What users are saying about

Adaptive Insights

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Top Rated
206 Ratings

Salesforce

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Top Rated
2139 Ratings

Adaptive Insights

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Top Rated
206 Ratings
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Score 8.6 out of 101

Salesforce

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Top Rated
2139 Ratings
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Score 8.2 out of 101

Add comparison

Likelihood to Recommend

Adaptive Insights

It is very helpful for budgeting and reporting. I love how easy it is to automate reports and presentations. It can be more difficult to plan specific activities. It feels more high-level than activity-level. It shows totals rather than individual transactions (either past or future transactions).
Mark McConkie profile photo

Salesforce

I think SFDC is perfect for both prospecting for new customers and keeping track of your current customers. I have used homegrown CRM tools and a few other tools in the past and Salesforce.com is above and beyond the best solution that I have ever used. Very simple customer interface and allows you to have all of your information in one view
Mark Dille profile photo

Feature Rating Comparison

BI Standard Reporting

Adaptive Insights
9.3
Salesforce
Pixel Perfect reports
Adaptive Insights
9.0
Salesforce
Customizable dashboards
Adaptive Insights
10.0
Salesforce
Report Formatting Templates
Adaptive Insights
9.0
Salesforce

Ad-hoc Reporting

Adaptive Insights
8.0
Salesforce
Drill-down analysis
Adaptive Insights
9.0
Salesforce
Formatting capabilities
Adaptive Insights
7.0
Salesforce
Integration with R or other statistical packages
Adaptive Insights
8.0
Salesforce
Report sharing and collaboration
Adaptive Insights
8.0
Salesforce

Report Output and Scheduling

Adaptive Insights
8.0
Salesforce
Publish to PDF
Adaptive Insights
8.0
Salesforce
Report Versioning
Adaptive Insights
8.0
Salesforce
Report Delivery Scheduling
Adaptive Insights
8.0
Salesforce

Data Discovery and Visualization

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

Access Control and Security

Adaptive Insights
9.0
Salesforce
Multi-User Support (named login)
Adaptive Insights
9.0
Salesforce
Role-Based Security Model
Adaptive Insights
9.0
Salesforce
Multiple Access Permission Levels (Create, Read, Delete)
Adaptive Insights
9.0
Salesforce

Mobile Capabilities

Adaptive Insights
8.5
Salesforce
Responsive Design for Web Access
Adaptive Insights
8.0
Salesforce
Dedicated iOS Application
Adaptive Insights
8.0
Salesforce
Dedicated Android Application
Adaptive Insights
8.0
Salesforce
Dashboard / Report / Visualization Interactivity on Mobile
Adaptive Insights
10.0
Salesforce

Budgeting, Planning, and Forecasting

Adaptive Insights
8.6
Salesforce
Long-term financial planning
Adaptive Insights
8.8
Salesforce
Financial budgeting
Adaptive Insights
8.8
Salesforce
Forecasting
Adaptive Insights
9.0
Salesforce
Scenario modeling
Adaptive Insights
8.1
Salesforce
Management reporting
Adaptive Insights
8.1
Salesforce

Consolidation and Close

Adaptive Insights
7.5
Salesforce
Financial data consolidation
Adaptive Insights
7.9
Salesforce
Journal entries and reports
Adaptive Insights
5.6
Salesforce
Multi-currency management
Adaptive Insights
7.5
Salesforce
Intercompany Eliminations
Adaptive Insights
7.6
Salesforce
Minority Ownership
Adaptive Insights
7.1
Salesforce
Local and consolidated reporting
Adaptive Insights
8.3
Salesforce
Detailed Audit Trails
Adaptive Insights
8.5
Salesforce

FInancial Reporting and Compliance

Adaptive Insights
8.2
Salesforce
Financial Statement Reporting
Adaptive Insights
8.9
Salesforce
Management Reporting
Adaptive Insights
8.5
Salesforce
Excel-based Reporting
Adaptive Insights
8.3
Salesforce
Automated board and financial reporting
Adaptive Insights
8.4
Salesforce
XBRL support for regulatory filing
Adaptive Insights
7.0
Salesforce

Analytics

Adaptive Insights
7.5
Salesforce
Personalized dashboards
Adaptive Insights
7.3
Salesforce
Color-coded scorecards
Adaptive Insights
6.8
Salesforce
KPIs
Adaptive Insights
7.9
Salesforce
Cost and profitability analysis
Adaptive Insights
8.0
Salesforce
Key Performance Indicator setting
Adaptive Insights
7.9
Salesforce
Benchmarking with external data
Adaptive Insights
7.3
Salesforce

Integration

Adaptive Insights
8.5
Salesforce
Flat file integration
Adaptive Insights
8.2
Salesforce
Excel data integration
Adaptive Insights
8.7
Salesforce
Direct links to 3rd-party data sources
Adaptive Insights
8.6
Salesforce

Sales Force Automation

Adaptive Insights
Salesforce
8.3
Customer data management / contact management
Adaptive Insights
Salesforce
8.8
Workflow management
Adaptive Insights
Salesforce
8.1
Territory management
Adaptive Insights
Salesforce
8.4
Opportunity management
Adaptive Insights
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Adaptive Insights
Salesforce
8.0
Contract management
Adaptive Insights
Salesforce
7.7
Quote & order management
Adaptive Insights
Salesforce
8.0
Interaction tracking
Adaptive Insights
Salesforce
9.0
Channel / partner relationship management
Adaptive Insights
Salesforce
8.1

Customer Service & Support

Adaptive Insights
Salesforce
8.5
Case management
Adaptive Insights
Salesforce
9.0
Call center management
Adaptive Insights
Salesforce
8.4
Help desk management
Adaptive Insights
Salesforce
8.3

Marketing Automation

Adaptive Insights
Salesforce
7.7
Lead management
Adaptive Insights
Salesforce
8.2
Email marketing
Adaptive Insights
Salesforce
7.2

CRM Project Management

Adaptive Insights
Salesforce
7.8
Task management
Adaptive Insights
Salesforce
8.4
Billing and invoicing management
Adaptive Insights
Salesforce
6.7
Reporting
Adaptive Insights
Salesforce
8.3

CRM Reporting & Analytics

Adaptive Insights
Salesforce
8.4
Forecasting
Adaptive Insights
Salesforce
8.0
Pipeline visualization
Adaptive Insights
Salesforce
8.6
Customizable reports
Adaptive Insights
Salesforce
8.5

Customization

Adaptive Insights
Salesforce
8.0
Custom fields
Adaptive Insights
Salesforce
8.3
Custom objects
Adaptive Insights
Salesforce
8.3
Scripting environment
Adaptive Insights
Salesforce
7.6
API for custom integration
Adaptive Insights
Salesforce
7.9

Security

Adaptive Insights
Salesforce
8.7
Single sign-on capability
Adaptive Insights
Salesforce
8.6
Role-based user permissions
Adaptive Insights
Salesforce
8.7

Social CRM

Adaptive Insights
Salesforce
7.0
Social data
Adaptive Insights
Salesforce
7.1
Social engagement
Adaptive Insights
Salesforce
6.9

Integrations with 3rd-party Software

Adaptive Insights
Salesforce
8.0
Marketing automation
Adaptive Insights
Salesforce
8.4
Compensation management
Adaptive Insights
Salesforce
7.6

Platform

Adaptive Insights
Salesforce
7.5
Mobile access
Adaptive Insights
Salesforce
7.5

Pros

  • Infinite ability to group accounts and departments for reporting. The only limitation is the number of ways that you think of in terms of consolidating the information.
  • Being able to build scalable, complex, distributed, budget models. With the data we can bring into the system and the formulas we can use we have all the functionality of the spreadsheet, but with the flexibility to allow leaders across the organization to participate and update their section.
  • The platform allows multiple forecast/budget versions which allows for version control and sensitivity analysis. I can lock versions from changes while quickly creating a new version to see the impact of a +or- scenario to the company’s profitability.
  • With the OfficeConnect tool we can leverage Excel to provide repeatable reports for the board and other business leaders that are repeatable from month to month. While the platform provides more flexibility than an accounting package it still has limitations. Using OfficeConnect I can leverage the power of the Microsoft suite of Excel/Word/PowerPoint directly.
Brian Kyslinger profile photo
  • They don't try to be everything, they just let everything integrate.
  • Lightning is a great experience for our users.
  • Workflow rules allow us to automate process.
  • Integrations allow our departments to work seamlessly.
Angela Medlar profile photo

Cons

  • The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
  • I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
  • The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
Jessalyn Ka profile photo
  • Spell check in emails
Rich Martinez profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
We have renewed this a number of times. It fits our business model and it is now an integral part of our organization.
Harry Vasels profile photo
Salesforce10.0
Based on 48 answers
I would agree with the results of this survey from Jul-2009, "The survey found that 95 percent of customers indicate they definitely or probably will continue to use Salesforce CRM in the future, and 93 percent of customers indicate they definitely or probably will recommend Salesforce CRM to others. In fact, 75 percent of those surveyed have actually recommended Salesforce CRM to a colleague."

Salesforce is very sticky. It is very user friendly. A very high % of sales and marketing folks have Salesforce experience, making it easier to improve new hire sales rep on-boarding.

A good implementation will help make the sales and marketing functions more efficient and effective. It will give executives visibility into leads and pipeline. These benefits drive higher customer retention
Rob Gottschalk profile photo

Usability

Adaptive Insights7.6
Based on 75 answers
The Adaptive Suite is well-rounded. We love the add-on OfficeConnect because it allows us to quickly pull data from Adaptive in a report format. Once you set up the OfficeConnect, it's as easy as pushing a button to re-run. This has been especially helpful for month-end reporting and reconciling data in the Budget.
Samantha Monastra profile photo
Salesforce8.0
Based on 34 answers
Salesforce delivers standard forms with standard fields with each object (Campaign, Lead, Opp, etc.). By nature, this cloud-based application is relatively intuitive. A proper implementation - the way you add fields, configure forms, assign permissions and develop workflows - can greatly increase usability, enabling each role to efficiently and effectively manage their day.
Rob Gottschalk profile photo

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
We have not experienced issues when we are accessing the system.
Gary Sabulski profile photo
Salesforce9.8
Based on 27 answers
They always advise of maintenance windows which never interrupt daily processes and I have only experienced 1 outage in my 5 years of working with SF which was resolved in less than 10 minutes.
April Barclay profile photo

Performance

Adaptive Insights9.1
Based on 4 answers
Product performs well when making and saving changes and navigating between pages within the application
Andrew Rosenberg profile photo
Salesforce9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk profile photo

Support

Adaptive Insights6.8
Based on 11 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
Salesforce4.9
Based on 30 answers
I understand you can pay more to get support but as I stated, I feel strongly that if you are paying for SAAS technology like Salesforce you should be afforded the courtesy of the company explaining how to use it's features. I like to refer to the basic license as the "Figure It Out Yourself" license.
John Cupoli profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Salesforce7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk profile photo

Online Training

Adaptive Insights8.2
Based on 6 answers
Training receives the highest rating due to the availability of Webex training from an expert at Adaptive, with several sessions tailored to specific features including personnel, capital, formulas, reporting, etc
Andrew Rosenberg profile photo
Salesforce9.1
Based on 15 answers
The premier level of training is capable of preparing any individual from infant user, to technical architect. That is not hyperbole.
Kyle Dugger profile photo

Implementation

Adaptive Insights8.2
Based on 13 answers


Implementation was very easy and fast. The ability to
customize Levels and Dimensions to match our Organization’s structure and
accounting practices is great. Our organization is continually changing and
adaptive has the ability to be changed without issue.

Rose Sipin profile photo
Salesforce9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk profile photo

Alternatives Considered

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
I have used several other Customer Relationship Management tools in the past and Salesforce.com is by far the easiest to use. The ability to customize is fantastic. I highly recommend this product.
Veronica Taylor profile photo

Scalability

Adaptive Insights9.1
Based on 7 answers
Adaptive is the leader and is very progressive with the product improvements that they provide.
Gary Sabulski profile photo
Salesforce10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos profile photo

Return on Investment

  • The most positive impact has been on time. While it took some time to get things set up correctly, once we did, we were able to report results very quickly.
  • The budgeting process has gone much more quickly.
  • What-if scenarios are a little trickier. There are multiple ways you can do it. We have chosen to use assumptions for percentages and then copy the original version to a "what-if" version and change the assumption it is pointing to. However, this is a bit clunky.
  • Month-end reporting is getting faster and faster the more we automate through Adaptive.
Amy Kee, CPA profile photo
  • Increased employee efficiency due to the cloud base nature of Salesforce. You dont have multiple contact lists in all departments, the contacts are all in one place.
  • Faster case/project completion once again due to the could based nature and all the info anyone needs to see or access is in one central location. Access on the road or in house.
  • Better documentation, you dont have to find your notes or old e-mails. Everything is saved right where you need it.
Matt Judice profile photo

Pricing Details

Adaptive Insights

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  per seat, per installation
Additional Pricing Details

Adaptive Insights More Information

Salesforce

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Salesforce More Information