Anaplan vs Salesforce

• Real - time - the cloud based technology allows all changes & its impact is visible in real time.

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• 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.

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• I'd like to see a back button. While there is restore from backup, it is a long process that only Admins can perform. And all users lose changes of course.
• As an Admin, my #1 request is: why can't we select multiple list members with check boxes? For example, if I have a list of depts., and want to see HR + Recruiting (two list members). Yes, I can build a line item that does that. But every combination of list members must be custom built.
• Another one that I get asked for are hierarchies for line items. For example, if I have a List on pages, there will be "+" to group items. For example, I might have Finance, HR, and Recruiting, all in "G&A" which I could then open the "+" to expand and collapse (G&A) to show the detail. If I am pivoted on a Line Item on pages, this isn't possible.
• Another big one I get asked for, is "why can't I save views?!" Of course Admins can, but I think users would really appreciate it this one. Please consider it!

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• Dashboards could certainly be improved, limited customization
• Reporting formulas are limited, and make exporting/excel manipulation necessary is some cases
• Development options require a dedicated developer, so if you want heavy customization you will need to hire more resources.

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• 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

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• From a marketing standpoint, I am able to pull various reports that look at campaign engagement, cost of campaign, and if any findings have occurred from campaign responses. This allows me to make decisions on cutting budgets for specific marketing campaigns, or placing more budget into a high performing campaign.
• We now have the ability to pull reports that show engagement attempts on leads. These reports allow us to ensure all leads in our database are being followed up in a timely manner, and that no lead is lost in the system. By ensuring that our sales representatives have high engagement on leads, we have ultimately increased our sales.
• Overall, Salesforce has had a positive impact on our company. A year ago we were using an archaic CRM system that bound us to the mere capacity of the database. Working with Salesforce has enabled us to implement and work with better sales functions and solutions that improve our company as a whole.

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