The Challenge: Manual Tracking, Costly Errors, and Lost Visibility
As a lean Series B startup, Gappify didn’t have a dedicated RevOps team. That left James Hall, EVP of Revenue, managing comp plan design and manually tracking bookings and commissions each month.
“I probably spent five or six hours a month personally doing that… and we sometimes made mistakes that led to reps being overpaid or underpaid,” James said.
The Solution: Automation + Real-Time Visibility
After evaluating several other platforms, QuotaPath stood out to James for its intuitive UI, real-time Salesforce integration, and ease of implementation.
“QuotaPath’s interface was clean and intuitive, for me and for our sellers… I did the Salesforce integration myself, no IT support needed,” said James.
Plus, the ability to model earnings, handle complex plan logic, and instantly reflect performance changes gave the Gappify team a platform they could rely on.
“I was looking for something that would save me time, but more importantly, I wanted a solution that would also increase bookings and give the team extra motivation at the end of the quarter,” he added.
“The ROI from the time savings is abundantly clear, many times over.”
The Results: Time Savings, Motivated Reps, and Full Transparency
6+ Hours Saved Per Month
What once took James several hours and caused avoidable errors now runs smoothly with a fraction of the effort.
“The ROI from the time savings is abundantly clear, many times over,” said James.
Motivated Sales Team
Reps now use QuotaPath to track progress, see accelerators kick in, and stay focused on their targets in real time.
“They love being able to log in and… model out, ‘Hey, if I book X amount of dollars, how much can I earn this month or this quarter?’” said James.
Real-Time Earnings Sync via Salesforce
QuotaPath’s seamless Salesforce integration made it easy for reps to see their earnings right after deals close.
“They’ll book a deal, ping me, and ask me to approve it so it hits their statement right away. That real-time visibility is huge,” James said.
Implementation: Fast, Hands-On Support with Lasting Impact
James implemented QuotaPath himself in just five business days, working alongside QuotaPath’s services team.
“I probably spent 60 to 90 minutes a day that week… They walked me through the setup and even uploaded files to save me time. It was a perfect mix of teaching and doing,” said James.
Ongoing support has been just as effective. From adjusting quotas to handling rep role changes, James relies on QuotaPath’s 24/7 chat and responsive CSM team.
“Someone gets back to me almost instantaneously, and will either record a quick video that shows me how to do what I’m asking for or suggest hopping on a quick call,” James said.
Why Gappify Recommends QuotaPath
QuotaPath helps Gappify save hours of manual work each month, eliminates commission errors, and gives reps real-time visibility into their earnings and accelerators. For James, the platform was easy to implement, intuitive to use, and scales with a lean team.
