What users are saying about
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Top Rated
234 Ratings
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Top Rated
463 Ratings

Anaplan

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Top Rated
234 Ratings
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Score 8.8 out of 100

Zoho CRM

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Top Rated
463 Ratings
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Score 8 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

Zoho CRM

Zoho CRM is a must for anyone using the rest of the Zoho CRM platform. Again, it acts as a hub with it's tight integrations with other Zoho apps. Making it the one Zoho app that our project users can log in to each day to see emails, tasks, deal status, etc. As an administrator it's vitally important to optimize how we set-up our Zoho CRM to provide the most useful and beneficial info to our users while requiring them to enter the least about of data. This is where the power of Zoho CRM workflows come in.
Jon Porreca | TrustRadius Reviewer

Feature Rating Comparison

BI Standard Reporting

Anaplan
7.7
Zoho CRM
Customizable dashboards
Anaplan
7.7
Zoho CRM

Report Output and Scheduling

Anaplan
8.4
Zoho CRM
Publish to PDF
Anaplan
8.8
Zoho CRM
Report Versioning
Anaplan
8.5
Zoho CRM
Report Delivery Scheduling
Anaplan
7.7
Zoho CRM

Access Control and Security

Anaplan
9.1
Zoho CRM
Role-Based Security Model
Anaplan
9.1
Zoho CRM

Mobile Capabilities

Anaplan
7.3
Zoho CRM
Responsive Design for Web Access
Anaplan
8.3
Zoho CRM
Dedicated iOS Application
Anaplan
6.7
Zoho CRM
Dedicated Android Application
Anaplan
7.3
Zoho CRM
Dashboard / Report / Visualization Interactivity on Mobile
Anaplan
6.8
Zoho CRM

Budgeting, Planning, and Forecasting

Anaplan
8.7
Zoho CRM
Long-term financial planning
Anaplan
8.3
Zoho CRM
Financial budgeting
Anaplan
8.9
Zoho CRM
Forecasting
Anaplan
8.8
Zoho CRM
Scenario modeling
Anaplan
9.0
Zoho CRM
Management reporting
Anaplan
8.6
Zoho CRM

Consolidation and Close

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

Financial Reporting and Compliance

Anaplan
8.5
Zoho CRM
Financial Statement Reporting
Anaplan
9.0
Zoho CRM
Management Reporting
Anaplan
8.7
Zoho CRM
Excel-based Reporting
Anaplan
7.4
Zoho CRM
Automated board and financial reporting
Anaplan
9.0
Zoho CRM

Analytics

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

Integration

Anaplan
8.3
Zoho CRM
Flat file integration
Anaplan
8.5
Zoho CRM
Excel data integration
Anaplan
8.0
Zoho CRM
Direct links to 3rd-party data sources
Anaplan
8.5
Zoho CRM

Sales Force Automation

Anaplan
Zoho CRM
7.6
Customer data management / contact management
Anaplan
Zoho CRM
8.0
Workflow management
Anaplan
Zoho CRM
7.7
Territory management
Anaplan
Zoho CRM
7.0
Opportunity management
Anaplan
Zoho CRM
7.7
Integration with email client (e.g., Outlook or Gmail)
Anaplan
Zoho CRM
7.5
Contract management
Anaplan
Zoho CRM
7.3
Quote & order management
Anaplan
Zoho CRM
7.3
Interaction tracking
Anaplan
Zoho CRM
8.0
Channel / partner relationship management
Anaplan
Zoho CRM
7.7

Customer Service & Support

Anaplan
Zoho CRM
6.9
Case management
Anaplan
Zoho CRM
7.2
Call center management
Anaplan
Zoho CRM
6.6
Help desk management
Anaplan
Zoho CRM
6.9

Marketing Automation

Anaplan
Zoho CRM
8.4
Lead management
Anaplan
Zoho CRM
8.5
Email marketing
Anaplan
Zoho CRM
8.4

CRM Project Management

Anaplan
Zoho CRM
7.6
Task management
Anaplan
Zoho CRM
7.6
Billing and invoicing management
Anaplan
Zoho CRM
7.3
Reporting
Anaplan
Zoho CRM
7.9

CRM Reporting & Analytics

Anaplan
Zoho CRM
7.5
Forecasting
Anaplan
Zoho CRM
7.1
Pipeline visualization
Anaplan
Zoho CRM
7.8
Customizable reports
Anaplan
Zoho CRM
7.6

Customization

Anaplan
Zoho CRM
7.6
Custom fields
Anaplan
Zoho CRM
8.1
Custom objects
Anaplan
Zoho CRM
7.2
Scripting environment
Anaplan
Zoho CRM
7.8
API for custom integration
Anaplan
Zoho CRM
7.1

Security

Anaplan
Zoho CRM
8.3
Single sign-on capability
Anaplan
Zoho CRM
8.2
Role-based user permissions
Anaplan
Zoho CRM
8.3

Social CRM

Anaplan
Zoho CRM
7.3
Social data
Anaplan
Zoho CRM
7.3
Social engagement
Anaplan
Zoho CRM
7.4

Integrations with 3rd-party Software

Anaplan
Zoho CRM
6.9
Marketing automation
Anaplan
Zoho CRM
7.3
Compensation management
Anaplan
Zoho CRM
6.5

Platform

Anaplan
Zoho CRM
6.8
Mobile access
Anaplan
Zoho CRM
6.8

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

Zoho CRM

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Adam Montgomery | 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

Zoho CRM

  • The navigation is a little clunky
  • Customization can be a detriment since undoing previous iterations while maintaining the data can be challenging
  • You need a clear SOP on where to work out of (contacts, deals, accounts) since the notes don't necessarily transfer
Anonymous | 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

Zoho CRM

Zoho CRM 7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran | 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

Zoho CRM

Zoho CRM 7.9
Based on 12 answers
Overall this product is not easy to use, integrate or manage. I have used many different CRM platforms and I find this platform to cost a lot of time and stress trying to manage or integrate. There are many other options that will be a better purchase option, give a greater ROI and save your overall organization time in their day to day actions.
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

Zoho CRM

Zoho CRM 9.0
Based on 1 answer
No answer on this topic is available.

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

Zoho CRM

Zoho CRM 9.0
Based on 1 answer
No answer on this topic is available.

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

Zoho CRM

Zoho CRM 7.6
Based on 12 answers
Sometimes they tell you to send an email, or they may be slow to actually solve the issue. They have support for paid and unpaid users, and chat, phone, email channels. You will be sure to reach someone, but in some cases you need a solution within a few hours and may have to wait a couple of days.
María Fernanda Cruz | TrustRadius Reviewer

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

Zoho CRM

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

Zoho CRM

Zoho CRM 8.2
Based on 2 answers
Training was basic, and didn't really cover more advanced aspects of using the product.
Anonymous | TrustRadius Reviewer

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

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood | TrustRadius Reviewer

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

Zoho CRM

ZoHo's reporting features are much simpler than Salesforce. Much more intuitive and simple.Salesforce has much more options - however they are more complicated to use. Salesforce reports pretty much must be setup by administrators. Lay users have not been able to quickly make reports as easily as they could would ZoHo.Salesforce has a console view that is much easier to utilize.
Andrew McClean | 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

Zoho CRM

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

Zoho CRM

  • Zoho has helped us increase sales.
  • We can easily give access to specific customer files & contracts to a limited number of individuals in my team.
  • It has been extremely convenient for all members of our marketing team to be able to upload all marketing materials, so they are easily accessible to any of our sales guys... especially if they are on the road or on a call.
Ashley Gennett | 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

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$14*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$141
Professional$231
Enterprise$401
Ultimate$521
  1. per user, per month
Additional Pricing Details

Rating Summary

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