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Top Rated
208 Ratings
7 Ratings
Top Rated
208 Ratings
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Score 8.4 out of 101
7 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 9.4 out of 101

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Likelihood to Recommend

Anaplan

It's great for complex models that require frequent updates and instant feedback. That describes most planning situations I know of. It's great for organizations that want to change plans and models independent of IT support or programming. It's not a great reporting or analytics tool. Ad-hoc analysis is a non-starter in the platform--you have to be a model builder and the process of generating a report is very cumbersome compared with something like Tableau.
Christopher Pope profile photo

People.ai

People.ai is well suited to ensure the capture of all contacts engaged in Accounts and Opportunities as well as the activity that occurred within the deals. These data points allow the reps to have a more full picture of their Accounts and Opportunities, while also reducing the administrative work they would need to do to get the data points into Salesforce manually. Once that data is in the system, the sky is the limit with the types of analysis that can be done to help improve the business and rep performance.
Marceline Guyette profile photo

Feature Rating Comparison

BI Standard Reporting

Anaplan
9.1
People.ai
Customizable dashboards
Anaplan
9.1
People.ai

Report Output and Scheduling

Anaplan
8.8
People.ai
Publish to PDF
Anaplan
9.1
People.ai
Report Versioning
Anaplan
9.1
People.ai
Report Delivery Scheduling
Anaplan
8.2
People.ai

Mobile Capabilities

Anaplan
5.5
People.ai
Responsive Design for Web Access
Anaplan
5.5
People.ai

Budgeting, Planning, and Forecasting

Anaplan
7.5
People.ai
Long-term financial planning
Anaplan
7.4
People.ai
Financial budgeting
Anaplan
8.1
People.ai
Forecasting
Anaplan
7.7
People.ai
Scenario modeling
Anaplan
6.5
People.ai
Management reporting
Anaplan
7.7
People.ai

Consolidation and Close

Anaplan
6.6
People.ai
Financial data consolidation
Anaplan
7.8
People.ai
Journal entries and reports
Anaplan
6.6
People.ai
Multi-currency management
Anaplan
6.2
People.ai
Intercompany Eliminations
Anaplan
5.9
People.ai
Minority Ownership
Anaplan
6.0
People.ai
Local and consolidated reporting
Anaplan
7.3
People.ai
Detailed Audit Trails
Anaplan
6.3
People.ai

FInancial Reporting and Compliance

Anaplan
7.7
People.ai
Financial Statement Reporting
Anaplan
7.1
People.ai
Management Reporting
Anaplan
8.3
People.ai
Excel-based Reporting
Anaplan
6.9
People.ai
Automated board and financial reporting
Anaplan
8.3
People.ai

Analytics

Anaplan
6.7
People.ai
Personalized dashboards
Anaplan
5.5
People.ai
Color-coded scorecards
Anaplan
6.0
People.ai
KPIs
Anaplan
7.0
People.ai
Cost and profitability analysis
Anaplan
7.0
People.ai
Key Performance Indicator setting
Anaplan
7.5
People.ai
Benchmarking with external data
Anaplan
7.1
People.ai

Integration

Anaplan
8.3
People.ai
Flat file integration
Anaplan
8.4
People.ai
Excel data integration
Anaplan
8.3
People.ai
Direct links to 3rd-party data sources
Anaplan
8.2
People.ai

Prospecting

Anaplan
People.ai
9.2
Ideal customer targeting
Anaplan
People.ai
9.2

Sales Intelligence Data Standards

Anaplan
People.ai
9.1
Contact information
Anaplan
People.ai
9.3
Company information
Anaplan
People.ai
8.9
Industry information
Anaplan
People.ai
8.9

Data Augmentation & Lead Qualification

Anaplan
People.ai
9.0
Lead qualification process
Anaplan
People.ai
9.6
Salesforce integration
Anaplan
People.ai
9.0
Data hygiene
Anaplan
People.ai
8.5
Automatic data refresh
Anaplan
People.ai
9.2
Filters and segmentation
Anaplan
People.ai
8.9

Pros

  • Anaplan is great at organizing data. You can have one module for importing and then other modules that feed from there. It acts as a one stop shop for data that comes from several different SQL tables. Plus the pivot function is so easy to use.
  • Anaplan is money when it comes to modeling. You can test scenarios with different subsets changing one data point which will flow through all modules and particular versions that you need it to.
  • I am able to keep a very detailed and constantly updated hierarchy in Anaplan. From there I can branch off subsets that I need to test, such as bottom stores, merged stores, closing stores....thus I can extrapolate or dismiss certain groups. I also love Selective Access. Operators can see their group only and efficiently make changes to the forecast where they see fit.
David Cintron profile photo
  • Unless specifically filtered, all communications are synced to Salesforce regardless of AE preference. No ambiguity.
  • Net new Contacts created and synced to Accounts and Opportunity Contact Roles(OCR). Sales reps rarely add in OCRs and this removes that manual work.
  • Good Coaching tool.
No photo available

Cons

  • Size and pricing limitations inhibit full potential of the tool.
  • Empty cells/cells with 0 value are counted and take up space in models.
  • Models often require sophistication that can be a challenge to implement.
Ramandeep Garcha profile photo
  • Keep improving dashboarding in People.ai. Some of the work that is in Beta looks great.
Casey Clark profile photo

Likelihood to Renew

Anaplan8.2
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 profile photo
No score
No answers yet
No answers on this topic

Usability

Anaplan8.2
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 profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Anaplan10.0
Based on 1 answer
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 profile photo
No score
No answers yet
No answers on this topic

Performance

Anaplan9.0
Based on 1 answer
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 profile photo
No score
No answers yet
No answers on this topic

Support

Anaplan8.1
Based on 2 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 profile photo
No score
No answers yet
No answers on this topic

In-Person Training

Anaplan3.0
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 profile photo
No score
No answers yet
No answers on this topic

Online Training

Anaplan5.0
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 profile photo
No score
No answers yet
No answers on this topic

Implementation

Anaplan6.7
Based on 12 answers
I won't rate this low due to the 3rd party consultant, because overall the implementation with Anaplan went great. We had working models in our first month of having Anaplan, and have been able to branch out into multiple facets of the business in the 3 years since our first implementation.
Joe Bradbury profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

In my previous life, I used Smartview and Essbase. I found this ERP system to be useful as it allowed the financial system to connect to any blank Excel spreadsheet and build custom reports as well as pull data in a direct, consolidated and clean fashion within seconds. Having this capability with Anaplan would increase value ten-fold for not just finance-based users, but all users
Ramandeep Garcha profile photo
Clari primarily focused on attaching activities to Opportunities; Yesware primarily focused on email templates and was limited in its ability to track calls. We selected People.AI because it offered more than both platforms and its strengths were apparent in their UI design and AI delivery of insights.
Nick Ramirez profile photo

Scalability

Anaplan7.0
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 profile photo
No score
No answers yet
No answers on this topic

Return on Investment

  • Workforce Planning efficiency - so much easier than excel to maintain sensitive information planning
  • Long range plan lead time - the old excel model took weeks to update. The Anaplan model takes hours
Joe Bradbury profile photo
  • Our pipeline generation has seen a significant uptick now that we are able to fully understand how out team prospects and what is/isn't working.
Casey Clark profile photo

Pricing Details

Anaplan

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details
Request a personal demo: https://www.anaplan.com/request-demo/ Free trial for existing customers for any app in the App Hub: https://apphub.anaplan.com/

People.ai

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