Great CRM tool that has continued to grow with our company as our needs and reporting evolve
December 14, 2023

Great CRM tool that has continued to grow with our company as our needs and reporting evolve

Gilbert Tsai | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Vena

We use Vena as a single source of truth for all financial and booking data. We currently use Vena exclusively on the FP&A team but are in the process of leveraging the tool to other business functions.

Pros

  • Revenue Modeling
  • Financial Reporting
  • Data Warehousing

Cons

  • Learning Resources
  • Self-Teaching

Do you think Vena delivers good value for the price?

Yes

Are you happy with Vena's feature set?

Yes

Did Vena live up to sales and marketing promises?

Yes

Did implementation of Vena go as expected?

Yes

Would you buy Vena again?

Yes

  • Single source of truth
  • Automation of repetitive routine tasks
Vena is very well suited for Excel power users who want to continue leveraging the application (Excel) and it's capabilities to handle the CRM system.

Vena Feature Ratings

10.0
Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
10.0
Financial data consolidation
Not Rated
Journal entries and reports
Not Rated
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
10
Detailed Audit Trails
10
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
XBRL support for regulatory filing
Not Rated
10.0
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Benchmarking with external data
Not Rated
10.0
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
9.3
Drill-down analysis
8
Formatting capabilities
10
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
10
10.0
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
10
Report Delivery Scheduling
Not Rated
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Pattern Recognition and Data Mining
Not Rated
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
10
Not Rated
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

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