PlaceCPM Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The ability to link Quickbooks to Salesforce to give an overarching view of projected costs and revenue is really helpful. We can review our forecasts based on the deals in our opportunity pipeline or based on quota we've assigned to our sales reps. I thought the concept was really cool as it merges historical data with projections to give a holistic view of the financial health of the company. Review collected by and hosted on G2.com.

The customer success team is very helpful in setting everything up and did a great job with our account. I thought they could have more self serve features, but I'm sure they are working on this. Review collected by and hosted on G2.com.

PlaceCPM really helps us plan on our future. We are a professional services company, so it's ability to handle revenue and cash forecasting for project based revenue streams is incredible. We now easily forecast our cash flow basically in real time.

We also have really enjoyed working with the Place team. They go the extra mile and have focused on making sure we were leveraging the product. Review collected by and hosted on G2.com.

We have not really had any issues with the product. Review collected by and hosted on G2.com.

I'm excited to have a streamlined tool that forecasts both P&L and cash flow. This solution replaces my clunky Excel sheets and eliminates errors when trying to adjust individual expenditures. The tool even forecasts my revenue directly from our sales database. It doesn't get better than this! Review collected by and hosted on G2.com.

As with any software, there is a learning curve associated with adopting new technology. Fortunately, the system takes hardly any time at all to get used to. Review collected by and hosted on G2.com.

Financials are integrated to my company's Quickbooks Online software. I can click a transaction on PlaceCPM and it will direct me to the source entry in Quickbooks. That makes it easier in making adjustments and doing financial analysis. Review collected by and hosted on G2.com.

It will take some time to learn the in and out of this platform. Also, it lacks the cashflow presentation that accountants are used to seeing. I would love to see forecasted cash generated from operations, investing and financing. Review collected by and hosted on G2.com.

Having a tool like Place CPM has made our financial forecasting and decision-making process a whole lot easier. Reports and dashboards can be pulled up a granular level and across entities and that's an important part of how we make quick decisions. The setup and implementation worked like a charm with timely support from the Place team. Review collected by and hosted on G2.com.

We've not hit any challenges during our usage. The Place team has always been available right from the setup phase, so we are not too worried about it. Review collected by and hosted on G2.com.

Great team members. Very friendly and helpful. Right from demo they ensure we are at pace with them. PlaceCPM is very flexible and adaptable. As an executive it is very crucial to understand the finances of our organization and they have made it vey easy and transparent. Review collected by and hosted on G2.com.

We are a happy customer. The product really suits our requirements. Review collected by and hosted on G2.com.

PlaceCPM was easy to get started with, no learning curve, helps me forecast revenue, costs, and cash flow. For a company like ours that is growing, its been a helpful tool for running scenarios, forecasting hires, etc. Review collected by and hosted on G2.com.

Haven't seen downsides yet but will report back as we continue. Review collected by and hosted on G2.com.

The software provides the ability to generate consolidated reports with the ability to drill down . This is critical for organizations that have work forces that are decentralized. In our case we have teams in the US, Canada and India. Having the ability to budget and obtain real time expense management over those budgets is critical to our success. Review collected by and hosted on G2.com.

I really do not have any negative to say. Once the information is loaded/synced it is very easy to use and intuitive. Review collected by and hosted on G2.com.

That information is available in real time Review collected by and hosted on G2.com.

The cash forecast is based on payment terms but it would be more helpful for the system to use when actual payments are received and estimate future payments based on that information. Review collected by and hosted on G2.com.

Saves lot of time in creating different spreadsheets and makes it possible to get everything at one place. Review collected by and hosted on G2.com.

We're still working on set up and learning as we go. Review collected by and hosted on G2.com.

Salesforce Integration, Customer Support, Adaptable Forecasting Scenarios. Review collected by and hosted on G2.com.

N/A. The PlaceCPM team has been great so far in addressing our immediate concerns. Review collected by and hosted on G2.com.

P&L Forecasts and cash projections are very helpful Review collected by and hosted on G2.com.

I did not find any dislikes while using this software Review collected by and hosted on G2.com.