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Place Reviews & Product Details

The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy.

Seller

Place Technology

Discussions

Place Community

Languages Supported

English

Overview by

Brandon Metcalf (CEO at Place Technology)

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

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Place Media

Place Demo - Adaptable Forecasting with Transaction-Level Details

Gain the flexibility and freedom to build more resilient financial models on-demand that easily reflect the business changes on the ground. Dynamically produce P&L forecasts and cash projections that are based on real transactions to gain a new level of accuracy and efficiency.

Manage recurring and non-recurring revenue like a dream with features built to streamline complexity. Leverage your Salesforce Sales Cloud sales pipeline and quota schedules to build robust sales plans.

Connect any number of business entities and simplify the production of consolidated financials, including foreign currency translations, eliminations, and adjustments.

Easily handle recurring and non-recurring expenses and allocate those expenses automatically at the organization, location, department, role and employee levels.

Place Demo - Workforce Planning & Management

Plan and adapt your hiring strategy based on financial projections. Control salaries, commissions, bonuses and taxes. Understand the true cost of employees by associating non-wage expenses.

Place Demo - Visualize with Drag-and-Drop Reports & Dashboards

Build unique reports and dashboards that utilize the wealth of financial and operational data now at your fingertips.

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Verified User in Computer Software

Small-Business (50 or fewer emp.)

9/1/2023

"Subscription Billing and Revenue Management"

4/5

What do you like best about Place?

The invoicing is much more efficient for our team having Place integrated with Salesforce. Place integration was a long process but the team assisted in every step along the way and continue to be availalbe as needed, finding solutions for problems that arise. Review collected by and hosted on G2.com.

What do you dislike about Place?

Like many tools integrated with Salesforce, there are limitations and the need for customization takes time. There's been an increase in education, but it's not always easy to understand how the system works on the back end. I don't always know if an automation or validation rule will cause a problem with Place functionality. On the upside, the CS team is always willing to help. Review collected by and hosted on G2.com.

Verified User in Real Estate

Small-Business (50 or fewer emp.)

7/31/2023

"Great Team to Work With"

3.5/5

What do you like best about Place?

The people that work there. Every step of the way, we have enjoyed the people we have talked to and worked with. Makes the product that much better. Review collected by and hosted on G2.com.

What do you dislike about Place?

The product is still developing. But they're constantly listening to suggestions and keeping their minds open. Every business has different processes, and for the most part they're very accomodating of that. Review collected by and hosted on G2.com.

Wankel G.

Senior Accountant

Mid-Market (51-1000 emp.)

11/25/2020

"One of the best platform to move forecasting out of Excel spreadsheets"

4.5/5

What do you like best about Place?

Financials are integrated into 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 to make adjustments and do financial analysis. Review collected by and hosted on G2.com.

What do you dislike about Place?

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.

Recommendations to others considering Place:

The barebone structure of PlaceCPM should be enough for most small to mid-size businesses but a more complex financial structure would require customization, which the guys at PlaceCPM are ready to help. Review collected by and hosted on G2.com.

What problems is Place solving and how is that benefiting you?

The biggest is being able to move out of spreadsheets and avoid the inconsistencies in formulas present in that format. PlaceCPM does the heavy lifting in distributing the income, expense and related cash movements into different months based on client and vendor payment setup. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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We appreciate your feedback, Wankel! Partnering with customers like you helps us advance our product in meaningful ways.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

3/22/2022

"Excellent Startup Forecasting Tool!"

5/5

What do you like best about Place?

The reporting functionality provides me incredible insight into our forecasting that would not be available through using Excel alone. Both the P&L and cash forecasting is available allows great drill down functionality and flexibility. Review collected by and hosted on G2.com.

What do you dislike about Place?

They're new and still building out functionality. There are lots of things that more sophisticated software have readily available and Place is certainly in the process of building them all out, they just aren't all there yet. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

3/22/2022

"Controller"

4.5/5

What do you like best about Place?

I like that they are able to pull together our financial actual and forecasted data and the Saleforce opportunites together to help us plan for the future financial plan. Review collected by and hosted on G2.com.

What do you dislike about Place?

As a financial professional, I am still learning the Salesforce side of the process and how the setup effects the forecasts. Review collected by and hosted on G2.com.

Karmel K.

Controller

Small-Business (50 or fewer emp.)

3/15/2022

"Very knowledgeable team, pleased with their attention to detail."

5/5

What do you like best about Place?

I love the fact that I will no longer have to use my huge excel spreadsheet that has the potential of breaking/human error. Also, love on the spot reports. Review collected by and hosted on G2.com.

What do you dislike about Place?

I thought I would dislike the start of the process, but the team has made it very easy to move along. Review collected by and hosted on G2.com.

Verified User in E-Learning

Mid-Market (51-1000 emp.)

3/16/2022

"Streamlined forecasting"

5/5

What do you like best about Place?

The real-time forecasting capabilities from our Salesforce opportunities. Review collected by and hosted on G2.com.

What do you dislike about Place?

Hard to say really; there aren't many things I "dislike", the product is continuing to evolve and grow so some of the nuances I'd "like to have" are being contemplated for future release. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

9/22/2021

"Forecasting Made Easy"

4/5

What do you like best about Place?

Easy to understand expense/revenue structure allows me to create and tweak forecasts without sifting through all the data available. Review collected by and hosted on G2.com.

What do you dislike about Place?

Load times on forecasts can be quite long. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

edit

Thanks for the feedback! We really value your partnership.

Chad C.

CEO

Small-Business (50 or fewer emp.)

3/16/2021

"Great Integration"

4.5/5

What do you like best about Place?

I wanted to have a single place to login to run my business. We use salesforce and have always been tying to find the way to integrate our quickbooks Review collected by and hosted on G2.com.

What do you dislike about Place?

I would like to see a little bit more customization on the reporting for the user. I would like the ability to pick and choose which GL accounts show up on cash flow reporting Review collected by and hosted on G2.com.

Recommendations to others considering Place:

If you are looking for a way to integrate your QB data into salesforce this is the place to go. I have looked at other integrations and have not been able to find anything that will give and predictive analysis like cash flow forecasting. Review collected by and hosted on G2.com.

What problems is Place solving and how is that benefiting you?

single place to login for running my business. I can now see future cash flow by integrating my opportunities to automatically add records in my cash flow., Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

edit

Thanks for the feedback, Chad! Glad to hear we've helped simplify your business processes. We're always working on new features/capabilities, so we really value your input on how to advance the product.

Amped H.

Small-Business (50 or fewer emp.)

12/14/2020

"Best FP&A for Xero inside Salesforce"

4.5/5

What do you like best about Place?

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.

What do you dislike about Place?

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.

Response from Ben Sperry of Place

edit

Thanks for the feedback! We recently rolled out a knowledge base (link below) for self-service issue resolution. Great to hear we've helped you get a more comprehensive view of your customer and financial data!

See how Place improved