The Challenge: Manual Work Couldn’t Keep Up with Growth
As quotas, accelerators, and spiffs within CFI’s compensation plans evolved, Kim found herself quickly outgrowing spreadsheets.
“We were doing very manual calculations for simple plans. But as we started introducing new quotas and initiatives, you can’t scale that on a spreadsheet,” said Kim.
Even before QuotaPath, the challenge wasn’t just in calculating commissions. It was closing the loop from Salesforce, to payout tracking, to revenue reporting.
“We had to up our game, and spreadsheets just weren’t cutting it anymore,” Kim said.
The Evaluation: Familiarity, Features, and Trust
Although CFI considered five vendors through its procurement process, QuotaPath emerged as the top choice.
“I’d used QuotaPath at a prior company,” Kim said. “Even after evaluating everything again, QuotaPath still came out ahead, especially when it came to pricing and support.”
She also noted the benefit of having an all-in-one platform: “Other vendors required connecting multiple tools just to close the loop. With QuotaPath, I could go from order to payout in one place.”
The Solution: Order to Earnings in One Platform
Today, QuotaPath is fully integrated with CFI’s Salesforce instance and Maxio for payout eligibility.
Kim oversees nine compensation plans with different logic across nine teams, and QuotaPath handles it all, including complex earnings calculations, team leaderboards, and payout readiness.
“The end-to-end visibility is huge. QuotaPath helps me go from deal to earnings to 606 reporting in one flow,” Kim said.
ROI: 15–20 Hours Saved Monthly
QuotaPath has become essential to CFI’s finance and operations workflow.
“My time is cut in half,” Kim said. “Easily 15 to 20 hours a month saved. That’s not even counting the cost savings from not needing additional headcount or external tools.”
Adoption: Real-Time Visibility for Every Rep
A bonus: the CFI reps are seeing the value of QuotaPath, too, even if they’re using it differently.
“Some reps log in constantly. They flag issues, check status, and track earnings,” said Kim. “Others trust me and only check at quarter-end. But both types benefit because everything is accurate, visible, and there when they need it.”
Support and Implementation: “I’ve Never Felt Alone”
Kim has onboarded QuotaPath twice—once at Kim’s previous company, and again at CFI.
This time around, she was even more impressed:
“You now have this amazing checklist, and the CS team sets up the plans for you. It was perfect to a T,” she said.
She also praised ongoing support.
“Your support team is fantastic—Matt sends Looms, solves things quickly, even suggests improvements. And Patty? I love Patty. She’s more like a friend now.”
“QuotaPath saves me hours every month, makes it easy to train others, and gives me full visibility from Salesforce to payout. I can’t imagine doing this without it.” — Kim Stithem, Controller at CFI
Would CFI Recommend QuotaPath?
“Absolutely. I already have. I helped a former coworker choose it four weeks ago,” said Kim.
