CRM Analytics Reviews

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews
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User Reviews Overview

About CRM Analytics

Salesforce Analytics Cloud, also known as Wave Analytics, is a cloud-based business intelligence (BI) system that provides an interactive platform to access and share business trends. The software provides data insights and helps...

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Feature ratings

Value for Money
4.2
Functionality
4.2
Ease of Use
4.1
Customer Support
4.1

Browse CRM Analytics Reviews

78 of 78 reviews
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Edgar
Edgar
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
4
Customer Support
0

5
Reviewed on 19/07/2023

Best way for customer analytics

Do more with less effort.

Pros

User friendly and very powerful tool for customer analytics.

Cons

Maybe it could improve mobile experience.

Shivam
Shivam
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
4

4
Reviewed on 14/02/2023

CRM Analytics for sales analysis

Pros

CRM analytics provides goods insights and add good value to business

Cons

CRM Analytics is expensive for small and medium enterprises.

Narender
  • Industry: Financial Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 07/12/2024

Senior Customer Support Executive

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

Top CRM Analytics Alternatives

Microsoft Power BI

SAP BusinessObjects Business Intelligence

Gabriel
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Functionality
5
Ease of Use
3
Customer Support
3

3
Reviewed on 11/06/2021

Salesforce a great option but may show some issues on the long run

We have our ups and down, its does the job really good but has make me pass for bad situations with oldest report to track them on this system.

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.

Deepanshu
  • Industry: Financial Services
  • Company size: 5,001–10,000 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

4
Reviewed on 21/12/2024

CRM Analytics Review

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.

Ricardo
  • Industry: Banking
  • Company size: 1,001–5,000 Employees
  • Used Weekly for Free Trial
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

4
Reviewed on 06/05/2021

Salesforce Analytics Cloud Performance Review

Take decisions based on information result now easier

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

Microsoft Power BI

Reasons for Switching to CRM Analytics

Because of the trailhead playgrounds to my employees result helpful to learn
Emily
  • Industry: Transportation/Trucking/Railroad
  • Company size: 10,000+ Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 22/11/2024

CRM Analytics

It is a good tool however there is always room for improvement.

Pros

The information and tracking purposes. The secureness

Cons

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

Canice Renzie
Canice Renzie
  • Industry: Staffing & Recruiting
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4

4
Reviewed on 16/03/2023

Salesforce with CA

While the platform offers a lot of flexibility and customization options, businesses may need to invest significant time and resources into configuring the platform to their specific needs.

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.

Ankit
Ankit
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Functionality
4
Ease of Use
3
Customer Support
3

4
Reviewed on 19/10/2022

Great analytics platform from Salesforce

CRM Analytics has a several customization options for visual analytics that are being used to server our clients. It is a huge plus that it can integrate the Salesforce products really well. So, if you have a Salesforce stack then this product will be an added advantage for analytics and get insights to the datasets.

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

Juan
Juan
  • Industry: Retail
  • Company size: 201–500 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
4

4
Reviewed on 21/06/2021

Game changer

We are very happy with the software, because we were able to make a leap in terms of productivity and data reading.

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.

Nicole
  • Industry: Legal Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/07/2021

Nicole's review

I love the software and use it daily. It is so simple to utilize and honestly I can't picture myself continuing to work without it anymore.

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.

Donny
  • Industry: Construction
  • Company size: 5,001–10,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Functionality
1
Ease of Use
3
Customer Support
1

1
Reviewed on 21/12/2021

Sales force Analytics Cloud has unresolved issues

Needs the bugs fixed

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.

hollie
  • Industry: Human Resources
  • Company size: 1,001–5,000 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
3

5
Reviewed on 22/05/2021

Very pleased with the software.

This has been by far a very good experience and will continue to be I am sure of that!

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!

Emily
  • Industry: Veterinary
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
4
Customer Support
0

4
Reviewed on 25/08/2021

Salesforce user review

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.

Fraser
  • Industry: Computer Software
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
5
Customer Support
0

4
Reviewed on 31/10/2018

A great BI tool

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

Akash Mohan
  • Industry: Computer Software
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
4
Customer Support
0

4
Reviewed on 09/09/2015

Best Visual Reporting and Dashboard Tool

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.

Laura
  • Industry: Computer Software
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
3
Functionality
5
Ease of Use
5
Customer Support
4

4
Reviewed on 10/12/2016

Pricey - But reaps its returns eventually

As we all know that the standard salesforce out of the box reporting and dashboards isn't that great.
This tool mainly looks to eliminate any complaints in regards to that and it definitely does that.
The type of lenses and dashboards you can create is amazing!
The look and feel of it is very modern and fancy.
It has a flat data architecture so it can group, mould and join your data neatly.
It is however, not that easy to administer and maintain it. You definitely need specialists to work with you and help get this up and running.

Pros

Great Interface
More granular data reporting
Powerful and fast

Cons

Complex to maintain
Doesnt directly sync / integrate with databases.
Cant replace something like Mulesoft or Bhoomi.

Patrick
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
4
Customer Support
0

4
Reviewed on 29/06/2021

Overall a good tool

Overall my experience has been okay - not great but also not the worst. Take your time in your search.

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.

Mateo
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
3
Ease of Use
5
Customer Support
4

4
Reviewed on 11/07/2017

Great software

its a good software for small business like mine

Pros

The price its low and the futures are amazing for the price ,they don't try to take your money for every single think that you need.

Cons

they dont track my inventory and the reports are complicated some times but i can export my data to excel and figure it out what i need

Gail
  • Industry: Civic & Social Organization
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
0

5
Reviewed on 01/03/2017

The Wave

I signed up with Wave for a free alternative to Quickbooks to run my business. The software is easy to use and categorize your purchases and the best part it is free. They do charge to do your payroll. Although, I am savy with software I found it cumbersome to navigate to see the summary of my categories. I liked it so much I am also using it for my personal accounting.

Pros

It's fee and relatively easy to navigate.

Cons

I had trouble finding where the information went after I categorized it.

Jacqueline
  • Industry: Marketing & Advertising
  • Review Source
Value for Money
0
Functionality
1
Ease of Use
2
Customer Support
0

1.5
Reviewed on 24/02/2015

It's Okay - More Useful for Sales Reps

Pros

It keeps track of what you need to do on a daily or weekly or monthly basis.

Cons

It's not really geared to handle lots of campaign changes.

Nadia
  • Industry: Medical Practice
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
4

5
Reviewed on 06/10/2016

Analytics Cloud Review

Analytics cloud has been really easy to use without any coding background. I find it helpful to use the analytics cloud to look at all the variables that we collect in our salesforce org.

Pros

Ease of use.

Cons

Doesn't come with our instance/requires some integration.

James
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4

4
Reviewed on 04/04/2017

Good Product - Limited Experience with it

ACT User! Boss' son had us try it out, found it somewhat useful but had limited experience with it so decided to stick with our current CRM tool ACT!

saeed
  • Used Monthly for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/03/2018

outstanding.

Pros

This account based marketing (ABM) solution designed to select valuable prospects, share web content, and analyze campaigns.

Cons

It does need an analytical type experience. Which make it a bit hard to use. Lack of functionalities.

Darshana
  • Industry: Entertainment
  • Company size: 51–200 Employees
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/01/2021

Excellent

Pros

Currently the most efficient data analytics tool for a reason. So user friendly, quick interpretation

Cons

Can't think of any cons so far, have only used for less that 6 months

78 reviews