What users are saying about
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Top Rated
230 Ratings
138 Ratings

Adaptive Insights, a Workday company

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Top Rated
230 Ratings
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Score 8.6 out of 101
138 Ratings
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Score 8.2 out of 101

Likelihood to Recommend

Adaptive Insights, a Workday company

Adaptive Insights is well-suited for accommodating different areas within the organization that have different cost drivers and/or have different allocation needs. The capability to design planning sheets using the lookup values offers flexibility that was difficult to produce with confidence in our other planning tool. Using dimensions and attributes within our organization's design, allows the ability to dissect data in different ways and report in more flexible formats to meet user needs. In addition, the OfficeConnect plug-in with Adaptive offers expanded Board reporting capabilities where Adaptive Reporting may come up short. The Discovery Dashboard provides quick visuals for C-Suite on demand.
Limin Kinsey, CPA, CFE profile photo

Oracle CRM

Oracle CRM is incredibly well suited to handle the customer service needs of a growing business. It is capable of scaling with your company. We can monitor every step of the ordering process and provide quick and accurate information to our customers if they request it. We can easily handle returns and replacements as well.
No photo available

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights, a Workday company
9.3
Oracle CRM
Pixel Perfect reports
Adaptive Insights, a Workday company
9.0
Oracle CRM
Customizable dashboards
Adaptive Insights, a Workday company
10.0
Oracle CRM
Report Formatting Templates
Adaptive Insights, a Workday company
9.0
Oracle CRM

Ad-hoc Reporting

Adaptive Insights, a Workday company
8.0
Oracle CRM
Drill-down analysis
Adaptive Insights, a Workday company
9.0
Oracle CRM
Formatting capabilities
Adaptive Insights, a Workday company
7.0
Oracle CRM
Integration with R or other statistical packages
Adaptive Insights, a Workday company
8.0
Oracle CRM
Report sharing and collaboration
Adaptive Insights, a Workday company
8.0
Oracle CRM

Report Output and Scheduling

Adaptive Insights, a Workday company
8.0
Oracle CRM
Publish to PDF
Adaptive Insights, a Workday company
8.0
Oracle CRM
Report Versioning
Adaptive Insights, a Workday company
8.0
Oracle CRM
Report Delivery Scheduling
Adaptive Insights, a Workday company
8.0
Oracle CRM

Data Discovery and Visualization

Adaptive Insights, a Workday company
7.7
Oracle CRM
Pre-built visualization formats (heatmaps, scatter plots etc.)
Adaptive Insights, a Workday company
7.0
Oracle CRM
Location Analytics / Geographic Visualization
Adaptive Insights, a Workday company
8.0
Oracle CRM
Predictive Analytics
Adaptive Insights, a Workday company
8.0
Oracle CRM

Access Control and Security

Adaptive Insights, a Workday company
9.0
Oracle CRM
Multi-User Support (named login)
Adaptive Insights, a Workday company
9.0
Oracle CRM
Role-Based Security Model
Adaptive Insights, a Workday company
9.0
Oracle CRM
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights, a Workday company
9.0
Oracle CRM

Mobile Capabilities

Adaptive Insights, a Workday company
8.5
Oracle CRM
Responsive Design for Web Access
Adaptive Insights, a Workday company
8.0
Oracle CRM
Dedicated iOS Application
Adaptive Insights, a Workday company
8.0
Oracle CRM
Dedicated Android Application
Adaptive Insights, a Workday company
8.0
Oracle CRM
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights, a Workday company
10.0
Oracle CRM

Budgeting, Planning, and Forecasting

Adaptive Insights, a Workday company
8.2
Oracle CRM
Long-term financial planning
Adaptive Insights, a Workday company
8.3
Oracle CRM
Financial budgeting
Adaptive Insights, a Workday company
8.7
Oracle CRM
Forecasting
Adaptive Insights, a Workday company
8.9
Oracle CRM
Scenario modeling
Adaptive Insights, a Workday company
6.6
Oracle CRM
Management reporting
Adaptive Insights, a Workday company
8.5
Oracle CRM

Consolidation and Close

Adaptive Insights, a Workday company
7.5
Oracle CRM
Financial data consolidation
Adaptive Insights, a Workday company
8.0
Oracle CRM
Journal entries and reports
Adaptive Insights, a Workday company
6.0
Oracle CRM
Multi-currency management
Adaptive Insights, a Workday company
7.2
Oracle CRM
Intercompany Eliminations
Adaptive Insights, a Workday company
7.6
Oracle CRM
Minority Ownership
Adaptive Insights, a Workday company
7.4
Oracle CRM
Local and consolidated reporting
Adaptive Insights, a Workday company
8.1
Oracle CRM
Detailed Audit Trails
Adaptive Insights, a Workday company
8.5
Oracle CRM

FInancial Reporting and Compliance

Adaptive Insights, a Workday company
7.7
Oracle CRM
Financial Statement Reporting
Adaptive Insights, a Workday company
8.8
Oracle CRM
Management Reporting
Adaptive Insights, a Workday company
8.5
Oracle CRM
Excel-based Reporting
Adaptive Insights, a Workday company
6.9
Oracle CRM
Automated board and financial reporting
Adaptive Insights, a Workday company
7.5
Oracle CRM
XBRL support for regulatory filing
Adaptive Insights, a Workday company
7.0
Oracle CRM

Analytics

Adaptive Insights, a Workday company
7.2
Oracle CRM
Personalized dashboards
Adaptive Insights, a Workday company
7.5
Oracle CRM
Color-coded scorecards
Adaptive Insights, a Workday company
6.4
Oracle CRM
KPIs
Adaptive Insights, a Workday company
7.2
Oracle CRM
Cost and profitability analysis
Adaptive Insights, a Workday company
8.3
Oracle CRM
Key Performance Indicator setting
Adaptive Insights, a Workday company
8.1
Oracle CRM
Benchmarking with external data
Adaptive Insights, a Workday company
5.7
Oracle CRM

Integration

Adaptive Insights, a Workday company
8.0
Oracle CRM
Flat file integration
Adaptive Insights, a Workday company
7.9
Oracle CRM
Excel data integration
Adaptive Insights, a Workday company
8.1
Oracle CRM
Direct links to 3rd-party data sources
Adaptive Insights, a Workday company
8.1
Oracle CRM

Sales Force Automation

Adaptive Insights, a Workday company
Oracle CRM
8.6
Customer data management / contact management
Adaptive Insights, a Workday company
Oracle CRM
8.8
Workflow management
Adaptive Insights, a Workday company
Oracle CRM
8.4
Territory management
Adaptive Insights, a Workday company
Oracle CRM
8.3
Opportunity management
Adaptive Insights, a Workday company
Oracle CRM
8.8
Integration with email client (e.g., Outlook or Gmail)
Adaptive Insights, a Workday company
Oracle CRM
8.2
Contract management
Adaptive Insights, a Workday company
Oracle CRM
8.6
Quote & order management
Adaptive Insights, a Workday company
Oracle CRM
8.3
Interaction tracking
Adaptive Insights, a Workday company
Oracle CRM
8.7
Channel / partner relationship management
Adaptive Insights, a Workday company
Oracle CRM
9.0

Customer Service & Support

Adaptive Insights, a Workday company
Oracle CRM
8.4
Case management
Adaptive Insights, a Workday company
Oracle CRM
8.3
Call center management
Adaptive Insights, a Workday company
Oracle CRM
8.3
Help desk management
Adaptive Insights, a Workday company
Oracle CRM
8.5

Marketing Automation

Adaptive Insights, a Workday company
Oracle CRM
9.0
Lead management
Adaptive Insights, a Workday company
Oracle CRM
8.9
Email marketing
Adaptive Insights, a Workday company
Oracle CRM
9.0

CRM Project Management

Adaptive Insights, a Workday company
Oracle CRM
8.3
Task management
Adaptive Insights, a Workday company
Oracle CRM
8.1
Billing and invoicing management
Adaptive Insights, a Workday company
Oracle CRM
8.7
Reporting
Adaptive Insights, a Workday company
Oracle CRM
8.2

CRM Reporting & Analytics

Adaptive Insights, a Workday company
Oracle CRM
8.3
Forecasting
Adaptive Insights, a Workday company
Oracle CRM
8.4
Pipeline visualization
Adaptive Insights, a Workday company
Oracle CRM
8.3
Customizable reports
Adaptive Insights, a Workday company
Oracle CRM
8.3

Customization

Adaptive Insights, a Workday company
Oracle CRM
8.4
Custom fields
Adaptive Insights, a Workday company
Oracle CRM
8.6
Custom objects
Adaptive Insights, a Workday company
Oracle CRM
8.7
Scripting environment
Adaptive Insights, a Workday company
Oracle CRM
8.4
API for custom integration
Adaptive Insights, a Workday company
Oracle CRM
7.8

Security

Adaptive Insights, a Workday company
Oracle CRM
9.0
Single sign-on capability
Adaptive Insights, a Workday company
Oracle CRM
9.1
Role-based user permissions
Adaptive Insights, a Workday company
Oracle CRM
9.0

Social CRM

Adaptive Insights, a Workday company
Oracle CRM
8.6
Social data
Adaptive Insights, a Workday company
Oracle CRM
8.5
Social engagement
Adaptive Insights, a Workday company
Oracle CRM
8.6

Integrations with 3rd-party Software

Adaptive Insights, a Workday company
Oracle CRM
8.4
Marketing automation
Adaptive Insights, a Workday company
Oracle CRM
8.1
Compensation management
Adaptive Insights, a Workday company
Oracle CRM
8.8

Platform

Adaptive Insights, a Workday company
Oracle CRM
8.1
Mobile access
Adaptive Insights, a Workday company
Oracle CRM
8.1

Pros

Adaptive Insights, a Workday company

  • I love how easy it is to track software and general amortizations in Adaptive. The software has been an issue with my past employers, but it flows very easily here in Adaptive.
  • We also use Adaptive's OfficeConnect for easy reporting. It has helped us automate our reporting as we work with internal departments. We have the reports built, and the software and can refresh all of them simultaneously, reducing generation time and giving us more time for analysis.
  • We are building out more operational metrics now. We are starting to track sales opportunities across different business segments to see the correlation between spending activities and opportunity generation. This helps us set better targets in the future. This paired with OfficeConnect also makes it very easy to track and report on operational metrics in addition to financial metrics.
Mark McConkie profile photo

Oracle CRM

  • Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
  • It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
  • Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.
Joseph R. Sweeney profile photo

Cons

Adaptive Insights, a Workday company

  • When trying to learn about a new feature or a feature I have not used previously it is sometimes difficult to find that information on the help section.
  • Adaptive can be deployed through consultants when they do not have specialized knowledge like higher education. This sometimes makes it difficult to determine who to contact when experiencing issues with the model after implementation.
  • You are limited to one master chart of accounts. When you have multiple businesses this can cause some difficulties that can be overcome, but takes additional thought and planning and can cause issues when making changes.
Brian Kyslinger profile photo

Oracle CRM

  • The Oracle 11.5.10 CRM forms are not easily or intuitively customizable to facilitate speed or ease of use. Custom forms are not supported by Oracle support, but call center functions require throughput velocity that the standard forms do not provide. The forms are also inflexible when it comes to selection-driven information or in-procedure guidelines. Data selections in one field should allow the limitation of data selection in other fields and should permit additional information to be made available for the users of the forms.
  • The CRM administrator setups such as groups and territories as well as the dispatch center functionality are painfully slow and cumbersome to use. Not all reasonable filters are made available to ensure that the technician with the right skills is assigned to tasks. More flexibility in this area would improve Oracle 11.5.10 usability tenfold.
  • Overall, the main issue when it comes to sales or service CRMs is always a question of flexibility. "When this customer calls, collect x data." "When a service request is created for that site, include information y for the technician." "Remember to ask the caller for z measurement when they open a service request for the other product type." More intuitive and elastic tools for the ebbs and flows of real service situations would certainly put a feather in Oracle's cap.
R. Daniel Knapp profile photo

Likelihood to Renew

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.8
Based on 33 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald profile photo

Oracle CRM

No score
No answers yet
No answers on this topic

Usability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.3
Based on 78 answers
Menus are easy to navigate, sheets are straightforward and flexible and you can work on your budget/forecasts without being at the office. The cloud based system makes it easy for users to complete their processes offsite and without needing there work provided computer. Creating new reports using both the web based Adaptive tool and OfficeConnect is quite simple with very minimal training.
Gary Grzesiak profile photo

Oracle CRM

Oracle CRM 8.6
Based on 2 answers
I give this rating because I personally don't have any difficulty using the system. I didn't have any difficulty learning the system either. I know that in my position I am taking complaints from users who are having issues with the oracle sites but most of the time it is user error or a technical issue and they need to be using it in the best way possible. I do think it is one of the easiest sites for applying online and hiring candidates. In my 10 years of dealing with so many other recruiting and career sites like Kenexa Brassring, Erecruit or Peoplesoft, I don't recommend any of those at all. Oracle CRM/Taleo is by far the easiest site for applicants to apply, the easiest site for recruiters to hire and the easiest site to manage your hires.
No photo available

Reliability and Availability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 9 answers
We can access Adaptive anytime 24/7 from any computer or laptop pc or Mac. They are committed to keep this product up to date and relevant
Harry Vasels profile photo

Oracle CRM

Oracle CRM 9.0
Based on 1 answer
I give this rating because we have had no issues in the area of the product's overall availability. In my opinion the resources are there when we need them and the features serve the purpose they are set to do. I feel things have gone really well as far as the availability of the product.
No photo available

Performance

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo

Oracle CRM

Oracle CRM 8.1
Based on 2 answers
I give this rating because I don't have any complaints in the area of performance. In my opinion the product's performance is right on the mark. In comparison to other systems I have used for the same purpose - recruiting, hiring and managing hires, I have found Oracle's performance to be the best. Oracle system flows better than any other recruiting system out there.
No photo available

Support

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 7.7
Based on 12 answers
Support requests are always handled promptly and resolved favourably.Many user support requests arise during initial deployment and use and often represent questions relating to best methods or how to approach their particular situation, which we gladly assist with as we provide the appropriate skills transfer training and assistance.As clients become more knowledgeable in working with the product suite then they tend not to ask many questions.
Greg Clarke profile photo

Oracle CRM

Oracle CRM 7.6
Based on 2 answers
Generally, if you log an SR, it will get resolved rather quickly. If they need to contact you for more information, the resolution process gets drug out because you have to usually go back and forth with several messages. Some customization involving web-links, java script, and HTML, Oracle does not officially support, so they will not assist you if your links stop working.
Mary Hunnicutt profile photo

Online Training

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.2
Based on 6 answers
Online webinars provided by Adaptive Insights gave me the opportunity to explore more features in AI and perform my tasks more efficiently.
Lenny Wu, MBA, MA, CPA, CGA profile photo

Oracle CRM

Oracle CRM 9.0
Based on 1 answer
It was a great training tool and provided all of the necessary information we needed to implement the sites for our clients. We were provided with a great deal of resources in regards to Oracle CRM. We didn't have any issues with the training at all. The only thing I would say would that there could be more FAQ's for users to read through
No photo available

Implementation

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 8.5
Based on 14 answers
Be open to working up the plan in a way that leverages the power of the software.

Look to maximise the knowledge transfer early on - the software is very usable. You'll be able to maintain it yourself rather than being hooked to the partner
Lee Hawthorn profile photo

Oracle CRM

Oracle CRM 7.7
Based on 2 answers
If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.
Mary Hunnicutt profile photo

Alternatives Considered

Adaptive Insights, a Workday company

For us, it came down to Adaptive Insights and Host Analytics. The benefits seemed very comparable. We ultimately decided on Adaptive Insights because it cost less to implement and the time to implement was less compared to Host Analytics. We are VERY happy with our decision to go with Adaptive Insights.
Denise Lewis profile photo

Oracle CRM

MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
Viktor Mulac profile photo

Scalability

Adaptive Insights, a Workday company

Adaptive Insights, a Workday company 9.1
Based on 7 answers
Some aspects of the application are very scalable (formulae, metadata changes, adding/changing users, etc.) while others are less so (dashboards, data integration etc.)
Bob Katz, CMA, CFM, CFP® profile photo

Oracle CRM

Oracle CRM 9.0
Based on 1 answer
In my opinion I rate this high because we have had no issues in this area and so that is why I give it such a high rating. There is no issue with the product's overall scalability. In my opinion this has been a positive from my team and client's view.
No photo available

Return on Investment

Adaptive Insights, a Workday company

  • We use Adaptive Planning as our main budgeting software. Adaptive is always releasing new features to improve the functionality, and this makes working it is much more efficient.
  • Adaptive has many resources to help you use Adaptive. However, not many answers can be found on Google.
Samantha Monastra profile photo

Oracle CRM

  • This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.
Simon Vargas profile photo

Pricing Details

Adaptive Insights, a Workday company

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

* per seat, per installation

Oracle CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Adaptive Insights, a Workday company
8.3
Oracle CRM
8.3

Likelihood to Renew

Adaptive Insights, a Workday company
8.8
Oracle CRM

Usability

Adaptive Insights, a Workday company
7.3
Oracle CRM
8.6

Reliability and Availability

Adaptive Insights, a Workday company
9.1
Oracle CRM
9.0

Performance

Adaptive Insights, a Workday company
9.1
Oracle CRM
8.1

Support

Adaptive Insights, a Workday company
7.7
Oracle CRM
7.6

Online Training

Adaptive Insights, a Workday company
8.2
Oracle CRM
9.0

Implementation

Adaptive Insights, a Workday company
8.5
Oracle CRM
7.7

Scalability

Adaptive Insights, a Workday company
9.1
Oracle CRM
9.0

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