PlaceCPM is a corporate performance management software that simplifies how companies conduct financial forecasting and business planning. Eliminating communication and data silos through integrated workflows, this all-in-one solution permits them to monitor their financial transactions and business activities and come up with financial forecasts and operational plans in an easy, fast, and accurate way.
PlaceCPM enables users to generate insights from data obtained from Salesforce, Xero, and Quickbooks. This allows their sales, operations, and finance teams to smoothly communicate and collaborate under one platform.
They can drill down into the details of their financials and produce cash projections, forecast variance, and other outputs. The software also provides real-time reports and customizable dashboards that help them visualize and measure business performance across key KPIs.
Show MoreIntegrated Workflows
PlaceCPM makes financial forecasting and business planning easy, fast, and accurate because it integrates sales, operational, and financial workflows into a single tool. Built based on the Salesforce platform, PlaceCPM allows users to leverage data, workflows, and configurations in Salesforce and come up with accurate financial forecasts and business insights.
They can also integrate Xero and Quickbooks with the software to get granular transaction-level details and improve their forecasting and planning. Also, this capability facilitates communication and collaboration between their sales, operations, and financial teams, unifying them all within the software and removing data silos.
Accurate Financial Forecasting
The corporate performance management software aids users in producing accurate financial forecasts. They can synchronize data between PlaceCPM and their existing accounting system to get all the financial details they need at the transaction level such as cash balances. PlaceCPM permits them to create and evaluate cash projections, profit & loss forecasts, and other outputs without using time-consuming spreadsheets and worrying about data inaccuracy.
Visualized Business Performance
Aside from financial forecasting, PlaceCPM also streamlines business performance monitoring and planning. Through drag-and-drop reports and customizable dashboards, users can visualize and manage all their key business processes and KPIs. Having a consolidated view of sales, operational, and sales data, they can gain insights into trends, learned patterns, and variance analysis and handle plans with confidence.
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Since companies have distinctive business-related demands, it is prudent that they abstain from buying a one-size-fits-all, ideal software. Nonetheless, it is hard to chance on such a software product even among popular software systems. The best thing to undertake can be to shortlist the numerous essential functions which require consideration such as crucial features, pricing, technical skill levels of staff, company size, etc. Then, you must conduct your product research comprehensively. Read these PlaceCPM evaluations and explore each of the solutions in your shortlist in detail. Such comprehensive research guarantee you take out unsuitable applications and pay for the one that includes all the function your business requires in sustaining growth.
Position of PlaceCPM in our main categories:
There are trendy and widely used solutions in each software group. But are they automatically the best fit for your enterprise’s special requirements? A market-leading software application may have thousands of users, but does it offer what you require? For this reason, do not blindly shell out for popular systems. Read at least a few PlaceCPM Financial Reporting Software reviews and mull over the factors that you wish to have in the software such as the price, main functionality, available integrations etc. Then, select a few apps that fit your needs. Check out the free trials of these platforms, read online comments, get information from the maker, and do your investigation systematically. This profound groundwork is certain to help you find the finest software solution for your company’s special requirements.
PlaceCPM Pricing Plans:
$350/month + $35/user/month
$1,400/month + $28/user/month
2,500/month + $21/user/month
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PlaceCPM Pricing Plans:
Free Trial
Startup
$350/month + $35/user/month
Growth
$1,400/month + $28/user/month
Established
2,500/month + $21/user/month
Enterprise and Non-Profit
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PlaceCPM offers three pricing plans for you to choose from depending on the number of employees in your organization and the user licenses you need. Here are the details of each plan:
Startup – $350/month + $35/1 user/month (billed annually)
Growth – $1,400/month + $28/user/month (billed annually)
Established – $2,500/month + $21/user/month (billed annually)
Enterprise and Non-Profit – By quote
We know that when you decide to buy a Financial Reporting Software it’s important not only to learn how professionals rank it in their reviews, but also to discover whether the real clients and companies that purchased this software are genuinely satisfied with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and PlaceCPM reviews across a broad array of social media sites. The data is then displayed in a simple to understand way showing how many people had positive and negative experience with PlaceCPM. With that information at your disposal you will be equipped to make an informed purchasing decision that you won’t regret.
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PlaceCPM integrates with the following business systems and applications:
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