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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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.N/A

    SAP Sales Cloud

    Score8.6 out of 10
    N/ASAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.N/A
    Pricing
    PlanfulSAP Sales Cloud
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    PlanfulSAP Sales Cloud
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsPricing is highly dependent on the complexity and scope of the implementation.—
    More Pricing Information
    Features
    PlanfulSAP Sales Cloud
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and SAP Sales Cloud
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    SAP Sales Cloud
    -
    Ratings
    Pixel Perfect reports6.933 Ratings00 Ratings
    Customizable dashboards5.057 Ratings00 Ratings
    Report Formatting Templates6.555 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and SAP Sales Cloud
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    SAP Sales Cloud
    -
    Ratings
    Drill-down analysis8.4103 Ratings00 Ratings
    Formatting capabilities7.0104 Ratings00 Ratings
    Report sharing and collaboration7.197 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and SAP Sales Cloud
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    SAP Sales Cloud
    -
    Ratings
    Publish to Web8.433 Ratings00 Ratings
    Publish to PDF6.477 Ratings00 Ratings
    Report Versioning6.555 Ratings00 Ratings
    Report Delivery Scheduling8.566 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and SAP Sales Cloud
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    SAP Sales Cloud
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)5.040 Ratings00 Ratings
    Location Analytics / Geographic Visualization6.42 Ratings00 Ratings
    Predictive Analytics6.044 Ratings00 Ratings
    Pattern Recognition and Data Mining7.33 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and SAP Sales Cloud
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    SAP Sales Cloud
    -
    Ratings
    Multi-User Support (named login)8.496 Ratings00 Ratings
    Role-Based Security Model8.894 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.595 Ratings00 Ratings
    Report-Level Access Control8.855 Ratings00 Ratings
    Single Sign-On (SSO)9.778 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and SAP Sales Cloud
    Feature
    Planful
    2.3
    42 Ratings
    105% below category average
    SAP Sales Cloud
    -
    Ratings
    Responsive Design for Web Access2.540 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile2.230 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and SAP Sales Cloud
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    SAP Sales Cloud
    -
    Ratings
    Long-term financial planning8.7139 Ratings00 Ratings
    Financial budgeting9.0155 Ratings00 Ratings
    Forecasting9.0146 Ratings00 Ratings
    Scenario modeling7.8131 Ratings00 Ratings
    Management reporting9.0149 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planful and SAP Sales Cloud
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    SAP Sales Cloud
    -
    Ratings
    Financial data consolidation9.3107 Ratings00 Ratings
    Journal entries and reports7.886 Ratings00 Ratings
    Multi-currency management7.470 Ratings00 Ratings
    Intercompany Eliminations7.673 Ratings00 Ratings
    Minority Ownership6.939 Ratings00 Ratings
    Local and consolidated reporting7.789 Ratings00 Ratings
    Detailed Audit Trails9.187 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planful and SAP Sales Cloud
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    SAP Sales Cloud
    -
    Ratings
    Financial Statement Reporting8.8133 Ratings00 Ratings
    Management Reporting8.8143 Ratings00 Ratings
    Excel-based Reporting7.0141 Ratings00 Ratings
    Automated board and financial reporting6.5114 Ratings00 Ratings
    XBRL support for regulatory filing7.13 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planful and SAP Sales Cloud
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    SAP Sales Cloud
    -
    Ratings
    Personalized dashboards5.191 Ratings00 Ratings
    Color-coded scorecards2.555 Ratings00 Ratings
    KPIs7.476 Ratings00 Ratings
    Cost and profitability analysis6.975 Ratings00 Ratings
    Key Performance Indicator setting6.963 Ratings00 Ratings
    Benchmarking with external data6.410 Ratings00 Ratings
    Integration
    Comparison of Integration features of Planful and SAP Sales Cloud
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    SAP Sales Cloud
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    8.5
    152 Ratings
    8% above category average
    Customer data management / contact management00 Ratings8.2144 Ratings
    Workflow management00 Ratings8.8146 Ratings
    Territory management00 Ratings8.1130 Ratings
    Opportunity management00 Ratings9.0142 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings8.3136 Ratings
    Contract management00 Ratings7.9133 Ratings
    Quote & order management00 Ratings8.6133 Ratings
    Interaction tracking00 Ratings9.0137 Ratings
    Channel / partner relationship management00 Ratings8.4131 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    8.9
    130 Ratings
    14% above category average
    Case management00 Ratings8.7125 Ratings
    Call center management00 Ratings9.1114 Ratings
    Help desk management00 Ratings8.8115 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    8.0
    131 Ratings
    3% above category average
    Lead management00 Ratings8.0130 Ratings
    Email marketing00 Ratings7.9112 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    8.3
    143 Ratings
    8% above category average
    Task management00 Ratings8.4135 Ratings
    Billing and invoicing management00 Ratings8.4113 Ratings
    Reporting00 Ratings8.1131 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    8.3
    141 Ratings
    8% above category average
    Forecasting00 Ratings8.1131 Ratings
    Pipeline visualization00 Ratings8.9132 Ratings
    Customizable reports00 Ratings8.0136 Ratings
    Customization
    Comparison of Customization features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    8.2
    138 Ratings
    7% above category average
    Custom fields00 Ratings8.0138 Ratings
    Custom objects00 Ratings7.9131 Ratings
    Scripting environment00 Ratings8.6114 Ratings
    API for custom integration00 Ratings8.3123 Ratings
    Security
    Comparison of Security features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    9.2
    141 Ratings
    9% above category average
    Single sign-on capability00 Ratings9.3135 Ratings
    Role-based user permissions00 Ratings9.1135 Ratings
    Social CRM
    Comparison of Social CRM features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    9.0
    98 Ratings
    18% above category average
    Social data00 Ratings8.698 Ratings
    Social engagement00 Ratings9.494 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    8.5
    117 Ratings
    12% above category average
    Marketing automation00 Ratings8.3113 Ratings
    Compensation management00 Ratings8.693 Ratings
    Platform
    Comparison of Platform features of Planful and SAP Sales Cloud
    Feature
    Planful
    -
    Ratings
    SAP Sales Cloud
    8.1
    122 Ratings
    6% above category average
    Mobile access00 Ratings8.1122 Ratings
    Best Alternatives
    PlanfulSAP Sales Cloud
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulSAP Sales Cloud
    Likelihood to Recommend
    8.8
    (164 ratings)
    8.4
    (163 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    8.1
    (15 ratings)
    Usability
    8.2
    (21 ratings)
    7.0
    (10 ratings)
    Availability
    8.2
    (4 ratings)
    9.1
    (2 ratings)
    Performance
    9.1
    (3 ratings)
    9.1
    (2 ratings)
    Support Rating
    9.0
    (22 ratings)
    5.8
    (13 ratings)
    In-Person Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Online Training
    9.1
    (3 ratings)
    9.1
    (3 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    7.5
    (4 ratings)
    Configurability
    8.2
    (2 ratings)
    9.1
    (1 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    9.1
    (1 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    5.3
    (4 ratings)
    9.1
    (1 ratings)
    Product Scalability
    8.2
    (2 ratings)
    8.5
    (123 ratings)
    Professional Services
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    8.2
    (1 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    9.1
    (1 ratings)
    User Testimonials
    PlanfulSAP Sales Cloud
    Likelihood to Recommend
    Planful
    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.
    Read full review
    SAP
    SAP Sales Cloud is highly suited for manufacturing and distribution enterprises and especially for people and companies who are already into SAP architecture. It is also great for industries which are consumer-packaged goods oriented, and it is highly structured for B2B sales which has predictive pipelines. I would say it is less suited for hyper growth or newer startups, especially people who are not familiar with the SAP ERP. It is multi-dimensional and has complex matrix structures, so it is a bit difficult to learn, and it might be daunting for new people.
    Incentivized
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    Pros
    Planful
    • 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
    Incentivized
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    SAP
    • I love its ability to automate the entire sales process for us.
    • Another thing I love is how it combines data from different touchpoints to provide a 360-degree view of the customer.
    • What I like best about SAP Sales Cloud is the real-time analytics it provides for my organization.
    Incentivized
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    Cons
    Planful
    • 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.
    Incentivized
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    SAP
    • One area of concern is the many data silos that are present within SAP sales cloud
    • While creating filters for accessing sales lead reports, the accuracy is missing sometimes.
    • The product is quite vast and a lot more learning material and knowledge base documents are required.
    Read full review
    Likelihood to Renew
    Planful
    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.
    Incentivized
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    SAP
    SAP sales enables organizations to manage their sales activities, such as inquiries, quotations, orders, deliveries, billing, and payments. Also integrates with other SAP modules, such as finance, logistics, and marketing, to provide a comprehensive solution for managing the entire sales cycle. thats makes SAP a good choice
    Incentivized
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    Usability
    Planful
    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.
    Incentivized
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    SAP
    In short, SAP CRM is a complete service that will help improve marketing strategy and productivity. It covers various topics, from big data analytics to resource management and housing sales data. SAP CRM has a long list of features and can do them all.
    Incentivized
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    Reliability and Availability
    Planful
    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.
    Read full review
    SAP
    Product was mostly available. A couple accessibility issues did exist when sending API calls, and there was either no response, or a delayed response.
    Read full review
    Performance
    Planful
    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.
    Read full review
    SAP
    No answers on this topic
    Support Rating
    Planful
    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
    Read full review
    SAP
    SAP's customer service is quick and efficient, with a response time of fewer than some minutes. In either case, you'll get instant help from the vendor or online forums. In addition, the vendor provides excellent global support for this tool. Like Salesforce, SugarCRM, etc., it's probably fine as a standalone CRM option.
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    In-Person Training
    Planful
    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!
    Incentivized
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    SAP
    No answers on this topic
    Online Training
    Planful
    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
    Incentivized
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    SAP
    Training was mostly completed over a couple conference calls, and reading the API documentation. Our developers were able to implement quickly after reading the documentation.
    Read full review
    Implementation Rating
    Planful
    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.
    Incentivized
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    SAP
    I would rate the implementation a 7. While the process overall was successful, there were challenges related to data migration, integration with other systems, and initial user adoption. However, the support from SAP during the implementation phase was helpful, and we were able to resolve the major issues as the process progressed.
    Incentivized
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    Alternatives Considered
    Planful
    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.
    Incentivized
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    SAP
    These other products are not fully focused on sales. Of course you can create a workflow for your employees but they have too much info that youll probably won't end Up using. Also their AI assistance is not that accurate when you need some advice or personalized Insights. That's why we swapped to another software that was focused on the sales funnel.
    Incentivized
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    Scalability
    Planful
    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.
    Incentivized
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    SAP
    1. It much needed to the end-user like sales person and marketing team to read the real time analysis for better decision making and deal closing. 2. Cost calculation and tracking becomes easier on go. 3. HR department, sales and marketing teams are getting insights for further improvement of the process of sales and conversion rate. 4. Easier to know customer behavior and taste.
    Incentivized
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    Return on Investment
    Planful
    • 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.
    Incentivized
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    SAP
    • Integration with additional sales tools, such as LinkedIn Sales Navigator, greatly improves the speed and efficiency of our entire process.
    • Standard templates facilitate easy and efficient lead interaction.
    • The time is reduced and representative job productivity increases when SAP Sales Cloud is used.
    Incentivized
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    ScreenShots

    Planful Screenshots

    Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations

    SAP Sales Cloud Screenshots

    Screenshot of the SAP Sales Cloud dashboard, where users can can automate critical selling processes and give sellers AI-based recommendations. The dashboard features:
Cloud deployment
A unified view of customers
An optimised mobile selling experience
AI-driven insights, recommendations, and analytics
Embedded generative AI highlights and summarization