Kimmy S.
Star Rating: 5

What do you like best about the product?
I am using Salesforce CRM every day as one of our main tools with RingCentral to help customers and businesses. I can see my pipeline and manage my deals effectively. I can create a customized report and see all the data I need in a dashboard. I can also check all the customer information that I need as a Sales Account Executive. This is also the tool that we use to set up a new account or process a change order for the customer's plans and services. Another good thing about it is that it is integrated with all the other applications that we are using at work. It helps all communications between RingCentral and its customers be centralized. That's why I find it very helpful, easy, and manageable to use. Lastly, it has a guide and support if you need help with something that you don't know about.

What do you dislike about the product?
I like everything about Salesforce CRM!!

What problems is the product solving and how is that benefiting you?
Salesforce CRM is one of the main tools that I am using as a Sales Account Executive with RingCentral. Without it, I will not be able to do my job and provide assistance and support to our clients and customers.

Mark Lester F.
Star Rating: 5

What do you like best about the product?
It is already established in the community and a also a has earned the reputation for leading in the customer relationship management field. Salesforce can be used to manage customers data, automate the processes, and improve customer relationships. Businesses can use Salesforce to save money while improving customer related solutions through their email .

What do you dislike about the product?
For me, the least helpful is their timer as it is not accourate when idle.

What problems is the product solving and how is that benefiting you?
We can address customers concern and advise them abou how their account is going by sending email via Salesforce as this help us to lessen the hassle on customer contact.

Kanishk B.
Star Rating: 5

What do you like best about the product?
Tableau is no doubt a powerful analytics and reporting tool, however after salesforce CRM acquisition it has become more robust and integration friendly making it easy to use along with APIs

What do you dislike about the product?
The specific innovation in the tool itself has reduced - initially a lot of focus was on slicing and dicing the data, creating legends, cascade filters etc. However, Now that level of innovation has stopped and is more or less focused on CRM aspects

What problems is the product solving and how is that benefiting you?
We are using it to help analyse our sales reps performance in the Pharmaceutical space

Charmaine C.
Star Rating: 5

What do you like best about the product?
It keeps track to customer ineteraction; Saleforce also increases productivity, it has also personalized messaging option for better customer engagement

What do you dislike about the product?
There are least things that needs to be improved; currently enjoying its features.

What problems is the product solving and how is that benefiting you?
Data intergration and salesforce helps remove redundant works/tasks which immensely improve our productivity.

Dhruv S.
Star Rating: 4.5

What do you like best about the product?
Salesforce CRM Analytics is a very handy add on for Salesforce environment which allows us to develop datasets by data transformations on Salesforce Objects and using that many interactive dashboards can be created

What do you dislike about the product?
I mostly use Recipes for data transformations in Salesforce CRM Analytics and I feel that UI for Recipes can be improved, also though calculations are easy to perform in back-end in recipes, but in front -end i.e. in dashboards, it's very difficult to perform complex calculations.

What problems is the product solving and how is that benefiting you?
Since the sales team actively use Salesforce to track Opportunities and Accounts, they mostly requires some add-hoc analysis ,reports and dashboards to look for various key metrics, which can be obtained via Salesforce CRMA and the best thing is that the environment is same, so this completes the eco-system.

NATALIA C.
Star Rating: 4.5

What do you like best about the product?
It's a very friendly system, it doesn't require a high training time to get well with all the processes. Helping the team to keep and access easily to the customer's information.

What do you dislike about the product?
It's a little bit slow, also it has a lot of leaks on time when there is a high level of apps in use at the same time, you have to be patience if your organization works with several apps at the same time.

What problems is the product solving and how is that benefiting you?
It allows us to keep track of and follow up the analytics on the sales department, maintaining a high rate of sales and helping to prospect customers. Giving the team more time to work in order to be efficient during calls an doing other processes.

Vineet C.
Star Rating: 5

What do you like best about the product?
Its analytics CRM is best in the industry, its easy to use with active customer support, it has unique numbers of features which are easy to implement. My frequency of use as increased in past few weeks, because of its ease of integration.

What do you dislike about the product?
It is the most expensive tool in the industry. Its dashboard is a bit complicated.

What problems is the product solving and how is that benefiting you?
It increase my revenue by providing more specific data about my clients and the industry. And it help me to reduce my research and development cost.

KISHAN P.
Star Rating: 5

What do you like best about the product?
Extremly good and feature rich.All in one place.Mostly,Use to maintain history of customer and helps to increase the revenue of firm.

What do you dislike about the product?
Nothing to dislike about it.It is very feature rich so require too much practice to use it.

What problems is the product solving and how is that benefiting you?
It helps to increase the customer base and also try to offer best to existing customer to retain at glance.

Verified User in Information Technology and Services
Star Rating: 4.5

What do you like best about the product?
Using the analytics tools in Salesforce CRM, I can present the reports using visual representation. And because these analytics tools, which are reports and dashboards, are part of the CRM, I can create outputs easily because the data I need is within the CRM.

What do you dislike about the product?
The number of charts that can be used and the themes that can be selected to display the charts are limited. And unlike other analytics tools, it is not as interactive regarding the dashboard.

What problems is the product solving and how is that benefiting you?
With these analytics tools in Salesforce CRM, I can create reports and dashboards easily because the data is within the platform. It also has the refresh functionality, which allows viewers to update the dashboard themselves, so I don't have to create dashboards everytime there is an update on the data.

Kimberly S.
Star Rating: 5

What do you like best about the product?
Customizations are designed to simplify the analyst's tasks in providing accurate and fruitful analysis of business progress, identifying underlying opportunities in providing strategies to execute overall team and consumer success.

What do you dislike about the product?
It may be a little overwhelming at times due to the fact that this CRM is the leader in this field. In cases/reports that have been opened for a long time, critical attachments may have been lost.

What problems is the product solving and how is that benefiting you?
It can help creating fruitful analysis like extracting accurate data, different options and customized template can be used to help easily understand the data of the company.

Shannon R.
Star Rating: 5

What do you like best about the product?
This has allowed us to report on so many things that we couldn't with standard Salesforce reports. Not only that, it's FUN to learn and there are endless free resources out there so that beginners with no previous experience can become experts in time.

What do you dislike about the product?
There is actually an abundance of learning resources out there, which was a bit overwhelming at first. It's hard to know where to start. But I did get hooked on it, went through a LOT of them, and ended up getting my certification after a while.

What problems is the product solving and how is that benefiting you?
Our standard Salesforce reports were timing out, we had a lot of data that took forever to query. We also wanted to link together things in the system for reporting that we could only do via recipes and uploading datasets in Tableau CRM. It was extremely helpful for that.

Dharmendra K.
Star Rating: 5

What do you like best about the product?
We have used the Salesforce Platform CRM Analytics. It is very easy to use,without having of any coding experience. It gives us lots of feature to automate the Business Requirements.

What do you dislike about the product?
Salesforce Platform CRM Analytics is I personally believe to become more complex(Or dislike) when requirements keeps on coming on same functionality to customize the logic again and again.

What problems is the product solving and how is that benefiting you?
The problem is Salesforce CRM Analytics solving is to become more complex when it's keeps on changing. We can follow the Best practices provided by the Salesforce

Verified User in Financial Services
Star Rating: 5

What do you like best about the product?
Salesforce CRM stands out as a comprehensive and flexible solution that caters to diverse business needs. Its strength lies in its customization options, automation capabilities, and seamless integration with other business tools.

What do you dislike about the product?
It can be costly and not all businesses can afford it.

What problems is the product solving and how is that benefiting you?
Analyzing complex datasets can be challenging, especially when dealing with large volumes of information or when trying to identify trends and patterns.

Peejay d.
Star Rating: 5

What do you like best about the product?
Customer Database at the most convenient access.

What do you dislike about the product?
I do not see any negative side of the salesforce yet. I can not compare it to other crm tools either cause this is the first crm tool I ever used.

What problems is the product solving and how is that benefiting you?
Changes in customer's account are reflecting real-time. In effect, all employees all over the world can see every changes in each and every account.

Verified User in Consulting
Star Rating: 4

What do you like best about the product?
The Salesforce CRM analytics is actually a powerful tool, and gives an Accurate insight and wide-ranging analytical solutions, A system designed that capable on collecting costumer data that makes a significant insight.

What do you dislike about the product?
According to some who used tye CRM analytics and based on my own observation, Salesforce crm analytics is quite difficult and tedious overtime, and when you use it first it is hard to understand.

What problems is the product solving and how is that benefiting you?
Salesforce analytics soving problem to businesses and make the work easy on them to understand the Market insights, save a lot of time to companies and users, Good for run analytics and built reports and overall it boosts productivity.

Luis C.
Star Rating: 5

What do you like best about the product?
You can create your favorite under reports

What do you dislike about the product?
Sometine it's difficult to update related contacts

What problems is the product solving and how is that benefiting you?
It is aligned to Sales Pipeline and gives you the visibility to which account you will priority

Meghanad P.
Star Rating: 4

What do you like best about the product?
It's visualisation is very good compare to normal Salesforce dashboards User can easily filter the data and provide insights according to the need.

What do you dislike about the product?
For implementation of CRMA need skilled persons and this system costly required licences to use.

What problems is the product solving and how is that benefiting you?
It solve the customer problems to see data in efficient manner. It used to personalize the customer experience

Harrison D.
Star Rating: 4.5

What do you like best about the product?
I love how Salesforce allows our group to manage all. It feels as if there are unlimited customization options to optimize our business functions. I can integrate Salesforce with other software like Shopify, Pixlr, and the Google Suite

What do you dislike about the product?
Salesforce is a robust product with many features, and. it will take time to learn. It will be best to utilize their customer service immediately. Train in all employees at the start to avoid issues down the road

What problems is the product solving and how is that benefiting you?
We use Salesforce to track all community members' communications, sales, and requests. Salesforce has allowed us to see when and where people prefer for our delivers to go, how often, and what products are desired.

Verified User in Accounting
Star Rating: 5

What do you like best about the product?
The thing I like the most was it's customizable dashboards for personalized insights. Its extensive range of analytical capabilities allows user to analyze customer behavior and Sales trend. It provides real time reporting for timely decision making.

What do you dislike about the product?
It have some customizable limitations for complex needs for organizations with intricate data. It requires technical expertise and training to harness the full power of CRM Analytics.

What problems is the product solving and how is that benefiting you?
Salesforce CRM Analytics helps businesses overcome challenges related to data fragmentation, lack of insights, inefficient reporting, ineffective decision-making and limited collaboration.

Chirag S.
Star Rating: 4

What do you like best about the product?
It's simple with onlybisefull drop downs. Not over complicated with several options. Easy to load due to very simple and minimalistic design

What do you dislike about the product?
Tab change menu can be better. Instead of a different load of page. Drop down can be given

What problems is the product solving and how is that benefiting you?
Use of analytical purpose and tracking of performance management of individuals

Bhavya B.
Star Rating: 5

What do you like best about the product?
The Salesforce CRM is best one go platform for all the client queries like manage opportunities, lead generation and all the sales details we have generated for pur product.

What do you dislike about the product?
The Salesforce CRM is bit complex and requires the training to use efficiently it would be great if provided with the training modules of the platform

What problems is the product solving and how is that benefiting you?
Generating the sales of product with all the management at one platform and helps to increase sales of the product and saves times of the team

Kate P.
Star Rating: 3.5

What do you like best about the product?
Wide coverage and one stop shop for customer relation management and record keeping

What do you dislike about the product?
Once case is closed, and clients reply on the same case thread, no prompt will be received by the handler

What problems is the product solving and how is that benefiting you?
Customer management, record keeping

Michael H.
Star Rating: 4.5

What do you like best about the product?
Salesforce CRM analytics has great visual tools to work with our sales team and show data visuals.

What do you dislike about the product?
It's very easy to use so nothing is really bad.

What problems is the product solving and how is that benefiting you?
It helps me solve for selling our products

Ashwinkumar D.
Star Rating: 5

What do you like best about the product?
it is uniquely customizable, analytics are more than client centric and thoughtfully prepared for pro-business situations, advanced features keep the team and requirements best in place

What do you dislike about the product?
not having real time data tracker is a big step not forward and sometimes this challenges in keeping track of decision making, taking actions on time and implementing strategies

What problems is the product solving and how is that benefiting you?
making sales forecast across regions making business strategies more market centric and of real time, customization of the analytical features make account management more conducive in conatct , key account mamagement etc thus making this one of the best sales intelligence options

Verified User in Hospital & Health Care
Star Rating: 3.5

What do you like best about the product?
If you are using Salesforce it is seamlessly integrated.

What do you dislike about the product?
It is not userfriendly enough to build up the reporting so it visually looks attractive. It takes a lot of clicks to get there.

What problems is the product solving and how is that benefiting you?
Internal reports were too basic, crm analytics does give the additional analytics features business users ask for.

Alfredo R.
Star Rating: 5

What do you like best about the product?
you can do so much things with this tool, control live circle of an opportunity

What do you dislike about the product?
the fact that sometimes the approvals take long time

What problems is the product solving and how is that benefiting you?
you can control whole circle of the sale

sivakonda s.
Star Rating: 4

What do you like best about the product?
Insights that we receive for forecast. Dashboard are nice.

What do you dislike about the product?
Takes time to get used to. Hard for new users to start.

What problems is the product solving and how is that benefiting you?
Same mostly, but we can have more up based dashboards and visibility is great.

Abhishek V.
Star Rating: 3.5

What do you like best about the product?
The customer Relationship Management features provided gives a good help in managing the relations.

What do you dislike about the product?
Provides less kind of information in analytics.

What problems is the product solving and how is that benefiting you?
The management of invoices and billing is better in this platform.

Naman N.
Star Rating: 4.5

What do you like best about the product?
Automation of CRM and the quick easy to use features is the best part

What do you dislike about the product?
nothing to be disliked. Delayed page loading can be seen at times

What problems is the product solving and how is that benefiting you?
Analytics and deep customer insights

Verified User in Financial Services
Star Rating: 4

What do you like best about the product?
Native solution. The best of salesforce and tableau together. Really much more powerful than dashboards with the filter drop down

What do you dislike about the product?
We need to train more business analyst on how to use it. Not just the salesforce admin

What problems is the product solving and how is that benefiting you?
Real time insights. Adoption tracker.

Alyssa C.
Star Rating: 3

What do you like best about the product?
Salesfocre CRM Analytics is the best tool to analyze customer data and make smart business decisions. As working for a University, this software makes tracking the prospective students' progress in the sales funnel a breeze.

What do you dislike about the product?
I dislike that Salesforce CRM Analytics can be tricky to use at first - because it's a lot of information thrown at you. You'll have to play around in it a bit to get the hang of it.

What problems is the product solving and how is that benefiting you?
Salesforce CRM Analytics is helping the University I work for by indicating what prospective students are where in the sales funnel - and with that information, we can better cater our marketing efforts to them.

Anal P.
Star Rating: 5

What do you like best about the product?
I love the fact how i can blend my Salesforce CRM data to make up my Analytics within different objects. Tableau CRM gives me immense power to built my dashboards and reporting on top of Salesforce data and narrow down my dashboarding efforts. It has increased our efficiency and reporting structure.

What do you dislike about the product?
It would be great if there could set Joins and easy blending already available between different objects so as to nulify the efforts of making new dataset and deploying a database. It would be great if Tableau can have more easy direct dataset between two objects and tools on salesforce.

What problems is the product solving and how is that benefiting you?
We are increasing our reporting and dashboarding capabilities using Tableau CRM as it helps us blend our Salesforce object data and report on the universe level. It has been of great use to increase our Dashboarding capabilities and It has increased our efficiency. It has increased to report data at minute level

Tom B.
Star Rating: 4.5

What do you like best about the product?
What I find most helpful about the tool is the ability to embed analytics components directly on records within Salesforce itself. Power BI and other tools are not so easy to embed directly on records.

What do you dislike about the product?
Configuring components can be a challenge as so much of the functionality relies on a code heavy approach rather than clicks. Each release this has improved. I would still like to see further progress of "clicks not code.

Recommendations to others considering the product:
If your company is a Salesforce forward company and drive experiencing most aspects of the business through Salesforce, I believe Tableau CRM is the best tool for the job. If you are merely looking at it as a data visualisation tool, there are other options out there such as PowerBI, etc, but Tableau CRM shines in its ability to embed within Salesforce and easily consume Salesforce data.

What problems is the product solving and how is that benefiting you?
We are using Tableau CRM mainly for high level dashboarding to aid in executive level activities such as forecasting, demand gen analysis, and other activities looking across the business.

Shiv Dutt S.
Star Rating: 4

What do you like best about the product?
Tableau CRM is Salesforce business intelligence tool used for reporting purposes, with great GUI experience and drag and drops functionality. Currently, it's being used as a business and analytics team for marketing and sales teams. If you have Salesforce as a CRM tool and you want to do CRM reporting, then Tableau CRM is the best solution. It has a better GUI than any other existing reporting tool; you can build really eye-catching dashboards using Tableau CRM. Also, as its Salesforce tool so it would provide additional functionality to open quotes or order from dashboard to CRM tool directly.

What do you dislike about the product?
Connection to other Sources such as SAP missing. Different types of joins such as inner full outer missing. Complex logic and snapshot creation kind of logic are not possible.

Recommendations to others considering the product:
Tableau CRM is a good reporting tool, but it's limited to salesforce data mainly. Also, there are many limitations to performing complex calculations. If your perfect data model is ready in salesforce, it's a good tool for reporting. Else, it's an average tool. Please first understand your business need then go for implementation.

What problems is the product solving and how is that benefiting you?
Tableau CRM is perfect reporting tool if you want to do sales/service/marketing reporting and your data source is Salesforce. Salesforce connectivity and data refresh are straightforward and also very quick. But in case you want to pull the data from other data sources, then it isn't very easy to build a dashboard. Also, you can not write very complex logic such as snapshot creation, etc.

Sonal R.
Star Rating: 5

What do you like best about the product?
Making data visualization more easy as integrated tableau analytics with it is something which not only helped in automation but easen everything already. Updating data on it and managing is easy.

What do you dislike about the product?
It took long time to update Extraction of data is bit difficult Inactive user should be removed automatically. Rest not too much to dislike as it is best for our use

What problems is the product solving and how is that benefiting you?
Salesforce is helping me creating my dashboard and reports very easily and manual work is reduced because of this. Tracking the performance is easy. Overall it's best.

Maria Katherine C.
Star Rating: 5

What do you like best about the product?
The automatic agent tagging of the call. This eliminate the abandon calls for contact center and disconnected calls. Since every person who have been connected to the client will be tagged and for better CSAT analytics and ticket handling isolation of issue. And for Escalation processed, agent coaching and Operations Business Analytics.

What do you dislike about the product?
None. Ticketing system is perfect. Dispatch and linking knowledge base article and sending out email references work. so Its perfect.

What problems is the product solving and how is that benefiting you?
All good. None so far.

Hector P.
Star Rating: 4

What do you like best about the product?
I like that it is a lot more potent than regular SFDC reporting. It gives you the flexibility to create something visually pleasing and helpful.

What do you dislike about the product?
There is a need for more types of charts, and there is very little documentation on technical aspects. Plus, it is not as powerful as Tableau

Recommendations to others considering the product:
It is best to use Tableau CRM to enhance the workflow inside SFDC. So you users will be more effective.

What problems is the product solving and how is that benefiting you?
It allows you to join multiple objects that are not possible in SFDC CRM. Also, we have created custom dashboards for KPIs tracking and have started using Discovery

Humayun K.
Star Rating: 5

What do you like best about the product?
Honestly speaking, my with Tableau has been very great, it help us make data orientated decisions, help to answer questions quickly with data and uncover problems more quickly. If you operate as a growth company you must try this to make smarter decisions.

What do you dislike about the product?
Data don't update in real time. Customization is very hard to deploy.

Recommendations to others considering the product:
Nope

What problems is the product solving and how is that benefiting you?
To take quick and timely decisions.

Shubhi S.
Star Rating: 5

What do you like best about the product?
The Overall features, ease of use is one of the best features I like about it. The tools, the options, and the customizations are superb. I have used other CRM tools as well but Tableau stands out.

What do you dislike about the product?
May be integration and more customization.

Recommendations to others considering the product:
If you are looking to have accurate data sights this is the tool. The features are just amazing and out of the world.

What problems is the product solving and how is that benefiting you?
For customer analytics and reporting needs. Great tool to gather insights and data across platforms for your cutomers.

Verified User in Mental Health Care
Star Rating: 3.5

What do you like best about the product?
The platform is friendly and easy to use but only after taking a number of their tutorials.

What do you dislike about the product?
Sometimes difficult to understand how to input elements and their tutorials can sometimes be full of information before disscussing the issue you want to solve.

Recommendations to others considering the product:
There is a lot of tutorials by the company, and their support team is also very knowledgeable.

What problems is the product solving and how is that benefiting you?
We are getting reports for the company.

Kushal V.
Star Rating: 5

What do you like best about the product?
Make you help to take data oriented decisions.

What do you dislike about the product?
In particular, i didn't like web version of tableau

Recommendations to others considering the product:
200% i will recommend, easy to use and very friendly capabilities.

What problems is the product solving and how is that benefiting you?
Help to answer questions quickly with data and uncover problem more quickly. Tableau makes you to take smarter decisions.

Sagnik G.
Star Rating: 4.5

What do you like best about the product?
Accuracy of data and the ease with which dashboards can be built.

What do you dislike about the product?
The product is not very easy to use or user-friendly. Can focus on that.

What problems is the product solving and how is that benefiting you?
Building dashboards, doing data analytics.

Taufeeque Haider K.
Star Rating: 4.5

What do you like best about the product?
Upside of tableau is it's ability to develop strong visualization.

What do you dislike about the product?
Tableau lacks in domain of data transformation.

Recommendations to others considering the product:
Depend on user requirements

What problems is the product solving and how is that benefiting you?
Reporting, Insights, and forecasting development

Mohammed Irfan B.
Star Rating: 2.5

What do you like best about the product?
I like the work flow it helps me plan th

What do you dislike about the product?
some features take time to get used to d

Recommendations to others considering the product:
NA

What problems is the product solving and how is that benefiting you?
analytics should be sharpened

Verified User in Higher Education
Star Rating: 5

What do you like best about the product?
Tableau CRM makes data analytics easier with its AI-driven analytics functionality

What do you dislike about the product?
Tableau CRM was always goto tool for me when comes to handling data, so far in the journey It haven't disappointed me.

What problems is the product solving and how is that benefiting you?
Data Management becomes easier and efficient with the dashboards, also templates are pretty amazing to build apps with less efforts.

Verified User in Education Management
Star Rating: 4.5

What do you like best about the product?
Data visualization options in Tableau are much better as compared to PowerBI

What do you dislike about the product?
Lack of ETL power and data transformation in Tableau

Recommendations to others considering the product:
Its a great visulaization software, which is very dyniamic as per user needs. Must recommend.

What problems is the product solving and how is that benefiting you?
Business Reporting, Analysis, Modeling

Mohamed G.
Star Rating: 3.5

What do you like best about the product?
Overall, the tool is low-code which makes it super easy to use

What do you dislike about the product?
Once you need anything that is not pre-built, you will need to build it (code alert)

What problems is the product solving and how is that benefiting you?
CRM data analysis for business decision-makers. We get very useful insights very fast.

Verified User in Education Management
Star Rating: 4

What do you like best about the product?
Report Generation, data visualization, server connection, quick share, publishing the report.

What do you dislike about the product?
smart support in the case of analyzing data.

What problems is the product solving and how is that benefiting you?
Creating reports instantly. Shareable documents with clients for quick feedback.

Saksit S.
Star Rating: 4

What do you like best about the product?
UI and responsive. it's easy, great UI easy to look.

What do you dislike about the product?
Help section and tutorial, for newby it's quite complicate

What problems is the product solving and how is that benefiting you?
Data visualization, segmentation, statistical problem.

Verified User in Market Research
Star Rating: 4.5

What do you like best about the product?
It provides a range of dynamic analytics and allows great flexibility.

What do you dislike about the product?
Maybe its interface could be made more user-friendly.

Recommendations to others considering the product:
Add more tutorials

What problems is the product solving and how is that benefiting you?
Data analysis, cleaning, visualization.

Durlabh M.
Star Rating: 5

What do you like best about the product?
It is connected to your salesforce data and has powerful visualizations. Lot of connectors are available out of the box to connect with external data sources.

What do you dislike about the product?
Nothing as such, i see some scope of improvement when it comes to out of the box widgets and visualizations that are available. Advance Query editor is not user friendly and requires knowledge of SAQL.

Recommendations to others considering the product:
Its a great solution for your organization whether or not you are using salesforce. It is advisable to document yuor business requirements and how you would like to visualize your data, then consult with salesforce about the product.

What problems is the product solving and how is that benefiting you?
Providing business with best in class dashboards to stay on top of their business intelligence needs. Reducing the dependency on manual data files by replacing them with powerful dashboards. Business users feel empowered when they know where to find the data/analysis they are looking for

Pradeep K.
Star Rating: 5

What do you like best about the product?
I like the fact that I am able to view the insights and recommendations based on salesforce data and data not from salesforce at the same time. This helps to build the CRM actions for any business process. The usage of artificial intelligence in finding the solutions to complex business questions helps a lot. Direct predictions and recommendations provided by artificial intelligence augmented analytics helps the business to grow further.

What do you dislike about the product?
I think the user interface could be made a bit more simpler, minimalism is better for productivity. A bit of training for all the new users from the salesforce team would be great! They do have trailhead up and running, but sometimes it isn’t sufficient and in person training would be more helpful.

Recommendations to others considering the product:
I feel businesses should look into salesforce CRM as it’s the leading platform in CRM and is very delight to work with. The team behind is very helpful with the setup and personalization of dashboards within the CRM. It helps to grow the business and save a lot of time during the process of implementation. It’s important to get ahead of the race in this world of machine learning and artificial intelligence, salesforce platform make the best use of it and helps us to give great insights of the data. AI analytics predicts the future outcomes and recommendations for the business to grow further ahead.

What problems is the product solving and how is that benefiting you?
I help with delivering solutions to customer needs. Working in a B2B and B2C business, it’s important to have the right tool to come up with ready solutions. This saves a lot of time and helps me to deliver optimized solutions.

Verified User in Primary/Secondary Education
Star Rating: 4

What do you like best about the product?
Easy to use Flexibility Extensions Mobile friendly

What do you dislike about the product?
Some update's doesn't work properly currently I am not able to use tableau product on latest macOs

What problems is the product solving and how is that benefiting you?
Business insights

Wyatt L.
Star Rating: 3.5

What do you like best about the product?
Tableau CRM allowed us to aggregate our business results and surface them to the marketing and sales teams in a logical, cohesive manner

What do you dislike about the product?
setting up data flow diagrams required a specialized resource and wasn't always intuitive

What problems is the product solving and how is that benefiting you?
Showing business users their sales data in a way they can actually make sense of!

Soumya K.
Star Rating: 4.5

What do you like best about the product?
By using Einstein analytics it's easy to view the clear and indebt details of the data required in cloud computing

What do you dislike about the product?
In the chart form, there are only limited access to the charts and it's difficult to explore other charts which needs permission to use.

What problems is the product solving and how is that benefiting you?
I have solved the issues regarding the data in the form of reports and dashboards

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
How the data is presented in the the dashboards it gives

What do you dislike about the product?
There is nothing I dislike from this tool I can say while I used it

What problems is the product solving and how is that benefiting you?
Let's you see sales accounts and analytics on them

Verified User in Hospital & Health Care
Star Rating: 4.5

What do you like best about the product?
Its AI is the best to drive crm services

What do you dislike about the product?
There is no such, except cost there is no downside of it

Recommendations to others considering the product:
Enough data is a must, and the business requirements should be clear before using the tool to make best use of it

What problems is the product solving and how is that benefiting you?
The data extracted with Einstein analytics is way better filtered and sorted that you can achieve detailed information about the customer experience and make use of suggestions for forecasting

Verified User in Information Technology and Services
Star Rating: 4.5

What do you like best about the product?
It gives you the best outcome from data through analysis on historical data.

What do you dislike about the product?
It requires to set the base line for more optimistic results i think it should show options

Recommendations to others considering the product:
Its a great feature for forecasting your data on true analysis.

What problems is the product solving and how is that benefiting you?
The prospecting leads as well customer issues in future forecast or recent changes in payment gateways or failures for einstein bot to answer there queries.

Verified User in Oil & Energy
Star Rating: 4

What do you like best about the product?
Wonderful Customer experience and visual dashboards are so good and helpful Mobile friendly and collaboration across tools and people is amazing

What do you dislike about the product?
Improvement in customisation... Uploading large data files takes time Ease of use should be made for adoption among non tech communities

What problems is the product solving and how is that benefiting you?
Sales reports are in hand to realise the PnL and product information Improved the turnaround time of sales support and sales orders

Verified User in Financial Services
Star Rating: 4

What do you like best about the product?
The ease of use and seemless integration to salesforce

What do you dislike about the product?
nothing in particular comes to mind. keep up the good work

What problems is the product solving and how is that benefiting you?
It really improves our productivity by letting us focus oir energy in the right direction. Also it helps the management forcast performance.

Verified User in Information Technology and Services
Star Rating: 4.5

What do you like best about the product?
Dashboards for different business lines using lenses

What do you dislike about the product?
Nothing specific. It's good overall. Just the discovery part seems bit complex to read for me.

Recommendations to others considering the product:
Best 360 degree view

What problems is the product solving and how is that benefiting you?
Call resolutions. 360 degree view of resolution and abandoned calls

Shefali S.
Star Rating: 5

What do you like best about the product?
Easy to Use. User friendly Best charts used for visualization. Directly data can be imported into analytics. Mostly things can be done through customization. Static step and binding are boon to analytics. Saql is very flexible. Dataflow transformation provide everything you need

What do you dislike about the product?
Have some refreshing problem with advance editing feature launched in winter20 release. Dashboard goes blank if error is there.

Recommendations to others considering the product:
Its very easy to use. Once you start using this you get addicted to it. Salesforce have provides Adventure App which is best for doing Hands-On. Try to replicate it in your own developer org you will understand what EA is all about. Dont miss the trailheads. They are prerequisite to any learning in salesforce. Choose chart types based on the characteristics of the data, not for look or variety. For example, if most of your charts display value changes over time, it’s OK if they’re all line graphs. Almost everything will be done through configuarations, faceting etc. Many a times binding is used. Dont get scared if binding doesnt work for you in first attempt. Most of customization will be done directly through UI. You can easily deploy dashboard, datasets, dataflow from one org to another with minute changes. Text widget on dasboard is best for testing if data is correct or not. Personally I like static step the most. It let you do almost everything . Dashboard inspector gives suggestions and area of improvement in dasboard. We can create lenses and clip it to dashboard easily. We can share dashboard, folders, dataflow with a particular user. Best part of security.

What problems is the product solving and how is that benefiting you?
Basically client requirements. Comparing data of different years and quarters. Understanding trends in buisness. Solving real scenarios of the company.

Lisa L.
Star Rating: 4.5

What do you like best about the product?
Tabs can be left open for future reference. This makes it easier to use. I can toggle back and forth to different areas of Salesforce without losing the work I've been doing all along.

What do you dislike about the product?
Sometimes finding the data I'm looking for can be difficult. I use the Pardot integration a lot and find that I'm doing more searching to find important data.

What problems is the product solving and how is that benefiting you?
Ability to add files to libraries so all of the company can access it. This helps us deal with version control of documents. Using the Pardot integration, I can report on an open rate, look at numbers of emails delivered to report back to our team on the success of notification, for example.

shiv s.
Star Rating: 4

What do you like best about the product?
AI-augmented analytics tool with very attractive GUI specially designed for CRM data. Data load is very quick for sales force objects and we can almost optimize the application to show real-time data. Its cloud based solution so no need to worry about maintenance and disaster recovery.

What do you dislike about the product?
Capabilities to write the complex logic and ability to handle data from different sources other than Salesforce. Even small scale transformation like inner join or right join is not available, some of the time we are doing complex calculations in out BI tools then converting output in csv file which is being further used in SalesForce .Also the license cost is high than other BI tools currently available in the market.

Recommendations to others considering the product:
If you have only Salesforce as data source then you can utilize this tool as BI reporting solution, otherwise very less capability to transform data.

What problems is the product solving and how is that benefiting you?
We are moving sales force related applications(sales and services related) from existing solution(qlikview) to Einstein Analytics. Einstein Analytics has very attractive GUI compared to other BI tools and data load is very fast for sales force. We are currently using it enterprise wide solution and trying to move all new development on Einstein. Business is very much happy with the GUI and available charts and accessing the reports from same CRM application page.

Kushagra K.
Star Rating: 4

What do you like best about the product?
Salesforce Einstein Analytics permits my organization to examine information more proficiently, it even permits us to envision our business in realtime which offers us the chance to settle on educated choices without trading off the organization. The entire association right now utilizes it and it is worth the price. Some best features are: 1. We can connect various platforms under Salesforce Einstein Analytics. 2. Deal closing effectiveness is great due to the Visual experience that it provides like dashboards are so good, data is clearly understood from the Key Point Indicators point of view. 3. For mobile, it is great. The usability on a phone is fluid and the reports look really nice. 4. Easy to see the view on the apps kanban view. 5. Almost anyone can use it ... no special degree or advanced courses are needed to get the information to calculate correctly.

What do you dislike about the product?
Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.

Recommendations to others considering the product:
More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.

What problems is the product solving and how is that benefiting you?
Integration with other Salesforce.com clouds, including the Marketing cloud and community cloud.

Gonzalo P.
Star Rating: 5

What do you like best about the product?
Super easy to use platform. In a few hours you'll understand how it works and the value you can get from it. The best part is think about adding dashboards to your salesforce layouts. It will add much more value to your home page and customer 360 view. This platform is really useful to create mock or examples to show to your colleagues or business clients. If you mix it with random generated data, in few minutes you will have a working dashboard to show and experience. Responsiveness out of the box. It allows you to check and show you realtime data anywhere from any device. If you use Marketing Cloud it will solve your reporting limitations, and you can mix data from data extensions and salesforce objects very easily. I like the available training and help in-app and also in the trailhead platform.

What do you dislike about the product?
Limits on number of dataflows and scheduling options. More translation options. A different sharing model from Salesforce CRM. There are still some limitations. It should be included in Sales or Service Cloud licence.

Recommendations to others considering the product:
if you already have Salesforce CRM you must consider EA platform. Especially useful if you use already Marketing Cloud which is limited in reporting capabilities.

What problems is the product solving and how is that benefiting you?
Quickly represent key information on home page and record layouts. This is key to get adoption since day one. Lot of new ideas came from the ability to quickly create mock dashboards.

Blésman N.
Star Rating: 4

What do you like best about the product?
The solution has a wide range of features that gives us a wide range of possibilities. It is possible to do almost anything by customizing the tool. It is a stable tool. The android mobile app has undergone important updates in which it has brought some functions, despite the long road to perfection.

What do you dislike about the product?
There is almost an inherent need for tool customization. It is usually this set up that needs to be done by specialized professionals, which makes the tool more expensive and makes implementation slow. The interface still refers to the old software from the 2000s, which makes the UX / UI a little stuck. It is one of the softwares in which you can do everything, but you can't because the interface is confusing. The same goes for the app, which despite recent improvements still leaves something to be desired.

What problems is the product solving and how is that benefiting you?
Sales management, demand control, knowledge management and information distribution. Pipeline control is another function.

Verified User in Education Management
Star Rating: 4.5

What do you like best about the product?
Augmented Analytics Make smarter decisions with AI-augmented data discovery and explanations

What do you dislike about the product?
Complete view customisation is not provided

What problems is the product solving and how is that benefiting you?
Get predictions and recommend actions .

Verified User in Computer Software
Star Rating: 0

What do you like best about the product?
I like that SFDC is consistent in the experience and ability to track and run a business. They are very stable, have a good methodology for internal sales management and know how to handle communication for updates, down-time and scheduling.

What do you dislike about the product?
I think that SFDC wants to be too many things at once. They constantly increase their pricing and they manipulate you because your tied to their platform. They charge a fortune for code in the system and then you have to get a SI partner to build a lot of what you need. Their costs get worse and worse every year. Unless you have a HUGE negotiation position they don't care to work with you. They are greedy and have a sales team that feels they can get away with whatever they want. Being charged for code lines and linking out to other systems is starting to get out of hand. I also feel that the knowledge of industry from the sales team has become very disappointing. They used to have people that understood an industry. Now they just care about the uptick or selling anything additional.

What problems is the product solving and how is that benefiting you?
We have been trying to properly benchmark valuable time, time spent on the correct deals and how we advance or lose traction on deals. But we have not seen this be anything helpful in SFDC as it is just reports based on fields in SFDC. We have to spent immense amounts of time creating fields for everything and then the reports.

Verified User in Computer Software
Star Rating: 4

What do you like best about the product?
ability to finally manipulate data across data sets and platforms

What do you dislike about the product?
as usual with Salesforce, the training and support resources are the WORST. if you want to go back to school full time then you will get the full capabilities, or you can double your budget and hire the experience

Recommendations to others considering the product:
make sure you have staff that can learn or is already trained ... this is not for a beginner

What problems is the product solving and how is that benefiting you?
education on how to use the tool is the greatest problem. once we get reports they are very helpful, but it is a painful journey since we are new to the platform.

Darpan B.
Star Rating: 4

What do you like best about the product?
Ease to use is the most important factor of using this tool. Beside this you just feed the data and select the parameters the AI will run the algorithm and will give you best possible out put. Once we feed the data, the data pre-processor will give all the statistics that helps in understanding the data very well and also it shows the amount of missing and repeating values for individual columns. The different types of What-if, If-then and other analytics helps in looking the outcomes with different lens. Also once we find the cause of data it helps to drill down further more till we reach the root cause of the issue in the business. This tool really gives a scope of improvement and bridge the gap among different processes or business.

What do you dislike about the product?
You can only take numerical values as a target variable for analytics. We cannot do any analysis based on count of records on fact data. This is Salesforce's subset tool hence you cannot get this as an individual tool as compared to other tools in market Such as Tableau, Power BI, Qlick Sense etc.

Recommendations to others considering the product:
This tool is next generation tool, go ahead and use it. This tool is going to generate lot of needs as the data is growing very large.

What problems is the product solving and how is that benefiting you?
We have resolved the issue of hiring process based on Job Level and demand using this tool. We used this tool for predicting the immigration cost for next year based on past year expenditure.

Verified User in Chemicals
Star Rating: 3

What do you like best about the product?
It's a great computer learning analytics tool.

What do you dislike about the product?
It can only pull data from SFDC. You can't pull data from SAP or other sources so you are limited to what you already have in SFDC.

What problems is the product solving and how is that benefiting you?
Trying to score opportunities to allow for quicker understanding as to the viability of an opportunity to be successful.

Sumit D.
Star Rating: 4.5

What do you like best about the product?
* Intelligent tool: Gives to suggestions and step to design your dashboard * User-Friendly UI: User can easily identify the important data and points on the dashboard. * Developer friendly console: Developer can see the real-time changes after modification in code. * Unique features: Features like Faceting, Chart markers, and highlights are there. * Ease to create complex dashboards: Developer can create multiple visualizations in a single dashboard which can be combination of multiple objects * Connectors: Einstein is not confined to Salesforce org but can be connected to external system as well. We can create visualizations based on internal and external data in the same dashboard.

What do you dislike about the product?
It stores cookies. Sometimes need to delete history in order to check the recent changes on the dashboard. Security predicate is not reflected quickly.

Recommendations to others considering the product:
* Easy to Learn Einstein * Best features available

What problems is the product solving and how is that benefiting you?
We have worked on Dashboard where client wanted us to track the journey of Lead. The dashboard shows the related campaigns where lead started. How much time does lead take to convert into an opportunity. Division of leads based on their Territory, Region, and Role. Percentage of leads that got converted

Divyata P.
Star Rating: 3

What do you like best about the product?
The best feature is you can take actions on your data from EA dashboard. Makes it very easy to gain trust on numbers.

What do you dislike about the product?
Issues with multi select picklist and some limitations in ETL tool

Recommendations to others considering the product:
One of the best tools I have implemented. You can go for it.

What problems is the product solving and how is that benefiting you?
Helping customers to automate reporting needs. Enabling users to get answers to ad hoc request

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
I liked most on contract management process that is informed and collaborative manner with more visibility to contracts and their lifecycle. In my pervious organization we were struggled a lot for E-signature, after using CLM I realized this is best tool for E-Signatures and automate the contract approval process flow. Your team doing really good job on education end-user tool process and operating manual, Peer to peer contact and user guides are great. Easy to Use. User friendly Best charts used for visualization. Directly data can be imported into analytics. Mostly things can be done through customization. Static step and binding are boon to analytics. Saql is very flexible. Dataflow transformation provide everything you need.

What do you dislike about the product?
Not be specific nothing is dislike but I would like if enhanced the speed of the operating tools. Have some refreshing problem with advance editing feature and some times the Dashboard goes blank and we need to re log in to see the data. A different sharing model from Salesforce CRM. There are still some limitations and It stores cookies. Sometimes need to delete.

Recommendations to others considering the product:
It really good platform to use for analytics and business problem solving. Easy to Learn Einstein. Best features available.

What problems is the product solving and how is that benefiting you?
I have done multiple analytics for reporting structure. such as deep diving in understanding the data by interpreting the APAC spend at category level, cost center and commodity level. We are moving sales force related applications(sales and services related) from existing solution.