QuotaPath vs. Xactly SimplyComp (discontinued)

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.

SimplyComp gets the job done. However, it's more of a necessary evil than pleasant software to work with. My organization has probably invested over 100 hours to set SimplyComp up to support an organization of 50 AEs, 2 VPs, and 8 Directors. I'll acknowledge that we brought some complexity to the table with our comp plans. However, the SimplyComp software didn't make it easy to execute

Incentivized

• We don’t have to calculate commissions in Excel anymore! It takes a fraction of the time it used to calculate commissions. Saves about 1-2 days on month end close. I like that it is easy for me and reps to drill down and see the calculations of their payouts. Reps can see calcs all month long instead of having to wait until the end of the month, so acts as a motivator. Sales managers can manage their direct reports better.
• When I first started using QP, I was not thrilled with the quota attainment reporting for dollars, percent, and team management. I’m glad that they added leaderboards and are working on better reporting. I like the UX and UI of the whole software.
• I like being able to export the following easily to Excel – resolved payouts for all payouts, payouts by rep, and Ledger (ASC 606) info.
• Admins can request that reps acknowledge their plans through QP, which helps with compliance and ensures we are in agreement with calculations. I like that they are adding a docusign feature.
• You can easily adjust earnings if a correction is needed, even after the month is closed. Just make sure you reverse from the end of the process (i.e. undo in ledger, undo the resolved payout, delete the unresolved payout, un-approve the deal).

• SimplyComp has a plethora of pre-built v-comp types that come with explanations of use cases. If your v-comp plans fit within these standards it is fairly straight forward to get the plans built.
• Connects directly to Salesforce.com reports within your salesforce org. This makes mapping much easier vs trying to have to understand your database schema then map the fields. A finance person, sales operations, or even a sales manager could do the configurations with the provided implementation specialist.
• I love the fact that this product has the simplicity that we need vs having to go to a more heavyweight solution. While many organizations have very complex v-comp plans we don't on purpose and would rather not have to get a more complex solution.

Incentivized

• 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.

Incentivized

• The commissions aren't updated daily. Our team has to input the data in Xactly and we get the updated amount every week. Would love to get a quicker update when a sale is made.
• Not able to see what tier I'm at or how much more I need to sell in order to hit the next tier. There is a section that shows the commissions percentages but not how much we need to sell to hit it. It would be helpful to know those specific numbers.
• I'd love to be able to see what my overall numbers have been to quota. I'm not able to see that now in Xactly. It only shows what attainment has been per month.

Incentivized

I don't have buying decision but we have input on the software or solutions we use and this has been a game changer to review our commissions. Quota Path makes it very easy to ensure we are on target. Saves us a lot of time compared to using spreadsheets

Incentivized

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.

Incentivized

Our Implementation Consultant was fantastic. She made herself available, scheduled for in advance to accommodate our schedule, and was very helpful on our calls. She happily executed work on our behalf behind the scenes to help move our implementation along. The Customer Support team was mixed, as is expected with Support teams. Nothing horribly bad, but nothing to write home about. SimplyComp is a newest product for Xactly so everyone is still learning it

Incentivized

Salesforce is better for more extensive and sales-focused companies with more nuances, but it also comes with a hefty price tag. QuotaPath is excellent for smaller teams kicking things off. I would recommend it as a beginner solution or an excellent lightweight solution for sales transparency and payouts to your team.

Incentivized

CaptivateIQ is much more flexible than SimplyComp. Though it's much more complex, it uses excel-based formulas to lessen the learning curve and can handle any comp plan you throw at it. We were able to sign with them for half the cost of our SimplyComp contract, though that may not be possible as CaptivateIQ grows

Incentivized

• 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.

Incentivized

• Huge improvement in processing efficiency. We currently are able to process 25 commission plans with a quick click of a button.
• The customization has enabled us to easily update plans as business needs arise. This has been especially helpful as we're still working to optimize our commission plan structure.
• Improved visibility into commission attainment by the sales team.

Incentivized