Salesforce Sales Cloud vs. Workday Adaptive Planning

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce Sales Cloud
Score 8.4 out of 10
N/A
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
$25
per month
Workday Adaptive Planning
Score 8.1 out of 10
Mid-Size Companies (51-1,000 employees)
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.N/A
Pricing
Salesforce Sales CloudWorkday Adaptive Planning
Editions & Modules
Starter
$25.00
Per User/Per Month
Professional
$80.00
Per User/Per Month
Enterprise
$165.00
Per User/Per Month
Unlimited
$330.00
Per user/Per month
No answers on this topic
Offerings
Pricing Offerings
Salesforce Sales CloudWorkday Adaptive Planning
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeOptionalOptional
Additional Details
More Pricing Information
Community Pulse
Salesforce Sales CloudWorkday Adaptive Planning
Considered Both Products
Salesforce Sales Cloud

No answer on this topic

Workday Adaptive Planning
Chose Workday Adaptive Planning
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check …
Chose Workday Adaptive Planning
We did some analysis of Anaplan, but it seemed they were built for much bigger companies. It did not seem like we could implement and maintain Anaplan without significant IT support, which was one of the main goals of the project. Anaplan did seem like it could have more …
Chose Workday Adaptive Planning
Adaptive is much more flexible and powerful for our needs. It provides a wealth of reporting tools and capabilities that Cognos simply didn't or couldn't provide. The ability to have a team of one completely implement and manage the solution for a company is not unreasonable …
Chose Workday Adaptive Planning
Adaptive planning was selected for a different use case of financial planning and management reporting to which is lives up to expectations. We are pleased with Workday's commitment to expand the product offering as the demands of the business continue to grow.
Chose Workday Adaptive Planning
I have not used any other products like Adaptive Suite. I have only ever used Excel templates and models with VBA and models.
Chose Workday Adaptive Planning
Way easier to use
Chose Workday Adaptive Planning
User friendly view, easier more visual ability of creating reports
Chose Workday Adaptive Planning
I have used TM1 and Hyperion in the past and I find Adaptive to be cleaner, more flexible, quicker, and more powerful. It is extremely user friendly and intuitive which means the ramp time for a new employee to feel comfortable and competent with the tool is comparably short. …
Chose Workday Adaptive Planning
Adaptive is flexible and super fast compared to these widely used tools. Also, much easier to maintain singular vision for the team with a single source.
Chose Workday Adaptive Planning
Easier to use, Less expensive to implement and more adaptive to change.
Chose Workday Adaptive Planning
Adaptive works well with both Salesforce and NetSuite. There is a lot of value in having all programs integrated.
Chose Workday Adaptive Planning
Adaptive Insights is more user friendly, I love the fact that it updates in real time, without having to "roll up" your data to see the results. The reporting is easy to use and understand and the cost is much better when compared with big hitters such as Hyperion and Oracle. I …
Top Pros
Top Cons
Features
Salesforce Sales CloudWorkday Adaptive Planning
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Salesforce Sales Cloud
7.7
237 Ratings
0% above category average
Workday Adaptive Planning
-
Ratings
Customer data management / contact management8.5237 Ratings00 Ratings
Workflow management7.9228 Ratings00 Ratings
Territory management7.4182 Ratings00 Ratings
Opportunity management8.4231 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.4216 Ratings00 Ratings
Contract management7.0188 Ratings00 Ratings
Quote & order management7.5172 Ratings00 Ratings
Interaction tracking7.4202 Ratings00 Ratings
Channel / partner relationship management7.6164 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Salesforce Sales Cloud
7.4
79 Ratings
1% below category average
Workday Adaptive Planning
-
Ratings
Case management7.679 Ratings00 Ratings
Call center management7.363 Ratings00 Ratings
Help desk management7.366 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Salesforce Sales Cloud
7.6
216 Ratings
1% above category average
Workday Adaptive Planning
-
Ratings
Lead management7.8211 Ratings00 Ratings
Email marketing7.4181 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Salesforce Sales Cloud
7.4
219 Ratings
2% below category average
Workday Adaptive Planning
-
Ratings
Task management7.4209 Ratings00 Ratings
Billing and invoicing management7.056 Ratings00 Ratings
Reporting7.7172 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Salesforce Sales Cloud
7.7
232 Ratings
1% above category average
Workday Adaptive Planning
-
Ratings
Forecasting7.3201 Ratings00 Ratings
Pipeline visualization7.7220 Ratings00 Ratings
Customizable reports8.1229 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Salesforce Sales Cloud
8.0
223 Ratings
5% above category average
Workday Adaptive Planning
-
Ratings
Custom fields8.1221 Ratings00 Ratings
Custom objects8.1211 Ratings00 Ratings
Scripting environment7.9157 Ratings00 Ratings
API for custom integration8.0184 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Salesforce Sales Cloud
8.7
225 Ratings
4% above category average
Workday Adaptive Planning
-
Ratings
Single sign-on capability8.8192 Ratings00 Ratings
Role-based user permissions8.6198 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Salesforce Sales Cloud
7.4
142 Ratings
2% above category average
Workday Adaptive Planning
-
Ratings
Social data7.5141 Ratings00 Ratings
Social engagement7.3138 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Salesforce Sales Cloud
7.7
192 Ratings
8% above category average
Workday Adaptive Planning
-
Ratings
Marketing automation7.8188 Ratings00 Ratings
Compensation management7.7128 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Salesforce Sales Cloud
7.0
203 Ratings
7% below category average
Workday Adaptive Planning
-
Ratings
Mobile access7.0203 Ratings00 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
9.3
1 Ratings
14% above category average
Pixel Perfect reports00 Ratings9.01 Ratings
Customizable dashboards00 Ratings10.01 Ratings
Report Formatting Templates00 Ratings9.01 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
8.0
1 Ratings
4% below category average
Drill-down analysis00 Ratings9.01 Ratings
Formatting capabilities00 Ratings7.01 Ratings
Integration with R or other statistical packages00 Ratings8.01 Ratings
Report sharing and collaboration00 Ratings8.01 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
8.0
1 Ratings
2% below category average
Publish to PDF00 Ratings8.01 Ratings
Report Versioning00 Ratings8.01 Ratings
Report Delivery Scheduling00 Ratings8.01 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
7.7
1 Ratings
1% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings7.01 Ratings
Location Analytics / Geographic Visualization00 Ratings8.01 Ratings
Predictive Analytics00 Ratings8.01 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
9.0
1 Ratings
3% above category average
Multi-User Support (named login)00 Ratings9.01 Ratings
Role-Based Security Model00 Ratings9.01 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings9.01 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
8.5
1 Ratings
6% above category average
Responsive Design for Web Access00 Ratings8.01 Ratings
Mobile Application00 Ratings8.01 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings10.01 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
8.7
174 Ratings
4% above category average
Long-term financial planning00 Ratings8.5160 Ratings
Financial budgeting00 Ratings9.0171 Ratings
Forecasting00 Ratings8.7166 Ratings
Scenario modeling00 Ratings8.9157 Ratings
Management reporting00 Ratings8.4171 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
7.6
140 Ratings
6% below category average
Financial data consolidation00 Ratings7.8105 Ratings
Journal entries and reports00 Ratings7.967 Ratings
Multi-currency management00 Ratings6.880 Ratings
Intercompany Eliminations00 Ratings7.659 Ratings
Minority Ownership00 Ratings7.935 Ratings
Local and consolidated reporting00 Ratings8.593 Ratings
Detailed Audit Trails00 Ratings6.9116 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
8.5
162 Ratings
3% above category average
Financial Statement Reporting00 Ratings8.7143 Ratings
Management Reporting00 Ratings8.5157 Ratings
Excel-based Reporting00 Ratings8.1156 Ratings
Automated board and financial reporting00 Ratings8.6135 Ratings
XBRL support for regulatory filing00 Ratings8.625 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
7.7
132 Ratings
4% below category average
Personalized dashboards00 Ratings7.1114 Ratings
Color-coded scorecards00 Ratings7.394 Ratings
KPIs00 Ratings8.1107 Ratings
Cost and profitability analysis00 Ratings7.6111 Ratings
Key Performance Indicator setting00 Ratings7.995 Ratings
Benchmarking with external data00 Ratings8.366 Ratings
Integration
Comparison of Integration features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
Workday Adaptive Planning
8.3
152 Ratings
0% below category average
Flat file integration00 Ratings8.8118 Ratings
Excel data integration00 Ratings8.1146 Ratings
Direct links to 3rd-party data sources00 Ratings8.1112 Ratings
Best Alternatives
Salesforce Sales CloudWorkday Adaptive Planning
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
IBM Planning Analytics
IBM Planning Analytics
Score 8.4 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Centage
Centage
Score 9.6 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Oracle Fusion Cloud ERP
Oracle Fusion Cloud ERP
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce Sales CloudWorkday Adaptive Planning
Likelihood to Recommend
8.4
(369 ratings)
8.9
(203 ratings)
Likelihood to Renew
9.0
(56 ratings)
7.7
(43 ratings)
Usability
7.5
(120 ratings)
9.0
(109 ratings)
Availability
9.8
(27 ratings)
7.3
(11 ratings)
Performance
9.0
(18 ratings)
9.1
(5 ratings)
Support Rating
5.7
(91 ratings)
8.1
(33 ratings)
In-Person Training
7.9
(11 ratings)
8.2
(2 ratings)
Online Training
9.1
(15 ratings)
7.3
(9 ratings)
Implementation Rating
1.0
(18 ratings)
9.4
(27 ratings)
Configurability
10.0
(2 ratings)
8.2
(5 ratings)
Contract Terms and Pricing Model
8.8
(9 ratings)
7.3
(1 ratings)
Ease of integration
-
(0 ratings)
8.2
(8 ratings)
Product Scalability
8.6
(28 ratings)
8.6
(12 ratings)
Professional Services
9.3
(8 ratings)
8.2
(1 ratings)
Vendor post-sale
-
(0 ratings)
8.2
(4 ratings)
Vendor pre-sale
-
(0 ratings)
6.4
(4 ratings)
User Testimonials
Salesforce Sales CloudWorkday Adaptive Planning
Likelihood to Recommend
Salesforce
Salesforce Sales Cloud is, in my experience, well suited to large B2B businesses who are driving demand and lead generation, and tracking customers through the funnel. It is a system we needed for a long time and has made a huge difference. However, I think it would have been more appropriate for a smaller business / a business who sets this up earlier on. There are great advantages to having historical data. It is really useful for allowing all commercial teams to work together, including sales, new business, marketing, client success etc. However, it relies too much too often on human error. If more things were automated and simpler, perhaps with AI queries, it could be easier to use
Read full review
Workday
Adaptive is much more versatile than most planning software, and in most ways better than Excel for planning and analytics. It is great and bringing together data from multiple sources, especially if on the Workday platform, and really allows your team to collaborate in real time without any issues unlike trying to work in Excel workbooks at the same time or needing an adminstrator to enter data for you. Power users can even update models and reports themselves and share with others. The flexibility of designing your own models is also great in allowing you to plan however granular you need and have different methods of planning for different business units but bring it all together consolidated.The reporting is the least useful feature. Yes, OfficeConnect gives you all the power of Excel and PowerPoint and is great if you can utilize it, but for now it only works on Windows when many businesses have shifted to Apple or Google platforms. Also, OfficeConnect is not fast or easy to use, like the web reports and web dashboards, which are great for quick ad-hoc reports but not great for presentation-level reports. This creates a huge disconnect in the quickness of analytics, if you want to run and show in depth analytics you'll need OfficeConnect due to the limited functionality and limited formula capabilites of Adaptive web reports which requires someone to build and maintain and refresh the OfficeConnect reports which is slow and not easily shared with other users.Also the planning functionality of the 3 sheet types have not been updated in years. Some new features or sheet types would be greatly appreciated.
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Pros
Salesforce
  • Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
  • Logging activities: It's easy to post a call, text, email, etc.
  • API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
  • Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
Read full review
Workday
  • It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform
  • It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product
  • It can be integrated with any system including ERP, BI or CRM
Read full review
Cons
Salesforce
  • I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
  • It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
  • It seems I cannot create a report to pull notes logged at the account levels.
Read full review
Workday
  • Variable Time Roll-ups. Different entities within our company look at "years" differently, but we're only able to specify one global time roll-up for aggregating data quickly, which can lead to some confusion.
  • Administrative UI. Management of Access Rules and ordering sheets from an administrative point of view can be a bit tedious and have received less attention than other features recently.
  • List Sheet Reporting. Any sheet that is a variable list of things (like People, Capital Projects, Marketing Programs) is somewhat constrained in how it can be reported on. Adaptive provides two kinds of reports but both leave something to be desired when reporting on this kind of data.
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Likelihood to Renew
Salesforce
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Read full review
Workday
For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
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Usability
Salesforce
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
Read full review
Workday
Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
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Reliability and Availability
Salesforce
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
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Workday
There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
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Performance
Salesforce
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
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Workday
All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
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Support Rating
Salesforce
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
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Workday
Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
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In-Person Training
Salesforce
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
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Workday
This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
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Online Training
Salesforce
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
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Workday
They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
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Implementation Rating
Salesforce
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
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Workday
Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
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Alternatives Considered
Salesforce
The thing that puts Sales Cloud above the top is its simple user interface, which is easy to interact with. The visuals and automation are also quite amazing. Given its attention to data and customer relationship management, Sales Cloud is tough to beat. Of course, Microsoft Dynamics integrates nicely with other Microsoft products, and Monday is a tool everyone is familiar with, so it is hard to compete with those.
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Workday
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
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Contract Terms and Pricing Model
Salesforce
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
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Workday
Good read only seat access
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Scalability
Salesforce
Salesforce sales cloud implementation can give you the desired outcome for your business. Its workflow, approval, sync, and file-sharing features help automate the process. The Macros feature helps business to shorten their sales cycle. Sales Cloud also allows businesses to make the right decision with its real-time business insights and analysis.
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Workday
We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
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Professional Services
Salesforce
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
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Workday
This is now available in house at Workday which is convenient.
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Return on Investment
Salesforce
  • All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
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Workday
  • Adaptive Insights has had a positive impact on organizational expansion. With our break-even analysis we have created, what would once take place in a notebook or Excel, we have created templates and can run a conservative estimate on revenue and costs quite quickly. We have cut back on research and time on expansion by months this way, to mere hours.
  • One negative impact is the costs with implementing connections between our other ERP systems with Adaptive Insights. Currently, we would like to have near real-time data, but cannot due to the costs. Currently, I am tasked with uploading from multiple systems and this can be time consuming, especially during a close.
  • Overall, positively we have had an excellent experience. The ease of the functionality and the easy learning curve have enabled everyone on my team to have an enjoyable experience.
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ScreenShots

Salesforce Sales Cloud Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Workday Adaptive Planning Screenshots

Screenshot of Adaptive Planning balance sheets.Screenshot of Adaptive Discovery visuals.Screenshot of Adaptive Planning expense variance analysis report.Screenshot of Adaptive Discovery visuals with drill-down capabilities.Screenshot of Adaptive Planning in-sheet visualizations (waterfall chart)Screenshot of Sparklines are used to visualize trends and make adjustments visually