Likelihood to Recommend Birst is well suited for an organization looking for a cloud-hosted analytics solution that is contained within one package. It is able to connect to a very wide variety of different data sources, and has options for either light or involved ETL procedures, depending on the users experience with preparing data. As with any BI project, it would not be suitable for an organization where there is no dedicated team to maintain and manage the project.
Read full review Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
Read full review Pros Birst is an platform that provides connectors to some of the applications we use, but also allows us to bring in data from disparate systems to perform ETL and integrate all of the data for analyses. It makes no assumptions about your data, which is good for us, as we have a lot of customizations to many of our systems. Birst is making inroads towards a more modern UI. Read full review Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity. Logging activities: It's easy to post a call, text, email, etc. API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity. Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant. Read full review Cons Birst prices are fairly expensive. License plus cost of users can add up pretty quickly Depending on the size of data, rendering of reports can take a little bit. Need faster processing of data Takes a little time to understand how to build reports, not the most intuitive UI Read full review I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either. It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version. It seems I cannot create a report to pull notes logged at the account levels. Read full review Likelihood to Renew We have been able to overcome any of the drawbacks we've found with Birst easily and it has fulfilled almost all of our analytic needs to date. Having seen their roadmap it would be highly unlikely we would move away from this platform any time soon. You simply can't beat the functionality that Birst provides for the price and the things I see coming out of the company solidify that our decision to choose Birst was the best possible choice. We have never regretted the decision.
Read full review There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Read full review Usability I would like to see additional usability put into the ETL scripting. Recently, Birst added a nice function reference inline to formula creation which has kept me from having to return to documentation so much. The same in ETL would be very beneficial. The interface problems related to the Flex framework are being addressed in a rewrite to HTML 5, but for now they are still a hindrance to a higher usability rating.
Read full review Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
Read full review Reliability and Availability We frequently experience -103 errors due to us using the Live Connect functionality, which does not seem to handle even minor interruptions in connectivity, and treats all future connection attempts or data requests as errors, even if the issue does not exist any longer
Read full review Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Read full review Performance Everything runs very fast and smoothly. The only process that I wish was faster would be processing the data after uploading new data or making changes to the existing data model. It can take 15-20 minutes (roughly) to upload and process new data once you start getting into 10's of millions of rows. Given my experience with how long it takes me to pull the same data using SQL Server Management Studio, I don't think Birst is unreasonably slow - but for me to give a higher rating, I would want it to be unreasonably fast
Read full review Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day." Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Read full review Support Rating When we have an issue that is stopping our business from proceeding, I want answers sooner than later. While Birst does have a published response time for each case level, we always wish it could be quicker. What response improvement could there be with a larger support team? In response to first question: Blackhole of issues - Birst needs to improve upon closing issues that resolution was dependent upon code fixes or enhancements, perhaps someone to add a comment on all case tickets at least every 60 days. Escalation - I always have the ability to electronically or via phone escalate a ticket. I also have my Customer Success Manager through whom I can escalate topics.
Read full review The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
Read full review In-Person Training I have attended two different training sessions. The first one was my initial training on the system. It was well paced, clear and concise. If there were questions that were not able to be answered by the instructor, he took down the question and actually followed up and provided us a response quickly. The second session was specific to the dashboard and report design components. This training was very good though there were some attendants who had little or no experience and their questions slowed the class.
Read full review I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person. I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
Read full review Online Training Although I found the online resources helpful, a lack of appropriate examples for certain tasks key to report creation and advanced modeling make the online training/documentation less than perfect. For an inexperienced BI professional, the online training would not enable a streamlined launch of the product.
Read full review I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training. We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Read full review Implementation Rating Have clean data! Birst flexibility allows - Start small, then introduce functionality and complexity along the way. If you try to present all the functionality [bells and whistles] and wow them, but bad data is uncovered, the end user blames the new application and turns away.
Read full review Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Read full review Alternatives Considered During the vetting process, we looked at 14 different products (one of them internal) to see if they would fit our needs and whittled it down to this one over a three month period. We did not contact sales for all of them (sales sites were enough to rule out some), but did have a lot of demos with a significant portion of them and reviewed several of the major industry studies as well. We had representatives of both user interests/design and the technical backend on the evaluation process.
The major features we were looking for a product that we could embed inside our own SaaS application, connect to a sharded Postgres database, had multitenancy and allowed for customer generated reports/ self-reporting. Some of the minor "nice to have" features we were looking at was scheduled reports, especially if we could plug it into our own scheduling system (for CAN-SPAM compliance), internationalization, and support.
In the evaluation, Birst hit all of the must-haves and enough of the nice to haves that they made it down to our final two and the trial was the clincher to make it our final choice.
Read full review Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
Read full review Contract Terms and Pricing Model Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
Read full review Scalability we can see that loading a lot of data can cause a noticable slow down in performance. Birst support indicated that they don't really consider anything less than 30 seconds to be an issue, but that is not the case for our customers, so we have had to change some of implementation to address this
Read full review It has helped us reach out to customers in a timely manner and thus build good relationships. We can easily set up marketing emails for existing clients or prospects and reach a larger customer base per our requirements. There is no error in contract generation or the customer life cycle process as everything is automated and can be integrated easily with other third-party applications.
Read full review Professional Services Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Read full review Return on Investment Being a manufacturing company we tend to lag behind technologically. But having all the data for different ERP systems in one place has been an eye opener for the executives. It has lessened the need to convert some legacy ERP systems. Having such a simple reporting tool is a great asset to some of our sites that have traditionally had trouble gathering data from AS400 systems. Read full review All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together. Read full review ScreenShots Salesforce Sales Cloud Screenshots