Software Alternatives, Accelerators & Startups

Liveplan VS Salesforce

Compare Liveplan VS Salesforce and see what are their differences

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Liveplan logo Liveplan

LivePlan helps entrepreneurs and small-to-medium size business owners build dynamic business plans and track performance against their goals.

Salesforce logo Salesforce

CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.
  • Liveplan Landing page
    Landing page //
    2023-08-28

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Set business goals, compare performance to industry benchmarks, and see all your key numbers in an easy-to-use dashboard so you know exactly what's going on in your business. Less than $20/month.

  • Salesforce Landing page
    Landing page //
    2022-01-04

Liveplan

$ Details
paid $10.0 / Monthly (2 Users, 1 Active Company, All Features)
Platforms
Browser Web Google Chrome Firefox Safari Internet Explorer Edge
Release Date
2010 April

Salesforce

$ Details
-
Platforms
-
Release Date
-
Startup details
Country
United States

Liveplan features and specs

  • User-Friendly Interface
    LivePlan provides an intuitive and easy-to-navigate interface that simplifies the process of creating business plans, even for beginners.
  • Step-by-Step Guidance
    The platform offers step-by-step instructions and examples at each stage of the business plan, making the planning process more manageable.
  • Financial Forecasting
    LivePlan includes powerful financial tools that allow users to create detailed financial forecasts, including profit and loss statements, cash flow forecasts, and balance sheets.
  • Collaboration Features
    The software supports collaboration, enabling multiple users to work on a business plan simultaneously, which is useful for teams.
  • Customizable Templates
    LivePlan offers a variety of customizable templates that cater to different industries and business types, making it easy to create a professional-looking business plan.
  • Integration with Accounting Software
    LivePlan integrates seamlessly with popular accounting software like QuickBooks and Xero, allowing for efficient data import and synchronization.
  • Educational Resources
    The platform provides an array of educational resources, including webinars, tutorials, and articles, to help users better understand business planning.

Possible disadvantages of Liveplan

  • Subscription Cost
    LivePlan requires a subscription, which may be considered costly for startups or small businesses with limited budgets.
  • Learning Curve
    Despite its user-friendly design, some users may find there is a learning curve, especially when utilizing advanced financial features.
  • Limited Design Customization
    While the templates are customizable, the design options are somewhat limited compared to other business planning software, which might be a drawback for users wanting a more unique presentation.
  • Internet Dependency
    Being a cloud-based service, LivePlan requires a reliable internet connection for use, which could be a limitation for users in areas with poor internet connectivity.
  • Potential Clutter
    Given the ample features and tools available, some users may feel overwhelmed or find the interface cluttered when accessing all functionalities.

Salesforce features and specs

  • Customizability
    Salesforce offers a high degree of customizability, allowing businesses to tailor the platform to meet their specific requirements through custom objects, workflows, and apps.
  • Comprehensive Suite
    The platform provides a wide range of integrated tools for CRM, marketing, sales, service, and more, making it a one-stop solution for various business needs.
  • Third-Party Integrations
    Salesforce supports a vast array of third-party integrations, enabling businesses to seamlessly connect other applications and services they use.
  • User Community and Support
    Salesforce has a large, active user community and extensive support resources, including documentation, webinars, and a customer success team.
  • Scalability
    The platform is highly scalable, making it suitable for businesses of all sizes, from small startups to large enterprises.

Possible disadvantages of Salesforce

  • Cost
    Salesforce can be expensive, particularly for small businesses, as the pricing model includes various modules and add-ons that can add up quickly.
  • Complexity
    The platform's extensive features can make it complex and challenging to navigate, requiring significant training and a learning curve for users.
  • Customization Requires Expertise
    While Salesforce is highly customizable, making full use of this capability often requires specialized knowledge or hiring certified Salesforce consultants.
  • Performance Issues
    Some users have reported performance issues, particularly during peak usage times, which can impact business operations.
  • Overwhelming Options
    The sheer number of features and options available can be overwhelming, which can make decision-making and implementation time-consuming.

Analysis of Liveplan

Overall verdict

  • Liveplan is generally well-regarded as an effective and user-friendly business planning tool. It is praised for its comprehensive templates, ease of use, and robust financial planning capabilities. Users appreciate the professional look it gives to business plans and the clarity it brings to financial forecasting.

Why this product is good

  • Liveplan is considered a strong tool for business planning and financial forecasting. It provides users with a structured approach to creating business plans, featuring a wide array of templates and step-by-step guides. It also offers advanced financial tools that allow for detailed financial projections, budgeting, and forecasting. The platform's collaborative features enable teams to work together effectively, and its integration with accounting software like QuickBooks adds value for financial tracking.

Recommended for

    Liveplan is recommended for entrepreneurs, small business owners, business consultants, and startups who need a reliable and structured tool for creating detailed business plans and financial forecasts. It's particularly useful for users who require collaborations, integrations with existing accounting systems, and step-by-step guidance in the planning process.

Analysis of Salesforce

Overall verdict

  • Salesforce is generally considered a good choice for businesses seeking a robust and flexible CRM solution, though it is important for each organization to evaluate their specific needs and budget before committing.

Why this product is good

  • Salesforce is a leading customer relationship management (CRM) platform known for its comprehensive set of cloud-based tools that help businesses manage their customer data, sales processes, and marketing efforts.
  • It offers scalability, allowing businesses to start with basic functionalities and expand as needed.
  • The platform provides a wide range of integrations and customizations, enabling it to work well with various business applications and workflows.
  • Salesforce has an active user community and strong support networks, making it easier for organizations to adopt and troubleshoot the system.

Recommended for

  • Businesses looking for a scalable and customizable CRM platform.
  • Organizations that require a comprehensive suite of cloud-based sales, service, marketing, and collaboration tools.
  • Companies that want to leverage AI-driven insights and analytics to enhance customer relationships.
  • Enterprises with complex integrations requirements or specific customization needs.

Liveplan videos

Small Business Success with LivePlan

More videos:

  • Tutorial - Intro to the LivePlan Pitch Tab
  • Review - Getting Started in LivePlan
  • Review - LivePlan, Online Business Planning Software Overview
  • Review - LivePlan Training Session: Writing Your Business Plan
  • Review - 4:22 NOW PLAYING WATCH LATER ADD TO QUEUE 2 Minute Tech Tip Best Way to Create A Business Plan Write A Business Plan Success Using LivePlan

Salesforce videos

Frustrated Review of Salesforce.com 2019 for Small to Medium Business

More videos:

  • Review - HubSpot vs. Salesforce
  • Review - Salesforce CRM - Detailed Review of The CRM Giant (2019)
  • Review - Independent Review of Salesforce CRM Software
  • Review - Salesforce CRM Review 2021 Small Business
  • Review - What is Salesforce (and why is it so good)?
  • Review - Salesforce Review 2023 | CRM Software Analyst's Pros/Cons [1/3]
  • Review - What is Salesforce? | Salesforce in 7 Minutes | Introduction to Salesforce | Simplilearn

Category Popularity

0-100% (relative to Liveplan and Salesforce)
Business Planning
100 100%
0% 0
CRM
0 0%
100% 100
Business Plan
100 100%
0% 0
Sales
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Liveplan and Salesforce

Liveplan Reviews

The Top 7 Business Planning Software Tools for Startups
Business Plan Pro is a product of Palo Alto Software, the same company that makes LivePlan. This option is ideal for entrepreneurs who donโ€™t want a fully cloud-based product like LivePlan, or for customers who prefer a one-time charge to a monthly subscription:
Use these 5 best business planning software to launch your business ideas
LivePlan also syncs with QuickBooks, plus you need not hassle with formulas. It creates financial tables, charts and reports automatically, and you can export your final plan to Word or PDF, or export your pitch to PowerPoint for a beautiful slideshow presentation.
The Best Business Plan Software of 2018
For any but the simplest of proposals, it's an iterative process. So, you need to highlight the parts to come back to (after your accountant responds, for example). Or, the software should at least save data in some kind of draft status. However, across all of these apps, some forms insist you must enter something in a field before it will save everything on the page, which...
Source: au.pcmag.com

Salesforce Reviews

  1. super

    Salesforce is a powerful customer relationship management (CRM) platform, and I have been using it for business for several months now. Overall, I am pleased with the functionality and capabilities it provides.

    Pros: 1. Full customization - Salesforce allows you to adapt the system to any business needs. There are a huge number of customization tools, which makes it universal for different industries. 2. Powerful analytical tools - The platform provides excellent analytics and reporting capabilities. You can easily track the effectiveness of marketing campaigns, analyze customer behavior and build forecasts. 3. Interface - Despite the huge number of functions, the interface is quite intuitive and does not cause difficulties in mastering. Configuration and data management are easy to organize. 4. Integrations - Salesforce supports many integrations with other services and platforms, which simplifies work and allows you to use it in conjunction with other business solutions.

    Cons: 1. High cost - Salesforce can be expensive for small companies. The subscription price, plus additional costs for customization and support, can quickly become significant. 2. Steep learning curve โ€” The sheer amount of functionality can make it difficult for newcomers to get their head around the platform. It takes time to master all of the features. 3. Sometimes feature-heavy โ€” For smaller businesses, some of the features in Salesforce can be redundant and not always necessary. This can cause confusion as you work.

    Overall, Salesforce is a great platform for larger organizations and businesses that need to effectively manage customer data and automate processes. However, for smaller businesses, the cost and complexity can be a barrier. However, if your business is growing, Salesforce is a powerful tool for growth and scaling.


Why Weโ€™re Building Mria CRM: The First Truly Native CRM for Jira
Some teams start with custom Jira setupsโ€”relying on issue types, fields, and automations to simulate CRM behavior. Others turn to Atlassian Marketplace apps that promise a native CRM in Jira. And still others connect third-party tools like Salesforce, Zoho, or Pipedrive via Jira CRM integrations.
Source: mriacrm.com
Top 11 Best SIEM Tools in 2022 For Real-Time Incident Response and Security
Salesforce offers fantastic security information software for service operators and agents alike. They get complete visibility into all incidents, customer data, and cases in a single workspace. This provides them with greater context to better deal with a problem. The platform proactively identifies security issues before the customer even notices them.
Top 9 Best Copper CRM Alternatives for Businesses in 2023
Zoho CRM is one of several programs available in Zohoโ€™s app ecosystem, which is similar to Salesforceโ€™s app exchange. Zoho CRMโ€™s reporting is solid, allowing users to report across products, locations, and applications. The CRM provides basic contact management as well as automation, such as transforming website visitors into leads.
Source: magenest.com
Top 21 Salesforceโ€™s Competitors and Alternatives
The main competitive advantage for Dynamics 365 over Salesforce is its integrated platform. Microsoft made several strategic changes in 2020 to challenge Salesforce in the cloud software market. Most companies use Microsoftโ€™s productivity solutions, increasing Dynamics 365โ€™s advantage over Salesforce. Dynamics 365 makes Microsoft the top Salesforce competitor. [4]
14 Best Copper CRM Alternatives to Use in 2022
Salesforce is a leading provider of CRM solutions occupying over 19.6% share of the global CRM market. It provides a powerful and integrated platform for sales, marketing, support, IT, and eCommerce. This unified access to all business data can be leveraged to deliver exceptional customer experiences. Salesforce can help make better business decisions and automate key...

Social recommendations and mentions

Based on our record, Salesforce seems to be a lot more popular than Liveplan. While we know about 62 links to Salesforce, we've tracked only 1 mention of Liveplan. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Liveplan mentions (1)

Salesforce mentions (62)

  • Salesforce Development Company
    Pletra Technology is a prominent Salesforce Implementation and Development company with the expertise needed to drive Salesforce-powered change in your enterprise. Using the Salesforce.com platform effectively, our consultants can help clients provide innovation and value from customer operations. Source: about 3 years ago
  • MyDMV Portal has a really suspicious address.
    Maybe I'm just paranoid, but this thing screams "phishing link" to me. Why is this not a subdomain of flhmsv.gov ? Why is it a dot com?? I'd heard things about there being malicious links inserted into legit websites through either a hack or browser malware. Just going to force.com also redirects to salesforce.com , which... doesn't answer any questions at all. Is it just... Like this, or is there something... Source: about 3 years ago
  • Etrade hangs on login and other pages
    I noticed when I click on manage cookies there is salesforce.com and a few others that I am not sure what they are trying to do but I am sure they have nothing to do with trading. Source: about 3 years ago
  • Creating a Salesforce Email Report
    Hello! I'm aware that Tableau can capture email activity with EAC. However, I'm looking to add a report within a Salesforce Dashboard. I've attempted to create a report on email messages following the resource on Salesforce.com. But, the results were minimal (657 all-time emails? Since 2017.) For clarity, not for List Emails, just 1-1 sent through Salesforce. Source: over 3 years ago
  • Freelance design contract offer - Regarding the "ownership of work product" - what is really owned? (What are your thoughts on this contract section?)
    It is a fintech company so I do not expect them to, for example, profit much from selling clothes, or posters with my work on it. However, they are interested in the style of branding, illustration and general design of this website https://salesforce.com/ which uses a lot of colourful and playful imagery / illustrations. Source: over 3 years ago
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What are some alternatives?

When comparing Liveplan and Salesforce, you can also consider the following products

Bizplan - Modern business planning for startups

Zoho CRM - Omnichannel CRM for Businesses of all sizes

IdeaBuddy - Innovative business planning software

HubSpot - Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.

Upmetrics - Plan, Launch, and Grow your Business

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.