From AEs to SDRs, QuotaPath empowers ExecVision’s sales team
No way for her to track performance or set goals
Jacquie was looking for a tool to help manage her pipeline, set goals, and track her earnings and attainment.
She was spending too much time pulling reports in Salesforce® and crunching numbers to figure out how much she needed to hit her next accelerator. She was sick of spending all that time when she just wanted to be selling more.
No way for her team to visualize goals across the org
As ExecVision scales, sales goals can change quarterly or even monthly. With revenue in mind, they needed a way to align against greater common organizational goals so they could work together and see how each individual was contributing.
Jacquie was looking for a tool to help manage her pipeline, set goals, and track her earnings and attainment when she discovered QuotaPath. After seeing success, she invited her teammates to join.
It’s a huge timesaver
With a single source of truth for her data, Jacquie doesn’t have to spend time pulling reports in Salesforce. She’s not scrambling to see how she’s comparing to everyone else, and she can always refer to the Attainment Dashboard to figure out where she and her team are against their goals.
Reps are more motivated
Leaderboards engage the team in friendly competition and help boost morale. Having team attainment metrics easily accessible is helpful to stay on top of how everyone is ranking.
Quicker onboarding for new reps
The team uses QuotaPath during their onboarding process to help ramp up new hires. New sales team members can see what closing a deal means in terms of actual attainment in a very real way.
“QuotaPath has been critical to help figure out how I’m tracking against not just my own personal goals and quota attainment, but also understanding how I’m contributing and bringing success to the organization.”
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