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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

    Twilio SendGrid

    Score6.6 out of 10
    N/ATwilio SendGrid Marketing Campaigns provides users with segmentation, campaign editing, and deliverability. According to the vendor, Twilio SendGrid Marketing Campaigns is trusted by over 80,000 customers globally, including Airbnb, Spotify and Uber. Twilio SendGrid Marketing Campaigns aims to help users by providing: MORE EFFICIENT EMAIL BUILDING The campaign building process is free from frustrating, rigid step-by-step wizards that slow users down. The vendor says…

    $15

    per month

    Pricing
    PlanfulTwilio SendGrid
    Editions & Modules
    No answers on this topic
    Basic
    $15
    per month
    Advanced
    $60
    per month
    Free
    Free
    Offerings
    Pricing Offerings
    PlanfulTwilio SendGrid
    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
    Community Pulse
    PlanfulTwilio SendGrid
    Considered Both Products
    Planful
    No answer on this topic
    Twilio
    No answer on this topic
    Key User Insights
    Would buy again
    97%
    Would buy again
    101 Answers
    75%
    Would buy again
    15 Answers
    Delivers good value for the price
    99%
    Delivers good value for the price
    90 Answers
    72%
    Delivers good value for the price
    13 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    102 Answers
    70%
    Happy with the feature set
    14 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    60 Answers
    65%
    Lived up to sales and marketing promises
    13 Answers
    Implementation went as expected
    84%
    Implementation went as expected
    67 Answers
    70%
    Implementation went as expected
    14 Answers
    Features
    PlanfulTwilio SendGrid
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and Twilio SendGrid
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    2.3
    42 Ratings
    104% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    Twilio SendGrid
    -
    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 Twilio SendGrid
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    Twilio SendGrid
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Planful and Twilio SendGrid
    Feature
    Planful
    -
    Ratings
    Twilio SendGrid
    6.8
    50 Ratings
    17% below category average
    WYSIWYG email editor00 Ratings9.337 Ratings
    Dynamic content00 Ratings6.740 Ratings
    Ability to test dynamic content00 Ratings4.438 Ratings
    Landing pages00 Ratings8.024 Ratings
    A/B testing00 Ratings9.330 Ratings
    Mobile optimization00 Ratings8.938 Ratings
    Email deliverability reporting00 Ratings5.050 Ratings
    List management00 Ratings4.744 Ratings
    Triggered drip sequences00 Ratings4.624 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Planful and Twilio SendGrid
    Feature
    Planful
    -
    Ratings
    Twilio SendGrid
    6.1
    50 Ratings
    22% below category average
    Dashboards00 Ratings4.748 Ratings
    Standard reports00 Ratings5.148 Ratings
    Custom reports00 Ratings8.631 Ratings
    Pre-Send Testing
    Comparison of Pre-Send Testing features of Planful and Twilio SendGrid
    Feature
    Planful
    -
    Ratings
    Twilio SendGrid
    8.2
    12 Ratings
    1% above category average
    URL Validation00 Ratings7.911 Ratings
    Link Tracking00 Ratings7.512 Ratings
    Image Validation00 Ratings8.29 Ratings
    Inbox Display00 Ratings8.011 Ratings
    Email Accessibility Tools00 Ratings9.012 Ratings
    Spelling and Grammar Check00 Ratings8.19 Ratings
    Spam Testing00 Ratings8.111 Ratings
    Email Previews00 Ratings9.112 Ratings
    Best Alternatives
    PlanfulTwilio SendGrid
    Small Businesses
    No answers on this topic
    Mad Mimi
    Score10 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Campaign Monitor by Marigold
    Score9 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Emma by Marigold
    Score8.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulTwilio SendGrid
    Likelihood to Recommend
    8.8
    (164 ratings)
    4.7
    (61 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    7.0
    (1 ratings)
    Usability
    8.2
    (21 ratings)
    4.9
    (8 ratings)
    Availability
    8.2
    (4 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (22 ratings)
    3.0
    (9 ratings)
    In-Person Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Online Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    -
    (0 ratings)
    Configurability
    8.2
    (2 ratings)
    -
    (0 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    5.3
    (4 ratings)
    -
    (0 ratings)
    Product Scalability
    8.2
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    PlanfulTwilio SendGrid
    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
    Twilio
    If you're prepared to build out your whole staff UX, audience creation, email production, and analytics on your own using API, this tool may have that flexibility. If you require a sturdy drag and drop production tool, this tool has it but at the expense of a lot of other critical functionality. Out of the box analytics/reporting, is extremely limited. Complex queries, even something like pulling those who haven't engaged in email within a certain time period, is clunky. If you require any support at all, this is not the tool for you. I'm a deliverability consultant and have used many of the top email marketing tools and SendGrid has been extremely difficult for my team. I do not recommend it. Shiny and bright during sales, pretty disappointing thereafter.
    Read full review
    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
    Read full review
    Twilio
    • Managing email lists / audiences is easy with features like groups and segments.
    • They provide pre-built email templates that are very easy to modify. It is also super easy to create new email templates with their drag-and-drop email builder.
    • Provides clear / easy-to-read analytics of email campaigns.
    • I can easily import large email contact lists all at once or add a user manually one-at-a-time, when needed.
    Incentivized
    Read full review
    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
    Read full review
    Twilio
    • Not necessarily their Email API but their email in general - they are currently in beta for automated email sequences but are still bare bones. Much more work is needed before it can be used mainstream and be able to convert everything to SendGrid.
    • Helping with warming up our dedicated IP for the best-sending score.
    • We seem to hit the promotions folder a decent amount (maybe the IP problem above) and even a lot of their emails hit my spam or promotions folder (whether they be transactional or marketing) which isn't a great sign when trusting an ESP.
    • Transactional email sequences would be a huge plus.
    • Now that Twilio owns SenGrid, having an integrated platform where you could see all our transactional emails together.
    • Better reporting and split reporting between transactional and marketing emails.
    Incentivized
    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
    Read full review
    Twilio
    No answers on this topic
    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
    Read full review
    Twilio
    It is usable but needs improvement in overall user experience and ease of use. A new joinee/anyone new to the tool would need more tarining currently before he can use the platform seamlessly. The set-up to value realization time for Twilio SendGrid customers is generally high because of this concern.
    Incentivized
    Read full review
    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
    Twilio
    No answers on this topic
    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.
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    Twilio
    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
    Twilio
    Twilio SendGrid Email API is everything we want it to be, and we have no reason to look for any other solution. Features and pricing match exactly what we need. As developers for SaaS products, Twilio SendGrid Email API provides a great service. I hope that they stay this way and don't inflate the service with too many marketing oriented features, because there are other tools for that and Twilio SendGrid Email API is a API for sending email first and foremost.
    Incentivized
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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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    Twilio
    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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    Twilio
    No answers on this topic
    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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    Twilio
    No answers on this topic
    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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    Twilio
    Sendgrid has a lot of features that other providers have and a few more - like the dynamic template builder, which AWS SES doesn't have. We choose the provider based on the scenario of use and the provider we're using. If we're going to be making regular changes to a template, then we'd go with Sendgrid, as the changes will be easier to make and don't necessarily require developer intervention.
    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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    Twilio
    No answers on this topic
    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
    Read full review
    Twilio
    • As it was cheaper than the transactional service we previously used, it saved costs.
    • The API was relatively easy to work with so it helped us ship the service and test it quickly.
    • We still use the transactional email service, even though we recognize its limits as it meets our immediate needs.
    Incentivized
    Read full review
    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