CRM Analytics

Pros

User friendly and very powerful tool for customer analytics.

Cons

Maybe it could improve mobile experience.

Pros

CRM analytics provides goods insights and add good value to business

Cons

CRM Analytics is expensive for small and medium enterprises.

Pros

We are using Salesforce CRM analytics for our merchants to easily track their requests, complaints and services related issues, easily to access there previous records through his case id, easy to use after integration with our knowledge base

Cons

To close the generated Service appointment number

Pros

The dashboard options.
Reports available to use.
KPI performance monitor.
Integration with different tools.

Cons

Search options can be painful with some required values for my job.
Attachments of critical information can be lost if a lot of time has passed since opening a case/report.

Pros

The information and tracking purposes. The secureness

Cons

That the verification code doesn't go to both email and phone

Pros

The dashboards are very handy and useful to our activities because it nicely integrates the information and presents it in a very digestable way with the enhancement of the Analytics Cloud

Cons

Knowledge ramp is a bit difficult to users that have no idea what is it

Alternatives Considered

Reasons for Switching to CRM Analytics

Pros

User-friendly interface that makes it easy for businesses to manage their data and workflows.

Cons

The price. It's a bit expensive especially for small businesses.

Pros

1. The platform is easy to use2. You can view the data on the tool itself and can make minor formatting changes over the cloud itself3. Connectivity to other systems is an add-on4. Several customization options for reporting

Cons

1. It can take sometime to understand the UI of the tool2. Bit expensive and takes time to build the report

Pros

It is very intuitive and easy to learn how to use. Also, it is very user friendly even for people who are not familiar with this kind of products. Finally the integration with other apps is clean.

Cons

Maybe the softwear needs to integrate more updates.

Pros

The Salesforce software makes my daily reporting sorted and easy to find. It keeps me updated and it makes my daily tasks easy to follow up.

Cons

The Software is very easy to use. I did not notice any problems so far.

Pros

Very great UI systems, and visual pleasing. Able to utilize multiple aspects of data acquisition.

Cons

Lots of options that need tutorials and a great deal of direction on the front end.

Pros

i love how so much information about contacts, leads, accounts can be stored in one holistic software.

Cons

salesforce is a great too and i cant really say anything bad about it but if I had to pick I would say that its frustrating how there are 2 different types of Salesforce: lightning and regular.

Pros

Easy to configure for the business needs
easy to use on a daily basis
training is relatively easy as well
a good support service
allows integrations via open APIs

Cons

can be tricky to understand the configuration and what needs to be updated in order to use the same values in all modules

Pros

Data analyses, including predictive data analyses, can be created quickly. The AutoML algorithm automates many tasks. The visualisation is excellent.

Cons

Salesforce promotes the product as a solution for Citizien Developers. This is generally true. However, basic knowledge of artificial intelligence and data analysis in general is necessary for the implementation so that added value can be generated.
In addition, individual requirements in dashboards can often only be implemented with increased effort. For this, JSON files have to be adapted, which often leads to many errors.

Pros

1. Mobile First: Wave was designed for smartphone and tablet use first, but also works seamlessly on desktop and laptops.

2. Key-value Store: Wave is based on a key-value-store, NoSQL database meaning you can bring all data from 3rd party apps and your desktop into the system easily.

3. Data for All: Wave provides insights and reports for back-end, front-end, end-user and developers to query and analyze the KPIs that interest them.

4. Secure Data: Wave can meet high-level data privacy and data security requirements for analyzing confidential data.

5. Multiple Dashboards: Create dashboards for multiple datasets and to meet a variety of business, departmental and individual KPI analyses.

Cons

Data-analysis capabilities aren't well known.

- But It's true that sometimes simpler is better, and the saved lenses and dashboard views and ad-hoc "group, measure, filter, view," and "action" options may cover a lot of needs. But this is a V1 product, and it will undoubtedly take some time to mature.

Pros

It was easy to learn to use and easy to switch functions in the usage in my daily use.

Cons

I think a help feature wouldn't be amiss in the actual program.

Pros

provides with great analytics. Good tool to use. Would definitely recommend. It is certainly better than most softwares out there.

Cons

There would be some more features added to it. Still lacks some basic features such as inventory management.

Pros

-Build any analytic app for any business need. Through a rich, responsive analytic platform you can customize, connect, and deploy quickly.
-Securely deliver any data, from any source via a 100% native Salesforce cloud service.
-Access to any data :Reports and Dashboards deliver a real-time look at your Salesforce data. Wave goes further to combine data from across your business, helping you explore any data, find new insights, and build dashboards that let data tell a story.

Cons

-Easy to explore : Measure. Group. Filter. View. Share. Five actions let you unlock limitless insight. The only platform that lets you easily navigate every data set right from your phone.
-Share on the go : Get answers, share findings — no desktop required. Have a conversation around data. Answer any question with everyone on your team and present your findings from your phone.

Pros

The product is nice and simple, which is exactly how products should be.

Cons

It's a bit tough to pick up the logic at the beginning when you first use it.

Pros

Solid tool. Gets the job done. Easy to setup and manage. The client loved the solution and their sales reps use it frequently. Sometimes it feels like they are still working on new features and thats OK

Pros

Easy to track merchant account, transactions details, complaints, queries and requests. I most like feed feature to track the latest conversation and complaints progress.

Cons

There is nothing to dislike in CRM Analytics but sometimes i feel the data fillup section which takes most of the productive time in payment cases.

Pros

I was a user of Sales Force while working for a larger company. Many of the features were set up by the company, and these tools and features were quite robust. The sales function tools help you keep track of closed sales, opportunities and events meetings and potential leads. Plus you can customize reports to help you determine your success rate and areas to help you grow your business.

Cons

I think that due to this CRM being the leader in this space, that it also comes with many many tools and features, which at times can be a little overwhelming. (Although many good trainings on using this software are also available to help).

Pros

Great features and high performance, together with professional support

Cons

Lacks Visualization tools found in other top products

Alternatives Considered

Reasons for Switching to CRM Analytics

Pros

I used Salesforce Analytics Cloud to analyze impact of my marketing campaigns on customer journeys. After I connected Google Analytics to Salesforce, I was able to see the data flow between the tow systems. I then created custom audiences in Google Analytics using the criteria of customers who engaged with marketing campaigns, added items to cart but didn't purchase them. Once the destination of Salesforce was added, I was able to execute campaigns against those audiences. These re-targeting ads helped reduce cart abandonments and increase conversion rates. Because of data integration and re-targeting capabilities, I could leverage Salesforce Analytics Cloud to improve sales from customers who were interested in purchasing my apparel items. This data driven strategy drove high ROI for my business.

Cons

Setting up integration between Salesforce Analytics Cloud and business intelligence tools such as MicroStrategy needs development resources. There is a learning curve for users who have not used Salesforce before. Example: data extensions, APIs, etc. need to be configured according to Salesforce requirements. Coding knowledge is needed to maximize potential of data connectors. If password is forgotten, there is a long process to reset it which sometimes may involve working with Salesforce administrator or tech support. If tools like Datorama are used, integration is easier but then clients have to spend extra money to get access to those add-ons. So, premium support and integration costs are high.

Pros

I use the analytics daily to keep up with my buisness, it reminds me when i haven't spoken to clients. The Dashboard is something I use daily, and it is very user friendly and easy to keep up with my buissness.

Cons

Overall I am exteremly happy with Salesforcea and all of the Analytics it provides to make my business easier.

Pros

It helps out your data into a visual point which helps to track news business as well as existing quotes. It links to external applications which is helpful

Cons

The views can be limited sometimes so may not be able to entirely personalize the way you want to use it. You need coding knowledge in order to be able to maneuver or change things which makes it tough

Pros

1. We are using it to create dashboard by integrating Salesforce CRM
2. We are also using SQAL and SQL queries to create dashboards
3. Salesforce Analytics Cloud - we call it Wave Analytics creates beautiful dashboards

Cons

1. This is a web os platform so you will need internet connection to access it
2. Can expect more functionalities compared to other reporting tools i.e. integration with other data connectors

Pros

Produces great-looking dashboards that work within salesforce enviroment

Cons

difficult to create dashboard with out a good understanding of sql and sqal

Pros

Ease of use, easy to navigate, in addition to the data that Salesforce is able to bring to the table + additional widgets.

Cons

Because of the layers of data and reporting, some areas are difficult to get to without clicking multiple times/multiple tabs.

Pros

Reporting and analytics mostly easy to customize and generate reporting but could be more intelligent with categories.

Cons

Time taken to load each page snd lack of abundant categories to drill down into. Better dashboard as well.

Pros

This software is so user friendly! I am glad we are switching to it.

Cons

Nothing needs to be improved, amazing software.

Pros

I love how user friendly this is as you can customize the software to your liking and understanding and things are easily accessible.

Cons

I would love to have more power on customizing the software as it can be complicated to give instructions to another person to do so for me.

Pros

Product is easy to use and has the option for a lot of different functionality. Reports are helpful and the chatter function is great to have as a cross-check feature.

Cons

It takes me 5-10 tries to login to the software every day. I enter the same username/pw but I have to click login multiple times before I can actually get in.

Pros

I am able to share our POD's KPI report with my team.

Cons

It is not updated often enough for next month.

Pros

Sales force Analytics Cloud has an easy to use dashboard.

Cons

Sales force Analytics Cloud has many unresolved issues. After spending many hours working some of my data will have just disappeared or possibly ended up in someone else's account in the company.

Pros

The effectiveness in organizing the leads and the contracts sent to the accounts -as soon as they click through by e-mail everything is done

Cons

I wouldn’t call cons , it a very complex software because the wide functionality you can deploy- you have to study in order to make the most of it!

Pros

The most effective was getting the information that the patients needed about sales of the medication elsewhere other than CVS. We could see where the medication was being sold where as the competitors would not do that for the patients.

Cons

The most difficult was navigation wise and the amount of help someone would really give because they expect you to know everything about the software you know nothing about.

Pros

I really like how easy it is to use. I use this every single day for my job. I literally sign inn and boom its straight to work. I rarely have an issue. Honestly in the beginning there were a few like usual but now there are non. This has to be on of the easiest and most organized platform I have used.

Cons

Like I said there were issues in the beginning but they were sign inn issues. It really had nothing to do with the platform itself. We were all just having issues with remembering our passwords that's all haha!

Pros

Any Salesforce plug-in to your implementation is a benefit, and this is a great one. As long as your data is in Salesforce, you have ample tools to run analytics and build reports.

Cons

We have a lot of data NOT in Salesforce, so have to use a third party tool to analyze that data separately. We are looking into Einstein, as they say you can use both external and internal data.

Pros

Amazing visual experience for your data. Users find it so much easier to use and view data as well, which allow them to drive their performance in the right directions. The visualization of data not just from salesforce but also from outside systems is a huge plus as well, as now we can see all of our data in one place.

Cons

It is a heavy lift to implement and at first it can take a little bit of time to understand what you are looking at. But once it clicks it is off to the races.

Pros

SalesForce has the ability to store many accounts with the customers/clients information and easy to find them and create new account.

Cons

The software itself could be a little more nice-looking. I believe it can have several updates to make it easier to use.

Pros

Salesforce is intuitive and easy to learn. It is nice that it has memory of tabs previously opened on the dashboard, even between user sessions.

Cons

It has not be very adaptable for our specific needs as a database for our veterinary patients and clients.

Pros

One of the best cloud BI platform. We can notice that Salesforce is improving Einstein Analytics continuously in their releases. AI in Einstein analytics is simply superb and easy to adopt.

Cons

More functionalities needs to be added.We all know it is improving but when compared to other BI tools like Tableau, some features are lagged.

Pros

- the integration with Salesforce
- a very intuitive user experience
- cloud based, so has enterprise scalability

Cons

- the ability to visualise your data is better on some other BI tools I have used in the past
- it needs to be integrated with another BI tool to unlock its full potential

Pros

It helps us with analytics on customer movement and preferences. It makes marketing and sales easier and more targeted allowing us to serve their needs better, improving customer satisfaction

Cons

There is a learning curve associated with the use of the software. Training videos would help immensely

Pros

It has lots of customization functions which are great but time consuming. Reporting functions are nice but you need to dedicate the time to get it right.

Cons

Our services were on one of their servers that went down. This crippled operations and sales for a full day. Although we appreciated the constant updates about their fix, there should have been safe guards or back ups that would help them avoid these situations.
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