What users are saying about
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Top Rated
234 Ratings

Anaplan

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Top Rated
234 Ratings
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Score 8.8 out of 100
15 Ratings
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Score 9 out of 100

Likelihood to Recommend

Anaplan

Anaplan is great for collaborative planning and complex business models that require frequent updates and quick feedback. Ease of use, ease of development, deployment & maintenance accelerates business adoptionIt's not a great reporting or analytics tool. Limited model sizes limit the capability to capture large data sets and need for Data Warehouse for plan over plan & historic analysis and reporting
Rama Narravula | TrustRadius Reviewer

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

Feature Rating Comparison

BI Standard Reporting

Anaplan
7.7
Contactually, by Compass
Customizable dashboards
Anaplan
7.7
Contactually, by Compass

Report Output and Scheduling

Anaplan
8.4
Contactually, by Compass
Publish to PDF
Anaplan
8.8
Contactually, by Compass
Report Versioning
Anaplan
8.5
Contactually, by Compass
Report Delivery Scheduling
Anaplan
7.7
Contactually, by Compass

Access Control and Security

Anaplan
9.1
Contactually, by Compass
Role-Based Security Model
Anaplan
9.1
Contactually, by Compass

Mobile Capabilities

Anaplan
7.3
Contactually, by Compass
Responsive Design for Web Access
Anaplan
8.3
Contactually, by Compass
Dedicated iOS Application
Anaplan
6.7
Contactually, by Compass
Dedicated Android Application
Anaplan
7.3
Contactually, by Compass
Dashboard / Report / Visualization Interactivity on Mobile
Anaplan
6.8
Contactually, by Compass

Budgeting, Planning, and Forecasting

Anaplan
8.7
Contactually, by Compass
Long-term financial planning
Anaplan
8.3
Contactually, by Compass
Financial budgeting
Anaplan
8.9
Contactually, by Compass
Forecasting
Anaplan
8.8
Contactually, by Compass
Scenario modeling
Anaplan
9.0
Contactually, by Compass
Management reporting
Anaplan
8.6
Contactually, by Compass

Consolidation and Close

Anaplan
7.2
Contactually, by Compass
Financial data consolidation
Anaplan
8.4
Contactually, by Compass
Journal entries and reports
Anaplan
7.9
Contactually, by Compass
Multi-currency management
Anaplan
6.2
Contactually, by Compass
Intercompany Eliminations
Anaplan
6.0
Contactually, by Compass
Minority Ownership
Anaplan
6.0
Contactually, by Compass
Local and consolidated reporting
Anaplan
8.3
Contactually, by Compass
Detailed Audit Trails
Anaplan
7.6
Contactually, by Compass

Financial Reporting and Compliance

Anaplan
8.5
Contactually, by Compass
Financial Statement Reporting
Anaplan
9.0
Contactually, by Compass
Management Reporting
Anaplan
8.7
Contactually, by Compass
Excel-based Reporting
Anaplan
7.4
Contactually, by Compass
Automated board and financial reporting
Anaplan
9.0
Contactually, by Compass

Analytics

Anaplan
8.3
Contactually, by Compass
Personalized dashboards
Anaplan
9.0
Contactually, by Compass
Color-coded scorecards
Anaplan
8.3
Contactually, by Compass
KPIs
Anaplan
8.0
Contactually, by Compass
Cost and profitability analysis
Anaplan
8.6
Contactually, by Compass
Key Performance Indicator setting
Anaplan
8.7
Contactually, by Compass
Benchmarking with external data
Anaplan
7.0
Contactually, by Compass

Integration

Anaplan
8.3
Contactually, by Compass
Flat file integration
Anaplan
8.5
Contactually, by Compass
Excel data integration
Anaplan
8.0
Contactually, by Compass
Direct links to 3rd-party data sources
Anaplan
8.5
Contactually, by Compass

Sales Force Automation

Anaplan
Contactually, by Compass
8.8
Customer data management / contact management
Anaplan
Contactually, by Compass
9.8
Workflow management
Anaplan
Contactually, by Compass
9.6
Territory management
Anaplan
Contactually, by Compass
8.9
Opportunity management
Anaplan
Contactually, by Compass
9.4
Integration with email client (e.g., Outlook or Gmail)
Anaplan
Contactually, by Compass
9.8
Contract management
Anaplan
Contactually, by Compass
6.0
Quote & order management
Anaplan
Contactually, by Compass
6.0
Interaction tracking
Anaplan
Contactually, by Compass
9.8
Channel / partner relationship management
Anaplan
Contactually, by Compass
9.8

Customer Service & Support

Anaplan
Contactually, by Compass
9.1
Case management
Anaplan
Contactually, by Compass
9.7
Call center management
Anaplan
Contactually, by Compass
8.0
Help desk management
Anaplan
Contactually, by Compass
9.7

Marketing Automation

Anaplan
Contactually, by Compass
9.7
Lead management
Anaplan
Contactually, by Compass
9.8
Email marketing
Anaplan
Contactually, by Compass
9.5

CRM Project Management

Anaplan
Contactually, by Compass
6.3
Task management
Anaplan
Contactually, by Compass
7.0
Billing and invoicing management
Anaplan
Contactually, by Compass
5.0
Reporting
Anaplan
Contactually, by Compass
7.0

CRM Reporting & Analytics

Anaplan
Contactually, by Compass
7.0
Forecasting
Anaplan
Contactually, by Compass
7.0
Pipeline visualization
Anaplan
Contactually, by Compass
7.0
Customizable reports
Anaplan
Contactually, by Compass
7.0

Customization

Anaplan
Contactually, by Compass
7.0
Custom fields
Anaplan
Contactually, by Compass
7.0
Custom objects
Anaplan
Contactually, by Compass
7.0
Scripting environment
Anaplan
Contactually, by Compass
7.0
API for custom integration
Anaplan
Contactually, by Compass
7.0

Security

Anaplan
Contactually, by Compass
7.5
Single sign-on capability
Anaplan
Contactually, by Compass
9.0
Role-based user permissions
Anaplan
Contactually, by Compass
6.0

Social CRM

Anaplan
Contactually, by Compass
8.4
Social data
Anaplan
Contactually, by Compass
9.9
Social engagement
Anaplan
Contactually, by Compass
7.0

Integrations with 3rd-party Software

Anaplan
Contactually, by Compass
9.9
Marketing automation
Anaplan
Contactually, by Compass
9.9

Platform

Anaplan
Contactually, by Compass
9.4
Mobile access
Anaplan
Contactually, by Compass
9.4

Pros

Anaplan

  • Allows the business to link different planning streams into one place
  • Gives users a single source to view data, no more comparing offline templates in excel
  • Intuitive new UX that allows us to be more customizable when tailoring to needs of end-users
Scott Eckman | TrustRadius Reviewer

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | TrustRadius Reviewer

Cons

Anaplan

  • Enablement -- Anaplan should invest more in both its training capability and training content. Anaplan is not the most difficult tool to learn, but having more foundation in this area would make the ramp-up process significantly easier
  • Storage -- Anaplan is not a data warehouse. This is understandable given data warehousing is not their primary value proposition, but many times we run close to the storage limits of Anaplan, and it would be great if Anaplan had different storage size options for its workspaces.
  • User Interface -- Anaplan's user interface could be streamlined and improved to become more intuitive and accommodate more shortcut keys.
Matthew Kuo | TrustRadius Reviewer

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | TrustRadius Reviewer

Likelihood to Renew

Anaplan

Anaplan 8.2
Based on 3 answers
I don't think we could function without the collaboration capabilities built into Anaplan that replaced disparate Excel files in the workforce planning model
Joe Bradbury | TrustRadius Reviewer

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | TrustRadius Reviewer

Usability

Anaplan

Anaplan 8.2
Based on 2 answers
There is a dependency in this rating - in that I find Anaplan extremely easy to use, but I've spent the necessary time developing a strong understanding of the platform. Once you understand how to use it, the platform is flexible, easy to use, and fun to use.
Chris Friederich | TrustRadius Reviewer

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Anaplan

Anaplan 10.0
Based on 2 answers
In nearly 3 years, I have only had 1 issue of being unable to access my model for an unplanned maintenance. Even planned maintenance windows are handled during low traffic hours on the weekend.
Joe Bradbury | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Performance

Anaplan

Anaplan 9.0
Based on 2 answers
Everything is calculated in memory in the cloud. It's nearly instantaneous updates when you make changes. The only time things get a little slow is when you have a massive model with very intricate calculations...but "slow" for Anaplan is not what I would call "slow" for something like Hyperion. We used to have Hyperion calcs that ran for 60 mins before you could use data. The equivalent would be 60 seconds in Anaplan.
Joe Bradbury | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Support Rating

Anaplan

Anaplan 9.1
Based on 5 answers
I feel like the support team is a little lacking in product knowledge. Several times I have contacted them to get help, and ended up finding a solution to my own problem before the team could get back to me with anything useful. I have also submitted a few bugs, and never got updates to when they were fixed in later releases.
Joe Bradbury | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

In-Person Training

Anaplan

Anaplan 3.0
Based on 1 answer
The in-person training is simply not worth the cost. After a few weeks of playing in Anaplan, I went to the basic training and knew more than the person teaching it. a year down the road, I was the first person to complete the advance training, and again could have been teaching the class better than the person running the session. Spend some time on your own trying out different things and you will get all the understanding you need to be successful.
Joe Bradbury | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Online Training

Anaplan

Anaplan 5.0
Based on 1 answer
I'm giving this a 5 simply for the anapedia outline of calculations. The online videos and trainings leave a lot to be desired, but having anapedia around to help you understand calculations has been helpful. The drawback to anapedia is the depth they go into for calculations, it is lackluster at times. Because of that, I have been working through a much more in-depth look at each calculation on my website for users to reference: http://www.anaplanguru.com/formulas/
Joe Bradbury | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Implementation Rating

Anaplan

Anaplan 6.7
Based on 24 answers
Agile methodology and breaking the work down into sprints was very helpful. Implementation required a deeper dive into our data than expected for the consultants to be able to construct the data model. But once it was in place, the focus on knowledge transfer enabled us to be able to use the product effectively after the team rolled off.
Steve Ridgley | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Alternatives Considered

Anaplan

During the selection process at the end of 2012, we were thinking of Excel as the main tool, or an in-house software built by ourselves, however, this would have taken us ages, so we checked what is available on the market. Anaplan was a small start-up at that time, but it helped us to ensure we can customize the software to our needs.
Szilvia Havasreti | TrustRadius Reviewer

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Scalability

Anaplan

Anaplan 7.0
Based on 1 answer
It's going to handle most of what you can throw at it. The problem lies in the sparsity of some datasets. When you have over 5ish dimensions of sparse data, the size of the model gets bloated for not much value. In several cases, I have had to adapt my model to account for sparsity in a way that minimized use of space, but also made interacting with the data more cumbersome.
Joe Bradbury | TrustRadius Reviewer

Contactually, by Compass

No score
No answers yet
No answers on this topic

Return on Investment

Anaplan

  • Anaplan has been good to plan future fiscal years, by doing the planning in here and seeing the financial impact certain variables can produce it is easier to make decisions within the company such as hiring, eliminating certain costs etc., to achieve the financial results as set in the company goals.
  • Dashboards have been really helpful for the financial executives as very specific data can be analysed and presented in the dashboards focused to specific financial teams, so it is easier to see the actual results and forecasts.
  • On the negative side, since Anaplan is a complex tool to handle, it is better to have a dedicated resource or resources to the handling in Anplan. Regular business analysts could not handle their regular tasks and doing complex configurations in Anaplan without the help of well trained Anaplan resources, extra dedicated resources are needed to work with Anaplan.
Anonymous | TrustRadius Reviewer

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | TrustRadius Reviewer

Screenshots

Pricing Details

Anaplan

General

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

Anaplan Editions & Modules

Additional Pricing Details

Contactually, by Compass

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Contactually, by Compass Editions & Modules

Edition
Professional$69.001
Accelerator$119.001
  1. Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Anaplan
8.8
Contactually, by Compass
9.0

Likelihood to Renew

Anaplan
8.2
Contactually, by Compass
1.0

Usability

Anaplan
8.2
Contactually, by Compass
7.0

Reliability and Availability

Anaplan
10.0
Contactually, by Compass

Performance

Anaplan
9.0
Contactually, by Compass

Support Rating

Anaplan
9.1
Contactually, by Compass

In-Person Training

Anaplan
3.0
Contactually, by Compass

Online Training

Anaplan
5.0
Contactually, by Compass

Implementation Rating

Anaplan
6.7
Contactually, by Compass

Scalability

Anaplan
7.0
Contactually, by Compass

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