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A Commission Process That Needed an Upgrade
Bluleadz has spent 15 years helping companies get more out of HubSpot. As a long-time HubSpot Solutions Partner, they know the entire HubSpot ecosystem inside out and rely on it to power their own growth.
“Our team lives inside of HubSpot every single day in everything they do,” said CEO Eric Baum.
While most of the business was efficient and connected, one area lagged behind: managing sales quotas and commissions. Compensation data lived in various spreadsheets, HubSpot, and third-party tools. Reps had no real-time view of their earnings, managers were constantly chasing down reports, and their accounting team was stuck in a loop of manual calculations.
“We were spending hours calculating commissions, with accounting team members matching closed deals to commission tiers by hand. Then our VP of Sales had to step in for approvals,” Eric explained. “We needed to make the process faster and easier.”
Looking for Transparency That Motivates Sales Reps
Without a clear view of their quota progress or potential earnings, the sales team was losing motivation. They struggled to stay fired up, know which deals to chase, or map out their month with confidence.
“If reps don't know exactly where they stand, then they're not striving for more,” Eric said. “Our team had no idea how much commission they’d make on a particular deal or how close they were to the next commission tier.”
Without all their commission data in one reliable place, coaching took a hit, too. “One of the challenges in building a sales team is having all the data in one place to have meaningful one-on-one conversations — and we didn’t have that,” Eric added. “We needed a solution that brought everything together seamlessly and helped us be more efficient and profitable without adding headcount.”
Native HubSpot App Streamlines Commissions
Things turned around quickly when Bluleadz implemented the QuotaPath app for HubSpot — a native HubSpot app for managing quotas and commissions. Setup was quick and painless, with AI-driven tools making configuration a breeze.
“The QuotaPath app card sits right inside HubSpot,” Eric said. “Reps, managers, and our accounting department can see all the data they need, without ever leaving HubSpot.”
On the back end, QuotaPath automatically syncs with Bluleadz’s accounting software, ensuring real-time, accurate data flow and cutting down a mountain of manual work for the team. Sales managers approve deals directly in HubSpot, accelerating sign-off and cutting admin overheads. Commissions are then calculated and paid out automatically.
Feedback from reps has been fantastic. “They love the transparency and ease of use that QuotaPath brings, especially since it’s built right into HubSpot, where they’re already spending all of their time,” said Eric.
Eric is especially excited about the new Quota Attainment App Card, which shows live quota updates. It also lets reps run “what if” scenarios to see which deals will get them over the line.
With Unified Sales Insights, Teams Work Smarter
For reps, the QuotaPath app for HubSpot is a breath of fresh air. Instead of waiting for month end, they now track commission progress live, in the same place where they manage their deals. Seeing their earnings grow in real time keeps them engaged and pushing harder to close.
“The QuotaPath app for HubSpot gives our reps transparency they never had before,” Eric said. “They can pull up a deal card and know instantly, ‘If I close this, here’s how much I’ll make, and here’s how it moves me towards my quota.’”
Knowing which deals will have the biggest impact on their paycheck keeps reps focused on the opportunities that matter most for themselves and the business.
Sales managers also get a boost, using the same live data to supercharge coaching sessions. No more hunting down reports or making generalizations about revenue — instead, they can show reps exactly how their performance translates to earnings.
Accounting has also undergone a radical shift, as they’re reclaiming hours every month. “Before, they manually built spreadsheets, entered data manually, got approvals, and then paid commissions. Now, the QuotaPath app for HubSpot handles all of that automatically,” Eric said.
3x ROI: Hours Saved, Sales Gained
Bluleadz now calculates commissions with a few clicks instead of spending up to 10 hours of manual work. Freed from manual processes, teams can focus on selling, coaching, and closing.
“We got a 3X return right out of the gate,” said Eric. “Plus, our reps are working much harder knowing they’re close to hitting that next commission tier. So it drives more monthly sales as well.”
While it’s still too early to measure QuotaPath’s impact on revenue, Eric is confident the motivation boost will show up in the numbers.
“Our sales managers and reps are more productive, our accounting is error-free, and the whole system flows better,” said Eric. “It’s transformed our operations.”
For Eric, the value of the QuotaPath app for HubSpot is obvious: it centralizes data, simplifies commission management, and boosts motivation through clear transparency.
“If you’re a business looking to make commissions and forecasting simple and effective, it’s a no-brainer. It has been a game-changer for us.”
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