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Average Ratings 0 Ratings

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ease
features
design
support

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Description

ClickBase equips your team to enhance their decision-making capabilities. As challenges and opportunities arise with rapid frequency and often differ from those encountered in the past, the business intelligence provided by ClickBase prepares you to tackle whatever the market, your clientele, or economic shifts may present. With ClickBase, you can effortlessly conduct detailed comparisons of your sales performance, whether on a monthly or daily basis, while also analyzing various aspects of your operations. Gain insights into where your expenditures occur, who is responsible, and when they happen to ensure precise allocations in your monthly departmental reports. Monitor inventory levels, pending orders, and sales trends across individual sales representatives, specific regions, or by SKU, making it easy to pinpoint any discrepancies that might be affecting your financial reports. Notably, this version of ClickBase does not come with any preset reports, allowing you the flexibility to connect with any data source to generate personalized reports and engage in comprehensive data analysis. With its versatile capabilities, ClickBase not only simplifies data exploration but also empowers organizations to adapt dynamically to ever-changing market conditions.

Description

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aurum
Close
Copper
Gradient Works
HubSpot CRM
HubSpot Customer Platform
Pipedrive
QuickBooks Online
Salesforce
Stripe
Zoho CRM

Integrations

Aurum
Close
Copper
Gradient Works
HubSpot CRM
HubSpot Customer Platform
Pipedrive
QuickBooks Online
Salesforce
Stripe
Zoho CRM

Pricing Details

$9,000 one-time payment
Free Trial
Free Version

Pricing Details

$15 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clickbase

Founded

1997

Country

United States

Website

www.clickbase.com

Vendor Details

Company Name

QuotaPath

Founded

2018

Country

United States

Website

www.quotapath.com/

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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