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.

Great experience per my previous comments on ease of use and functionality. I love snippets and personalization features.

With outreach we can see what sequences are performing the best, which email templates get the highest response, and even when the best time to send emails are.

I have found though, that most of the time it is user error, but sometimes errors are not clear.

They have fantastic customer service and a great knowledge base, I believe its called Outreach University for their customers. It is pretty intuitive to use at least at a baseline level.

They will randomly send invoices with literally no explanation. After responding to their team it will take often days to get a response on the invoices.

Outreach is a fantastic tool that enables me and my colleagues to be much more productive in our sales outreach.

Outreach team has been very helpful. They have excellent customer service and plenty of tutorials.

Tired of being lied to, ignored, and being told the issues are ours when they aren't.

It’s hard to pinpoint something that is bad about the software. There have been minor outages which will last like half an hour but that’s literally it.

Time is the most valuable asset and that is what it had cost me. A week of time to try to recover my progress with 0 help from support.

I love how it integrates with Salesforce. Makes calling and emailing super easy and easily managed.

The organization and continuity the software has provided myself is outstanding. It not only created transparency throughout a whole team but it keeps you efficient with task loading.

I find outreach pretty straightforward, easy to use and functional.

Outreach is easy to use and easy to configure campaigns based on personal style.

Their customer support is very active and easy to talk to. Huge fan of the UX design, it feels very familiar and everything is clearly laid out.

Sequencing, call recording, prospecting tracking, Salesforce integration are all great.

I would highly recommend outreach to any company. It’s a great tool for productivity and success in your daily life.

Outreach it's a great outbound machine. If you can afford the price, you will be comfortable crafting and sending cadences.

Amazing for reps. Super clean, super fast, makes cranking out top quality, personalized sales activity a dream.

This has been a steady, solid tool for integration to salesforce - our SDRs do a good job using it well.

My organization switched to a competitor service due to price cuts.

With Outreach, we can achieve efficient growth with every interaction. Great product that is simple to use.

Their customer service is great whenever I have questions and the product has paid for itself ten-fold.

Quickly and easily create a huge amount of sequences to treat prospects differently. Reporting on the sequences to see which are best.

There are some small things that I don't like with Outreach. Things get stuck in failed & pending states and you are not notified.

I love how easy to use it is. The UI is extremely simple, only took me a few minutes or so do figure out how to make calls, set sequences, etc.

Tasks are fantastic, good integration out of the box to SFDC, and the ability to customize layouts is superb.

Outreach has been fantastic but adoption has been the biggest issue we faced. If adoption is done well it will absolutely lead to better conversions of leads and revenue.

Outreach provides fully customizable profiles and roles, and I love that it allows managers to lead their teams to success.

Making prospect outreach so easy and successful. Email tracking is so helpful and gives us an idea on who is the hot lead to target.

And by sometimes I mean a few times a week. They are quick to let you know when there is a problem, but there are a lot of problems.

I automate my prospecting and follow-up efforts through Outreach. Whether it's queuing up sequences, using templates, snippets, or the calendar scheduling link, I've found Outreach extremely valuable.

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

Pricing information is available by contacting Planful.

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

Outreach is the first and only Sales Execution Platform built for intelligent revenue workflows. Built on the world’s largest foundation of customer interactions and go-to-market team data, Outreach gives teams the tools they need to design, execute, and continuously improve a revenue strategy that is disciplined, achievable, and optimized for every stage of the customer journey. The world’s most effective revenue organizations, including Cisco, Okta, SAP, Siemens, and Verizon use Outreach to power workflows, put customers at the center of their business, and win in the market. 

The Outreach platform provides value across five core use cases:

- Prospect and manage accounts: Outreach empowers teams to build quality pipeline by ensuring they get the right message to the right prospect at the right time. Teams can grow, organize, and manage their books of business and find every opportunity.

- Manage and guide deals: Outreach enables sellers to align with buyers and sell with confidence. With Outreach they can guide every customer interaction with real time data insights to improve deal health and minimize any risks to deals closing.

- Coach and improve performance: Outreach helps drive revenue team rigor. Team use data to continuously scale what works and change what doesn't through targeted coaching, best practice workflows, and real time support.

- Forecast and plan: With Outreach, teams can predict revenue outcomes accurately and build an informed and achievable revenue plan through data-driven forecasting and actionable customer insights.

- Retain and expand: Teams use outreach to drive engagement and guidance along the entire customer journey with data insights.

More than 6,000 companies rely on Outreach to power their revenue teams. Outreach is a privately held company based in Seattle, Washington. To learn more, please visit www.outreach.io.

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