Easy Marketing and Sales Pipeline Management and Easy on Multiple Reports Creation.
January 24, 2022

Easy Marketing and Sales Pipeline Management and Easy on Multiple Reports Creation.

Roseli Ferreira | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

Easy creation of any marketing content and the intelligent capabilities for the predictive data analytics production and easy collecting multiple data insights through other marketing platforms using Board integration functions is the best. Content management through Cloud services and easy real-time data analytics obtaining and even Board offers the best marketing functionalities through many marketing and social media platforms.
  • Marketing of multiple content.
  • Gathering the effective sales data insights.
  • Content migration and predictive data analytics are excellent.
  • Professional user is required to deeply configure the Board Cloud functionalities.
  • Importing multiple marketing content as a new user.
  • Deployment process takes time to complete.

Do you think Board delivers good value for the price?

Yes

Are you happy with Board's feature set?

Yes

Did Board live up to sales and marketing promises?

Yes

Did implementation of Board go as expected?

Yes

Would you buy Board again?

Yes

  • The data prediction analytics obtained are helpful.
  • Easy to gather the marketing content required.
  • Reports are very clear and reliable.
  • Cloud sales operations management is very easy.
The predictive analytics and marketing reports that Board helps generate are excellent and easy on sales data management and also sales pipeline management. We were able to gather multiple contents through the Board data sources connectors and the data visualization is effective. The Cloud performance with Board features is excellent on time management, and sales operations streamlining, and also the resource planning capability through Board functionalities is productive.

Board Feature Ratings

Long-term financial planning
9
Financial budgeting
9
Forecasting
9
Scenario modeling
9
Management reporting
9
Financial data consolidation
9
Journal entries and reports
9
Multi-currency management
9
Intercompany Eliminations
9
Minority Ownership
9
Local and consolidated reporting
9
Detailed Audit Trails
9
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
9
XBRL support for regulatory filing
9
Personalized dashboards
9
Color-coded scorecards
9
KPIs
9
Cost and profitability analysis
9
Key Performance Indicator setting
9
Benchmarking with external data
9
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
9
Pixel Perfect reports
9
Customizable dashboards
9
Report Formatting Templates
9
Drill-down analysis
9
Formatting capabilities
9
Integration with R or other statistical packages
9
Report sharing and collaboration
9
Publish to Web
9
Publish to PDF
9
Report Versioning
9
Report Delivery Scheduling
9
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
9
Predictive Analytics
9
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
9
Responsive Design for Web Access
9
Mobile Application
9
Dashboard / Report / Visualization Interactivity on Mobile
9