Item: QuotaPath
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use QuotaPath for our sales, customer success, and sales engineers teams that get paid on deals won in our CRM. This saves finance a lot of time from manually creating spreadsheets each month for each rep's attainment. It also gives the team visibility on each deal and a breakdown of how much they get paid.

Pros and Cons

Sync deals from CRM to the platform
Provide a breakdown of earnings and payouts with rates for each rep
Ability to customize plans and paths for users

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.

Return on Investment

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.

Alternatives Considered

CaptivateIQ

I haven't used CaptivateIQ but got a demo of it and its pricing. QuotaPath is much more affordable and allows me to be more hands-on with it. CaptivateIQ has a platform fee and the cost per seat is much higher. It does allow for more customization over QuotaPath but our plans are not complex enough to justify the price increase.

Key Insights

Do you think QuotaPath delivers good value for the price?

Yes

Are you happy with QuotaPath's feature set?

Yes

Did QuotaPath live up to sales and marketing promises?

Yes

Did implementation of QuotaPath go as expected?

Yes

Would you buy QuotaPath again?

Yes

Likelihood to Recommend

It works great if you use Salesforce and have separate fields for each way a rep can get paid out on a deal.
You will have to make some changes in Salesforce if you want to use only 1 plan for managers. There isn't a way to scale a team structure in the platform to give a manager credit for deals all owned by people under them.
It doesn't work great if you want to make exceptions within the platform for certain attainment values. You can adjust the earnings but not the ARR value for example.

Awesome Compensation and Commission Tool for your GTM team

Overall Satisfaction with QuotaPath