TrustRadius Insights
PlaceCPM is a versatile tool that enables users to move away from spreadsheets and avoid inconsistencies in formulas. With the ability to …
Starting at $350 per month, plus $35 per user
View PricingOverview
What is PlaceCPM?
PlaceCPM combines transactional-level financial and cash forecasting, budgeting, modeling, consolidations and core planning with advanced collaboration, workflows, reporting and visualization tools in one application natively built on the Salesforce Platform. PlaceCPM aspires to antiquate the process of financial management across…
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Get StartedPricing
Startup (for companies with 1-15 employees)
$350
Cloud
per month, plus $35 per user
Growth (for companies with 16-100 employees)
$1400
Cloud
per month, plus $28 per user
Established (for companies with 101-300 employees)
$2500
Cloud
per month, plus $21 per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.placetechnology.com/get…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Using PlaceCPM: How We Make Better Business Decisions, Faster
YouTube
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is PlaceCPM?
PlaceCPM combines transactional-level financial and cash forecasting, budgeting, modeling, consolidations and core planning with advanced collaboration, workflows, reporting and visualization tools in one application natively built on the Salesforce Platform. PlaceCPM aspires to antiquate the process of financial management across endless spreadsheet tabs, and the disconnected teams, error-prone data, and limited function therein.
PlaceCPM Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Minority Ownership
- Supported: Local and consolidated reporting
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Automated board and financial reporting
- Supported: XBRL support for regulatory filing
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Direct links to 3rd-party data sources
BI Standard Reporting Features
- Supported: Pixel Perfect reports
- Supported: Customizable dashboards
- Supported: Report Formatting Templates
Ad-hoc Reporting Features
- Supported: Drill-down analysis
- Supported: Formatting capabilities
- Supported: Predictive modeling
- Supported: Report sharing and collaboration
Report Output and Scheduling Features
- Supported: Report Versioning
- Supported: Report Delivery Scheduling
Data Discovery and Visualization Features
- Supported: Predictive Analytics
- Supported: Support for Machine Learning models
- Supported: Pattern Recognition and Data Mining
Access Control and Security Features
- Supported: Multi-User Support (named login)
- Supported: Role-Based Security Model
- Supported: Multiple Access Permission Levels (Create, Read, Delete)
- Supported: Report-Level Access Control
- Supported: Single Sign-On (SSO)
Mobile Capabilities Features
- Supported: Responsive Design for Web Access
- Supported: Mobile Application
- Supported: Dashboard / Report / Visualization Interactivity on Mobile
PlaceCPM Screenshots
PlaceCPM Video
Forecast confidently with PlaceCPM, THE financial forecasting and business planning solution built on the Salesforce Platform.
PlaceCPM Integrations
PlaceCPM Competitors
- Workday Adaptive Planning
- Anaplan
- Breadwinner
PlaceCPM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
| Supported Countries | United States, Canada, United Kingdom, Australia |
| Supported Languages | English, Spanish |
Comparisons
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Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
PlaceCPM is a versatile tool that enables users to move away from spreadsheets and avoid inconsistencies in formulas. With the ability to distribute income, expenses, and related movements into different months based on client and vendor payment setup, PlaceCPM provides users with greater control over financial planning and forecasting. Users have found that PlaceCPM effectively solves challenges related to projecting and forecasting the income statement. They appreciate its integration with Salesforce Opportunity records, which allows for easy revenue forecasting and inclusion of booked deals. Additionally, users find the software's analysis capabilities valuable, as it enables them to analyze expenses within specific periods or by department, providing better insight into sales and expenses for future planning. By replacing static Excel spreadsheets with dynamic financial forecasting, PlaceCPM has eliminated the need for cumbersome spreadsheets and provided on-the-spot reports and revenue forecasting.
Real-time availability of information: Users highly value the real-time availability of information in PlaceCPM, as it allows them to stay updated on their financial forecasts at all times. User-friendly interface: The user-friendly interface of PlaceCPM makes it easy for users to get started without any learning curve. This is particularly beneficial for companies experiencing growth and needing a tool that can handle scenario planning and forecasting for hiring needs. Elimination of manual budget tracking: Many users appreciate that PlaceCPM eliminates the need for manual budget tracking and analysis, allowing them to focus on more critical business needs. This streamlining of processes is highly appreciated by reviewers.
Cons:
- Steep learning curve: Some users have mentioned that it takes time to learn the ins and outs of the platform, particularly with regards to understanding the setup process and how it affects forecasts.
- Lack of functionality: Reviewers have expressed that the platform is still new and building out its functionality. They feel that there are certain features, such as cashflow presentation and forecast generation from operations, investing, and financing, that are missing or not as robust as more sophisticated software options.
- Cumbersome setup process: Several users have found some steps in the setup process to be cumbersome and time-consuming. They would like to see improvements or more streamlined methods for setting up their accounts and customizing reporting options.
Overall, while users appreciate aspects of the platform such as transaction-level budgeting support and responsive customer service from the PlaceCPM team, they have highlighted areas where they believe enhancements could be made to improve usability and meet their specific business needs.
Users commonly recommend PlaceCPM for its barebone structure, which is suitable for most small to mid-size businesses. They also praise the unique and powerful forecasting tool built on force.com, as well as the integration of QuickBooks data into Salesforce, enabling predictive analysis. Additionally, users suggest trying PlaceCPM as it effectively tackles both P&L and Flow processes and delivers actionable insights. It is also recommended to check if PlaceCPM integrates with CRM and accounting software. Overall, users find PlaceCPM to be a nice tool that replaces manual processes and provides valuable insights.