List of Planful Sales Planning Customers
San Francisco, 94105, CA,
United States
Since 2010, our global team of researchers has been studying Planful Sales Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Planful Sales Planning for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Planful Sales Planning for EPM include: ProMach, a United States based Manufacturing organisation with 3087 employees and revenues of $827.0 million, Boston Red Sox Baseball Club, a United States based Leisure and Hospitality organisation with 650 employees and revenues of $220.0 million, SmartyPants Vitamins, a United States based Consumer Packaged Goods organisation with 650 employees and revenues of $100.0 million, Carta, a United States based Professional Services organisation with 200 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Planful Sales Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Planful Sales Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Boston Red Sox Baseball Club | Leisure and Hospitality | 650 | $220M | United States | Planful | Planful Sales Planning | EPM | 2011 | n/a |
In 2011, Boston Red Sox Baseball Club adopted Planful Sales Planning to modernize finance and forecasting, deploying Planful as an EPM solution. The initiative moved core revenue and budget workflows away from Excel and toward a centralized planning environment.
Planful Sales Planning was configured to drive ticketing and revenue forecasting workflows. The implementation used regular uploads of ticketing database extracts to populate driver based revenue models, support monthly forecast cycles, and maintain centralized budget templates and scenario inputs consistent with EPM practices.
Operational ownership sat with finance with close alignment to ticketing operations in the United States, supporting revenue forecasting, budgeting, and expense planning. Governance established a monthly forecast cadence and controlled data feeds from the ticketing system, and the Planful Sales Planning deployment helped enable monthly forecasts and an estimated $0.5 to $1.0 million in expense savings.
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Carta | Professional Services | 200 | $30M | United States | Planful | Planful Sales Planning | EPM | 2020 | n/a |
In 2020, Carta implemented Planful Sales Planning to move off spreadsheet-driven FP&A and establish continuous planning in the United States, using Planful Sales Planning as an EPM solution to extend planning beyond finance. The rollout targeted FP&A first and explicitly extended usage to Workforce Planning and Sales Planning to provide a shared planning model for nonfinance functions.
The deployment was completed in roughly six weeks, delivering a configured EPM environment with planning models and report templates for workforce scenarios and sales territory and quota planning. Planful Sales Planning was configured to accelerate report building and to support a recurring continuous planning cadence, replacing manual spreadsheet consolidation and ad hoc report assembly with centralized planning models.
Operational coverage focused on teams across the United States, expanding the application from finance to HR related workforce planning and to sales operations for Sales Planning. Governance changes centered on shifting weekly financial reporting workflows to the Planful platform and instituting standardized planning templates and ownership, which reduced the time required for weekly reporting by more than a day and sped up report building across teams.
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ProMach | Manufacturing | 3087 | $827M | United States | Planful | Planful Sales Planning | EPM | 2022 | n/a |
In 2022, ProMach implemented Planful Sales Planning as its EPM solution to modernize finance and accounting workflows and reduce reliance on manual spreadsheets. The deployment targeted rapid consolidation needs across dozens of independent P&Ls and a broad user base, with the Planful Sales Planning application brought into production within a three month timeline and more than 60 users active within one month.
ProMach configured Planful to leverage core EPM capabilities including consolidated financial reporting, Structured Planning, Workforce Planning, Dynamic Planning, and Spotlight reporting. The implementation used Planful functionality for month end sales eliminations, replacing a prior Access database process, and extended into Planful Predict for forecast accuracy analysis, enabling views of actuals versus historicals and automated flags for exception review.
Integrations centered on loading finance and HR data from disparate ERP and HR systems into the Planful chart of accounts to support consolidated reporting and employee level workforce planning, with over 2,000 employees modeled in the platform. The technical footprint emphasized a finance-owned, cloud-based EPM instance that centralized data and provided a single source of truth for management and corporate reporting, while supporting rapid onboarding of newly acquired entities.
Governance and rollout were finance led, with a fast-track adoption plan that prioritized user experience and repeatable onboarding for acquisitions. ProMach established targets for acquisition integration, aiming for financial reporting availability within 30 days and a budget stood up within 60 days, and embedded Planful into regular budgeting and audit workflows to reduce manual reconciliation and formula risk.
Outcomes reported by ProMach included improved accuracy, confidence, and time savings in finance operations, broader CFO access to reliable data, and the elimination of many spreadsheet-driven consolidation tasks. The Planful Sales Planning implementation provided a centralized EPM platform that supports consolidated reporting, structured and dynamic planning, workforce planning, sales eliminations, and predictive forecasting across ProMach finance and accounting functions.
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Consumer Packaged Goods | 650 | $100M | United States | Planful | Planful Sales Planning | EPM | 2020 | Cogencis |
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