Anaplan vs Zoho CRM | TrustRadius

Likelihood to Recommend

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

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Rama Narravula

Sr. Staff Analyst

Seagate TechnologyComputer Hardware, 10,001+ employees

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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.

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Jon Porreca

Project Administrator

A1 EnergyRenewables & Environment, 1-10 employees

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Feature Rating Comparison

Anaplan

Zoho CRM

Customizable dashboards

Anaplan

Zoho CRM

Publish to PDF

Report Versioning

Report Delivery Scheduling

Anaplan

Zoho CRM

Role-Based Security Model

Anaplan

Zoho CRM

Responsive Design for Web Access

Dedicated iOS Application

Dedicated Android Application

Dashboard / Report / Visualization Interactivity on Mobile

Anaplan

Zoho CRM

Long-term financial planning

Financial budgeting

Forecasting

Scenario modeling

Management reporting

Anaplan

Zoho CRM

Financial data consolidation

Journal entries and reports

Multi-currency management

Intercompany Eliminations

Minority Ownership

Local and consolidated reporting

Detailed Audit Trails

Anaplan

Zoho CRM

Financial Statement Reporting

Management Reporting

Excel-based Reporting

Automated board and financial reporting

Anaplan

Zoho CRM

Personalized dashboards

Color-coded scorecards

KPIs

Cost and profitability analysis

Key Performance Indicator setting

Benchmarking with external data

Anaplan

Zoho CRM

Flat file integration

Excel data integration

Direct links to 3rd-party data sources

Anaplan

Zoho CRM

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Anaplan

Zoho CRM

Case management

Call center management

Help desk management

Anaplan

Zoho CRM

Lead management

Email marketing

Anaplan

Marketing automation

Compensation management

Anaplan

Zoho CRM

Mobile access

Pros

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

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Scott Eckman

Principal Consultant

Impetus Consulting GroupFinancial Services, 51-200 employees

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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.

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Adam Montgomery

Energy Efficiency Consultant

SEMCORenewables & Environment, 11-50 employees

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Cons

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.

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Matthew Kuo

Senior Sales Planning Analyst

Tableau SoftwareComputer Software, 1001-5000 employees

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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

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Verified User

Director in Sales

Marketing & Advertising Company, 11-50 employees

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Likelihood to Renew

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

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Joe Bradbury

Manager, Financial Systems

Research NowMarket Research, 1001-5000 employees

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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.

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James Lochran

Sales and Marketing consultant

Independent consultantMarketing and Advertising, 1-10 employees

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Usability

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.

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Chris Friederich

Director, Financial Planning & Analysis

Cherwell SoftwareComputer Software, 201-500 employees

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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.

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Verified User

Consultant in Marketing

Marketing and Advertising Company, 51-200 employees

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Reliability and Availability

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.

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Joe Bradbury

Manager, Financial Systems

Research NowMarket Research, 1001-5000 employees

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Zoho CRM 9.0

Based on 1 answer

No answer on this topic is available.

Performance

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.

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Joe Bradbury

Manager, Financial Systems

Research NowMarket Research, 1001-5000 employees

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Zoho CRM 9.0

Based on 1 answer

No answer on this topic is available.

Support Rating

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.

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Joe Bradbury

Manager, Financial Systems

Research NowMarket Research, 1001-5000 employees

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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.

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María Fernanda Cruz

Coordinator

Hold MarketingMarketing & Advertising, 11-50 employees

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In-Person Training

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.

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Joe Bradbury

Manager, Financial Systems

Research NowMarket Research, 1001-5000 employees

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No score

No answers yet

No answers on this topic

Online Training

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/

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Joe Bradbury

Manager, Financial Systems

Research NowMarket Research, 1001-5000 employees

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Zoho CRM 8.2

Based on 2 answers

Training was basic, and didn't really cover more advanced aspects of using the product.

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Verified User

Consultant in Marketing

Internet Company, 1-10 employees

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Implementation Rating

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.

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Steve Ridgley

Head of Sales Compensation

Robert HalfStaffing and Recruiting, 10,001+ employees

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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

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Ron Sherwood

Senior Account Manager

Novus Media Today Group, LLCOnline Media, 11-50 employees

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Alternatives Considered

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.

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Szilvia Havasreti

PPS EMEA CEP Sales Coverage Program Manager

HPInformation Technology and Services, 10,001+ employees

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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.

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Andrew McClean

Sr. Community Outreach Associate

Oak Street HealthHospital & Health Care, 1001-5000 employees

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Scalability

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.

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Joe Bradbury

Manager, Financial Systems

Research NowMarket Research, 1001-5000 employees

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No score

No answers yet

No answers on this topic

Return on Investment

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.

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Verified User

Consultant in Information Technology

Newspapers Company, 51-200 employees

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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.

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Ashley Gennett

Marketing Coordinator

Cosmo DeNicola CompaniesEvents Services, 201-500 employees

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Pricing Details

General

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

per user, per month

Additional Pricing Details

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Rating Summary

Anaplan

Zoho CRM

Anaplan

Zoho CRM

Anaplan

Zoho CRM

Anaplan

Zoho CRM

Anaplan

Zoho CRM

Anaplan

Zoho CRM

Anaplan

Zoho CRM

Anaplan

Zoho CRM

Anaplan

Zoho CRM

Anaplan

Zoho CRM