Gong vs. Planful

I think Gong is well suited when you are having a company that makes a lot of calls to clients or receives a lot of calls. It is very important. I think, from a business standpoint, to log all of the calls and conversations that are had to use in case anything ever comes up. Also, just to make sure that your employees are doing well on the calls, because you cannot monitor every single call personally. Having this as a reference point to listen to things that might be important versus not is awesome. it might be less appropriate if you are not really interacting a ton with the clients. If you are more so just doing business meetings, then it might not be needed. However, I do think it's a great tool overall because it provides the AI note recap from the calls and logs everything that might be helpful for any reason

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Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.

• Provides executive summaries for meeting notes and email follow ups.
• AI Briefs allow anyone to seek information on a particular customer in a matter of seconds.
• Scores calls such as EBRs or new business sales calls that can be used by management for coaching.
• Provides accurate forecasting and visibility to sales leaders.
• Theme spotter can be used to gather feedback and provide data to management for opportunities we continuously here from our clients.
• Accurately depict key points from conversations and allows for different brief themes to quickly get the information needed for teammates throughout the organization.

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• It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
• I can build detailed reports so that my monthly and weekly reporting is done more efficiently
• I like the tools that I am using to create dedicated models for forecasting and budgeting purposes

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• A history tracker (similar to Google Sheets/Excel) - it'd be nice to see WHO was changing certain fields and when exactly.
• Dark mode.
• A quick checklist when getting started to ensure I'm getting the most out of the platform (e.g., Gong Connect, Gong Import).

• Dashboarding could be more flexible and easier to use.
• Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
• Make Analyze view in Spotlight more intuitive.
• A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.

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I don't make these decisions for our company, but I would highly encourage our use of Gong to continue. Gong has been very helpful in my sales role in terms of staying organized and on top of accounts, completing actions in a timely manner, and moving deals forward with better insights

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Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.

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It does great for all the things I've mentioned. I didn't give it a 10/10 because I still think there is room to improve as far as improving the quality of the insights that are more actionable. I.e. this happened so you should think about doing this thing as a next step.

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The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.

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I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.

Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.

I give them a 10 because, I have been using Gong for over a year now and have never had issues or concerns go un resolved in a day or two. Their communication is impeccable and their tech support is very hands on and prompt

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Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support

My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!

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Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production

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This is nothing something I'm able to answer

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After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.

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It stacks up in a different way. All of these companies try to do some feature that Gong does. Like Call recording, call analysis, AI discovery, Forecasting and Sales Activity tracking. Gong beats most, Otter.ai is a growing competitor though.

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Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.

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I was not involved with the process

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From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.

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I was not involved with the process

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I don't have specific metrics since this feature isn't used in my job personally, but I do know that our sales and CS teams use Gong with SFDC opportunities to help with forecasting closed won opportunities based on intent captured within the call.

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• Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
• Budget to Actual analysis has become much more streamlined and actionable
• Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info