CloudBudget was a great help creating this year’s budget and maintaining a permanent record.
The folks at CloudBudget were great to deal with adapting their package to the specific needs at PAX Water Technologies. This budget cycle we kept things relatively simple, with the main aim to replace the iterative cut-and-paste Excel environment with a real-time, online, consolidated view. The level of effort required on my part was less than the time it takes to prep all the department-specific Excel budgets, so the payback was accomplished in a single budget cycle! Our users, already familiar with the Salesforce interface, readily adapted to it (a benefit that cannot be overstated). The mid-year forecast will be easy to populate, and in the 2015 budget process I expect to use more of the features they have built into the platform.