Place Pros and Cons

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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.

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.