Item: QuotaPath
Rating: 9
Author: Verified User

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 and Cons

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

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

Return on Investment

Time savings of 16+ hours a month doing calculations.
Time savings of 8+ hours a month from commission transparency.
Time savings of 40+ hours when a comp plan redesign is done

Systems Integrated With

Salesforce

We need to build all calculations of values and store them inside of Salesforce. After that is built, QuotaPath pulls that stored data field values and calculates the commission output. Quotapath can handle filtering such as filtering by dates, stage, and type by Path.

Support Rating

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.

Alternatives Considered

Xactly Incent, Spiff and CaptivateIQ

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.

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

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.

The evaluation of different vendors took longer than the setup.

Overall Satisfaction with QuotaPath