's been a tremendous experience.

I keep singing the praises of QuotaPath!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use QuotaPath to bring greater transparency to our sales team to understand their variable compensation as well as understanding the timing of when they will receive their compensation. Automation with our CRM has made updating earnings reports a breeze, and taken away what used to be hours of manual lift and reporting to a fraction of that time.

Pros

  • Integration with Salesforce
  • Real time reporting to users
  • Quota attainment tracking
  • Tracking earnings across tiers

Cons

  • The compensation plans are complex but can produce unexpected errors if not set up properly
  • Clawbacks are a little clunky to manage, and lack some transparency

Likelihood to Recommend

QuotaPath is great for making sales with defined terms and earnings periods. It requires more manual intervention for deals that don't have a definitive endpoint.

Vetted Review
QuotaPath
1 year of experience

The pros far outweigh the cons; this tool is a no-brainer!

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Streamlines commission processing; provides teams with transparency with their earned commissions and attainment; removes the need for manual deal tracking; comp plan signing and management; SPIFF and manual deals tracking

Pros

  • Clean user interface
  • Frequent product updates (and updates that actually solve for major complaints)
  • Great onboarding experience

Cons

  • Customer service; I feel like it sometimes takes weeks for a response from our dedicated CSM

Likelihood to Recommend

In my opinion, QuotaPath is definitely the best option on the market by far. I have implemented them twice and will likely implement them again in the future. I love their user interface, the product updates that address actual issues, and how the QuotaPath ops teams are so involved in the product. I do feel like the customer service can be a little better. We have a dedicated CSM and she's really nice but sometimes ghosts us. Come to find out that twice it was because she was OOO for an extended period of time. She didn't have an OOO notification or anything so we went weeks without knowing what to do. They do have a support chat that is very quick, but sometimes it's nice to talk to your CSM. Otherwise, at times the tool can be buggy but I do think that it will continue to improve and get better overtime. The pros FAR outweigh the cons in my opinion... this tool is a no-brainer for any RevOps or Finance person.

Vetted Review
QuotaPath
2 years of experience

Quotapath is a lifesaver!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Quotapath is a lifesaver! It's super easy to use and has taken the headache out of our complicated commission process. Everything is now so streamlined and straightforward. If you're tired of wrestling with spreadsheets and manual errors, this is the tool you've been waiting for. Big thumbs up from our team!

Pros

  • Collaboration on issues with deals.
  • Transparency on earnings for team.

Cons

  • Sync with Hubspot
  • Additional features.

Likelihood to Recommend

In my experience, Quotapath is particularly well-suited for lean revenue operations teams. Its streamlined interface and automation capabilities free up valuable time, allowing smaller teams to focus on strategic tasks rather than getting bogged down in commission calculations. The platform is also great in scenarios where there's a lot of back-and-forth regarding commissions; it offers transparency and traceability, making it easier to resolve any disputes. Additionally, Quotapath excels in environments that require strict process adherence. The platform can be customized to match your specific commission structures and approval workflows, thereby ensuring compliance with internal policies.On the flip side, if your commission process is extremely straightforward and your team is already well-staffed, the platform might offer more features than you actually need. But overall, Quotapath is a versatile tool that brings efficiency and accuracy to the commission process.

Vetted Review
QuotaPath
2 years of experience

QuotaPath is an easy tool for calculating commissions and managing compensation plans

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We currently use QuotaPath to run commissions for our Sales, SDR and Sales Management teams. QuotaPath eliminates the need to manually calculate and keep track of the different types of plans as well as communications out to the reps.

Pros

  • plan set up
  • commissions calculations
  • payout records

Cons

  • Clawbacks can be confusing
  • handling of exceptions

Likelihood to Recommend

QuotaPath is a straight forward tool for commission calculations and plan building. Where I've run into problems in the past is deleting records or resolving errors. QuotaPath is always quick to take feedback and adjust the product.

Vetted Review

QuotaPath is a Great Solution for Organizations Looking to Scale their Sales Team

Rating: 10 out of 10

Use Cases and Deployment Scope

We recently adopted QuotaPath into our infrastructure to track closed deals in HubSpot and initiate commission payouts to our sales reps. QuotaPath has made managing this process significantly easier, as everything from closed deals to pipeline value and active payouts are nicely organized in a central hub. Beyond using QuotaPath to track and initiate commission payments, we also used the tool to establish more robust earning plans with quota thresholds and commission bonuses for exceeding these benchmarks, which is something we were not able to do prior to adopting this solution.

One of my favorite features in QuotaPath is the Leaderboard - nothing like some friendly competition to get your sales reps fired up!

Pros

  • Tracking Commission Payouts
  • Integration with HubSpot
  • Establishing Earning Plans with Quotas

Cons

  • Setting up an MRR structure was difficult for us but doable with their assistance

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.

The evaluation of different vendors took longer than the setup.

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use QuotaPath to build comp plans, send them out for signature, forecast commissions on pipeline, pay commissions, allocate commission expenses, and run analytics on commission spending. We were calculating commission on google sheets using manual Salesforce data exports and the repurposing the calculation formulas was prone to errors whenever we hired. QuotaPath helped us scale the commission calculations by directly pulling data from Salesforce real time and was easy to use to build new hires' comp plans. It also provided all the analytics that we didn't have time to build out.

Pros

  • Easy to setup
  • Excellent Customer Service
  • Fast real time data sync from Salesforce

Cons

  • No code means no automation for repetitive tasks
  • No configurable reports
  • Limited configuration of comp plan terms and conditions

Likelihood to Recommend

QuotaPath is perfect when transitioning from google sheets for early stage companies. Very quick and easy to setup. Very simple to build new comp plans and configure existing ones. They have amazing Customer Service to help with any complexity in your comp plan. Lots of features are constantly being released. QuotaPath is less ideal when you need to automate repetitive tasks. For example, manipulation of commission data is best built in Salesforce Flow builder and Quotas for ramping hires must be added manually into a table.

Vetted Review
QuotaPath
2 years of experience