Axiom Software by Syntellis Performance Solutions vs. Tableau CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Axiom Software by Syntellis Performance Solutions
Score 7.7 out of 10
Enterprise companies (1,001+ employees)
Syntellis Performance Solutions provides enterprise performance management software, data and analytics solution for healthcare organizations, financial institutions, and higher education institutions. Axiom arms finance teams and executives with tools for budgeting, forecasting, planning, and reporting, so they can analyze results, model the future, and make more strategic decisions. Their solutions include enterprise planning, cost and decision support, and financial and clinical…N/A
Tableau CRM
Score 8.3 out of 10
N/A
Tableau CRM (formerly Einstein Analytics) from Salesforce 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.
$125
per month
Pricing
Axiom Software by Syntellis Performance SolutionsTableau CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Axiom Software by Syntellis Performance SolutionsTableau CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Axiom Software by Syntellis Performance SolutionsTableau CRM
Top Pros
Top Cons
Features
Axiom Software by Syntellis Performance SolutionsTableau CRM
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
5.9
6 Ratings
34% below category average
Tableau CRM
-
Ratings
Long-term financial planning5.84 Ratings00 Ratings
Financial budgeting7.86 Ratings00 Ratings
Forecasting5.75 Ratings00 Ratings
Scenario modeling3.85 Ratings00 Ratings
Management reporting6.55 Ratings00 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
4.4
5 Ratings
59% below category average
Tableau CRM
-
Ratings
Financial data consolidation3.03 Ratings00 Ratings
Local and consolidated reporting5.55 Ratings00 Ratings
Detailed Audit Trails4.85 Ratings00 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
5.2
6 Ratings
46% below category average
Tableau CRM
-
Ratings
Financial Statement Reporting6.95 Ratings00 Ratings
Management Reporting5.75 Ratings00 Ratings
Excel-based Reporting5.25 Ratings00 Ratings
Automated board and financial reporting4.04 Ratings00 Ratings
XBRL support for regulatory filing4.32 Ratings00 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
3.8
5 Ratings
72% below category average
Tableau CRM
-
Ratings
Personalized dashboards3.85 Ratings00 Ratings
Color-coded scorecards4.94 Ratings00 Ratings
KPIs5.24 Ratings00 Ratings
Cost and profitability analysis1.03 Ratings00 Ratings
Key Performance Indicator setting4.63 Ratings00 Ratings
Benchmarking with external data3.63 Ratings00 Ratings
Integration
Comparison of Integration features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
6.0
5 Ratings
33% below category average
Tableau CRM
-
Ratings
Flat file integration5.15 Ratings00 Ratings
Excel data integration8.44 Ratings00 Ratings
Direct links to 3rd-party data sources4.64 Ratings00 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
-
Ratings
Tableau CRM
8.5
46 Ratings
4% above category average
Pixel Perfect reports00 Ratings8.639 Ratings
Customizable dashboards00 Ratings7.646 Ratings
Report Formatting Templates00 Ratings9.244 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
-
Ratings
Tableau CRM
8.0
47 Ratings
1% below category average
Drill-down analysis00 Ratings7.746 Ratings
Formatting capabilities00 Ratings8.446 Ratings
Integration with R or other statistical packages00 Ratings6.835 Ratings
Report sharing and collaboration00 Ratings9.044 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
-
Ratings
Tableau CRM
8.5
45 Ratings
2% above category average
Publish to Web00 Ratings9.335 Ratings
Publish to PDF00 Ratings8.942 Ratings
Report Versioning00 Ratings8.541 Ratings
Report Delivery Scheduling00 Ratings8.038 Ratings
Delivery to Remote Servers00 Ratings7.732 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
-
Ratings
Tableau CRM
8.4
43 Ratings
4% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.740 Ratings
Location Analytics / Geographic Visualization00 Ratings8.938 Ratings
Predictive Analytics00 Ratings7.640 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
-
Ratings
Tableau CRM
8.4
46 Ratings
2% below category average
Multi-User Support (named login)00 Ratings8.744 Ratings
Role-Based Security Model00 Ratings8.144 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.140 Ratings
Single Sign-On (SSO)00 Ratings8.639 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
-
Ratings
Tableau CRM
6.6
43 Ratings
19% below category average
Responsive Design for Web Access00 Ratings7.341 Ratings
Mobile Application00 Ratings6.032 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.237 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Axiom Software by Syntellis Performance Solutions
-
Ratings
Tableau CRM
7.3
31 Ratings
8% below category average
REST API00 Ratings7.329 Ratings
Javascript API00 Ratings7.927 Ratings
iFrames00 Ratings6.923 Ratings
Java API00 Ratings7.926 Ratings
Themeable User Interface (UI)00 Ratings8.526 Ratings
Customizable Platform (Open Source)00 Ratings5.125 Ratings
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Axiom Software by Syntellis Performance SolutionsTableau CRM
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User Ratings
Axiom Software by Syntellis Performance SolutionsTableau CRM
Likelihood to Recommend
5.6
(6 ratings)
7.0
(47 ratings)
Usability
-
(0 ratings)
7.6
(6 ratings)
Support Rating
7.0
(1 ratings)
7.7
(6 ratings)
Implementation Rating
-
(0 ratings)
6.0
(1 ratings)
User Testimonials
Axiom Software by Syntellis Performance SolutionsTableau CRM
Likelihood to Recommend
Syntellis Performance Solutions (formerly Kaufman Hall Software)
Axiom is extremely well suited to optimize the Budget process. Using Axiom, we have cut our overall budget cycle time in half and have a much higher level of accuracy in all facets of the Budget including Fee Income, Expense, and Margin. Axiom is also well suited for advanced data users as you have the ability to create your own custom database tables which allows you to join to the existing Axiom tables and has allowed us to create custom reporting that we could not even think about on our previous system. The other big benefit of Axiom is that it sits on top of Microsoft Excel and inherits all of its functionality, which most people have experience with.
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Salesforce
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.
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Pros
Syntellis Performance Solutions (formerly Kaufman Hall Software)
  • Compared to a previous EPM we used, Axiom's template load and saving performance has been much better even for large plan files.
  • Axiom consultants can create completely customized reports for any of the collected data. Super users within your organization can then fairly easily modify their work to create additional reports without Axiom's help (and invoices)
  • Setting up user security is a fairly easy one-time task and very easy to maintain when people change departments, leave the organization, etc. I would recommend you use role-based security settings.
  • Compared to our previous EPM, Axiom allows more customization and possibilities for templates. There's very few "the product can't do that" statements.
Read full review
Salesforce
  • 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.
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Cons
Syntellis Performance Solutions (formerly Kaufman Hall Software)
  • Implementation is quite Complex and requires both IT and Financial buy-in
  • Reporting solution has some learning curve for end users
  • Calculation methods within reporting can be opaque and hard to trace
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Salesforce
  • 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.
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Usability
Syntellis Performance Solutions (formerly Kaufman Hall Software)
No answers on this topic
Salesforce
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.
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Support Rating
Syntellis Performance Solutions (formerly Kaufman Hall Software)
For the scale of our implementation, Axiom only assigned two consultants who were both completely new to the company. It felt like we were all learning about the product together, when you would expect them to already be experts at their own product. The team also made a good bit of mistakes throughout production and go-live, which then caused more work internally for us. The team lead for our project also just left the company, so we'll see how next year's planning goes
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Salesforce
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
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Implementation Rating
Syntellis Performance Solutions (formerly Kaufman Hall Software)
No answers on this topic
Salesforce
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
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Alternatives Considered
Syntellis Performance Solutions (formerly Kaufman Hall Software)
Axiom was selected based on the impression of ease of use and integration. It is capable of holding all of our entities data while giving us an easier more accessible way to deliver monthly Financials and reports to managers. Then in costing we signed up because the impression of budgeting.
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Salesforce
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.
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Return on Investment
Syntellis Performance Solutions (formerly Kaufman Hall Software)
  • Forecasting has improved
  • Complexity of analysis has improved as well
  • Our main data has been confused as we started using Axiom
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Salesforce
  • 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
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ScreenShots