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Blue Line Planning, Inc Review

6

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Very good

Revainrating 4.5 out of 5  
Rating 
4.4
Value-Added Resellers (VARs), Host Analytics Channel Partners

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Description of Blue Line Planning, Inc

Blends deep Finance and Operations expertise with the appropriate balance of Process Improvement, Technology and Advanced Analytics. The result is transparent and precise Financial Forecasts with integrated, optimized Sales and Operational Plans.

Reviews

Global ratings 6
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Type of review

Revainrating 4 out of 5

Great Business Intelligence Software - Highly Recommended

I like that this software has multiple views to help understand what is going on within our business, which helps us identify opportunities to improve processes as well as create an environment where we can provide additional services for our clients. There are many different ways to look at data in the program, so it's easy for new users to adapt quickly! It would be great if there was some way to customize reports or graphs depending upon who you're sharing them with. We use this software…

Pros
  • Also very user friendly interface easy navigate around system without having difficulty finding things.
  • The layout makes sense nothing too overwhelming when navigating between tabs &/or menus.Also love how simple reporting process works!!
Cons
  • I don't dislike anything about using BLP

Revainrating 4 out of 5

Blue Line Planning, Inc - Very useful Planning Software Tool

This planning tool has helped my organization to plan effectively all year round for our sales team both online as well offline activities through seminars & training sessions etc. I haven't found any dislikes yet but looking forward now after using this product in last 2 years for 3 quarters - nothing much that i can say about it so far from personal experience only- its good! It's been really helpful over past two years when we're facing quarterly reports & Budgeting - easy way out - not many

Pros
  • Its capability towards automation.
  • Flexibility across different platforms(web/desktop)
  • Easy usage interface makes life easier than other systems or programs used by organizations today
Cons
  • Nothing major come close here

Revainrating 5 out of 5

Good platform with great support: Blue Line Planning, Inc

I like that we can do all our financial forecasting in one place - it makes life easier for everyone involved! It's not as user friendly or intuitive to use at first glance than some other platforms but once you get used to using them they are very powerful tools!! You have got your hands around everything finance related so no surprises there either way. We're looking forward working together now more efficiently compared before when things were done manually by different staff members who…

Pros
  • Very good help from sales reps if needed too.

Revainrating 5 out of 5

Easy-to use tool with many benefits

I like that we are able to track daily activities for our sales team in order to make sure they're doing their job as well as possible. It's also helpful if there is any confusion about what exactly needs to be done next. We have had trouble connecting some of the modules but Blue Line has made improvements in this area over time and continues to do so. Nothing really at this point! If you need reporting or analysis capabilities then definitely look into using this software package. Tracking…

Pros
  • The ability monitor all aspects within Salesforce from Leads through Tasks completed / Not Completed & Opportunities created
  • Great support staff too!!! :)
Cons
  • Minor Issues

Revainrating 4 out of 5

Very good team of professionals with great dedication and passion

I have been working in this area for more than 20 years now (since early 90's) - so it was quite natural to find myself back here again as part consultant/consultant-in charge at BLP! What first attracted me there were their processes / tools but what kept attracting my attention over time are people who work together very well towards achieving common goals within tight deadlines without any hassle or drama! No complaints that i can think off right away at least :) My current role requires…

Pros
  • Processes they follow always keep things simple yet robust; hence easy implementation with minimal fuss.
  • Their project management approach is really great which makes life much easier when you compare other PMI practices we use everyday ; )
Cons
  • Nothing comes immediately into mind about dislikeable aspect from them

Revainrating 4 out of 5

Great tool used daily across my business

I like that we can see our forecasts in comparison to actuals as well as historical data so it's easy for us all at once when making decisions about what next steps are needed! It would be great if there was more detail available - maybe some additional graphs or charts? We have not found any downsides yet but this software has been very useful since its implementation last year (and will continue being helpful!). Our organization uses BLP primarily during quarterly planning meetings where…

Pros
  • We can see our forecasts in comparison to actuals as well as historical data so it's easy for us all at once when making decisions about what next steps are needed!
Cons
  • I would like to see more detail available maybe some additional graphs or charts? It would be great if there was more detail available maybe some additional graphs or