I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates.

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.

I like the functionality of the program and ease of use.

It makes month end easier. Great customer service team always there when help is needed.

Collaboration can also be difficult, as the individual models are fragile and must be updated online.

It can be difficult to set up a report template. Once set it is good and there are no worries.

Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners.

The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.

I like being able to quickly and easily navigate to what I need. I like the user interface and options given upon login.

Host Analytics has greatly improved our team's capability to quickly consolidate & close each month.

Getting benefits in terms of financial analysis and setting up consistent reporting standards.

I dont like that to complete certificaiton, all users have to attend real life class.

I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.

It can be difficult to set up a report template. Not all the modules have the same reporting tools.

Good planning tool that integrates well with excel.

Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success.

I was never able to go live. Never got any value out of it and they made me pay for 2 years.

It's extremely user friendly, easy to use, and allows our team to quickly consolidate, close and provide detailed financial reports each month.

The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.

The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

We love the ease and flexibility of the tool. The monthly releases mean that the product is constantly making improvements.

A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.

Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

OVerall is a great tool for the ease of standardizing and managing  our reports.

It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.

Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.

Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.

There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.

I love using Salesforce. It is very user friendly and helps me be able to track my progress and create a clean pipeline.

Ref IDs are my biggest pet peeve, they don't always work and I've lost emails this way from clients. This leads to a bad consumer experience for everyone involved.

Ease of use and works great for small (that's us) or large companies it blends well with other programs is customizable and tracking is good,  reach out is also very easy to use.

If you could get the innovative nature of Salesforce to your business you would get amazing talent collection to your organizations.

An awesome CRM platform with a plethora of information to use to become the best marketer you can be.

Overall Salesforce is great and can integrate with hundreds of other platforms which makes it an amazing tool to use company wide, not just for sales.

Like I stated before, I was happy about the switch to Salesforce Lightning, but it has turned out to be great. I like that my emails and Talkdesk are integrated into Salesforce as well.

My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.

This software will help you to build your sales and marketing in the industry, salesforce is a great software and value for money, so therefore I recommend it to the user.

I like the fact that Salesforce is very flexible and customizable to my taste. It is very user friendly and the functionality is superb.

So popular and so powerful for small business  is contact management, task management, opportunity tracking, collaboration tools, customer engagement tools. Flexible and easy  to use.

The integration with gmail is awesome. Being able to automatically log emails to the appropriate account instantly is such a nice feature.

I like that this platform is easy (for the most part) to use. I also find that the customer support is amazing and always willing to help.

It's also supported by awesome community and the best documentation/support in the business. The Trailblazer community leads the tech industry in training and documentation.

US Dollar

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. 

LongDescription

Forecasting

Idea Management

Customizable Reports

Visual Discovery

General Ledger

OLAP

Financial Analysis

Ad hoc Reporting

Scenario Planning

Strategic Planning

Cash Flow Management

Relational Display

Scheduled/Automated Reports

Data Import/Export

Consolidation/Roll-Up

Audit Trail

Version Control

Multi-Currency

Sales Reports

Marketing Reports

Performance Metrics

Scorecards

Multi-Department/Project

Data Connectors

Multi-Company

Roadmapping

KPI Monitoring

Project Accounting

Key Performance Indicators

Budgeting/Forecasting

Visual Analytics

Predictive Analytics

Data Visualization

Modeling & Simulation

Cash Management

Budget Control

Dashboard

Expense Tracking

Real Time Reporting

Income & Balance Sheet

Asset Lifecycle Management

Goal Setting/Tracking

"What If" Scenarios

Reporting/Analytics

Customizable Dashboard

Ad hoc Analysis

Drag & Drop

Financial Reporting

Profit/Loss Statement

Search/Filter

Financial Consolidation & Close Management

Journal Entry Processing

Real Time Analytics

Performance Management

Financial Management

Single Sign On

Projections

Collaboration Tools

Accounting

Multiple Projects

Planning Tools

Dashboard Creation

Real Time Data

Data Integration

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Multiple Data Sources

Accounting Integration

Monitoring

Summary Reports

Project Planning

Task Management

Data Management

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Not Applicable

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Planful

In Person

Live Online

Webinars

Documentation

Videos

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.

This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.

With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.

The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.


Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Employee Management

Customer Surveys

Multi-Channel Marketing

Business Card/Badge Scanning

Quality Management

Purchase Order Management

Meeting Management

Safety Management

Internal Chat Integration

Product Catalog

Presentation Tools

Lead Capture

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Material Requirements Planning

Order Management

Calendar/Reminder System

Competitive Analysis

Project Management

Approval Process Control

Auto-Dialer

Lead Distribution

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Call Logging

Medical History Records

Audience Targeting

Goal Management

Call Management

Customizable Fields

Assignment Management

Sales Trend Analysis

Call Center Management

Shipping Management

Client Tracking

Scheduling

Basic sales and marketing for up to 5 users
$25
/user/month*
(billed annually)

Complete CRM for any size team
$75
/user/month*
(billed annually)

Deeply customizable CRM for your business
$150
/user/month*
(billed annually)

Unlimited CRM power and support
$300
/user/month*
(billed annually)

Planful vs Salesforce Sales Cloud

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

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