Measure, track, and motivate with Teams

measure and motivate your teams with quotapath

If you’re familiar with the QuotaPath platform, you know that we provide an automated way to calculate and track earnings and quota attainment. How am I trending towards my quota this month? How much will I bring home this paycheck? What will my earnings be if I close this deal? Hundreds of sales reps and sales managers rely on QuotaPath to provide these answers and more.

We’ve recently released a new feature called Teams that surfaces earnings and attainment data on a team level. This is great for measuring and tracking team performance, increasing team motivation, and getting everyone on the same page when it comes to earnings and attainment.

Set, align, and hit team goals

Even with Salesforce or other BI tools, it’s challenging to track team attainment data. QuotaPath has always surfaced this data on a personal level but now with the new Teams functionality, sales orgs can view information as it relates to quota attainment teamwide (with the appropriate permissions from everyone, of course). It’s likely that sales managers have monthly or quarterly quota goals to trend towards, but what about reaching for the stars?

Our Head of Growth, Graham Collins, previously managed a sales team at his former company. There, he had a team quota (the sum of everyone’s quotas) but also had what they called a ‘steak dinner’ goal. If his team hit 150% of their quota, they went out for a fancy steak dinner, compliments of him. Whether you want to track your team quota or a ‘steak dinner’ type goal, you can set goals in QuotaPath and see how everyone on the team is working to achieve that goal.

Much like org-wide sales goals, sales reps also like to know how they stack up compared to the rest of their teammates. Are you the top dog or somewhere in the middle of the pack? Now you can know for sure with Team Attainment. It’s easy to join a team with others, share your attainment data, and see how you stack up in leaderboard fashion. Keep that eye on the prize.

Goodbye to payroll headaches and hello to team potential

Part of being a good sales manager is being able to unlock your team’s superpowers; sales reps want to know that their manager has their back… and this rings true when it comes to getting paid. How many times have salespeople gotten a paycheck only to realize they were shorted on their earnings? Correctly paid reps are happy reps and happy reps close more business. Raise your hand if you agree with us. Team Earnings gets everyone–reps, managers, accounting, HR–on the same page before payroll runs, preventing the headache of incorrect payments.

And with everyone’s earnings data in a centralized place, managers can see who is excelling where. Who on your team is making the most in upsell and retention bonuses? Find out whose skills are flourishing and where so you can make informed data-driven team decisions. If Adrian is a top performer and crushing it at upsells, you could have them lead a training and share their knowledge with the team at large. Hack your sales plan and unlock your team’s potential with Teams.

Teams not only gives a complete understanding of team earnings and attainment, but it also provides full visibility at a birds-eye view. Everyone is on the same page, focusing efforts towards a common goal. Sign up and see how Teams adds excitement, drive, and motivation to your team.

Lessons learned: Takeaways from QuotaPath’s launch

quotapath launch

It was 11:45 p.m. on July 31st and I was furiously jumping between slack channels as we worked through the final details in preparation for our launch the very next day. More than half the team was awake and glued to their laptops – we had been planning this day for over a year. We were all heavily invested in a successful outcome.

Well, some amazing (and laughable) things happened, others that were frustrating, and a few that taught me lessons that ultimately led to an experience unlike any other I’ve had in my career.

Here are five things that made this my most unique working experience as a co-founder:

We had 3 months of planning

  • We picked a date and stuck to that date
  • We scoped out our “musts,” “shoulds” and “coulds” for both product and marketing
  • We had weekly (sometimes daily) team alignment communication across all launch projects
  • Every marketing channel was discussed and we decided on six that we would put our efforts towards
  • We didn’t have strong expectations on what was or was not going to be successful in terms of metrics. We even had fun with the total number of new users and we each had a guess. The winning answer was both the median and the mode of our guesses!

We’ve grown an amazing community in both Philadelphia and Austin

  • Our coworking space in Philly, 1776, sang us “Happy Launch Day” and got us a “Launck Day” cake. Yep, “Launck” Day. Someone at Whole Foods jotted down the note, took a look at it, and said to themselves “Yep, looks about right.”
  • August 1st is now “Launck Day” in our calendars and will forever be celebrated by our team
  • I sent an email out to 2,000 of my contacts. 51% open rate, 18% click-through rate, and only 36 (2%) unsubscribes. I know exactly who those 36 unsubscribes are though 😉
  • We had friends that sent us cookies, donuts, and candy on the big day!

Piqued competitor interest

We had four competitors log into our app! Not just competitors but a founder, a CEO, a CTO, and a product manager from these companies checked us out! Great that we are on the radar.

Last-minute (yet phenomenal) press opportunities

Having worked in the PR industry for the last 12 years, you’d think that I’d understand the importance of earned media. It was a week until we launched, and we still hadn’t secured any coverage. And then I missed my scheduled call with a prominent Austin journalist the day before. Thankfully I caught a break, we had the call, and had a story that broke on the launch! We also got picked up in a couple of other publications here and our press release here.

It is all about the journey and not the destination

Regardless of the outcome, the company was buzzing all the way throughout. Those who know my past are familiar with “closing day” and this definitely felt like a true-to-spirit closing day. A lot of running around and continuously updating our “deals” with new users on the whiteboard.

While all of the above were great anecdotes from the day, the true story came from the team. They killed it. The only reason we had anything to celebrate was because of the hard work that everyone put into the weeks leading up to GA.

Meet the team: Venu Kunche, Venture for America fellow

venu kunche

Over the past few months, QuotaPath’s been working to build a partnership with Venture For America, an organization that pairs young entrepreneurs with high-growth startups for a two-year fellowship. From the get-go, we were drawn to VFA’s mission to create economic opportunity in emerging tech ecosystems and we’re excited to sit down with our first ever VFA hire, Venu Kunche, to chat about his experience.

Tell us about yourself and your background.

I did my undergrad at the University of Alabama at Birmingham (UAB) as a Computer Science major. Growing up, I watched my father run various small businesses that had a real impact in the communities that he served and quickly discovered the allure of entrepreneurship and solving problems through this lens.

In college, I started a couple of businesses in various industries such as education and nutrition. I saw a market opportunity in the nutrition industry for a bioavailable nutrition bar and decided to pursue it through my startup Kore. I won the UAB Blazer Innovation Challenge Pitch Competition and took Kore through the UAB Commercialization Accelerator. Although I was making good progress, I came to the realization that there was a lot I still had to learn about how to grow and scale a company. So after graduating, I decided to do VFA and I am thrilled that I now get the opportunity to work at QuotaPath.

How did you get involved with VFA?

As graduation loomed, I was running out of time to figure out where to take my career. My goal is to start a company one day but what path do I take to get there? When I found out about VFA, I immediately knew it was a perfect fit for me. Not only would VFA give me the opportunity to meet 200 other individuals as passionate about entrepreneurship as me, but it would also help me find a job at a startup where I could develop my skillset. Not only do I resonate with VFA’s mission, but I also have access to the resources and network to pursue my own startup ideas if I need it. It was a no brainer for me. Now the only thing I had to do was to make sure I found the perfect startup to work for… Enter QuotaPath! (Apply to Venture for America.https://ventureforamerica.org/apply/)

Why did you choose QuotaPath?

Going into the VFA Startup Match process was challenging as fellows have to wade through hundreds of startups to find the right fit. My strategy was to focus on four main factors: product, team, culture, and role. I wanted to work on a product that understood the user’s perspective to alleviate their pain points. When talking to QuotaPath, they emphasized the importance of providing genuine value to salespeople. I especially loved the fact that their base product was free. When looking at the team, I wanted to work for an experienced team that knew the industry well. QuotaPath checked that box for me since many team members have worked in the sales industry for years. Fitting in with the culture of the company was an extremely important factor for me. Luckily, I knew that wouldn’t be a problem with QuotaPath as soon as I learned how genuine and fun the team is. Finally, I knew that I wanted a multifaceted role that would work with many parts of the company. As Operations Analyst, I’ll be able to gain experience with many different parts of the company. Knowing that QuotaPath fit all of these criteria for me, it was an obvious choice to apply.

Prior to starting here, you attended a month-long training camp. What were some key takeaways from that?

The purpose of VFA Training Camp is to teach skills that might be useful to the startups we’ll be working at. Representatives from companies such as Y-Combinator, IDEO, Yelp, and BCG came to teach us valuable skills. We also learned about the stories of various founders from The Knot, Duo, Krypton, and many others. Through all of these lessons, the main thing that I learned is the importance of forming relationships. Every founder would stress the importance of building a relationship with the customer base and making sure to know them very well. In terms of relationships and connections formed at training camp, I was able to meet 200 highly passionate VFA fellows who had similar interests and goals as I do. Our lunch conversations consisted of thinking through random business ideas and determine the best way to approach finding product-market fit… pretty typical lunch conversations for an average fellow.

What are you most excited about?

QuotaPath is a company founded out of the challenges that our founders faced while leading the sales teams at their previous startup. They took this problem and created the solution with QuotaPath. I love that problems are seen as opportunities waiting to be worked on. This type of mindset is the thing that excites me most about QuotaPath. I also love how fast-paced and goal-oriented the workplace is. They genuinely put in a massive effort to try and provide as much value for their customers as they can. I know that there is so much I have to learn from this incredibly talented team of entrepreneurs and innovators.

‘Twas The Night Before GA

on the eve of GA copy

It was the night before QuotaPath’s launch and the team was scrambling to make sure everything was in place for the biggest day in the company’s history. To lighten the mood, Cole started a game in Slack that spread to the rest of the team. What came from it? Let’s call it productive procrastination… and a cute poem that will live forever on.

@Cole Evetts
’Twas the night before GA, when all through the street,
Not a creature was stirring, not even a Pete;

@Graham Collins
The assets queued by the growth team with care,
In hopes that many users soon would be there;

@Darby Dupre
The navigators were hustled, focused at their desks;
While visions of sleep and old fashions danced in their heads;
And AJ with his pep talks and I in my head,
Had just settled on messaging that gives QuotaPath street cred.

@AJ Bruno
When out in the hotdesk space arose such a clatter,
We sprang from our desks to see what was the matter.
Out the garage doors, we ran full of stress,
To hear the IT guy say we need a new IP Address.

@Ralph Pierre-Louis
The neon sign, shining brightly with its light,
Bringing joy to all visitors who catch its sight.
When, what do my listening ears should hear,
A conference audio ringing loudly, still forever unclear.

@Marguerite Hamilton
With a silence from others that was so absolute,
I knew in a moment that I must be on mute.
More rapid than eagles I clicked to my Slack,
And typed, “Give me one moment, I’ll call you right back!”

@Zoe Wolfe
Soon for the whole world to enjoy with its sales terms and jargon:
A polished product that for free must be seen as a bargain.
But wait, upon testing we just must change the copy!
Now we’ve stayed up too late and subsist off of coffee.

@Brandon Smith
With a Co-Founder/CEO, for lungs he has uno,
I knew in a moment it must be AJ Bruno.
More rapid than eagles, his navigators they came,
And he whistled and shouted and called them by name:

“Now MC! Now Eric!
Now, Cole and Pete!
On, Darby! On, Brandon!
On, Graham and Marguerite!
To the top of the Rocky Steps!
To the top of the ProductHunt chart! Now click away! Click away!
Let’s see what we start!”

QuotaPath is live: a free, easy way to automate commissions

quotapath is live

From the beginning, we’ve built QuotaPath with the idea that our product empowers revenue teams to achieve their goals, crush more quotas, and become high performers. We believe in a world where sales reps are so aware of their earnings and attainment data that increased productivity, efficiency, and performance are inevitable outcomes.

So what is QuotaPath?

A few ways we like to define ourselves:

  • An automated way for sales reps to calculate their commissions and track their quota attainment
  • A free tool that helps across multiple industries and roles: SDRs, Account Executives, SVPs, CROs, Realtors, Auto Salespeople, Medical Device Sales, Recruiters, and more
  • A product-led team that’s committed to building a platform that salespeople love to use

A couple of things that we are not:

  • A finance tool that sales teams might log into once a month
  • An accounting system that salespeople don’t understand
  • Another useless software clogging up your day-to-day activity

Unlike traditional solutions that are built without the needs of salespeople in mind, we believe that the power of QuotaPath starts at the rep level and works its way up an organization. We surface such impactful data that reps are finally able to see their superpower, understanding metrics that have eluded them for years.

Introducing the launch of QuotaPath

For the past 10 months, we’ve been in ‘early access’, gating entry so that we could build meaningful relationships with early adopters and use their feedback to build, iterate, and improve. We wanted to make sure that the app worked as designed and that the value of QuotaPath was validated. The feedback has been phenomenal!

Today officially marks the day we’re opening up QuotaPath to anyone looking for a free way to track their commissions and see their quota attainment.

We’ve tested over 500 comp plans from organizations large and small and have calculated that QuotaPath can support 90% of the plans we’ve encountered – from simple flat-rate commissions to complex plans with multiple variable paths.

Here are a few ways we’re helping empower sales folks.

Simplified tracking and measurement

Sales reps and managers are becoming increasingly empowered to understand their sales performance and take action into their own hands. In most sales organizations, earnings data is scattered across multiple spreadsheets. This can make it difficult to track how much commission checks will be, see quota attainment over time, track team accomplishments, and more. These challenges are a core reason for QuotaPath. We offer a beautiful, easy way to visualize, understand, and automate those metrics.

Understanding the past, present, and future

It’s important to know where you came from so you can know where to go. Great sales reps and managers understand this and use data to track a whole stack of important metrics that help optimize performance. QuotaPath is a centralized place to house all of your earnings and attainment data. With all your historical sales data at hand, you can analyze and compare your growth and productivity throughout your entire sales career. Sales reps will no longer have a limited view of their commission data and they’ll be able to forecast their earnings in real-time.

Team alignment through actionable data

The notion that salespeople are competitive by nature is nothing new. Isn’t life more fun when you’re winning? QuotaPath not only serves as a powerful commission calculator, but we’re also gamifying sales teams with shareable leaderboards and team goals. We surface important metrics like team attainment, revenue performance, and ranking of team members. Sales managers can see attainment and commission earnings on a rep by rep level and share comp plans out with new employees to increase onboarding efficiency. QuotaPath provides teamwide visibility and awareness which aligns the entire organization toward the same goal: crushing quotas, making money, and winning.

Start using QuotaPath today

If you’re already using QuotaPath to track your commissions and earnings, then keep on! If you haven’t, sign up for free. You can read about new features and enhancements on our blog and we’ve got some exciting things in store like CRM integrations and a personalized productivity dashboard we call MyPath. Today’s launch is the first step of many. Much like a career in sales, there are a lot of milestones and accomplishments, but there’s no finish line. We look forward to sharing this journey with you!

Love is love: QuotaPath celebrates Pride month

pride month

There is so much talk about what makes great leaders and how we can all learn from them – their successes, failures, wins, and mistakes. The leaders that I admire have always been able to make a group of people feel extremely confident and comfortable with who they are and using their own voice. It isn’t the leader’s voice that is important, it is those who they lead.

This month we celebrate Pride and an opportunity to create a positive platform for anyone in the LGBTQ community. I am proud of how the team has stood by this community and all that it represents. They are all the true leaders in this fight against discrimination. Their stories are important and their answers made me reflect on how I can best be a positive force in the working environment.

With that said, we found it important to share insights from some of our employees. Please read them as they are from the heart and filled with the right mix of emotion, understanding, and self-reflection. I am PROUD of the team for answering with honesty and vulnerability. Few are able to do those things, and that is the mark of a true leader.

-AJ Bruno
Founder/CEO

What is your role at QuotaPath and how is Pride month meaningful to you?

Marguerite Hamilton: I am a front-end engineer at QuotaPath. Pride month is meaningful to me because people should be allowed to love freely and openly, without fear of retribution or of having rights stripped from them. As Lin-Manuel Miranda said, “love is love is love is love is love is love is love is love”. In the world we live in, where it’s easy to get swept up by fear and hate, we need to remember that, not just during Pride month, but every day.

Mariclare (MC) Hall: I’m QuotaPath’s Product Manager. Pride month is meaningful to me because it’s recognized for and by my community.

Ralph Pierre-Louis: As Head of Design, my role is to lead the conversation and vision around our experiences and products. Pride month is meaningful to me because it acknowledges and continues to drive the fight for equality. It’s also amazing to see so many different people and companies come together in support of a common theme while there’s so much in the world working to divide us.

Darby Dupre: My official title at QuotaPath is Product Operations Manager but I do so much more than that! I have my hand in everything from marketing, recruiting, operations, to HR. Pride month to me is a time to celebrate love, uniqueness, and acceptance. It’s a celebration of how far we’ve come and a tribute of respect to all those that have fought to get us where we are today. Pride is a time where my community can be unabashedly open about who we are and the love we have to give.

Henry Steinberg: My name is Henry and I’m a front-end engineer. Pride is important to me as a gay man because, well, it’s nice to have an opportunity to center that part of my identity visibly – and not just center it but celebrate it. It’s also an important time to remember that queer liberation is an ongoing struggle and something that we need to actively fight for, and something that we are continuing to fight for.

How has the LGBTQ tech community evolved in the last 5 years?

MC: In the tech world (and I hope beyond it), it’s becoming more common to see job postings and company handbooks with equal opportunity commitments, nondiscrimination policies, and encouragement for LGBTQ+ individuals to apply. This is important because, in most states, people can be fired from their jobs, not hired in the first place, or targeted at work for being gay or trans. That’s terrifying in 2019 when there are no protections for sexual orientation or gender identity on a federal level.

Increasingly, digital platforms are receiving scrutiny by legal parties and civil rights groups for the way their design and content excludes certain audiences. While this discourse is mostly centered around the Americans with Disabilities Act and the publicly funded web, it’s definitely jolted some employers to start thinking seriously about diversifying their staff.

I think the conversation has also started to change: at events and conferences folks talk more and more about the intentionality required to create an inclusive workplace. And it seems like attendance is growing in LGBTQ-centric tech groups.

Tech is also becoming more popular a career path and more common an area of study in colleges and universities. That means that the applicant pool is getting bigger in general, and with it I’d assume the tech community is expanding in terms of sexual and gender diversity.

All of that said, most tech teams I’ve seen or been a part of still look fairly homogeneous to me. Increasing awareness is huge but action is always slower.

Darby: I think five years ago the focus was mostly on gender diversity in STEM, but what about LGBTQ+, people of color, and other marginalized groups? There’s been a lack of representation but the focus is shifting. Slews of headlines surrounding discrimination, harassment, and unsafe working environments in major tech companies like Uber and Facebook have caused tech companies to wake up. Stricter employee policies, anti-discriminatory clauses in hiring and handbooks, and other means of protection for our community are a result of this.

Today there are more tech jobs than ever and more opportunity to be educated in STEM from an earlier age (15 year-olds teaching themselves Python!!) It’s my assumption and hope that the percentage of queer representation will increase as jobs increase, as well as the thought and intentionality of creating a culture where queer people can thrive.

What values does QuotaPath instill to support the LGBTQ community?

Henry: QuotaPath as a company promotes an environment of inclusivity and empathy. As a big loud gay man, I’ve never once felt like I’ve had to edit myself or be anyone other than I am and that’s really special. Everyone here treats each other with compassion and respect.

MC: I like to get really meta about QuotaPath’s value proposition as a product and its relationship to our work culture. It’s clear from the product, the office, the meetings, and the Slack threads that we care about empowering the individual. This is meaningful to me when I think about how it applies to all aspects of my identity and experience.

As a startup where established trust can help you work quickly amidst high risk, QuotaPath really values employee referrals. I was put in touch personally by folks I’d worked with previously who have become friends of mine. This made me feel welcomed and connected immediately.

Ultimately, I joined QuotaPath as the tenth hire knowing that there were other queer full-time employees. This felt unprecedented to me. I was excited to be a part of a small team where I wouldn’t be the only queer person. You might be surprised by how defining an experience that can be — and by how commonplace it is.

Have you ever had to speak up or take action on something that’s transpired in your career in the workplace as it related to LGBTQ issues?

Darby: As queer people existing in a mostly cisgender, heterosexual world, we constantly fight the battle of ‘feeling exhausted from having to constantly explain/stand up for my identity’ VS. ‘feeling like it’s my active duty to educate and inform.’

Misgendering, misnaming, derogatory comments and remarks, presumed sexual and gender orientation, gender stereotyping, binary bathrooms and norms… these are things queer people have to deal with every day. This is no different in the workplace.

MC: My identity as a queer woman has unfailingly placed me at the center of unwanted attention, unsolicited questions, and uncomfortable situations at every job I’ve ever had.

As queer professionals, we’re often put in conflicting positions: protect ourselves and make sure our needs are met but at the same time, educate our colleagues on what needs we have and how to respect us.

Oftentimes, simple considerations not made by straight folks dramatically impact queer experience, job security, and access to resources in the workplace. It’s a really challenging line to walk because helping others to make these considerations often require managing up or drawing attention to something someone might feel defensive about.

What work needs to be done to increase LGBTQ representation in the tech community?

Ralph: I think we all need to do our part – as small as it may seem. Whether it’s updating existing/out-dated company policies and practices or not shying away when we’re faced with LGBTQ related topics. Regardless of how you identify, if you’re talented, passionate, and driven, you should have equal opportunity to sit at the table and make an impact in any industry.

MC: Exalt LGBTQ voices! Promote success stories. Make queer role models visible and aspirational to all, not just to the queer community. Recruit queer people to STEM disciplines. Listen to your queer coworkers, employ empathy for us, and believe the things we say. Reduce hostility in the workplace. Be sensitive, select language carefully, and create a mindful workplace we want to join. Don’t forget to pay attention to and build an audience around our work (it’s some of the best).

Henry: The short answer is a lot, but what’s really cool is that a lot is being done right now. Go to meetups, be vocal, get your face out there. Communicate throughout the year that your company is a safer space for folks all along the LGBTQ+ spectrum to be who they are, without having to worry about editing their identities.

Darby: Queer people deserve equal opportunities and resources in STEM. They deserve to have their voices and stories be heard. LBGTQ+ youth need to be encouraged to pursue jobs in STEM from an early age. We need more role models and accessibility! We need to address workplace culture and create safe working environments. People, regardless of their sexual orientation, gender expression, skin color, etc., should be able to contribute equally and feel like their contributions are being valued.

Multi-Plan makes my sales nerd heart beam

multi plans

I have a confession. I’m a sales nerd.

Which is why I got excited about QuotaPath’s new Multi-Plan feature that has helped surface important milestones in my sales career. Like my $83,065.25 in commissions. Or how I hit 116% of my quarterly quota and was promoted from an AE (Account Executive) to an SAE (Senior Account Executive) while at Thomson Reuters.

With the ability to filter and aggregate data across my company changes and promotions, I’m able to see how my career and earnings have progressed over time.

I’m also able to track the various comp structures for all of my historical plans and extract valuable insights – like knowing that the reason I earned so much in December 2012 was from hitting a major accelerator.

It’s a consolidated view of the most impressive earnings and attainment stats that I’ve achieved in each role and organization throughout my career.

A look into my history in sales

When I first started working in SaaS sales in 2011, I asked my boss a simple question, “How do I track my quota attainment and commission?” I was told that there wasn’t anything in place and that I just had to hope my paychecks were right.

So I did what any sales nerd would do in this situation… I fired up a spreadsheet and started entering my deals into it. After about a week though, I was craving more information. I wanted to see exactly how much I was earning from these deals.

So I built a formula to help me with that, complete with some nested if-statements.

This worked for a couple of months, but then I found myself wanting to know historical information – how much more would I make if my big deal came in? I wanted to see charts! The more I knew, the more motivated I was to close more deals to increase my earnings.

This worked for about six months until my company was acquired. As part of the acquisition, I got a new comp plan. New plan, new formulas.

Five months later, I was promoted to a senior role… another change to my commission structure. New plan, new formulas.

Six months later, my division was sold off to a different company. New plan, new formulas.

All of this information ended up looking like this (this is my actual data):

Google Spreadsheet

Not very pretty, I know. But it was the best I had.

It was difficult to keep all of it straight, but I knew how important it was to track. Any time I was up for a promotion, I had my quota attainment data for 2+ years. When I interviewed for my next job, I was able to rattle off exactly what percent of my annual quota I hit. I knew which months I historically sold the most so I could plan for big expenses.

Does any of this sound familiar? If so, you may consider yourself a sales nerd, too. You might have a document that lays all of this out already, full of sums and nested ifs. If not, QuotaPath’s Multi-Plan feature makes it easy to join the club.

Let’s take a peek at what it looks like in QuotaPath when I track my earnings dating all the way back to my very first sales job.

Multiple plans in QuotaPath

Much nicer, yeah?

You know the whole ‘New plan, new formulas?’ QuotaPath captures all of it for me in a beautiful way, complete with the charts, graphs, and insights that make my inner sales nerd beam with satisfaction! It’s everything I wished my manager provided for me back when I was just getting started in sales.

If you haven’t checked out QuotaPath, it’s completely free to use!

Head to quotapath.com to create a free account or email me at graham@quotapath.com if you want to talk more about how QuotaPath can help your sales career flourish.

Send comp plans and empower your team with Plan Sharing

plan sharing comp plans

QuotaPath makes it easier than ever to streamline and optimize sales performance. Our custom Plan Builder supports all types of comp plans, from Sales Reps to SDRs to Account Management. Our app surfaces meaningful data and insights to help teams sell more, which is why sales folks prefer to use QuotaPath over DIY methods like tracking in spreadsheets.

How convenient would it be if you could then share plans within QuotaPath to every other member on your team with the same commission structure? Good news – with our recent launch of Plan Sharing, you can do just that! It’s easy to get started. Just create a free account, add your first plan, then invite and share it with members of your team.

Ready, Set, Share Plans!

For all the ‘Comp Plan Experts’ out there – this message is for you. We know you probably find yourself in a position of explaining complicated comp plans to those who may not understand. Plan Sharing allows you to help empower others on your team to start tracking their earnings. In just three steps, you can share your plan template with those in your QuotaPath Workspace so they can get started in minutes. No more ad-hoc comp plan tutorials.

The first of many tools for Sales Managers

As a Sales Manager, you’re the key to increasing the effectiveness of your sales team. QuotaPath is an amazing enablement tool! Use Plan Sharing to:

  • Easily onboard new sales reps. Reduce ramp-up time so they can get to selling.
  • Business goals evolve, as do comp plan structures. New comp plan? No problem, input the new one and share it to the team.
  • Never worry about reps making mistakes. Set up plans yourself and blast them out to ensure your team is on the same page.

And this is just the first of many tools to unite sales teams under a shared vision. Next, we will be releasing Teams – a feature that allows you to build custom teams within QuotaPath, see where each member ranks, and all work toward a collective goal.

Check out our FAQ below for more specifics on how Plan Sharing works.

Happy Tracking!

Plan Sharing 101

How do I share a plan?
Who should I share a plan with?
What if I want to share a plan with someone who’s not in my Workspace?
How do I accept a plan?
Can I edit a plan?
What can people I share a plan with see?
I can share plans. Can I share paths?
What if I already have a plan?


Meet the team: Henry Steinberg, Front End Software Engineer

henry steinberg

For the past year, we’ve been heads down collaborating, building, testing, shipping, iterating, and passionately working hard to make the QuotaPath app accessible to the world. Through each push to production, our team improves communication, gets tighter on process, and ultimately learns how to work together more succinctly.

Currently, the QuotaPath team is composed of about 80% Product and Engineering and Henry’s contributions lie not only on the engineering team but as a cultural and community advocate. Here we share his story on how he made his way into technology, his love for frontend development, advice he has for those starting their career, and ultimately how he landed at QuotaPath.

We aim to highlight his work and contributions because, at the end of the day, our team is what makes us so great!

Tell me about your journey that lead you to QuotaPath.

I’ve always been super interested in technology. I was that kid who wanted to make video games and poke around in robots. I wasn’t always the best at that type of engineering thinking but always had an interest and talent for design, for the artistic side of things. As I delved deeper into my passion, I realized that mastering the art of design wasn’t just about creating visually appealing interfaces; it was also about understanding the user experience, a crucial aspect when aiming to make a video game that truly resonates with players.

In college, I went totally in the other way. I thought math and science weren’t for me, so I studied poetry and art history and then later got really into graphic design and typography, specifically through printmaking and bookbinding. This got me thinking a lot about how pages are structured and how information flows. That eventually lead me back to tech and the web, specifically front-end work and interfaces. Thinking about the ways in which we interact with technology physically and translating that to the digital space. I’ve turned a corner entirely and realized that these things I thought were not for me, actually really are. They are really interesting and cool.

When I was introduced to QuotaPath I saw a company that is very thoughtful about how the app is used and presented and that was really exciting to me. So being able to take my skills, interest, and passion for layout and information architecture and bring that with me to the QuotaPath experience is really sweet and synergizes well with how the company thinks about the product.

What was your interview process like?

It was really great. It was a lot of interviews in a row but I really liked that. I feel like I got to know everyone and to borrow a coworker’s phrase, when she came on she, “felt like [she] didn’t have to worry about fully being [herself] once she came into the office.” It didn’t feel overly rigorous but I think that speaks to the quality of the people giving those interviews because they were rigorous but it felt very natural and welcoming.

The code challenge was engaging and stimulating and gave me an opportunity to look at new technology I wasn’t familiar with and solve a cool problem with it. And, in general, I felt like I knew what I was getting into and was being prepared really thoughtfully coming into it.

If I had to boil it down to one word it would be thoughtful.

What’s your favorite part about the culture at QuotaPath?

The people. Everyone comes from such diverse backgrounds! I really love the work that we do but on the culture end, I love the conversations we have about whatever books we are reading, what we cooked this weekend, what movies we want to see, or some weird philosophical debate about Norwegian trains. It’s a lot of people who care a ton about doing the work and also care a lot about each other. We hold each other accountable for treating each other well in the workplace.

I feel really cared for which is not something I’ve felt at all of my jobs. It’s not necessarily a family or a friend club, it’s a place where everyone values and respects one another.

Explain your role at QuotaPath. How does your skill set fit onto the engineering team?

I’m a front-end engineer, so that means I work a lot on the UI of the application and dealing with how the app looks and feels. I’m a bit of a nut for micro-interactions and animations. I really enjoy bringing things that might otherwise feel static to life in delightful ways.

In terms of skill set, I have a lot of experience implementing delightful interfaces in a design-forward environment. Because of that, I have a lot of experience communicating with designers and stakeholders to translate that into the application’s UI.

Also, I’m a big CSS nerd. I have a lot of knowledge stored in my head and I’m happy to answer any and all questions about that.

What’s the communication style on the engineering team?

Really clear, collaborative, and straightforward. Everyone is able to articulate what they are working on and how they are working on it. People ask for help when they need it and offer help freely.

What excites you most about the work QuotaPath is doing?

Coming from an agency background I used to work on a lot of things that weren’t necessarily meant to be useful but were meant to be beautiful. And what’s super exciting about QuotaPath, is that I’m working on something that is both useful and beautiful, and part of that beauty comes from the utility. So working on this application that needs to serve the user in an empathetic and thoughtful way has been really cool and exciting.

For example, a big part of our apps design methodology is to consider it a mobile-first experience. Most people access the web and web-apps on a mobile device of some kind. We’re thinking of how a salesperson might need to close a deal or create a comp plan on their phone on the go. We are thinking about the realities of how our application is going to be used and trying to respond to that, and thinking about it in a responsive-first way.

To dive into responsive design a bit more, can you explain what it is and how we think about it?

Responsive design is all about designing an experience that isn’t set in stone in terms of the screen as a fluid, responsive canvas. Instead of saying this text-box will be 200px wide you’re saying that it’s going to be 20% of the window. It allows you to create applications and websites that work no matter what kind of device you might be using.

Responsive design is about anticipating the needs of the user. Oftentimes, folks think of websites like there’s this dichotomy – mobile versus desktop – but really it’s not so device-oriented. We should be creating something that works at any set of sizes or screen widths. Our Head of Design Ralph is really passionate and thoughtful about integrating responsive design into the foundation of QuotaPath. It’s exciting to be a part of a team that cares about doing this right the first time as opposed to “just making it work” later.

If you could give advice to anyone who is looking to grow their career as a software engineer, what would it be?

It’s hard not to just fall back on platitudes but I would say, if you think that coding or computers are “not for you” or “your brain doesn’t work that way,” that’s probably not as true as you might think. There are probably better, different, and more diverse ways to approach how to code. Maybe the technology you’re trying to learn isn’t the right one for you. Maybe you’re more of a backend person than frontend person or vice versa. Maybe you don’t have design skills but that doesn’t matter because you like to think about data in an interesting way. Maybe you’re not good at data, but you’re really good with HTML and CSS.

Another thing that I can say is don’t be too focused on how overwhelmed you are by the amount of stuff to learn. It’s going to be overwhelming because there is too much to learn. Learn the basics, learn them really well and learn to ask questions and be inquisitive and talk about it. Just being able to show up and contribute something is usually better than showing up and making a mess.

And learn through doing!

Introducing Workspaces: A new way to work and collaborate with your team

quotapath workspaces So often, sales sits on the front lines of a company’s growth. While lone wolves do exist and can be successful on their own, most are surrounded by team members that have a massive impact on their daily motivation and productivity. Collaboration, encouragement, coaching, and a little bit of competition are crucial elements of a high-performing sales organization and QuotaPath aims to fuel that fire with our latest update, which we’re calling Workspaces. Workspaces is a hub that allows team members and collaborators to exist in a single QuotaPath instance. Whether you’re a business, community, or another type of organization, you’ll be able to create a dedicated Workspace complete with a custom name and URL. This is a major milestone that opens up tons of QuotaPath functionality. Here’s what you can expect to see in the coming months:
  • Share your Plan: Do you have the same comp plan as someone else on your team? Easily share your plan template with them so they can save time getting started and be on-boarded in a matter of minutes.
  • Teams & Leaderboards: Most salespeople are competitive (even if we don’t like to admit it). Invite others to your team and see how you stack up.
  • Views for Managers: If you manage a team, you’ll be able to see your team’s earnings, attainment, pipeline, and payouts in a detailed dashboard view.
And this is just the beginning. Accurate pipelines and leaderboards are synonymous with successful teams but best-in-class organizations are aligned well beyond just sales… So, what is true organizational alignment? A ‘one-team’ culture is something every good executive team should strive for, but what does that actually look like? When I think of this level of alignment, I’m reminded of one of my favorite moments from my previous role as Director of Revenue Operations. As a high-performing sales team, we started creating ‘quota boards’ in Google Slides to track our progress toward the monthly revenue goal. We displayed the slide on a 50” monitor overlooking the sales floor. In the final days of the month as we inched closer and closer to the finish line, our reps would check this board constantly, always asking for the most up to date and accurate number. This sense of urgency and focus became contagious. I started to get requests from the marketing, engineering, product, and customer success teams to share the slide so they could display it in their section of the office and track toward our single company goal. Suddenly engineers and product managers were on the sales floor offering to be on demos and help in any way that could get us to our revenue goal. This is the type of alignment we want to fuel with QuotaPath. PS- we hit our revenue goal at around 8pm that night to the sound of a gong clash surrounded by cheering team members. Later this year, we’ll continue to build on Workspaces and strive toward this goal by giving executives the tools to align and motivate their teams. We’ll surface organizational insights, company-wide goal setting, integrations with Salesforce, and put sales ops in the driver’s seat by allowing centralized administrative control of users and plan assignment. For those that aren’t QuotaPath users yet… What are you waiting for? It’s free and it’s awesome. Get your team out of the spreadsheet and into QuotaPath. For the QuotaPath users – check your email for your new, personalized Workspace domain. You’ll use this address to log in and (if you want) invite others to your Workspace. As always, we’re constantly looking for ways to improve our platform and make your life easier. If you have any questions, feedback, or future feature requests, we’d love to hear from you. Cole Evetts Co-Founder, Product Leader

QuotaPath raises $3.5M to help salespeople crush quotas and make more money

quotapath seed round

We’ve had things pretty good since the company’s inception 10 months ago. Startups can be hard — and ours is no different — but this team is making it look easy thus far. Less than a year into the business and we just announced our second round of funding: $3.5 million led by all of our current investors.

It is no surprise that we have a skilled and experienced team; our previous company was just acquired for $225 million, but this time it feels a bit different. We are doing all of this as a ‘Product Led Growth’ team vs a ‘sales led’ team. 80% of our company is in either an engineering or product function. We want to ensure we deliver value all throughout the customer lifecycle, so we’re not only giving the product away for free right now, but we are planning on doubling down on these efforts in the upcoming months.

We just had a complete redesign of our application that ensured our mobile users weren’t left in the dark (~10% of our traffic), changing quotas have a place to be entered (23% of all plans), and our shared quotas (8%) are also a part of the new release. Couple that with a detailed breakdown view of each deal that is closed or forecasted, and we already think we have the best commission tracking software in the market. If you still need help, we implemented live chat (from Intercom) into the platform, so please reach out.

Even with all of the above, we are just getting started and we plan to build the best team possible (we’re hiring!) so that we can continue to make QuotaPath more powerful for our users and launch to the general public very soon. Our press release written by our “PR Manager” Graham Collins explains more if you’re interested.

Until then, our mission to build a tool where a community of high performing sales teams can learn from their deals and hit more quotas is alive and well. We have workspaces, team and manager views, and CRM integration on the horizon and I couldn’t be more excited about the next 12 months.

That said, don’t ever forget, it is about the journey, not the destination.

AJ Bruno
Founder/CEO

QuotaPath’s 2018 in Review

quotpath 2018 review

Phew! What a year we had at QuotaPath. 2018 was truly the start of something big. Since our inception in April, we achieved many things as a team, like raising a $1.5 million seed round and using it to heavily invest in the best product and engineering talent to help us design, build, and launch our platform.

Product Launch

In a few short months, we were ready to show the world what we’ve been working on– we opened up Early Access to the QuotaPath app. We had a flurry of activity from our networks… lots of salespeople who were interested in seeing what it’d be like to completely understand their commissions. We leveraged the excitement of our early access users and held hundreds of conversations to understand challenges, collect user feedback, and make sure our product would support even the most complicated compensation plans.

Growth

In October, once we felt we could handle the vast majority of compensation plans, we began focusing on growth. Building a “freemium” product was new to us, so we looked to a few of the biggest SaaS companies like Slack, Dropbox, and HubSpot and adopted a “product-led growth” strategy (ask us about it!). We also started writing more blog posts. We began advertising on Google, Bing, Facebook, LinkedIn, and Reddit. We met with users in person. We did some cold calling. What happened? We doubled our user count. Then we doubled it again. And again. We aren’t quite to another “And again” but we’re well on our way. We’re constantly trying new things, iterating, and improving our growth strategies.

What does 2019 hold?

At this point, the internal consensus is that if we accomplished all of that in just eight months the next 12 months is going to be incredible. We’re hiring as fast as we can. We’re iterating our app and adding new features and functionality on a daily basis. We’re getting feedback from our users non-stop.

While we know the next 12 months are going to be a very windy road, there are a few things that we’re going to launch in the near future:

  • Open access
    As of this posting, we’re still in gated Early Access for the app. We’re doing this to ensure we have a close connection with our users as we’re getting direct and rapid feedback and rolling out new features. However, this is changing very soon! We’ll be releasing our product to the world, so anyone can create an account and use QuotaPath to their heart’s content.
  • Teams & plan sharing
    They say that no one is an island, and that applies to salespeople too. You’re likely on a team of people who also work in sales. Do you want to see how you stack up against them? If you’re a manager, do you want to track your team’s attainment? If you’re a QuotaPath expert, do you want to share your plan with newbies? All of that is going to be possible when we launch teams and plan sharing in the next few months.
  • Launching Premium functionality
    We’ve said it from the beginning: QuotaPath will always have a free functionality. You don’t need to pay to use QuotaPath to track your deals, calculate your commission, and double check your payments. However, there’s so much more to unlock with our Premium functionality, which we’ll be launching early 2019.

To say we’re excited is an understatement. On top of all of that, we’re tripling our team size, upgrading our Philly office to some sweet new digs, hosting our 2019 team kickoff in Austin, and so much more. Cheers to the new year and all the places we’re headed!

If you’re a current QuotaPath user, go check out how you did in 2018 for commissions. Log in now!

If you don’t have access to QuotaPath yet, we want you to be a part of the excitement! Let us know and we’ll get you an account ASAP.