What users are saying about

Adaptive Insights

Top Rated
204 Ratings

Salesforce

Top Rated
2037 Ratings

Adaptive Insights

Top Rated
204 Ratings
Score 8.7 out of 101

Salesforce

Top Rated
2037 Ratings
Score 8.2 out of 101

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Likelihood to Recommend

Adaptive Insights

It is well suited for mid-size companies to have a budgeting, forecasting, and reporting platform. The system needs data and someone to maintain it so it would not be well suited for a small company or one without a dedicated finance team.
Brian Kyslinger 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

Budgeting, Planning, and Forecasting

Adaptive Insights
8.7
Salesforce
Long-term financial planning
Adaptive Insights
8.9
Salesforce
Financial budgeting
Adaptive Insights
8.9
Salesforce
Forecasting
Adaptive Insights
9.1
Salesforce
Scenario modeling
Adaptive Insights
8.3
Salesforce
Management reporting
Adaptive Insights
8.2
Salesforce

Consolidation and Close

Adaptive Insights
7.5
Salesforce
Financial data consolidation
Adaptive Insights
7.9
Salesforce
Journal entries and reports
Adaptive Insights
5.5
Salesforce
Multi-currency management
Adaptive Insights
7.7
Salesforce
Intercompany Eliminations
Adaptive Insights
7.5
Salesforce
Minority Ownership
Adaptive Insights
7.0
Salesforce
Local and consolidated reporting
Adaptive Insights
8.3
Salesforce
Detailed Audit Trails
Adaptive Insights
8.6
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
8.5
Salesforce
Automated board and financial reporting
Adaptive Insights
8.5
Salesforce
XBRL support for regulatory filing
Adaptive Insights
6.9
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
8.1
Salesforce
Key Performance Indicator setting
Adaptive Insights
8.1
Salesforce
Benchmarking with external data
Adaptive Insights
7.3
Salesforce

Integration

Adaptive Insights
8.6
Salesforce
Flat file integration
Adaptive Insights
8.4
Salesforce
Excel data integration
Adaptive Insights
8.8
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
8.1

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
7.6
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
8.2

CRM Reporting & Analytics

Adaptive Insights
Salesforce
8.3
Forecasting
Adaptive Insights
Salesforce
8.0
Pipeline visualization
Adaptive Insights
Salesforce
8.5
Customizable reports
Adaptive Insights
Salesforce
8.4

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
7.7

Security

Adaptive Insights
Salesforce
8.7
Single sign-on capability
Adaptive Insights
Salesforce
8.8
Role-based user permissions
Adaptive Insights
Salesforce
8.6

Social CRM

Adaptive Insights
Salesforce
6.9
Social data
Adaptive Insights
Salesforce
7.0
Social engagement
Adaptive Insights
Salesforce
6.8

Integrations with 3rd-party Software

Adaptive Insights
Salesforce
7.8
Marketing automation
Adaptive Insights
Salesforce
8.3
Compensation management
Adaptive Insights
Salesforce
7.2

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
  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
John Hilburn profile photo

Cons

  • The format of reports when downloaded to Excel or PowerPoint could use improvement.
  • Would be nice if you could inactivate GL accounts when they are no longer being used.
  • Suppress rows functionality when set by the administrator to default to suppress if not data doesn't always seem to work.
Gary Grzesiak profile photo
  • There is a lot of room for improvement around quoting products for orgs that sell anything more complex than one line items. A configuration option is desperately needed but will probably not be updated since there are so many 3rd party apps that can be plugged in. Many of them are more complex and too expensive for what is needed, so some native improvements to Salesforce would be appreciated
  • The UI is a bit outdated compared to a lot of newer platforms on the market but still not bad for a CRM. Hopefully the next UI update will include some of the navigation features seen in recent project management tools
Joy Wallis profile photo

Likelihood to Renew

Adaptive Insights8.5
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
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli profile photo

Usability

Adaptive Insights7.7
Based on 75 answers
Adaptive Insights is incredibly easy to use! OfficeConnect makes creating and updating financial reports a breeze!
Denise Lewis profile photo
Salesforce8.0
Based on 34 answers
I think as a user, it's simpler - and it's so very configurable. From the admin side, it's more complex because there's so much you have to learn/know before you can start truly administrating an instance. That being said, administrating it can be easy - our PTO request process is a custom-built Salesforce object. Most things in Salesforce are easy to figure out if you're technologically-minded, and it's also a simple tool for users that may not be as technologically savvy.
Carissa Crittenden profile photo

Reliability and Availability

Adaptive Insights9.1
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
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 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
Salesforce5.0
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
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

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 inherited our org, and so was not part of the selection process. However, Salesforce's reputation and presence in the market made it the strongest contender for our business.
Samantha Safin profile photo

Collaboration and Sharing

Adaptive Insights7.5
Based on 17 answers
This is one of the best features as personnel in different areas at different sites can work together on the budget, forecast or "what-if" models.
Harry Vasels 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

  • Adaptive provides for good forecasting based on revenue and expenditure.
  • The ability to pull different month-end reporting is a great feature.
  • The ability to share access across 11 offices statewide is very beneficial.
Jessalyn Ka profile photo
  • Better overall understanding of the full client experience as a lead moves through the process. It is really nice to have our internal teams using the same system and we can track how long it takes to move through each phase
  • Collaboration among teams has greatly increased with Chatter. Our remote users have no lag time when sharing updates or files, and our handoff from sales to services is primarily done via the chatter feed
Joy Wallis 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