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PlanSource vs. Salesforce HR Service Management

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    PlanSource

    Score5.8 out of 10
    N/APlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.N/A

    Salesforce HR Service Management

    Score8.9 out of 10
    N/AA solution that gives employees self-service so they can take action, get support on any channel, and find resources from one central place. For HR teams, streamline employee support and processes with HR case management.N/A
    Pricing
    PlanSourceSalesforce HR Service Management
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    PlanSourceSalesforce HR Service Management
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Best Alternatives
    PlanSourceSalesforce HR Service Management
    Small Businesses
    Ease
    Score9.9 out of 10
    No answers on this topic
    Medium-sized Companies
    Employee Navigator
    Score8.7 out of 10
    No answers on this topic
    Enterprises
    ADP Mobile Solutions
    Score8.4 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanSourceSalesforce HR Service Management
    Likelihood to Recommend
    7.3
    (1 ratings)
    8.0
    (1 ratings)
    User Testimonials
    PlanSourceSalesforce HR Service Management
    Likelihood to Recommend
    PlanSource
    Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.
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    Salesforce
    It is good for incident and change management. It can also be used for problem management. Not very useful for auditing as the search functionality has to be improved for that. Quite easy and convenient to use. The ability to export reports also would be great for checking incidents and change trends.
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    Pros
    PlanSource
    • Puts all of your healthcare selections in one place making changes, drops, and additions are taken care of in one place instead of having to contact every vendor individually.
    • Keeps an accurate record of real time enrollment which helps when you are in an account manager role and handling client questions concerning their health plans.
    • Provides tools to keep the client and yourself organized. Several Open Enrollment messaging tools and places to add any educational documents for the different health plans.
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    Salesforce
    • Good interface
    • Simple and concise
    • User-friendly
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    Cons
    PlanSource
    • The more advanced options, such as HCM, could have a slightly more user-friendly dashboard for users who are not daily computer users.
    • Needs to be easier to customize the homepage. Clients are always interested in adding in their own pictures, colors, welcome message position, etc.
    • Needs to have a function where the employer can send a document for the employee to sign, open and capture the employee's signature, send back to the employer and save in the employee file.
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    Salesforce
    • The change requests page could be better
    • The process for the incident lifecycle could be a little simpler
    • Search options could be improved a bit
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    Alternatives Considered
    PlanSource
    I have looked at GoCo, Kronos and Zenefits. I selected PlanSource because I felt it was the most customizable for a variety of clients across the board. The interface seemed functional but slightly professional looking than it competitors. PlanSource also seemed well established and that it was capable of handling my client needs.
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    Salesforce
    It is very similar to ServiceNow, but the options are much lighter and hence a bit easier to train employees on how to use it. It also integrates well with Jira, which is quite good. Some of the features are more straightforward, which makes it easier to handle a large volume of incidents.
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    Return on Investment
    PlanSource
    • Positive - Reduces time spent contacting vendors of enrollment changes. When you are dealing with several hundred employees and their dependents across several vendors that time starts to add up.
    • Positive - Point of value when trying to gain or up sell a client.
    • Negative - You do need to meet the minimum number of people on the platform as per your contact to avoid having to pay a fee to PlanSource. If one of your larger clients leaves that could be a potential issue.
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    Salesforce
    • Reduces time to resolve incidents
    • Enables to get a good overview of the change
    • Improves employee involvement and productivity
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    ScreenShots