What users are saying about
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Top Rated
2901 Ratings
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Top Rated
279 Ratings

Salesforce

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2901 Ratings
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Score 8.4 out of 100

Workday Adaptive Planning

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Top Rated
279 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

Salesforce

We have well over 12,000 contacts that we were managing in several customer relationship managers and list serves. We are bringing them all into Salesforce to streamline our user experience across the department and also bring our event registration over to Salesforce rather than having it in separate softwares. We are using it in higher education communications and marketing.
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning is extremely well suited to the typical finance budget, forecast, actual reporting cycle and makes it easy to do every monthly forecast at the same level of detail as an annual plan. It takes a lot of pain out of the reconciliation of headcount variances and that type of thing.
Marvin Hartsfield | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce
7.8
Workday Adaptive Planning
Customer data management / contact management
Salesforce
8.4
Workday Adaptive Planning
Workflow management
Salesforce
7.7
Workday Adaptive Planning
Territory management
Salesforce
7.7
Workday Adaptive Planning
Opportunity management
Salesforce
8.4
Workday Adaptive Planning
Integration with email client (e.g., Outlook or Gmail)
Salesforce
7.3
Workday Adaptive Planning
Contract management
Salesforce
7.7
Workday Adaptive Planning
Quote & order management
Salesforce
7.5
Workday Adaptive Planning
Interaction tracking
Salesforce
8.1
Workday Adaptive Planning
Channel / partner relationship management
Salesforce
7.8
Workday Adaptive Planning

Customer Service & Support

Salesforce
8.5
Workday Adaptive Planning
Case management
Salesforce
9.0
Workday Adaptive Planning
Call center management
Salesforce
8.4
Workday Adaptive Planning
Help desk management
Salesforce
8.3
Workday Adaptive Planning

Marketing Automation

Salesforce
7.9
Workday Adaptive Planning
Lead management
Salesforce
8.2
Workday Adaptive Planning
Email marketing
Salesforce
7.7
Workday Adaptive Planning

CRM Project Management

Salesforce
7.5
Workday Adaptive Planning
Task management
Salesforce
7.6
Workday Adaptive Planning
Billing and invoicing management
Salesforce
6.7
Workday Adaptive Planning
Reporting
Salesforce
8.0
Workday Adaptive Planning

CRM Reporting & Analytics

Salesforce
8.2
Workday Adaptive Planning
Forecasting
Salesforce
7.9
Workday Adaptive Planning
Pipeline visualization
Salesforce
8.3
Workday Adaptive Planning
Customizable reports
Salesforce
8.5
Workday Adaptive Planning

Customization

Salesforce
8.1
Workday Adaptive Planning
Custom fields
Salesforce
8.3
Workday Adaptive Planning
Custom objects
Salesforce
8.4
Workday Adaptive Planning
Scripting environment
Salesforce
7.7
Workday Adaptive Planning
API for custom integration
Salesforce
7.9
Workday Adaptive Planning

Security

Salesforce
8.4
Workday Adaptive Planning
Single sign-on capability
Salesforce
8.3
Workday Adaptive Planning
Role-based user permissions
Salesforce
8.6
Workday Adaptive Planning

Social CRM

Salesforce
7.4
Workday Adaptive Planning
Social data
Salesforce
7.4
Workday Adaptive Planning
Social engagement
Salesforce
7.4
Workday Adaptive Planning

Integrations with 3rd-party Software

Salesforce
7.5
Workday Adaptive Planning
Marketing automation
Salesforce
7.7
Workday Adaptive Planning
Compensation management
Salesforce
7.3
Workday Adaptive Planning

Platform

Salesforce
7.7
Workday Adaptive Planning
Mobile access
Salesforce
7.7
Workday Adaptive Planning

BI Standard Reporting

Salesforce
Workday Adaptive Planning
9.3
Pixel Perfect reports
Salesforce
Workday Adaptive Planning
9.0
Customizable dashboards
Salesforce
Workday Adaptive Planning
10.0
Report Formatting Templates
Salesforce
Workday Adaptive Planning
9.0

Ad-hoc Reporting

Salesforce
Workday Adaptive Planning
8.0
Drill-down analysis
Salesforce
Workday Adaptive Planning
9.0
Formatting capabilities
Salesforce
Workday Adaptive Planning
7.0
Integration with R or other statistical packages
Salesforce
Workday Adaptive Planning
8.0
Report sharing and collaboration
Salesforce
Workday Adaptive Planning
8.0

Report Output and Scheduling

Salesforce
Workday Adaptive Planning
8.0
Publish to PDF
Salesforce
Workday Adaptive Planning
8.0
Report Versioning
Salesforce
Workday Adaptive Planning
8.0
Report Delivery Scheduling
Salesforce
Workday Adaptive Planning
8.0

Data Discovery and Visualization

Salesforce
Workday Adaptive Planning
7.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
Salesforce
Workday Adaptive Planning
7.0
Location Analytics / Geographic Visualization
Salesforce
Workday Adaptive Planning
8.0
Predictive Analytics
Salesforce
Workday Adaptive Planning
8.0

Access Control and Security

Salesforce
Workday Adaptive Planning
9.0
Multi-User Support (named login)
Salesforce
Workday Adaptive Planning
9.0
Role-Based Security Model
Salesforce
Workday Adaptive Planning
9.0
Multiple Access Permission Levels (Create, Read, Delete)
Salesforce
Workday Adaptive Planning
9.0

Mobile Capabilities

Salesforce
Workday Adaptive Planning
8.5
Responsive Design for Web Access
Salesforce
Workday Adaptive Planning
8.0
Dedicated iOS Application
Salesforce
Workday Adaptive Planning
8.0
Dedicated Android Application
Salesforce
Workday Adaptive Planning
8.0
Dashboard / Report / Visualization Interactivity on Mobile
Salesforce
Workday Adaptive Planning
10.0

Budgeting, Planning, and Forecasting

Salesforce
Workday Adaptive Planning
8.9
Long-term financial planning
Salesforce
Workday Adaptive Planning
9.1
Financial budgeting
Salesforce
Workday Adaptive Planning
9.2
Forecasting
Salesforce
Workday Adaptive Planning
9.4
Scenario modeling
Salesforce
Workday Adaptive Planning
8.2
Management reporting
Salesforce
Workday Adaptive Planning
8.5

Consolidation and Close

Salesforce
Workday Adaptive Planning
7.4
Financial data consolidation
Salesforce
Workday Adaptive Planning
8.7
Journal entries and reports
Salesforce
Workday Adaptive Planning
7.6
Multi-currency management
Salesforce
Workday Adaptive Planning
6.7
Intercompany Eliminations
Salesforce
Workday Adaptive Planning
7.0
Minority Ownership
Salesforce
Workday Adaptive Planning
7.0
Local and consolidated reporting
Salesforce
Workday Adaptive Planning
7.9
Detailed Audit Trails
Salesforce
Workday Adaptive Planning
6.7

Financial Reporting and Compliance

Salesforce
Workday Adaptive Planning
8.4
Financial Statement Reporting
Salesforce
Workday Adaptive Planning
8.6
Management Reporting
Salesforce
Workday Adaptive Planning
8.2
Excel-based Reporting
Salesforce
Workday Adaptive Planning
8.8
Automated board and financial reporting
Salesforce
Workday Adaptive Planning
8.4
XBRL support for regulatory filing
Salesforce
Workday Adaptive Planning
7.9

Analytics

Salesforce
Workday Adaptive Planning
8.3
Personalized dashboards
Salesforce
Workday Adaptive Planning
8.0
Color-coded scorecards
Salesforce
Workday Adaptive Planning
8.0
KPIs
Salesforce
Workday Adaptive Planning
9.1
Cost and profitability analysis
Salesforce
Workday Adaptive Planning
8.7
Key Performance Indicator setting
Salesforce
Workday Adaptive Planning
8.5
Benchmarking with external data
Salesforce
Workday Adaptive Planning
7.7

Integration

Salesforce
Workday Adaptive Planning
8.1
Flat file integration
Salesforce
Workday Adaptive Planning
8.2
Excel data integration
Salesforce
Workday Adaptive Planning
7.6
Direct links to 3rd-party data sources
Salesforce
Workday Adaptive Planning
8.3

Pros

Salesforce

  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
Erik Viager | TrustRadius Reviewer

Workday Adaptive Planning

  • Version Management. Adaptive lets us manage many versions/scenarios all in one platform with the robust ability to compare them to each other.
  • Processing Performance. With the Elastic Hypercube technology that was implemented a few years back, we can watch changes flow through a complex web of formulas and arrive at an answer within seconds.
  • Audit Trail. Our administrators love the ability to see and report on who made what changes when, which leads to real accountability within the organization.
Warren Sampson | TrustRadius Reviewer

Cons

Salesforce

  • Costs vs. ROI: The initial cost to BUILD whatever instance your SF sales rep presents to you and sells; the COST associate to get to that build is NEVER explained or discussed.
  • The Salesforce sales rep's job is to sell you on an idea and hope, rather than practical application, implementation, and realistic expectations of the egregiously cantankerous and universally overpriced CRM.
  • They do not vet, manage or hold accountable their 'implementation partners'. Again, the sales rep for Salesforce; their job is to sell you the platform, not what you they showed you the platform can do. There is extreme neglect in discussing the actual cost to get their CRM platform to do WHAT they have showcased to you. Not to mention the time it takes to get there. Not to mention the partners they refer to you are random. These 3rd party companies do ALL the work and make ALL the money on behalf of Salesforce, for themselves. You get stuck in contracts with mediocre service or lackluster results and there is NO recourse for you as the consumer against these 'partners'.
  • If I want to sell GM cars, GM has standards and minimums they require in order for me to represent their brand. If I do shady dealings, rip customers off or am just a terrible business to be in business with, GM would strip me of my dealership title for their brand. SalesForce does no such thing. I could start a company to implement salesforce, have you sign a contract and deliver a garbage product. If you go to SF to complain about that; "Our hands our tied" as I have been told.
  • Salesforce does not care about your user experience, they just want you to buy more. It is a Sales organization, not a software company. Again, they do not care about your business, the negative impact of their CRM rollout, or how terrible their 3rd party support partners are. They. Dont. Care. They just want your money.
  • SF is aware they are the biggest player on the block. They have all the cards. You, the consumer, as an individual business, have no power or say.
Kurt Johansen | TrustRadius Reviewer

Workday Adaptive Planning

  • It would be beneficial to me, as a user, if there was a library of documentation for every type of feature. This could be something regarding formula building, understanding how attributes work, with examples, or a location for basic and advance documentation on Sheet/Model/Cubes.
  • I would like to have the ability to directly assign some dimensions to accounts easier. A drag and drop feature for that would be interesting. This has been a challenge for me when new dimensions are built and I am unable to assign them to new accounts.
  • I would also like to see some more formulas or an easier way to do some basic tasks. For example a simple YTD function instead of running a simple, yet long string of texts for the formulas. Or the option for selecting YTD features, removing the need of the formula all together.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Salesforce

Salesforce 10.0
Based on 49 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 34 answers
The tools is powerful for planning and reporting purposes, but also very easy to use for non-financial end-users. Team members have expressed how happy they are with the application and the ability we've given them to make their work lives more efficient.
Brad MacDonald | TrustRadius Reviewer

Usability

Salesforce

Salesforce 8.1
Based on 84 answers
I rate Salesforce.com overall usability 9 because this Web base tools really serve it's the purpose and contribute much to our marketing and sales pipeline and help drive more RIO in our Business. Sales and marketing activities have no gaps it's can be seen and monitored in Salesforce.com even opportunities they are engaged or attached on it we can see where leads are coming and in who or where effort it is. It's easy to maintain and use. No issue so far and all works well.
Angel Arciaga | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.7
Based on 95 answers
We have users in all parts of the business that have access. [Even those who] are not financial individuals love the ease of use while being able to drill down and clearly understand what is happening in their department. All levels of the organization find Workday Adaptive Planning useful for both executive level reporting, financial reviews as well as detailed planning by multiple users.
Dmitry Zaichenko, MBA | TrustRadius Reviewer

Reliability and Availability

Salesforce

Salesforce 9.8
Based on 54 answers
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.
Kyle Dugger | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 6.4
Based on 20 answers
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.
Anonymous | TrustRadius Reviewer

Performance

Salesforce

Salesforce 9.0
Based on 36 answers
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
Rob Gottschalk | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 10 answers
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.
Jaynee Tolle | TrustRadius Reviewer

Support Rating

Salesforce

Salesforce 7.7
Based on 111 answers
As a Salesforce user, I've worked in large organizations with Salesforce-trained employees. They gave me instructions on how to get in touch with them, and they were addressed in a way that made it easy for me to understand. But they were often overwhelmed with Salesforce. My organization would benefit from more online and videos and on-site training. Even with a level one person, complex issues can be tricky to resolve.
Aononna Tazin | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.0
Based on 42 answers
The online support for Workday Adaptive Planning is very helpful. I go there at least once a week to find answers to questions and they’re usually very easy to find. If i’m unsuccessful in finding the answer, I email Workday Adaptive Planning support and they’re quick to answer, willing to help, and provide great clarity on the answer if you need it.
Anonymous | TrustRadius Reviewer

In-Person Training

Salesforce

Salesforce 7.9
Based on 11 answers
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
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 8.2
Based on 1 answer
Our 3rd party vendor walked us through the whole process and was available for questions after we started using the Adaptive Insights. I would suggest using the online training environment plus an individual walk through of your company's model to get more acquainted with the instance. There were also on-line tutorials to help us along the way.
Jaynee Tolle | TrustRadius Reviewer

Online Training

Salesforce

Salesforce 9.1
Based on 15 answers
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
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 7 answers
The training program in Adaptive Insight has grown quite a bit, since I originally implemented in Adaptive Insights. I would now give it a 10 rating and suggest that anyone implementing for the first time work through the certification program. The certification program is a very detailed in depth primer to understanding how the system works.
Jaynee Tolle | TrustRadius Reviewer

Implementation Rating

Salesforce

Salesforce 9.4
Based on 32 answers
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.
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 45 answers
In our experience the Adaptive Suite is quick and easy to deploy. Most implementations are facilitated in just a few weeks but may range depending on organisation complexity from say 2 to 12 weeks with only the very largest and most complex taking a little longer. When key stakeholders are properly engaged and the opportunities for skills transfer are exercised, we find that implementations proceed well and are delivered on time and to project budget
Greg Clarke | TrustRadius Reviewer

Alternatives Considered

Salesforce

When evaluating a CRM solution for our company we had a fairly simple decision process. We had to decide to buy vs build an internal solution - which we found for the cost Salesforce would save from development / IT perspective and provide a more robust solution. The closest out of the box competitor we looked at was the Microsoft Dynamics CRM product -and again, we found Salesforce to be a more robust / cost effective solution.
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

After researching several CPM products, Adaptive and Prophix actually both met our needs quite well. The Adaptive Sales & Design Team went above and beyond in the early stages of exploring whether Adaptive could meet some of our very specific needs. Adaptive's customer service during the exploration phase was noticeably present. We chose Adaptive and a vendor in our local area to implement. Budget Maestro seemed to require more IT resources than what we desired to invest. Vena Solutions was a bit pricey from our perspective and Xlerant didn't quite have what we were looking for in a budgeting tool.
Limin Kinsey, CPA, CFE | TrustRadius Reviewer

Contract Terms and Pricing Model

Salesforce

Salesforce 8.7
Based on 3 answers
The contract process was arduous. Some of that was because of the purchasing issues with our university, but as mentioned previously, we got a quote for a package and then they also recommended add-on fees. These were things we did not end up going with because we had budgeted based on the originally quoted amount. This has slowed down our implementation phase and meant we were paying for two CRM software for longer than I would have liked.
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

No score
No answers yet
No answers on this topic

Scalability

Salesforce

Salesforce 10.0
Based on 2 answers
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Anonymous | TrustRadius Reviewer

Workday Adaptive Planning

Workday Adaptive Planning 9.1
Based on 8 answers
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
Anonymous | TrustRadius Reviewer

Professional Services

Salesforce

Salesforce 9.0
Based on 3 answers
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.
Aononna Tazin | TrustRadius Reviewer

Workday Adaptive Planning

No score
No answers yet
No answers on this topic

Return on Investment

Salesforce

  • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
  • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
Quentin Goin | TrustRadius Reviewer

Workday Adaptive Planning

  • We are seeing more and more how Adaptive can go beyond financial metrics and cross into operational metrics. As we work with other departments in the business, we are working hard to make Adaptive the system of record when it comes to KPI reporting and measuring.
Mark McConkie | TrustRadius Reviewer

Screenshots

Pricing Details

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce Editions & Modules

Edition
Essentials$25.001
Professional$75.001
Enterprise$150.001
Unlimited$300.002
  1. Per User/Per Month
  2. Per user/Per month
Additional Pricing Details

Workday Adaptive Planning

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workday Adaptive Planning Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesforce
7.9
Workday Adaptive Planning
8.7

Likelihood to Renew

Salesforce
10.0
Workday Adaptive Planning
9.1

Usability

Salesforce
8.1
Workday Adaptive Planning
8.7

Reliability and Availability

Salesforce
9.8
Workday Adaptive Planning
6.4

Performance

Salesforce
9.0
Workday Adaptive Planning
9.1

Support Rating

Salesforce
7.7
Workday Adaptive Planning
8.0

In-Person Training

Salesforce
7.9
Workday Adaptive Planning
8.2

Online Training

Salesforce
9.1
Workday Adaptive Planning
9.1

Implementation Rating

Salesforce
9.4
Workday Adaptive Planning
9.1

Contract Terms and Pricing Model

Salesforce
8.7
Workday Adaptive Planning

Scalability

Salesforce
10.0
Workday Adaptive Planning
9.1

Professional Services

Salesforce
9.0
Workday Adaptive Planning

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