CRM Analytics Reviews

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

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

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

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

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

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

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

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

I have recently worked with this product, Dashboards are very interactive, mobile friendly and easy to share your data with your colleagues. You can filter your data with your dynamic time query. Response is also very quick and fast in terms of performance.

Cons

We have started recently and in learning phase, So can't provide much information for least like, but graphics are above than my expectation. i personally appreciate it.

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

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

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

Salesforce Analytics Cloud is Valuable in areas rich with recorded information, analytics relies on the simultaneous application of statistics, computer programming and operations research to quantify performance. Analytics often favors data visualization to communicate insight, the best part is making reports and dashboards.

Cons

It's not really geared to handle lots of campaign changes. It's a bit tough to pick up the logic at the beginning when you first use it.

Pros

Just about everything. It's an amazing platform to bring all of your Salesforce data together in one place and see a truly holistic view of the things that matter. The end user experience is great.

Cons

Admin/development work can be very cumbersome and difficult. Generally requires a knowledgeable Salesforce developer, but with that asset you can far.

Pros

Powerful analytics at your whim, as long as you know what you're looking for this can be a very powerful tool.

Cons

The tool can be very clunky and hard to navigate at times. If you dont know exactly what you're looking for it can be difficult.

Pros

The pictorial representation of the overall data and its mapping on the Dashboard is the most fascinating thing of this tool and the parallel processing is also remarkable

Cons

There is nothing as such that can be least liked, However it would be great if the query time out time is increased from 2 minutes to more.

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

The export functionality made it easy to share information with those outside the nonprofit organization.

Cons

I wish it had greater permissions settings so that I could give volunteers outside of the organization the ability to use the tool.

Pros

Salesforce sales team work hard to persuade their client that Wave is what they need. Unfortunately, having no technical background, clients rather rely on Salesforce brand than the actual functionality of the tool.

Cons

It is not a self-sufficient product, but rather an API with very limited functionality and bugs. Almost impossible to scale the tool, or build something usable once the complexity of tasks increases.

Pros

Easy to ise

Cons

Outside data hard to bring in

Pros

The Reporting and the Summary fetching capabilities of the application makes it one of the best in the market today.

Cons

Nothing as such, but yes there are some scope of improvements for the product.

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

CRM analytics provides goods insights and add good value to business

Cons

CRM Analytics is expensive for small and medium enterprises.