SAFIO Solutions

RATING:

4.9

(20)

About SAFIO Solutions

Sales Analysis & Forecasting Tool is a cloud-based demand planning solution that helps businesses handle and streamline inventory optimization processes. Professionals can view potential sales scenarios on a forecasting worksheet and visualize recurring trends using graphs or charts. Sales Analysis & Forecasting Tool provides a dashboard, which allows organizations to track key performance indicators (KPIs) and generate analytical reports. Managers can collect data from multiple sources, track sales performance across various marketing channels, and improve forecasting processes. Additionally, it lets users consolidate and view information related to stock-keeping units (SKUs) in a unified platform. Sales Analysis & Forecasting Tool facilitates integration with vario...

SAFIO Solutions Pricing

One Time set up fee and annual fixed license for unlimited users.

Starting price: 

$750.00 per month

Free trial: 

Not Available

Free version: 

Not Available

User Interface-a comprehensive location that brings all the needed info together at your fingertips.  Key info:  attributes, vendors, trend scenario, inventory on hand, shipments, comparisons to LY, comments, action markers, P.O. creation, and much more
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SAFIO Solutions Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for SAFIO Solutions

1 - 5 of 20 Reviews

User Profile

Jackie

Verified reviewer

Retail, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2017

This tool has enabled me to increase profitability, sales, and maintain optimal inventory levels.

Increased sales and profitability

PROS

[basic-codes]'s Sales Analysis and Forecasting Tool brings together vital information needed to make intelligent decisions in an effective and efficient manner. Prior to use of the software, I would have to pull information from multiple sources - now the information is in one place in an easy-to-use format. Sales and margin information can be analyzed at a high level, or can be sliced and diced for more in-depth analysis. The exception reporting within the tool enables me to be alerted to and focus on the opportunities and liabilities within my business. I am alerted to emerging trends quickly. Sales and profitability have increased with use of the tool. Definitely a game changer for me!

Kyle

Consumer Goods, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2023

Kyle Cumber - SAFIO Review

Overall I have been pleased with what SAFIO has provided and the team we have worked with at SAFIO. We typically have fast responses and they continue to impress with us with new updates. Reliability of the system has been fantastic. There has been limited down time and if there is, we get a quick response and the system is back up in no time. Our implementation, although delayed by our team, was very fast once we got to work on setting up the FTP. If I am at another company that has a forecasting gap, I would recommend SAFIO be considered as a top option.

PROS

SAFIO gives us full control of data integrity. Our sales team can only make adjustments to fields that we want them to & we have an audit trail to verify when and what changes were made. The layout of SAFIO gives us all the data we need to make forecasting & purchasing decisions accurately and timely. This allows us to manage where our forecasting issues are and focus on making sure we have inventory just in time to cover those needs.

CONS

These are features that I would like to see improved/added:1. The speed of the tool is just acceptable. Flipping between items takes between 5-10 seconds to load the page. 2. We are not currently using the forecast curves, but I think there are some major improvement that can be done in this area. We need some improvement to help our sales team getting their forecasts completed. Sales is always having programs and SKUs constantly being changed in & out which will make using a standard curve with a total for the year difficult.3. A common request in our reports lately has been to be able to flip between a SKU total & Product ID total. Would it be possible to have the main screen be able to be switched between total for all locations and each individual location? Maybe there’s an alternative solution to this.4. Sku filter – would it be possible to save a View? (like Tableau)5. Can there be a Go-to page #? If I need to clear my filters and come back, it would be nice to be able to select the page #.

Reason for choosing SAFIO Solutions

JD Edwards is a complete ERP package. We were only looking to improve our forecasting at this time. SAFIO was a quick integration to fulfill our forecasting needs.

Reasons for switching to SAFIO Solutions

Microsoft Excel is a great tool, but should not be used as a database. The core issues with Excel is ease of use, data integrity, & formula validation. We could have formula issues or missing data that would often go unnoticed.

Vendor Response

Kyle- Thank you for your feedback. As a Super User of SAFIO, we greatly appreciate your detailed callouts and we will respond to each of them: 1) Speed varies by size & complexity of the data set, but we are continuously reviewing ways to better optimize it. 2) When using the account forecast override, the curve becomes the account forecast data. Like SKUs could be added to the comments section in the app to help sales differentiate. 3) Forecast Rollup report does solve this request. It mimics the main screen but can be rolled up higher than SKU level and filtered on a multitude of attributes. 4) This is a great suggestion. We do have it on our roadmap! Presently, we do have a date reviewed filter you can use to see where you left off in updating forecast or suggesting proposed orders. Kyle, we respect your sharp acumen in the forecasting and demand planning area and we thank you for your positive assessment of SAFIO Solutions. Paula Lewandowski SAFIO Solutions

Replied July 2023

Patrick

Retail, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2021

Safio review

PROS

Updating forecasts can be relatively simple. The UI gives you solid information available on one screen to help you make decisions in real time.

CONS

I don't have any major cons with this software. There have been multiple points of improvement over the last year that we've suggested as ways to make life easier when using the product. These improvements were usually implemented within a few months, and the product improved.

Vendor Response

Patrick, Thank you for taking the time to express your thoughts on the SAFIO Solutions forecasting platform. We are happy to hear that you find the ease of using the application helpful in your decision making process. And we appreciate your acknowledgement of our continual updates. Your feedback is very important to us as we strive to deliver a "best-of" tool in the forecasting world. Best Regards, Paula Lewandowski Sales & Marketing SAFIO Solutions

Replied June 2021

Penny

Consumer Goods, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Safio user review

PROS

What I like most is how all information is one place rather than having to go to multiple data sources. The ability to change the trend scenarios is also beneficial.

CONS

In the forecast editor, better scroll options would be nice for maintaining forecasts over a long time frame.

Reasons for switching to SAFIO Solutions

Cost, functionality, reliability, user ease, more capabilities

Vendor Response

Thank you Penny. We appreciate your insights to our Sales Analysis & Forecasting platform, especially from a dedicated planner user as yourself. In our upcoming platform releases, you will see updates and enhancements that address your wish for scroll options over long time frames, so you can look forward to that update. Your feedback is greatly appreciated, as we continue to strive for a best in class forecasting tool. Best Regards, Paula Lewandowski Sales & Marketing

Replied June 2021

Lucas

Consumer Goods, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2023

Great tool to drive decisions!

Overall, I have been satisfied with the product and service SAFIO has provided. The SAFIO team is always happy to help implement new reports, features, etc. The tool is relatively easy to use and straightforward, with opportunities for deeper analysis once the system is learned. SAFIO makes it clear what we should be purchasing, when, and how much. The system has been very reliable, with only occasional downtimes that are quickly resolved. I would definitely suggest SAFIO to any company in need of a forecasting tool.

PROS

The tool is relatively easy to use and straightforward, with opportunities for deeper analysis once the system is learned. The SAFIO service team has been a big positive as they are quick to respond and find solutions. I appreciate the ability to control data integrity. SAFIO provides audit trails for planner and sales forecasts which helps us better identify issues. The tool also allows for us to limit controls on an individual basis, such as salespeople only being able to edit certain months.

CONS

SAFIO's speed can be frustrating at times as it can take 5-10 seconds to flip between items. The speed is passable, but it would be nice if this was improved.

Vendor Response

Lucas Thank you for your feedback of the SAFIO Solutions Forecasting Platform. We are glad that you are optimizing the use of it to positively impact your business and company. We appreciate your callout on speed; we continue to explore ways to improve speed, especially on unique datasets that impact loading times. Again, thank you for your support of SAFIO. Your endorsement of it means a lot to us- Paula Lewandowski SAFIO Solutions

Replied July 2023