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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Your business and its relationships with clients are constantly evolving. Without investing significant time in analyzing numbers to produce a static spreadsheet, it might be challenging to pinpoint specific areas where financial inefficiencies exist and where revenue opportunities are being missed. MSPCFO equips you with detailed insights, enabling you to determine which agreements, engineers, and clients contribute positively to your profits, and which ones may be diminishing your financial success month after month. Our advanced business intelligence platform offers over 50 real-time reports, granting you the capability to identify, assess, and monitor the factors influencing revenue growth and those that hinder profitability. The vital information required to enhance your revenue streams is embedded within your PSA; release it today. By utilizing MSPCFO, you can uncover the intricate data necessary to discern the profitability of your agreements and teams, ultimately allowing you to make informed decisions that will lead to increased earnings moving forward.

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

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

Integrations

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

Pricing Details

$175 per 3 users per month
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

MSPCFO

Founded

2012

Country

United States

Website

www.mspcfo.com/msp-software

Vendor Details

Company Name

QuotaPath

Founded

2018

Country

United States

Website

www.quotapath.com/

Product Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

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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