Place
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Place
By Place Technology
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4.7 out of 5 stars
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Place Reviews & Product Details - Page 3

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Place Overview

Editedit
What is Place?

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.

Place Details
Discussions
Place Community
Languages Supported
English
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Product Description

Place is a suite of corporate performance and revenue lifecycle management solutions that live within Salesforce and sync with your accounting system to automate customer subscriptions, billing, and revenue recognition, and produce accurate financial forecasts and current SaaS metrics that help you guide the company more effectively.

How do you position yourself against your competitors?

Place is built intentionally for early-stage B2B SaaS companies to connect their financial forecasting and planning more strategically to their order-to-cash processes, all inside the comfort of Salesforce. The Place platform addresses unique SaaS business challenges related to managing customer subscription growth and churn, timely SaaS metrics reporting and dashboards, billing, revenue and expense recognition, entity consolidations, financial forecasting, and headcount planning.

Historically, early-stage SaaS companies have either relied on Excel for managing customer subscriptions, corporate forecasts, and metrics, or they have cobbled together numerous software systems, or they have adopted enterprise-level tools that were built for much larger companies and take months or years to implement. Place lives where the revenue teams already spend most of their time – in Salesforce – which allows finance teams to meet them there and align more closely, to reduce friction and grow faster.

Seller Details
Seller
Place Technology
Year Founded
2018
HQ Location
Austin, Texas
Twitter
@PlaceTechnology
128 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Brandon M.
BM
Overview Provided by:
Brandon Metcalf
CEO at Place Technology

Recent Place Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Forecasting Made Easy"
Easy to understand expense/revenue structure allows me to create and tweak forecasts without sifting through all the data available.
Read more
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Subscription Billing and Revenue Management"
The invoicing is much more efficient for our team having Place integrated with Salesforce. Place integration was a long process but the team assist...
Read more
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"Great Team to Work With"
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.
Read more
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

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.
Place Demo - Streamline Revenue
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.
Place Demo - Consolidations
Connect any number of business entities and simplify the production of consolidated financials, including foreign currency translations, eliminations, and adjustments.
Place Demo - Expense Management
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.
Answer a few questions to help the Place community
Have you used Place before?
Yes

30 Place Reviews

4.7 out of 5
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30 Place Reviews
4.7 out of 5
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4.7 out of 5
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Place Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for PlaceQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Douglas H.
DH
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Place?

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.

What do you dislike about Place?

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

Recommendations to others considering Place:

If you like emailing spreadsheets around, having to update them manually with your financial performance, and finding costly errors that likely impacted business decision making, then I'd be surprised - this is a nice tool to replace a lot of manual process with something simpler that delivers actionable insights. Review collected by and hosted on G2.com.

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

Overall business planning, I replaced excel sheets with formulas and inevitable errors with a tool that helps me scenario plan based on my current financials. Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

Thanks for the feedback, Douglas! Great to hear we've helped you move away from the dreaded "copy-paste" financial processes many companies face.

Helpful?
Share
Admin Approval Link
Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Place?

The PlaceCPM team really impressed me with their commitment to understanding my business's needs and making sure their tool was configured to set us up for success. We had to make some in-flight changes to our chart of accounts (our problem, not theirs) and they took it in stride, explaining the impacts and helping us work through the downstream changes in the tool. Review collected by and hosted on G2.com.

What do you dislike about Place?

Still early in our lifecycle but no complaints so far. Review collected by and hosted on G2.com.

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

Over-reliance on spreadsheets, improved reporting, auditability. Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

Thanks for the review! We value your partnership and feedback.

Helpful?
Share
Admin Approval Link
Verified User in Staffing and Recruiting
US
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Place?

What I like best about PlaceCPM is it's very easy to use, eliminating manual budget tracking and analysis which allows me to focus on more more critical business needs. Review collected by and hosted on G2.com.

What do you dislike about Place?

Overall it's been a good experience; there isn't anything that comes to mind that I dislike about the service. Review collected by and hosted on G2.com.

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

We are improving and streamlining our budgeting and forecasting process with Place CPM. Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

Thanks for sharing your feedback! Eliminating needlessly manual processes so you can focus on the important stuff is what we're all about.

Helpful?
Share
Admin Approval Link
JV
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Place?

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.

What do you dislike about Place?

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.

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

None Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

Thanks for the review, Joseph! We think the ability to drill down in consolidated reports is critical for effectively managing business performance. Great to hear you're finding value in that.

Helpful?
Share
Admin Approval Link
Verified User in Information Technology and Services
AI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Place?

The forecast model by syncing with QBO looks great! Review collected by and hosted on G2.com.

What do you dislike about Place?

The timeframe of implementation and if it could provide a much clear timefram. Review collected by and hosted on G2.com.

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

The actual to forecast model link.

The time and labor force we can save in an accounting team. Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

Thanks for the review! We built PlaceCPM to make life a little easier for finance and accounting teams and to help them work more efficiently. We really value your feedback as we continue to advance the product.

Helpful?
Share
Admin Approval Link
NH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Place?

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

What do you dislike about Place?

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.

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

Previously we could only see monthly results after running several excel workbooks and Place has automated this! Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

We appreciate the feedback, Nichole! We built PlaceCPM to automate the headache-inducing tasks finance and accounting teams face every day. Great to hear you're seeing the benefits of that.

Helpful?
Share
Admin Approval Link
Verified User in Professional Training & Coaching
UP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Place?

Very detailed forecasting, links seamlessly to Quickbooks Online, customizable dashboard, useful customizable reports. Review collected by and hosted on G2.com.

What do you dislike about Place?

Some of the steps are a little time consuming. Review collected by and hosted on G2.com.

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

Keeping a consistent and accurate budget. There are more forecasting options than we thought. Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Place?

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.

What do you dislike about Place?

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

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

As I mentioned above, saving time to create different spreadsheets and trying to make forecast as close as actual Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

We appreciate the feedback!

Helpful?
Share
Admin Approval Link
Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Place?

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

What do you dislike about Place?

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

Recommendations to others considering Place:

Yes, I recommend PlaceCPM Review collected by and hosted on G2.com.

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

We needed the ability to generate automated reports for our KPIs, and build P&L and Cash Forecasts Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

Thanks so much for the feedback! We value your partnership.

Helpful?
Share
Admin Approval Link
Ashwin K.
AK
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Place?

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

What do you dislike about Place?

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

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

Placecpm has helped solve the financial forecasting and planning side of the business. It is very effective and easy to use. Review collected by and hosted on G2.com.

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Response from Ben Sperry of Place
Editedit

Thanks for the feedback, Ashwin!

Helpful?
Share
Admin Approval Link

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Place