Alation offers enterprise data intelligence solutions, including data search & discovery, data governance, data stewardship, analytics, and digital transformation. Alation operates in thethe data catalog market. With its Behavioral Analysis Engine, inbuilt collaboration capabilities, and open interfaces, Alation combines machine learning with human insight with the goal of tackle the most demanding challenges in data and metadata management.
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Salesforce CRM Analytics
Score 8.4 out of 10
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Salesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
Alation Data Catalog allows for more powerful data analysis, queries and export of said queries to build data models and reports that lead to internal presentations. It's more user-friendly than Azure SQL, and more powerful than Microsoft Excel VBA, though I still prefer to use …
Alation is well suited to helping a user find a column or even a query using a business term search. In this regard Alation is excellent because it's easy to not only associate these items with each other, but there are also many ways to link the column and/or query to that business term/concept
For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.
Ability to link objects using the @ symbol. It allows us to easily provide a way to get more information or context. So if the business concept is part of a hierarchy, we can link to the other terms in that hierarchy.
The customization is really helpful. Most object types have robust customization options. Others are less so, but it is improving. We've created multiple custom fields to support our data governance framework.
The search feature with filtering is helpful in narrowing down what you're looking for.
The lineage UI is not ready for primetime. I would not recommend this feature for my users at this time because it's too complex to understand and is visually difficult to track down specific paths.
The underlying infrastructure of the on-premise version of the software is fragile and unnecessarily complicated, using too many modules and technologies.
The license model of the on-premise version contains too many add-ons. I would like to pay one price and get all of the features.
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.
Overall, we are happy with the functionality of the platform. While there are are areas that we would like to see further improvement in, the tooling is highly configurable and aligns well with our use case. A mature API layer makes it straightforward to integrate with other data tooling. Alation stands out for its pro-active engagement with their customers, both to resolve issues and in communicating their feature roadmap
Alation Data Catalog is generally easy to use for finding datasets, reviewing documentation, and understanding ownership. The platform makes data discovery more efficient and improves trust in shared assets. I rated it 7 because the navigation can be complex at times, and the search results could be more precise and easier to refine.
For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
The account management and technical support teams are both excellent. There is regular account manager engagement, and technical issues are generally resolved very quickly. The vendor engages us in product development through regular updates on the product strategy & feature roadmap.
I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.
Key insight from implementing Alation is that, as a cloud-based SaaS product, the majority of effort is not infrastructure-related but instead focused on security configuration and integration with existing platforms, including identity management, access controls, and metadata connectivity to core data systems. Because of its data profiling functionality, careful consideration had to be given to data security and data sovereignty.
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
Alation provided the right balance of connection with systems in use, trusted reputation and affordability. The product integrates with current ways of working and does not require reorganisation within other lines of business.
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.
We've had limited but very positive impact for 3 data subject matter experts. In the past they were fielding very similar questions from users stumbling on their data. Now, rather than responding to each email or chat message, they not only direct users to the catalog but they also reach out to me to do a walk-through of Alation's other features.
Another positive impact is having the data dictionary live in one location. This has been tremendous in making the dictionaries accessible and consistent.
I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
