RevenueGrid vs Workday Adaptive Planning

RevenueGrid is a revenue intelligence platform that captures customer interactions and synchronizes them with a CRM. It collects emails, meetings, contacts and documents to show customer relationships, and is native to Salesforce for real-time integration and reporting. Activity Capture 360 provides automated and historical activity capture, an inbox and calendar sidebar in Salesforce, and online scheduling. Knowledge Capture adds AI chat and search across sales data, a revenue-grade data lake and record assistance. Revenue Grid Ultimate includes pipeline tools, forecasting, team analytics, deal guidance, sales cadences, meeting assistance and AI assistants. It integrates with Salesforce, Siebel, Zoom, GoToMeeting, 360 SMS App, Dropbox, Google Drive, SharePoint and Box. Deployment options are cloud, private cloud and on-premises, including EU data residency. It runs on Android, iOS, macOS, Windows and web, with extension and self-hosted options. Activity Capture 360 costs $30 a month billed user/month; Knowledge Capture costs $49 a month billed user/month; Revenue Grid Ultimate costs $149 a month billed user/month. A free trial is available; there is no free plan.

Workday Adaptive Planning supports companywide financial planning, budgeting, forecasting and analytics. Teams can use it for scenario modeling, variance analysis, workforce planning and financial consolidation. Interactive dashboards, self-service reports and process guidance support collaboration. It connects with ERP and general ledger systems, spreadsheets, databases, and cloud or on-premises sources; listed integrations include Workday, NetSuite, Salesforce, Sage Intacct and Microsoft Dynamics GP. Excel connectivity can send financial data to reports and presentations with one click. Listed capabilities include unlimited versions, unlimited what-if scenarios, no data limits, an unlimited audit trail and single sign-on. Production and non-production instances are included; secondary instances depend on the contract. The 30-day trial includes core planning capabilities, guided walkthroughs and a step-by-step guide. Pricing is on request, and close and consolidation pricing also requires a quote. The offering includes 24/7 support and Workday Community access. Salesforce imports have restrictions for some reports, app integration data and objects requiring a subquery.