+
+

Related Products

  • Everstage
    3,659 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • Pipedrive
    10,456 Ratings
    Visit Website
  • Portal Wholesale CRM
    Visit Website
  • Creatio
    570 Ratings
    Visit Website
  • Clazar
    95 Ratings
    Visit Website
  • FirstPromoter
    64 Ratings
    Visit Website
  • CompAccelerator
    29 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website

About

QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.

About

SAFIO Solutions is a cloud based, forecasting software solution for inventory optimization, delivering a comprehensive platform that provides vision, efficiency and analytics to make strategic decisions for improved operational performance. Utilizing a proprietary Sales Analysis & Forecasting Tool, SAFIO Solutions integrates a client’s vital data into a single, convenient and user-friendly interface, one that is intuitive to the information a planner needs to make impactful and efficient decisions, because it was developed by a planner. Get the reporting & analytics needed to focus on emerging trends, opportunities and liabilities where action can then be taken to achieve desired results. Gain the confidence to forecast simply, efficiently and accurately. Available to use on multiple devices wherever you are: at home, in the office or traveling.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

RevOps, sales leaders and finance teams looking for a software solution to track and manage their sales commissions

Audience

Manufacturing, wholesale, and omni-channel companies with demand planners, inventory managers and sales teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$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 Version
Free Trial

Pricing

No information available.
Dependent on source of truth and number of users. We would be happy to quote based on your requirements.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.6 / 5
ease 4.2 / 5
features 4.6 / 5
design 4.4 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • The product is intuitive to use, and has functionality that fits our needs. The product and the service team is adaptive to our needs.
  • All info is in one place. The visibility of things that happened yesterday is easy to find and share. The Sales Team as well as Operations love all the reports that can be viewed or dropped into excel for further analysis. Enhancements are made to system Annual which provide more data and more ease to view on site.
  • Robust Demand Planning Capabilities. Incredible Customer Support. Simple Integration and usability. Accurate forecasting and projections.
  • I like the ease getting around the site and the broad offerings of reports. It is very user friendly.
  • Great analysis tool that can be accessed anywhere. I can go to one source for info needed, instead of having to look up using multiple programs. Great customer support.

Cons

  • The forecasting curves rely on existing data we provide to create curves, which may or may not be as accurate as possible. Would be helpful to have suggestions for adjustments to curves based on actual results.
  • The flow of the forecast right now does not help with building the forecast dues to all of the Supply Chain issues and changes in shopping habits by consumers due to Covid. Maybe when we have another "normal" year it will be a tool we can use.
  • No con's to this product. We use Safio daily and any pain points are addressed and actioned in real-time so we have no complaints.
  • Looking for a report that shows Sales by DOLLAR, by customer by brand, by month for the previous year as well as year to date.
  • Entering the actual Account Forecast is time consuming. It is very manual, even when using the upload process. However, this program is constantly being updated, so in the future this feature may be available.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

QuotaPath
Founded: 2018
United States
www.quotapath.com/

Company Information

SAFIO Solutions
Founded: 2017
Brookfield, WI
safiosolutions.com

Alternatives

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly
DemandPlanner

DemandPlanner

Demand Planner

Categories

Categories

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Commission Features

Affiliate Management
Agency 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 Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Performance Management Features

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Sales Analytics Features

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Demand Planning Features

Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

Inventory Control Features

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
Serial Number Tracking
SKU / UPC Codes
Supplier Management

Inventory Management Features

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Multi-Channel eCommerce Features

Catalog Management
Channel Management
Data Synchronization
Email Marketing
Inventory Management
Marketplace Integration
Mobile Commerce
Order Management
Promotions Management
Returns Management
SEO Management
Shopping Cart
Social Commerce

Purchasing Features

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

QuickBooks Online
AccessOwl
Celigo
Close
Copper
Epicor Eagle
Gradient Works
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Excel
NetSuite
Pipedrive
Sage 300
Salesforce
Shopify
Stripe
Tableau
Zoho CRM

Integrations

QuickBooks Online
AccessOwl
Celigo
Close
Copper
Epicor Eagle
Gradient Works
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Excel
NetSuite
Pipedrive
Sage 300
Salesforce
Shopify
Stripe
Tableau
Zoho CRM
Claim QuotaPath and update features and information
Claim QuotaPath and update features and information
Claim Sales Analysis & Forecasting Tool and update features and information
Claim Sales Analysis & Forecasting Tool and update features and information