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Planful
Score8.4 out of 10
Enterprise companies (1,001+ employees)
Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.
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Pricing
LeadFuze
Planful
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
LeadFuze
Planful
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Required
Additional Details
The LeadFuze team offers to write your cold email copy for you on our Professional and Rainmaker subscriptions for no additional cost. We have sent over 2 million cold emails and know what works and you can take advantage of this expertise with this offer.
Pricing is highly dependent on the complexity and scope of the implementation.
I give Lead Fuze an excellent rating because the double-checking feature for email addresses makes it so you don't have to purchase additional software and you don't have to worry about emails bouncing back from old, wrong emails like some other lead scrapers do. You can scrape 1000 quality leads in about 1 day and feed them directly into your cold emailing software like High Level, Woodpecker, Active Campaign, etc.
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.
I really like the 'no nonsense' interface and simplicity of LeadFuse. As a digital marketing agency, I also really like the AdWords budget filter... This is great! I can target prospects who are already spending at least 'X' amount of money on paid ads, so I have a basic idea of their budget before I even approach them. This avoids the 'what's your budget' question evasiveness that prospects often give. I can tell them I already know how much they are spending on PPC and cut through the BS.
I also like the 'technology used' filter. Since we work primarily with Wordpress, I can target prospects NOT using WordPress and pitch web design in a more meaningful way. Or, conversely, I can target ONLY companies using WordPress.
Finally, I like the semi-automation feature. I can have FuseBot pull down 100 new leads based on my criteria every Monday and, before I dump them into my automated email outreach/nurture campaign, I can glance over them and make sure the all look ok (admittedly, sometimes there are some weird strays in the results that are not in the geography or industry I'm looking for, so I can skip those).
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
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
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
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
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.
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
LeadFuze is super easy to get going and start to work with. There are videos to walk you through it but all you have to do is fill out the form that tells the system what kind of leads you're looking for and you're good to go - it does the rest of the work for you!
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
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.
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 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.
Very poor again. I booked 3 demonstrations with them, the first failed to support due to tech issues, the second one failed to arrive for the meeting, as did the third meeting arranged. I had difficulty trying to find anywhere to engage online with them, so the customer experience is very low down in my opinion.
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!
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
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
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
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.
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
LeadFuze has more filters than other software I've been using such as FindThatLead and Snovio and that gives me the chance to drill down even further into specific niches. Also, the system is really more user friendly and simple to use even more than other software I used in the past.
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.
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
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.
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
We have been able to reduce PPC spend and spend a fraction of that with LeadFuze. We are producing leads and a reasonable percentage is converting into orders and long term clients. Can't beat that.
We now spend less time chasing and generating leads. LeadFuze does all the heavy lifting and we have more time to build the business.
We have obtained several larger, long term clients from being able to get in front of them due to LeadFuze. LeadFuze helps us make that initial contact....the rest is up to us. That is the way it should be and the way I like it.
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