9 Spokes vs. Tableau CRM

Good for letting your investors, employees and others know at a glance how your company is doing. The interface is clean and organized well. I just wish more of the app's functionality was available for testing and implementation. "Coming soon" is not really encouraging when we already have been waiting for a year or more.

Incentivized

If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.

Incentivized

• Grouping several apps in one place for easy viewing.
• Clean dashboard interface that looks uncluttered when viewing several apps at once.
• Setting up the apps is a breeze when the platform supports them.

Incentivized

• Interactive Dashboards, it [consists] of wide variety of charts
• Data from different sources can be easily integrated with it
• Security, it provides easy way to secure and share the information with the users
• Support actions like opening hyperlink etc
• Almost everything can be done from configuration
• Data can easily be managed from dataflow.

Incentivized

• Integration with apps that are listed. Some of them are not supported yet and it seems the wait is taking longer than I'd like.
• iPhone support. It would be nice to have this in the app store. Not available as of 04/25/2018.

Incentivized

• Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
• Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
• 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.
• 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.

Incentivized

Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.

Incentivized

Support was helpful in the beginning but no longer needed because I didn't use the software as much. The experience that I did have with support was very friendly but not enough to give a good review. If the support team was called for initial setup, video chat or messenger app was used.

Incentivized

I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread

Incentivized

An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes

Incentivized

I actually chose QuickBooks (currently using) and Method (used for a month) before deciding that 9 Spokes is just good for looking at a few apps in one place. I'll keep checking back with them to see if they have improved. I wouldn't be surprised if 9 Spokes improves their product within the next 6-12 months.

Incentivized

Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.

Incentivized

• Absolutely a must-have tool if you are working on saving project
• Create a centralized database to track project target across region
• Easily create chart to showcase data / performance

Incentivized