TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Nimble

    Score7.5 out of 10
    N/ANimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.

    $15

    per month

    Wolters Kluwer CCH® Tagetik

    Score8.5 out of 10
    N/ATagetik is a corporate performance management solution that unifies budgeting, financial planning, consolidation and management reporting. Tagetik is offered as SaaS, on a private cloud, or on-premise, and can migrate between deployments as needed.N/A
    Pricing
    NimbleWolters Kluwer CCH® Tagetik
    Editions & Modules
    Business
    $19.00
    Per User Per Month
    No answers on this topic
    Offerings
    Pricing Offerings
    NimbleWolters Kluwer CCH® Tagetik
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    NimbleWolters Kluwer CCH® Tagetik
    Considered Both Products
    Nimble
    No answer on this topic
    Wolters Kluwer
    No answer on this topic
    Key User Insights
    Would buy again
    89%
    Would buy again
    16 Answers
    100%
    Would buy again
    18 Answers
    Delivers good value for the price
    88%
    Delivers good value for the price
    15 Answers
    100%
    Delivers good value for the price
    18 Answers
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    100%
    Happy with the feature set
    18 Answers
    Lived up to sales and marketing promises
    94%
    Lived up to sales and marketing promises
    16 Answers
    89%
    Lived up to sales and marketing promises
    8 Answers
    Implementation went as expected
    94%
    Implementation went as expected
    17 Answers
    91%
    Implementation went as expected
    10 Answers
    Features
    NimbleWolters Kluwer CCH® Tagetik
    Sales Force Automation
    Comparison of Sales Force Automation features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.5
    30 Ratings
    8% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Customer data management / contact management9.529 Ratings00 Ratings
    Workflow management8.428 Ratings00 Ratings
    Territory management8.724 Ratings00 Ratings
    Opportunity management8.128 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.429 Ratings00 Ratings
    Contract management8.523 Ratings00 Ratings
    Quote & order management6.621 Ratings00 Ratings
    Interaction tracking9.227 Ratings00 Ratings
    Channel / partner relationship management8.126 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.1
    22 Ratings
    5% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Case management7.922 Ratings00 Ratings
    Call center management8.220 Ratings00 Ratings
    Help desk management8.321 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.7
    27 Ratings
    12% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Lead management8.426 Ratings00 Ratings
    Email marketing9.026 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.2
    29 Ratings
    6% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Task management8.529 Ratings00 Ratings
    Billing and invoicing management8.418 Ratings00 Ratings
    Reporting7.725 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.9
    27 Ratings
    15% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Forecasting8.923 Ratings00 Ratings
    Pipeline visualization8.827 Ratings00 Ratings
    Customizable reports9.023 Ratings00 Ratings
    Customization
    Comparison of Customization features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.6
    29 Ratings
    12% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Custom fields9.029 Ratings00 Ratings
    Custom objects8.322 Ratings00 Ratings
    Scripting environment8.518 Ratings00 Ratings
    API for custom integration8.820 Ratings00 Ratings
    Security
    Comparison of Security features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    9.3
    26 Ratings
    10% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Single sign-on capability9.424 Ratings00 Ratings
    Role-based user permissions9.324 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.4
    29 Ratings
    11% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Social data8.429 Ratings00 Ratings
    Social engagement8.429 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.8
    25 Ratings
    15% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Marketing automation8.725 Ratings00 Ratings
    Compensation management8.919 Ratings00 Ratings
    Platform
    Comparison of Platform features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    8.3
    27 Ratings
    9% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Mobile access8.327 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.1
    10 Ratings
    7% above category average
    Pixel Perfect reports00 Ratings8.07 Ratings
    Customizable dashboards00 Ratings8.58 Ratings
    Report Formatting Templates00 Ratings8.09 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    7.4
    24 Ratings
    5% below category average
    Drill-down analysis00 Ratings6.623 Ratings
    Formatting capabilities00 Ratings7.123 Ratings
    Integration with R or other statistical packages00 Ratings7.17 Ratings
    Report sharing and collaboration00 Ratings8.716 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.4
    15 Ratings
    17% above category average
    Publish to Web00 Ratings9.910 Ratings
    Publish to PDF00 Ratings9.913 Ratings
    Report Versioning00 Ratings7.712 Ratings
    Report Delivery Scheduling00 Ratings9.911 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.5
    8 Ratings
    15% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.07 Ratings
    Location Analytics / Geographic Visualization00 Ratings8.04 Ratings
    Predictive Analytics00 Ratings9.06 Ratings
    Pattern Recognition and Data Mining00 Ratings9.11 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.8
    23 Ratings
    16% above category average
    Multi-User Support (named login)00 Ratings9.923 Ratings
    Role-Based Security Model00 Ratings9.922 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings9.923 Ratings
    Report-Level Access Control00 Ratings9.94 Ratings
    Single Sign-On (SSO)00 Ratings9.216 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    6.1
    9 Ratings
    17% below category average
    Responsive Design for Web Access00 Ratings5.08 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.16 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.4
    49 Ratings
    4% above category average
    Long-term financial planning00 Ratings8.235 Ratings
    Financial budgeting00 Ratings8.143 Ratings
    Forecasting00 Ratings8.240 Ratings
    Scenario modeling00 Ratings8.634 Ratings
    Management reporting00 Ratings9.046 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.8
    46 Ratings
    12% above category average
    Financial data consolidation00 Ratings8.940 Ratings
    Journal entries and reports00 Ratings8.337 Ratings
    Multi-currency management00 Ratings8.334 Ratings
    Intercompany Eliminations00 Ratings9.337 Ratings
    Minority Ownership00 Ratings8.630 Ratings
    Local and consolidated reporting00 Ratings9.944 Ratings
    Detailed Audit Trails00 Ratings8.236 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.0
    50 Ratings
    10% above category average
    Financial Statement Reporting00 Ratings9.042 Ratings
    Management Reporting00 Ratings8.947 Ratings
    Excel-based Reporting00 Ratings8.150 Ratings
    Automated board and financial reporting00 Ratings9.035 Ratings
    XBRL support for regulatory filing00 Ratings9.920 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.2
    31 Ratings
    8% above category average
    Personalized dashboards00 Ratings8.426 Ratings
    Color-coded scorecards00 Ratings8.020 Ratings
    KPIs00 Ratings8.624 Ratings
    Cost and profitability analysis00 Ratings8.322 Ratings
    Key Performance Indicator setting00 Ratings8.022 Ratings
    Benchmarking with external data00 Ratings8.014 Ratings
    Integration
    Comparison of Integration features of Nimble and Wolters Kluwer CCH® Tagetik
    Feature
    Nimble
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.2
    47 Ratings
    13% above category average
    Flat file integration00 Ratings9.339 Ratings
    Excel data integration00 Ratings9.145 Ratings
    Direct links to 3rd-party data sources00 Ratings9.131 Ratings
    Best Alternatives
    NimbleWolters Kluwer CCH® Tagetik
    Small Businesses
    Salesflare
    Score10 out of 10
    No answers on this topic
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    NimbleWolters Kluwer CCH® Tagetik
    Likelihood to Recommend
    7.0
    (33 ratings)
    9.0
    (50 ratings)
    Likelihood to Renew
    7.0
    (3 ratings)
    9.1
    (11 ratings)
    Usability
    8.0
    (19 ratings)
    8.7
    (18 ratings)
    Availability
    -
    (0 ratings)
    7.3
    (2 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (2 ratings)
    Support Rating
    9.8
    (19 ratings)
    9.1
    (6 ratings)
    In-Person Training
    -
    (0 ratings)
    9.0
    (3 ratings)
    Online Training
    -
    (0 ratings)
    9.1
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    5.5
    (3 ratings)
    Configurability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.3
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.2
    (2 ratings)
    User Testimonials
    NimbleWolters Kluwer CCH® Tagetik
    Likelihood to Recommend
    Nimble
    This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.
    Incentivized
    Read full review
    Wolters Kluwer
    Scenarios where CCH Tagetik is suitable is when a company have large amounts of data and want to transform, consolidate, store and produce reporting in different year, period etc with complex calculations and allocation. Tagetik is the tool for you in this case and it's very flexible in terms of creating your own business rule, calculation and reporting options with a user friendly interface. I have not thought about scenarios where it is not appropriate to use tagetik yet as the tool covers small and large business financial needs
    Read full review
    Pros
    Nimble
    • Importing contacts in the CRM is very much consist of easy steps.
    • It allows me to create, edit and view contacts records anywhere from the web.
    • It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
    • it is playing an excellent role in managing our all relations.
    Incentivized
    Read full review
    Wolters Kluwer
    • Processes are clearly described in CCH Tagetik ; users can easily find where they are and which action they have to make
    • Interaction with Excel is really fluid ; the Excel add-in is easy to deploy and to updgrade, in the hand of users. It is reliable provided the internet connection is fast.
    • Managing hierachies is obvious in CCH Tagetik. Hierarchies are fundamental for a good reporting ; CCH Tagetik has obviously a deep experience of this feature.
    • SaaS : our experience with CCH Tagetik is of only 1 year, but it technically performs well, the system is reponsive, no shut-down, and updates (every quarter) do not disturb production.
    • AIH seems to be able to manage very large quantity of data, and to provide advanced analysis functionalities. We did not have time to explore them.
    Incentivized
    Read full review
    Cons
    Nimble
    • Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
    • Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.
    Incentivized
    Read full review
    Wolters Kluwer
    • Online help and manual is a bonus but could be improved e.g. the clarity of English explanations.
    • Improved Excel compatibility e.g. formula driven reporting and dash boarding.
    • Mobile phone connectivity e.g. launching a consolidation from a Wolters Kluwer CCH® Tagetik app.
    Incentivized
    Read full review
    Likelihood to Renew
    Nimble
    It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
    Read full review
    Wolters Kluwer
    Because in my oppinion Wolters Kluwer CCH Tagetik is one of the most usable tools for consolidation, planning (controlling) and reporting. Its usability is quite easy and innovative. I like the data entry method for the customers with its workflow and tasks, quite easy way to implement a co pilot. And i like the reporting tool, with a lot of customization opportunities.
    Read full review
    Usability
    Nimble
    The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.
    Incentivized
    Read full review
    Wolters Kluwer
    Surprisingly, this platform is a powerhouse ERP system. However, given time, when more and more organization is able to identify how powerful this tool can be, CCH Tagetik is able to stand as a competitive advantage to many of the Financial industry of today. Although, it needs time to understand the logic behind how CCH Tagetik is formed and setup, once it is known to the user, it is an easy day to day operations with minimal maintenance.
    Incentivized
    Read full review
    Reliability and Availability
    Nimble
    No answers on this topic
    Wolters Kluwer
    CCH Tagetik has alwyas been there in case we need help. In almost 20 years of commercial relationship, I have no evidence of times in which they were not available to answer a question or to solve an issue linked to their products, timely and efficiently.
    Incentivized
    Read full review
    Performance
    Nimble
    No answers on this topic
    Wolters Kluwer
    As you can see, speed depends on the applications but also on the hardware that runs them. As far as CCH Tagetik improved, we saw the benefit of a cloud-based solution which could solve many speed performance issues.
    Incentivized
    Read full review
    Support Rating
    Nimble
    It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.
    Incentivized
    Read full review
    Wolters Kluwer
    I got very quick respons. After very little mail iterations, they decided to have online meeting to look together with me to the issue. They tried to solve it during the meeting. I had the impression that the customer care person really knew the system and was able to ask help from other colleagues when needed
    Incentivized
    Read full review
    In-Person Training
    Nimble
    No answers on this topic
    Wolters Kluwer
    At the official deployment of the original product Controlling and Accounting teams went to Lucca and were walked through the product, Excel usage, Design, ETL run
    Read full review
    Online Training
    Nimble
    No answers on this topic
    Wolters Kluwer
    several times since the deployment of the product in 2013 we got on-line training on new functions or on very specific questions/issues (e.g. ETL customisation), followed by the usage of the Learning Hub since 2025
    Read full review
    Implementation Rating
    Nimble
    No answers on this topic
    Wolters Kluwer
    we did it in a coaching model. This allowed us to have 2 key advantages: we got to know the system very well and managed to save on the implementation cost. This worked well, was maybe a bit slower since we had to do this in our spare time. Nevertheless I strongly recommand
    Incentivized
    Read full review
    Alternatives Considered
    Nimble
    Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation. The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.
    Incentivized
    Read full review
    Wolters Kluwer
    I found the Excel piece of IBM Cognos TM1 to be easier to use than CCH Tagetik. It was much easier to customize the data being pulled and the feel of the reports because of that. Other than that, CCH Tagetik has been more user friendly than IBM Cognos TM1. Navigating within the application is much easier. IBM Cognos TM1 had a lot of issues with certain modules that could not be open concurrently; this would often lead to phantom data being entered in the system. I have not had these issues with CCH Tagetik.
    Incentivized
    Read full review
    Scalability
    Nimble
    No answers on this topic
    Wolters Kluwer
    A good and performing scalability both on a geographical and a legal entity scale. The link with MS Office suite allows an easy deployment of the application, especially for contributors.
    Incentivized
    Read full review
    Return on Investment
    Nimble
    • Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
    • A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
    Incentivized
    Read full review
    Wolters Kluwer
    • Gave us a tool that can absolutely grow with us to help multi phase implementations.
    • A significant time savings in terms of the amount of time we used to spend running reports vs. the time we spend now. Unbelievable improvement.
    • Gives us the option to use CCH Tagetik to solve business problems that perhaps we didn't have when we implemented CCH Tagetik. It gives us options without the possibility of implementing a whole other software package.
    Read full review
    ScreenShots

    Wolters Kluwer CCH® Tagetik Screenshots

    Screenshot of Homepage