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revVana Plan Reviews & Product Details

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revVana Plan Reviews (5)

Reviews

revVana Plan Reviews (5)

4.8
5 reviews

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Joan M.
JM
Joan M.
Senior Vice President, Global Customer Experience Operations
Enterprise (> 1000 emp.)
"Revenue Forecasting & Realization Made Easy"
5/5
What do you like best about revVana Plan?

revVana easily integrates with the Salesforce CRM. The tool displays opportunity revenue in a format which resembles a spreadsheet which is simple to use for sellers. Leveraging Revanna allows for accuracy in ACV that would be difficult to achieve leveraging Salesforce native quoting tools. Revanna allows revenue to be captured at multiple stages of the sale, allowing for direct comparisons of forecast to actuals on a month-over-month basis. The team at revVana is committed to the success of their customers. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

revVana allows for very complex calculations which created latency at certain points, but the vendor team continually worked with us to optimize our calculations when this issue was encountered. Review collected by and hosted on G2.com.

Rita D.
RD
Rita D.
Controller
Small-Business (50 or fewer emp.)
"revVana assists in RevRec"
5/5
What do you like best about revVana Plan?

As a service business with several different contracting scenarios and cadences to our revenue recognition, it was easy to set up the plans to match at contract signing and then adapt to actuals as the team was able to execute the contract. It worked seamlessly with our dashboards and it is invaluable to the team in projecting revenues and cash flow. The team at revVana was a valuable resource to our in-house team in developing the plans. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

We have been using for about a year now and have had to make a few additions based on our business. Editing the plans is not as user friendly so our in-house SF team can do it---but not as easy for the regular SF user, which is only a downside for making quick edits---but great for internal controls! Review collected by and hosted on G2.com.

Phillip R.
PR
Phillip R.
Chief Revenue Officer
Small-Business (50 or fewer emp.)
Originally submitted 3/5/2024
"revVana is an incredibly powerful and nimble revenue forecasting tool for Salesforce"
5/5
What do you like best about revVana Plan?

revVana is a lightweight yet powerful extension of Salesforce that pairs particularly well with Salesforce CPQ. It allowed me to forecast not only my expected revenue on closed deals, but model out my consultants' expected utilization in a cheaper and easier way than with a tool like FinancialForce. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

One of its best features is also a drawback, and that is its flexibility. revVana gives the ability to split and/or roll up revenue forecasting by region, team, product, business unit, etc. It's critical to find a consulting team knowledgeable in revVana best practices to ensure you don't over-engineer. Review collected by and hosted on G2.com.

RR
Rich R.
Enterprise (> 1000 emp.)
"Wave6 uses revVana Plan to estimate and forecast its professional services projects"
5/5
What do you like best about revVana Plan?

Wave6 uses revVana plan to help automate our pre-sales process from estimation to resourcing and as importantly takes advantage of the native forecasting capabilities in Plan to forecast and project revenue over time from those initial plans. This has been a game changer for us and has eliminated a highly manual process allowing us to streamline and expand usage of Salesforce within our pre-sales and project governance processes. Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

Like any software, understanding what revVana does well is important. It is very good at laying out schedules of people, products and revenue in the context of an overall bookings/revenue forecast. It is not meant to replace demand planning but to augment it by showing where spikes could lead to capacity issues. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Great Software- Helped automate complex booking Policy."
4/5
What do you like best about revVana Plan?

That it is built in the salesforce platform Review collected by and hosted on G2.com.

What do you dislike about revVana Plan?

pricing model and that the pricing has to be tied to SFDC User count. Review collected by and hosted on G2.com.

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