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What is QuotaPath?

QuotaPath enhances accountability and ownership within revenue teams by facilitating automated tracking and managing compensation effectively. The platform empowers these teams to create highly customizable compensation structures, provide real-time commission forecasts, and present valuable insights through intuitive dashboards. Revenue operations, sales leaders, and finance departments depend on QuotaPath to streamline the creation and distribution of compensation plans, establish tailor-made quotas and acceleration tiers, and manage deal data, as well as override earnings and configure role hierarchies and permissions while forecasting revenue accurately. Our seamless CRM integrations with platforms like HubSpot, Salesforce, and Close ensure that data flows effortlessly into QuotaPath, allowing users access to the most current and precise deal information. Additionally, with features such as Payouts and specialized finance tools, we support operations, finance, and HR teams in efficiently managing month-end closing activities to audit, verify, and execute payouts without complications. In this way, QuotaPath not only optimizes compensation management but also fosters collaboration across various departments, driving overall business success.

What is Dear Lucy?

Having partnered with a variety of sales teams, we have developed a deep understanding of their needs. We extract vital sales metrics from systems such as Pipedrive, HubSpot, or Salesforce, and display them through engaging and intuitive dashboards. Furthermore, you have the option to add your own personalized data fields from your CRM, which enriches the standard metrics provided. Dear Lucy consolidates the metrics you choose into a single, easy-to-use interface that is regularly updated and readily available. Equipped with Dear Lucy’s goal engine, you can set adaptable sales objectives and monitor your progress as it happens. The tool assesses actual performance against these goals, utilizing red and green indicators to provide a clear visual representation of your status in relation to your targets. This capability enables a swift and efficient evaluation of your team's effectiveness. You can define goals for a variety of metrics such as sales activities, revenue, offer base, hit rate, and other customized metrics. Additionally, these objectives can be tailored to different levels, including company-wide, team-specific, individual sales representatives, or by pipeline, offering a holistic strategy for managing sales performance. In essence, Dear Lucy empowers teams to engage with their performance data in a meaningful way, promoting accountability and driving results.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
AccessOwl
Close
Copper
Gradient Works
QuickBooks Online
Stripe
Zoho CRM

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
SaaShop
Sympa
WeStrive

API Availability

Has API

API Availability

Pricing Information

$15 per user per month
Sales compensation should be transparent and so should pricing. That’s why we’re the only sales compensation management system with pricing listed on our website and no minimum contract value. For smaller teams, our Essential package starts at $180 per seat for the year and includes custom plan building and payouts. For $480 per seat per year, QuotaPath Growth unlocks ASC-606 compliant accounting of commissions, leadership attainment boards, in-app collaboration for commission discrepancies and compensation plan sign-offs. With QuotaPath Premium, starting at $840 per seat per year, multi-source payouts eligibility and Okta SSO becomes available.
Free Trial Offered?

Pricing Information

€149 per month
Billed annually
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

QuotaPath

Date Founded

2018

Company Location

United States

Company Website

www.quotapath.com/

Company Facts

Organization Name

Dear Lucy

Date Founded

2014

Company Location

Finland

Company Website

www.dearlucy.co/features

Categories and Features

Commission

Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Incentive Programs

Sales Analytics

Not specified

Sales Compensation

Not specified

Sales Engagement

CRM Integration
Workflow Management

Sales Forecasting

Dashboard
Modeling & Simulation
Performance Metrics

Sales Performance Management

Incentive Compensation Management (ICM)
Quota Management
Sales Performance Tracking
Sales Planning & Forecasting

Sales Tracking

Activity Dashboard
Custom Reports

Categories and Features

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