Salesforce Agentforce Marketing vs. Workday Adaptive Planning

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agentforce Marketing
Score 7.7 out of 10
N/A
Marketing Cloud is a cloud-based digital marketing platform, used by marketers can segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights.
$1,250
per month
Workday Adaptive Planning
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Workday Adaptive Planning streamlines planning workflows, using AI and real-time data integration to improve collaboration and provide predictive forecasts for better strategic analysis.N/A
Pricing
Salesforce Agentforce MarketingWorkday Adaptive Planning
Editions & Modules
Account Engagement
$1,250
per month
Engagement
$1,250
per month
Intelligence
$3,000
per month
Loyalty Management
$20,000
per month
Personalization
$100,000
per year
Data Cloud for Marketing
$108,000
per year
No answers on this topic
Offerings
Pricing Offerings
Agentforce MarketingWorkday Adaptive Planning
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
Salesforce Agentforce MarketingWorkday Adaptive Planning
Considered Both Products
Agentforce Marketing
Chose Agentforce Marketing
Zoho CRM Plus, Twilio SendGrid and Email Marketing by Hemsmail
Chose Agentforce Marketing
The only other product we’re currently evaluating is on the Veeva side — Veeva Campaign. It’s a relatively new product that Veeva has released; it’s only been about six or seven months since it went into general availability. So time will tell whether it can compete with …
Chose Agentforce Marketing
Apart from Marketing Cloud we have one reach that we have used and to tell you the good stuff is like now we are getting rid of One Reach and we are moving all our text stuff as well to the marketing cloud. So that much we have confidence in Marketing Cloud and that much we are …
Chose Agentforce Marketing
Optimizely Personalization and HubSpot Marketing Hub
Chose Agentforce Marketing
Salesforce Marketing Cloud send emails and can work independently vs AJO is part of AEP suite
Chose Agentforce Marketing
I have worked with all three providers across different businesses and seen the benefit of each one in different ways. It is good that Salesforce Marketing Cloud connects well with salesforce as a sales management CRM. Hubspot is a lot. more user friendly of an interface and …
Chose Agentforce Marketing
I find the data stored in the database is very much cleansed and hence the overall decision making process improves. Also the customised emails, digital marketing features stacks the Salesforce Marketing Cloud way above others
Chose Agentforce Marketing
We use Salesforce Marketing Cloud for lead management, generating reports, tracking customer and dealer information, inputting orders, and more. I prefer HubSpot for email marketing and automation because it is easier to use and the emails are designed much better. We …
Chose Agentforce Marketing
I used Marketo for years and found it to be robust yet also fairly intuitive to navigate. When I joined my current role, they had just implemented Salesforce Marketing Cloud. I was initially not a fan, but since using the tool and navigating some complexities, I see the true …
Chose Agentforce Marketing
We are now more aware of how to use Salesforce rather than SAP. So ease of working is one of the reason.
Chose Agentforce Marketing
I think that all of the marketing platforms I have evaluated and used in the past serve different markets and purposes. Salesforce Marketing Cloud was more palatable to our team because of our existing tech stack where we had Salesforce CRM already deployed and in use. Compared …
Chose Agentforce Marketing
Hubspot is more user friendly, more intuitive, and has functionality built in from the start that allows you to get things off the ground faster than SFMC. I use SFMC because that is the current platform at my employer.
Chose Agentforce Marketing
Mailchimp is great for simple email use. It's straightforward and great for beginners in the email space. It does not offer nearly as much in the way of complexity as Salesforce Marketing Cloud does, so is limited with what it can do. Salesforce Marketing Cloud is much more …
Chose Agentforce Marketing
It has more features and a fuller capacity for all things marketing. Pardot was clunky and lacked a good email builder. It wasn't my choice to select this software, but I see its value, and the team has benefitted from it. We hope they continue to improve functionality and …
Chose Agentforce Marketing
Salesforce Marketing Cloud is a more comprehensive product than HubSpot Marketing Cloud. It integrates better with multiple channels, is a powerful audience builder, and is an efficient AI. However, Salesforce Marketing Cloud is also more expensive and requires Salesforce.com …
Chose Agentforce Marketing
I prefer Salesforce Marketing Cloud over Mailchimp.
Chose Agentforce Marketing
Salesforce Marketing Cloud stands out for its comprehensive features, scalability, and seamless integration capabilities. Compared to other platforms, its unified suite of tools for email, social media, mobile, and advertising enables streamlined cross-channel campaign …
Chose Agentforce Marketing
Not to sound like I am completely against Salesforce Marketing Cloud, I believe HubSpot has worked alot on their marketing platform to simplify the interface along with keeping the rich functions a marketing platform would want. Campaign monitor is a bit more basic, but perfect …
Chose Agentforce Marketing
My previous organization used Pardot and also Mailchimp. Salesforce Marketing Cloud is more powerful than both of those tools and integrates more deeply with Salesforce CRM.
Chose Agentforce Marketing
Overall, 80 percent of the features and boiler plate and standard across all these tools. Salesforce leads in integrations and global scalability. But lacks in User interface and ease of use.

Chose Agentforce Marketing
Salesforce Marketing Cloud offers many opportunities for personalization and supports big data integration. It features powerful tools like SQL for data and AMPscript for email creation. If someone wants to master the platform, it might require some initial learning, which I …
Chose Agentforce Marketing
We use these both in conjunction together now rather than rivals as the data that can be held in both does differ slightly and one platform email maker is slightly better so we do a lot of the creative in one platform and then have it link in and have all the data flow into the …
Chose Agentforce Marketing
I used other tools and Salesforce MArketing Cloud is the tool I find the easiest to use, and its interface helps me the most to achieve what I need.
Workday Adaptive Planning
Chose Workday Adaptive Planning
Compared to Vena, Adaptive Planning appeared to be better at scaling with us as a business. Vena uses Microsoft Dynamics as its platform and are somewhat limited in its roadmap due to what's available from Microsoft. Vena is much more linked to an Excel solution than Adaptive …
Chose Workday Adaptive Planning
While we have looked at various other platforms and even tried them out in the past, we eventually selected Workday Adaptive Planning to help with our headcount planning as we have a lot of entities especially international ones and we felt that Workday was the best suited for …
Chose Workday Adaptive Planning
For best-in-class capabilities, you'll very likely need to split the various HR and financial systems into separate systems rather than using a consolidated platform like Workday. However, a consolidated platform provides benefits by being a single location for employees and a …
Chose Workday Adaptive Planning
Time saving, centralised reports, visibility into metrics and numbers.
Chose Workday Adaptive Planning
Workday Adaptive Planning is similar to payroll and workforce management by implementing constant and new changes to finances, workplace changes and the people changing in rolls and employment. Both tools are very useful and practical in a company setting and mainly in …
Chose Workday Adaptive Planning
Like I said in a previous question, the fact that there was downtime that was needed to update all the data that was entered in a day was not ideal. This caused for hours lost on the data update and didn't allow our leaders to see the affects immediately like Workday Adaptive …
Chose Workday Adaptive Planning
Workday has been the only platform product I have used for FP&A.
Chose Workday Adaptive Planning
Overall being familiar with the Workday Adaptive Planning tool's flexibility and ease of use our finance and ops team saw this as the easiest and most robust tool that they could admin and maintain without outside IT resources.
Chose Workday Adaptive Planning
In my opinion, Spreadsheet Server is not even in the same game as Workday Adaptive Planning. While it is flexible in Excel, it still requires a lot of back and forth for analysis.
Chose Workday Adaptive Planning
Workday Adaptive Planning is less expensive than Oracle, and the integration is continuous.
Chose Workday Adaptive Planning
Very easy to do it yourself. WIth Hyperion/Anaplan, I had to rely on outside resources to do basic model changes.
Chose Workday Adaptive Planning
I choose to use Adaptive instead of Netsuite any opportunity that I get.
Chose Workday Adaptive Planning
Our previous platform was patchwork tools and unintegrated. We were clunky and poorly organized. The system was slow and difficult to use, and it was either overhaul it or start over. We evaluated our options holistically and went with Workday. It works better and faster, and …
Chose Workday Adaptive Planning
Workday provides adaptive and intuitive planning that does not has disruptions when there is any change in system or migrations of servers, users or systems. Workday integrates with CRM, ERP and other database engines to source data and provides insights that can be exported to …
Chose Workday Adaptive Planning
It doesn't have the same standard fulfillment modeling as the true workforce planning products, it equals the other core HCM systems and beats them on ease of use.
Chose Workday Adaptive Planning
We didn't check for any other provider since we got a recommendation from a Provider and we went only for Workday
Chose Workday Adaptive Planning
Workday Adaptive Planning is not as robust as SAP Ariba, but it is certainly better than BadgePass. The trouble with BadgePass is that it can be a but clunky in some modules that seem like clear bolt ons to the main product UI. Whereas, Ariba was clearly built to satisfy …
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
From our initial findings, Workday Adaptive seemed like it was going to be easier to get up and running out of the box and fit the needs of our company more.
Features
Salesforce Agentforce MarketingWorkday Adaptive Planning
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Salesforce Agentforce Marketing
7.4
Ratings
4% below category average
Workday Adaptive Planning
-
Ratings
WYSIWYG email editor7.50 Ratings00 Ratings
Dynamic content8.10 Ratings00 Ratings
Ability to test dynamic content6.50 Ratings00 Ratings
Landing pages7.60 Ratings00 Ratings
A/B testing7.10 Ratings00 Ratings
Mobile optimization6.70 Ratings00 Ratings
Email deliverability reporting7.40 Ratings00 Ratings
List management8.20 Ratings00 Ratings
Triggered drip sequences7.30 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Salesforce Agentforce Marketing
8.1
Ratings
4% above category average
Workday Adaptive Planning
-
Ratings
Lead nurturing automation8.70 Ratings00 Ratings
Lead scoring and grading8.10 Ratings00 Ratings
Data quality management7.40 Ratings00 Ratings
Automated sales alerts and tasks8.20 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Salesforce Agentforce Marketing
7.4
Ratings
0% above category average
Workday Adaptive Planning
-
Ratings
Calendaring7.40 Ratings00 Ratings
Event/webinar marketing7.30 Ratings00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
Salesforce Agentforce Marketing
7.4
Ratings
1% above category average
Workday Adaptive Planning
-
Ratings
Social sharing and campaigns7.40 Ratings00 Ratings
Social profile integration7.50 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Salesforce Agentforce Marketing
7.6
Ratings
4% above category average
Workday Adaptive Planning
-
Ratings
Dashboards8.10 Ratings00 Ratings
Standard reports7.50 Ratings00 Ratings
Custom reports7.30 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Salesforce Agentforce Marketing
7.5
Ratings
1% above category average
Workday Adaptive Planning
-
Ratings
API6.80 Ratings00 Ratings
Role-based workflow & approvals6.70 Ratings00 Ratings
Customizability6.90 Ratings00 Ratings
Integration with Salesforce.com7.70 Ratings00 Ratings
Integration with Microsoft Dynamics CRM8.80 Ratings00 Ratings
Integration with SugarCRM8.40 Ratings00 Ratings
Third-party software integrations7.50 Ratings00 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
8.0
Ratings
5% above category average
Pixel Perfect reports00 Ratings9.00 Ratings
Customizable dashboards00 Ratings7.50 Ratings
Report Formatting Templates00 Ratings7.50 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
7.6
Ratings
2% below category average
Drill-down analysis00 Ratings8.00 Ratings
Formatting capabilities00 Ratings6.50 Ratings
Integration with R or other statistical packages00 Ratings8.00 Ratings
Report sharing and collaboration00 Ratings8.00 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
8.0
Ratings
0% below category average
Publish to PDF00 Ratings8.00 Ratings
Report Versioning00 Ratings8.00 Ratings
Report Delivery Scheduling00 Ratings8.00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
7.7
Ratings
3% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings7.00 Ratings
Location Analytics / Geographic Visualization00 Ratings8.00 Ratings
Predictive Analytics00 Ratings8.00 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
8.1
Ratings
4% below category average
Multi-User Support (named login)00 Ratings7.50 Ratings
Role-Based Security Model00 Ratings8.00 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.00 Ratings
Report-Level Access Control00 Ratings8.50 Ratings
Single Sign-On (SSO)00 Ratings8.50 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
7.6
Ratings
1% above category average
Responsive Design for Web Access00 Ratings8.50 Ratings
Mobile Application00 Ratings7.00 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.00 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
8.1
Ratings
0% above category average
Long-term financial planning00 Ratings7.70 Ratings
Financial budgeting00 Ratings8.50 Ratings
Forecasting00 Ratings8.00 Ratings
Scenario modeling00 Ratings8.00 Ratings
Management reporting00 Ratings8.00 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
6.9
Ratings
12% below category average
Financial data consolidation00 Ratings6.60 Ratings
Journal entries and reports00 Ratings6.90 Ratings
Multi-currency management00 Ratings7.20 Ratings
Intercompany Eliminations00 Ratings6.20 Ratings
Minority Ownership00 Ratings6.60 Ratings
Local and consolidated reporting00 Ratings7.30 Ratings
Detailed Audit Trails00 Ratings7.20 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
7.5
Ratings
5% below category average
Financial Statement Reporting00 Ratings8.10 Ratings
Management Reporting00 Ratings8.40 Ratings
Excel-based Reporting00 Ratings7.10 Ratings
Automated board and financial reporting00 Ratings7.90 Ratings
XBRL support for regulatory filing00 Ratings6.20 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
8.1
Ratings
0% above category average
Personalized dashboards00 Ratings8.10 Ratings
Color-coded scorecards00 Ratings8.60 Ratings
KPIs00 Ratings7.80 Ratings
Cost and profitability analysis00 Ratings8.00 Ratings
Key Performance Indicator setting00 Ratings8.40 Ratings
Benchmarking with external data00 Ratings7.60 Ratings
Integration
Comparison of Integration features of Product A and Product B
Salesforce Agentforce Marketing
-
Ratings
Workday Adaptive Planning
6.9
Ratings
16% below category average
Flat file integration00 Ratings7.10 Ratings
Excel data integration00 Ratings8.00 Ratings
Direct links to 3rd-party data sources00 Ratings5.50 Ratings
Best Alternatives
Salesforce Agentforce MarketingWorkday Adaptive Planning
Small Businesses
Vbout
Vbout
Score 9.9 out of 10

No answers on this topic

Medium-sized Companies
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.0 out of 10
Centage
Centage
Score 9.4 out of 10
Enterprises
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.0 out of 10
OneStream
OneStream
Score 8.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce Agentforce MarketingWorkday Adaptive Planning
Likelihood to Recommend
8.2
(0 ratings)
7.7
(0 ratings)
Likelihood to Renew
8.1
(0 ratings)
10.0
(0 ratings)
Usability
8.4
(0 ratings)
7.6
(0 ratings)
Availability
10.0
(0 ratings)
9.0
(0 ratings)
Performance
9.6
(0 ratings)
9.0
(0 ratings)
Support Rating
7.0
(0 ratings)
8.2
(0 ratings)
In-Person Training
5.0
(0 ratings)
8.2
(0 ratings)
Online Training
8.1
(0 ratings)
7.3
(0 ratings)
Implementation Rating
3.0
(0 ratings)
8.6
(0 ratings)
Configurability
-
(0 ratings)
8.2
(0 ratings)
Ease of integration
7.0
(0 ratings)
7.3
(0 ratings)
Product Scalability
7.5
(0 ratings)
8.2
(0 ratings)
Vendor post-sale
8.0
(0 ratings)
8.2
(0 ratings)
Vendor pre-sale
7.0
(0 ratings)
6.4
(0 ratings)
User Testimonials
Salesforce Agentforce MarketingWorkday Adaptive Planning
Likelihood to Recommend
I rated this a seven because I love Salesforce, and it is excellent on the sales side. However, the marketing side has some pros and cons. It is terrific for keeping track of lead, customer, and dealer information, but it is not easy to automate workflows, integrate other software, or create well-designed emails. It is also straightforward to generate reports, which is very helpful in keeping track of lead progression to better market those leads and turn them into customers.
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If your company requires headcount and enterprise initiative planning across departments, it really helps to see the impacts at the company level. It is well-suited for conducting what-if scenarios and beneficial if you already have Workday HCM with position management. It may not be well-suited to companies that require custom dashboards.
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Pros
  • Filter relevant content so you can priorize those that are more relevant and resolve it first
  • Measure the traffic in the different social networks, as well as the response rate, average response time and other relevant metrics
  • Configure automation rules to order the work of those who must interact with the customer
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  • 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.
Read full review
Cons
  • Automation studio is very hard to use. We need to create a Data extension with all required fields before we can run SQL. So it takes a lot of time.
  • Query Studio is much easier to use but it often gives an error while running the same SQL in Automation Studio works fine.
  • We were not able to set up SMS messages as SFMC is not supporting MMS which is a big problem.
Read full review
  • Budgeting either isn't included or an extra fee.
  • Expense reporting aspects are repetitive and hard to fully optimize.
  • Finance tracking is limited to basic reports with multiple levels or drill-down...hard to fully grasp without exporting data and massaging in something else (like Excel).
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Likelihood to Renew
We are happy with Pardot. It has made our jobs easier and installed some reporting functions that have increased our ROI with the company. We have worked hard to set-up the functions in Pardot and it has taken time, but paid off.
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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
You won't find another solution that has as many features as Salesforce Marketing Cloud Interaction Studio. We all know Salesforce, we all know how big they are and it's not for nothing... Their tools do most of the things you want, need and even imagine. Using it is complicated, but the usability is infinite.
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Love, love, love, love the OfficeConnect interface as well as the Planning tab within Excel. OfficeConnect is so flexible, gets immediate updated data (after integrations are run). No need to recreate workbooks every month, just refresh the data. This really is the lifeblood for my CFO and leadership team. The Planning tab in Excel allows us to look at a Sheet with many, many rows and perform analysis, even sending it back to Workday Adaptive Planning.
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Reliability and Availability
Upgrades and timing of the upgrades were communicated well and planned during off hours for our work. If we did have a campaign scheduled during that time, it would kick-off after the system was back active. There were a few unplanned system down times, but it was a rare occurrence and those times were also short in duration.
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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
Though the make up of MA apps is not built this way today, it would be nice to see them become more real-time. The integration between Salesforce and Pardot is not a true real-time integration. If I modify something in Salesforce, those changes are not automatically reflected in Pardot immediately. There is a delay of about 15 minutes before the systems sync. This delay, although not long, is less than ideal We would love the systems to be integrated real time such that changes are propagated from one system to the other immediately.
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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
They are really responsive and more than not solve the problem or give you insight to how you can manage the solution yourself. I do find however sometimes a long delay on the more complex issues when they need to loop in other departments. but overall a good experience with support
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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
Training program is not very well established. There is very little documentations. More often than not it's in-person training. I wish there were more video tutorials so that somebody can learn the system quickly. Their documentation is very much like an RFP. Long and very technichal. They should definitly improve on this area.
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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
Pardot's online training touches on all topics briefly and vaguely without much indepth exploration into how a final outcome could look, such as Nurturing Campaigns, Email templates, landing page templates, etc... The only true way to uncover Pardot's full capabilities is to have Front End design and coding experience. Without this key skill set, I would not recommend Pardot to another business.
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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
From an IT perspective, once you set up the Javascript beacon and start collecting data there is a waiting game. During this time you can start labeling your site actions which can be labor intensive for a single person, but you don't really have the final end-users on the platform yet. We did a lot of training so users were experienced, but it wasn't until they had their first tasks to accomplish that they started using the system and had questions. I'd recommend setting up some immediate goals for an end-user to start segmenting for the purpose of displaying message campaigns so you can jump start end-user action.
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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
The only other product we’re currently evaluating is on the Veeva side — Veeva Campaign. It’s a relatively new product that Veeva has released; it’s only been about six or seven months since it went into general availability. So time will tell whether it can compete with Salesforce Marketing Cloud or not.
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Compared to Vena, Adaptive Planning appeared to be better at scaling with us as a business. Vena uses Microsoft Dynamics as its platform and are somewhat limited in its roadmap due to what's available from Microsoft. Vena is much more linked to an Excel solution than Adaptive Planning and we felt getting our Commercial Finance Business Partners out of Excel would be beneficial to move the mindset away from being analysts to being advisors to the business. OneStream's key selling point was its ability to merge together multiple ERPs into one single platform. This looked powerful but since we were on a single ERP, we wouldn't have benefited from that key feature. The OneStream user interface also looked very dated, as did their reporting outputs. Adaptive Planning had a much more modern and appealing reporting environment.
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Scalability
Prior to this, we had no solution and literally were doing things on paper in a world where technology is outpacing paper. Having this process optimized has made it easier for the sales and marketing people to change information. From the training perspective, it has allowed us to see holes in where we could create additional support training, so the ROI here has been a lot more than just the optimization of a process.
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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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Return on Investment
  • We have been able to create mature lead generation opportunities using Salesforce Marketing Cloud in conjunction with CRM.
  • We have had to spend much more in technical support
  • We have been able to save on costs of daily maintenance emails through automation.
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  • it is easier to take critical business decisions in the organization and respond to stakeholder early
  • migration of resources like cloud, servers or operating system or migrations does not lead to impact on platform
  • helps calculates complex metrics requires for financial and resource planning
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ScreenShots

Agentforce Marketing Screenshots

Screenshot of Pardot Analytics - Pardot's reporting and analytics can be used to perform true revenue impact analysis and closed-loop reporting.Screenshot of Pardot Email Analytics - The reach and impact of  email marketing efforts are displayed in real-time with advanced reporting and analytics by device, and email client.Screenshot of Pardot Forms and Landing Pages - Pardot's form and landing page builders are used to turn online traffic to leads with targeted offers and content marketing.Screenshot of Pardot Email Marketing - Lead nurturing flows are defined via an interface that enables definition of the simplest or most complex segmented and targeted campaigns.

Workday Adaptive Planning Screenshots

Screenshot of Workday Adaptive Planning AI Predictive ForecasterScreenshot of Workday Adaptive Planning AI AssistantScreenshot of Workday Adaptive Planning DashboardScreenshot of Workday Adaptive Planning Financial Planning DashboardScreenshot of Workday Adaptive Planning Financial Variance AnalysisScreenshot of Workday Adaptive Planning Process and Workflow Management