What users are saying about

Adaptive Insights

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Top Rated
205 Ratings

Salesforce

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Top Rated
2091 Ratings

Adaptive Insights

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Top Rated
205 Ratings
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Score 8.7 out of 101

Salesforce

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Top Rated
2091 Ratings
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Score 8.2 out of 101

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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

Salesforce is amazing for many scenarios, pretty hard to find one that doesn't fit. It's great if you are an executive who needs to know everything about an account prior to a meeting, but doesn't want to have to look in a million different places. If you are a sales rep, and you need to know how many opportunities you've created or what's in your pipeline, your dashboard has it. Say you are a customer success manager, and you need to find out when or why a certain customer churned, theoretically it's all there in the opportunity. You should have their entire history, products suites, surveys and any supporting notes and documents.The only scenario I don't think SFDC excels in would be utilizing it as a ticketing system. There are just too many systems specifically geared to that industry that have it more built out and user-friendly.
John Hilburn 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
8.9
Salesforce
Financial budgeting
Adaptive Insights
8.8
Salesforce
Forecasting
Adaptive Insights
9.1
Salesforce
Scenario modeling
Adaptive Insights
8.2
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
7.6
Salesforce
Intercompany Eliminations
Adaptive Insights
7.5
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
8.3
Salesforce
Financial Statement Reporting
Adaptive Insights
9.0
Salesforce
Management Reporting
Adaptive Insights
8.6
Salesforce
Excel-based Reporting
Adaptive Insights
8.4
Salesforce
Automated board and financial reporting
Adaptive Insights
8.5
Salesforce
XBRL support for regulatory filing
Adaptive Insights
7.0
Salesforce

Analytics

Adaptive Insights
7.6
Salesforce
Personalized dashboards
Adaptive Insights
7.3
Salesforce
Color-coded scorecards
Adaptive Insights
6.8
Salesforce
KPIs
Adaptive Insights
8.0
Salesforce
Cost and profitability analysis
Adaptive Insights
8.0
Salesforce
Key Performance Indicator setting
Adaptive Insights
8.0
Salesforce
Benchmarking with external data
Adaptive Insights
7.3
Salesforce

Integration

Adaptive Insights
8.6
Salesforce
Flat file integration
Adaptive Insights
8.3
Salesforce
Excel data integration
Adaptive Insights
8.7
Salesforce
Direct links to 3rd-party data sources
Adaptive Insights
8.7
Salesforce

Sales Force Automation

Adaptive Insights
Salesforce
8.3
Customer data management / contact management
Adaptive Insights
Salesforce
8.7
Workflow management
Adaptive Insights
Salesforce
8.1
Territory management
Adaptive Insights
Salesforce
8.3
Opportunity management
Adaptive Insights
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Adaptive Insights
Salesforce
7.9
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
8.0

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
7.1

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
8.3
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
7.5
API for custom integration
Adaptive Insights
Salesforce
7.8

Security

Adaptive Insights
Salesforce
8.7
Single sign-on capability
Adaptive Insights
Salesforce
8.7
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
7.9
Marketing automation
Adaptive Insights
Salesforce
8.4
Compensation management
Adaptive Insights
Salesforce
7.5

Platform

Adaptive Insights
Salesforce
7.5
Mobile access
Adaptive Insights
Salesforce
7.5

Pros

  • Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
  • Its features provide for good planning, budgeting, and forecasting.
  • The ability to create customized reports is a very nice touch - we are able to share this across our organization.
Jessalyn Ka profile photo
  • Salesforce.com is easily customizable and offers the flexibility needed to manage all companies whether small or large.
  • Salesforce.com is always releasing cutting edge technology which affords small businesses with access to the same technological benefits as small companies.
  • Salesforce.com has become so widely used that it helps when hiring folks because in many cases they've had some exposure to the technology.
Irene Chivily Von Toussaint profile photo

Cons

  • On the Infographics page, I would love to see a thumbnail of the infographic before clicking on it. In general, I love that when you hover over a box, you get a more detailed description, but I would also love the ability to hover and then click to see a thumbnail before opening the full page.
  • Similarly, I think the Videos page should have the length of each video somewhere on the squares. This would help people judge how much time they would need to watch each one all the way through, and be able to make an informed decision about how many they could watch in between meetings.
  • There is no free text search bar.
Samantha Monastra profile photo
  • More ability to generate custom rollup summaries beyond the current maximum of 15 fields. Without perfect foresight into future needs of objects that you create, you could find yourself without the ability to create what you need without resorting to APEX coding classes and triggers.
  • Reporting integration with their B2B company Pardot and B2C company ExactTarget, both owed by Salesforce.
  • Scheduling of joined or multi-block reporting.
  • Standard Order and Products objects having the ability to be fully integrated with Accounts object (A full One-to-Many relationship) including master detail relationships.
Brian Boggs profile photo

Likelihood to Renew

Adaptive Insights8.6
Based on 32 answers
Intuitive and Easy to MaintainThe Adaptive Suite is a very reliable Corporate Performance Management Solution. The solution is very easy to.use and provides timely, quality reporting. We have used the solution continuously for six years and been very pleased with the ongoing enhancements. Beyond our own positive experience we support many clients across commerce, industry and government. Nearly all our supported customers provide very positive feedback and continue to renew their subscriptions.
Greg Clarke profile photo
Salesforce10.0
Based on 48 answers
Our account rep is very helpful - she's even visited our office to get a better understanding of how we're using Salesforce and has been helpful in recommending other ways we can use it to increase efficiencies. Cases submitted to the support team are generally resolved in a timely manner. Salesforce is also open about what items are being updated or added in each major release. I find that communication very nice from such a large, global organization.
Carissa Crittenden profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Building complex reports is still difficult to do when using dimension or level attributes. Formulas are still a challenge.
Daniel Killpack profile photo
Salesforce8.0
Based on 34 answers
The system has been refined over the years to be very useful to Sales, Marketing and Support staff alike.
Todd Duclos profile photo

Reliability and Availability

Adaptive Insights9.1
Based on 9 answers
Cloud-based allows for access anywhere. Very little downtime.
Andrew Rosenberg profile photo
Salesforce9.8
Based on 27 answers
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Kyle Dugger 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 questions are always answered quickly.
Andrew Rosenberg profile photo
Salesforce4.9
Based on 30 answers
They have excellent response, we also are subscribers of their premium services. Occasionally, they do pester you to close a case before you ar ready to but they do escalate and work the case well.
Todd Duclos 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
Our implementation was non eventful and we were very satisfied with the overall experience.
Gary Sabulski 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

Breadth of Deployment

It is used throughout the company in different divisions and at our corporate level. When used in a division recently the personnel from different departments directly inputted data and monitored their budget against actual. It is very user friendly and flexible.
Harry Vasels profile photo
No answers on this topic

Alternatives Considered

My decision came down to Adaptive vs Host Analytics. Host made the claim that because their sheets were just like excel, you wouldn't need to learn any new commands. Rather, I thought that was a downside. I didn't want another glorified version of excel, I was looking for something different, something new. Adaptive had that. They were also far more willing to work with a nonprofit and become a partner, rather than just a vendor.
Daniel Killpack profile photo
InsideSales was great for making outbound dials but we found it difficult to use as a CRM system and it didn't offer the same flexibility for integrating with other platforms that Salesforce does.
Angela Medlar profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
With workflow I am able to track progress on budget and forecast projects in a timely manner. There is also an organiser to track and assign tasks to users. Security is very flexible.
Robin Webber profile photo
Salesforce8.3
Based on 5 answers
They have a chatter function which is great! You can easily create group dashboards and reports.
Stratford Canning profile photo

Data Integration

Adaptive Insights7.6
Based on 17 answers
It is very simple to update data, both monthly actuals and budgeting data, using an Excel template or the connector.
Robin Webber profile photo
Salesforce8.4
Based on 5 answers
It’s real-time, quick access, and easily compatible with over systems.
Stratford Canning 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

  • Staffing. Almost certain we would have had to hire a full-time budget analyst to process budgets pre-Adaptive. Savings in labor for salary and benefits is about $150 k annually.
  • Quicker ability to report and complete the budget process. Before Adaptive, the budget process took about 4 months. We have shrunk the time required to about 3 months with additional time now for analysis.
  • What if reporting. Nice to see the impact of changes in the budget with a quick turn around time to report.
Bryan Schmidt profile photo
  • Sales reps can easily track their opportunities.
  • Management can easily build reports to track opportunities.
  • Communication with clients has been more seamless.
Angela Medlar 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