QuotaPath Reviews

Using QuotaPath allowed us to ditch using excel to manage not only tracking and calculating the commissions earned but more easily track and schedule payments. We have a pay when pay policy and managing that inside QuotaPath has been an immense time saver. As soon as we rolled it out to the sales team the constant questions of what did I earn and when are you paying me have ceased. They love the visibility it gives them.

As we were an early adopter keeping track of the capitalized expense was still done in an excel file, but since they came up with the "ledger" feature that is no longer a concern and our monthly calculation comes from QuotaPath not excel

They are able to provide a report of my commission from a daily and monthly perspective. You are also able to create a goal and the ability to move funds from one account to another. I also like that you can connect slack and it will announce when you book a meeting.

not much to dislike because previously I've tracked and created formulas on my own in Excel and was super time-consuming.

The idea is good that is all I can say.

This software rarely works. Freezes every time I attempt to access. I have no way of knowing truely what I am getting paid for.

Hi Shelby, We're sorry to hear that you've had trouble using QuotaPath! Site speed and performance are always top of mind for our team. If you need help understanding your commissions, please feel free to reach out to support@quotapath.com for help.

We implemented QuotaPath at the beginning of 2022, during which our organization has rapidly grown, including sales team. We previously manually calculated all commissions, which required effort and prolonged review periods to make corrections. QuotaPath seamlessly integrated with Salesforce, our sales reporting tool, which was appealing to us. We liked the simplicity of the system and ease for setting up plans.

Not much that we did not like about the product. The reporting functionality can be improved to make it easier to manipulate the csv export file when exported to Excel.

Hey Daniel, It's great to hear you had a positive implementation and were able to easily get your plans and Salesforce integration up and running. It's our goal to help you automate what can be a cumbersome process as your organization scales. You'll be happy to hear that enhancing reporting functionality for Admins and Execs is on our roadmap! If you're interested in learning more, you can reach out to our Product team at product@quotapath.com. Cheers!

The service has charts for current month-to-date tracking on my goals as well as forecasting for upcoming sales based on my pipeline. This helps me keep up with my goals, and helps me know what deals to work on to move the needle.

I don't have any missing features that I am really looking for.

It runs like a native Salesforce app without any delays in sync. I love the UI and it is very easy to create plans.

Nothing that I can think of. It fulfills all our current requirements.

Hi Elenur, We built our real-time Salesforce integration and easy setup to be the best in the market, so we're happy to hear you've had a positive experience! Thank you for sharing your thoughts on QuotaPath and helping buyers who are looking for a solution to fix compensation management. We appreciate you!

Gone are the days of manual spreadsheets and limited visibility. QuotaPath has made my life (accounting) easier and has made my sales team happier! The setup was very user friendly and the implementation team was amazing in walking through both setting up the integrations with Salesforce and SaaSOptics to get the sales data and process the expense against the deal. I have many hours of my day back and far less headaches trying to keep track of comp on a rolling schedule. Highly recommended for anyone looking to process comp and motivate the sales team at the same time!

The implementation was not difficult in QuotaPath, but we did need to adjust how data was entered in Salesforce to correctly bring over the information.

Hi Elizabeth, This is music to our ears! We're glad that QuotaPath has been a game changer to you and your sales team. If our platform can help save you time, headaches, and manual effort, we're happy. If you ever need anything, please reach out to your dedicated Account Manager or get in touch at support@quotapath.com.

Ease of access is great, the sign up process for new reps is simple. It constantly updates so people can track their progress. It motivates our reps once they see qualifying deals going through.

Haven't discovered anything yet that we have had issues with.

The user interface is awesome for seeing month over month earnings.

The integration with salesforce has created a couple of issues, but those were resolved promptly by your rep.

The software gives admin and staff a clear view of what they'll be paid each month for variable comp and why.

If we change our metrics it's not intuitive to make the appropriate changes in QP

Enables my small 20 employee business to provide a commission structure that up until now could only be available to my big national chain competitors.

Would like to have a few reports available because I don't integrate it with a CRM or my QBO online. Some reports centering around the different individual products being sold by my 2 man sales team.

this software is easy to navigate on a daily basis.

I’ve only been using it for a year and a half but nothing sticks out.

Love how easy it is to pull reports and monitor my commission coming in. Its always nice to see exactly how many deals Ive closed and what commission would come out of that in a succinct way. Love Quotapath!

So far nothing- maybe if there could be emails that they send quarterly to let you know what commission will be coming your way in the future?

nice to see visibility into commission as months happen as opposed to at the end

WAY too many commission earning events get tagged to the wrong payout level

Daniel - thank you for your review. We are happy to hear that our real-time commission visibility is a benefit to you. However, we are sorry to hear about your frustrations with how commission events are being tagged in your CRM. Please be assured our team has reached out to your QuotaPath admin to fix any issues with how your CRM integration is set up so your commission information can be corrected and accurate going forward.

QuotaPath is a cost effective tool which has helped us to improve efficiency and provides greater visibility for the sales team to the commissions that they are earning.

QuotaPath has continued to add new features and functionality. The reporting is an area that could be enhanced. As of now we are able to get the basic reports that we need from QP.

As a salesperson, the ability to track my progress towards multiple targets in a quarter, as well as my commissions (including accelerators) is fantastic. QuotaPath makes it easy to add, maintain and close all my deals and understand my likely commission.

QuotaPath doesn't directly integrate with our CRM (Accelo), however it is simple enough to manually import deals.

It's amazing how you can design the comp plans freely - as long as it's in your CRM, it can be done in Quotapath

There are some small details that do not support our use case but they keep developing the service - every time I log in, I see a new improvement

The software works great and it has given my team a sense of clarity and confidence that they can hit their commission goals. We also love the integration with Close.com. As a Customer Success leader myself, I also really appreciate the high touch customer success/support we've received from the QuotaPath team, both from the initial implementation to the quarterly reach outs to make sure any quarterly commission plans are updated. Big s/o to [SENSITIVE CONTENT] who has supported our many questions!

Honestly there's not a downside that we've encountered yet - it's so flexible and easy to set up.

You can track all your deals and payouts on the same platform. I use it to follow up on accounts we have not closed yet. Great for keeping track of your pipeline!

Not sure there is one, product does what it’s suppose to and user friendly!

This is a super easy product to implement commission tracking for small teams

The flow of deals > approval > payout could be more streamlined. The interface is a bit clunky, but the underlying data is accurate.

Real-time representation of my commission.

It can be glitchy at times, find I often need to refresh the page.

I do not have experience in sales without Quota Path but I do love how clear it makes everything.

Not sure, like above haven't used another software in the past.

I love the easy ability to track my closed/won deals and have a clear view of my commissions associated with each deal. Quotapath makes it easy for me to cross-reference my records and ensure that my commission is accurate. Additionally, I appreciate having a place to view my quota plan.

I'd like to view additional quarters, other than only the last, current, and next. To track payouts I'd like the ability to go back 2 quarters, rather than 1 without putting in custom dates.

Userfriendly experience + easy tool to manage commissions

no always update but i think it's internal topic

I love the various charts, tables, and filtering options. It's very visually pleasing!

I wish everything was more centralized - it can be consuming to know where to go to look for certain things.