How ECP Replaced Manual Spreadsheets with QuotaPath + HubSpot

As ECP’s sales team grew and commission plans evolved, manually managing payouts across five overlapping spreadsheets became unsustainable. For VP of Finance Sonja Karlson and Staff Accountant Elise Larson, it was time to find a system that would scale, save time, and deliver clarity to both Finance and Sales.

About ECP

 

ECP (Extended Care Professional) provides assisted living software that powers workflows for long-term care facilities and pharmacies across the U.S. With a growing GTM team, ECP needed a commission system that could handle complexity, scale alongside hiring, and provide real-time visibility to both Finance and Sales.

QuotaPath Helped ECP:

  • Automate commission calculations from HubSpot data
  • Drive selling behaviors
  • Replace multiple error-prone spreadsheets
  • Consolidate five overlapping comp plans
  • Give sales reps full visibility into payouts and forecasted earnings
  • Save days of Finance time every pay cycle

The Challenge: Complexity, Time, and Human Error

Before QuotaPath, commissions lived across five overlapping spreadsheets, and any change required manual updates across multiple files.

“We were working with five to six spreadsheets, and they all overlapped in different ways,” said Elise. “If you made a change on one, you were making the change on six of them. It became very tedious, with a lot of room for human error.”

The process involved downloading HubSpot reports, converting files to CSVs, uploading them into Excel, and then manipulating spreadsheets to accommodate accelerators and plan rules.

“It took hours, if not days,” said Sonja. “As we grew and our sales team grew, it became insanely complicated.”

Why ECP Chose QuotaPath

After evaluating multiple solutions, QuotaPath stood out for its clean UI, robust HubSpot integration, and scalability.

“It was the easiest and cleanest platform we saw,” said Sonja. “It just made sense to us during the demo. We could figure it out, and things were where you’d expect to find them.”

“The fact that it works one-to-one with HubSpot was huge,” Elise added. “I can jump in and everything is there. I’m not double-checking across multiple platforms anymore.”

Strong pre-sale support helped seal the deal.

“Hector, our rep, was fantastic,” said Sonja. “If he didn’t know the answer, he found it. We felt like our specific needs were being addressed.”

The Solution: Accuracy and Clarity Across the Board

With QuotaPath, ECP now runs commissions in a centralized platform that pulls live data from HubSpot. Manual spreadsheets (and the errors that came with them) are gone.

“It solved time and accuracy issues, especially around overlapping comp plans,” said Sonja. “It also gave the sales team visibility…something we never had before.”

Before, Elise had to walk reps through complex spreadsheets just to explain payouts.

“We’d be in calls multiple days leading up to commission payout,” she said. “People just weren’t understanding it. Now, there’s little to no question.”

Sales Team Adoption: Goodbye Shadow Accounting

For the first time, reps have access to clear, real-time earnings, without building their own trackers.

“They were spending a lot of time building their own spreadsheets to track commissions,” said Sonja. “That’s gone now. They can focus on what they’re best at: selling.”

Forecasting features have also added motivation.

“We’ve heard great feedback on the forecasting tool,” Elise said. “It gives them a way to see what’s coming months in advance.”

ROI: From Days to Hours (and More Sanity)

The time savings alone made QuotaPath worth it.

“It used to take me days, sometimes even a week if there were hiccups,” said Elise. “Now, I can run commissions in a couple hours and not question the results.”

Sonja pointed to the bigger-picture business benefits.

“Just the time saved justifies it,” she said. “But what’s more exciting is the ability to drive sales behavior. If we use QuotaPath to incentivize closing certain deals in key months, it could easily pay for itself.”

Onboarding and Support: “Above and Beyond”

Implementation wasn’t without hurdles, but the team felt supported throughout.

“Our implementation was wonderful,” said Elise. “Josh was amazing. Super attentive, always available, and still helping us today.”

“The customer support team has been incredible,” she added. “They sent me live videos walking through how to fix things. I’d get answers within 30 minutes. I was shocked by how above and beyond they went.”

If there was one tip for new teams getting started?

“Come in with your commission plans clearly defined,” said Sonja. “The more prepared you are, the smoother it’ll go.”

The Verdict

Would they recommend QuotaPath?

“Absolutely,” said Sonja. “The transparency, the time savings, the sanity savings…it’s worth it.”

“And it’s just a really nice-looking platform,” she added. “It’s easy for reps to use, and it’s easy for us to use. We’d recommend it to anyone looking for commission software.”

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