PlaceCPM is the comprehensive financial forecasting solution built specifically for technology and services companies. It delivers unrivaled flexibility and transparency that small and medium-sized finance departments need to generate more models with greater business impact in less time.
Built on the Salesforce Platform with low cost and resource implementation, PlaceCPM automatically connects the data silos across finance, sales and operations and visualizes financial data to improve executive reporting and real-time decision-making. It gives finance teams the flexibility and freedom to build more resilient financial models on demand that can be easily adjusted to reflect business changes on the ground.
The result for finance teams and their businesses is easily accessible data with less day-to-day financial grind, more proactive business and growth planning and enhanced confidence in their preparedness for the future.
Amped H.
Advanced user of PlaceCPM
★★★★★
Best FP&A for Xero inside Salesforce
What do you like best?
PlaceCPM really allows users to marry up their Salesforce data with accounting data to users a ver unique/insightful view of how a business is performing. I also really like how it allows us to forecast employees, manage their subscriptions and see the financial impact of these.
What do you dislike?
It can sometimes be a bit clunky with a lot of new objects and it can take a little while to get your head around. There needs to be work done on a knowledge base so that users can quickly reference how to fix errors and troubleshoot themselves.
What problems are you solving with the product? What benefits have you realized?
We have realised the value of having a single source of truth for accounting & sales data. While we hear the buzz phrase "360 customer view" it is a lot harder to achieve than some might think. Place CPM has really helped with us getting close to a customer 360 view of all our data.
Review source: G2.com
