11 Ratings
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Score 7.4 out of 100
709 Ratings
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Score 8.1 out of 100

Feature Set Ratings

    Budgeting, Planning, and Forecasting

    6.7

    Axiom Software by Syntellis Performance Solutions

    67%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 5/5 features

    Long-term financial planning

    6.6
    66%
    4 Ratings
    N/A
    0 Ratings

    Financial budgeting

    8.6
    86%
    6 Ratings
    N/A
    0 Ratings

    Forecasting

    6.0
    60%
    5 Ratings
    N/A
    0 Ratings

    Scenario modeling

    4.7
    47%
    5 Ratings
    N/A
    0 Ratings

    Management reporting

    7.7
    77%
    5 Ratings
    N/A
    0 Ratings

    Consolidation and Close

    5.8

    Axiom Software by Syntellis Performance Solutions

    58%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 3/3 features

    Financial data consolidation

    4.4
    44%
    3 Ratings
    N/A
    0 Ratings

    Local and consolidated reporting

    6.7
    67%
    5 Ratings
    N/A
    0 Ratings

    Detailed Audit Trails

    6.2
    62%
    5 Ratings
    N/A
    0 Ratings

    Financial Reporting and Compliance

    6.5

    Axiom Software by Syntellis Performance Solutions

    65%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 5/5 features

    Financial Statement Reporting

    8.2
    82%
    5 Ratings
    N/A
    0 Ratings

    Management Reporting

    6.9
    69%
    5 Ratings
    N/A
    0 Ratings

    Excel-based Reporting

    6.0
    60%
    5 Ratings
    N/A
    0 Ratings

    Automated board and financial reporting

    5.3
    53%
    4 Ratings
    N/A
    0 Ratings

    XBRL support for regulatory filing

    5.9
    59%
    2 Ratings
    N/A
    0 Ratings

    Analytics and Reporting

    4.6

    Axiom Software by Syntellis Performance Solutions

    46%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 6/6 features

    Personalized dashboards

    4.7
    47%
    5 Ratings
    N/A
    0 Ratings

    Color-coded scorecards

    6.2
    62%
    4 Ratings
    N/A
    0 Ratings

    KPIs

    6.2
    62%
    4 Ratings
    N/A
    0 Ratings

    Cost and profitability analysis

    1.0
    10%
    3 Ratings
    N/A
    0 Ratings

    Key Performance Indicator setting

    5.3
    53%
    3 Ratings
    N/A
    0 Ratings

    Benchmarking with external data

    4.0
    40%
    3 Ratings
    N/A
    0 Ratings

    Integration

    7.1

    Axiom Software by Syntellis Performance Solutions

    71%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Axiom Software by Syntellis Performance Solutions ranks higher in 3/3 features

    Flat file integration

    6.4
    64%
    5 Ratings
    N/A
    0 Ratings

    Excel data integration

    8.7
    87%
    4 Ratings
    N/A
    0 Ratings

    Direct links to 3rd-party data sources

    6.3
    63%
    4 Ratings
    N/A
    0 Ratings

    BI Standard Reporting

    Axiom Software by Syntellis Performance Solutions

    Feature Set Not Supported
    N/A
    7.8

    Tableau CRM

    78%
    Tableau CRM ranks higher in 3/3 features

    Pixel Perfect reports

    N/A
    0 Ratings
    8.2
    82%
    40 Ratings

    Customizable dashboards

    N/A
    0 Ratings
    7.0
    70%
    47 Ratings

    Report Formatting Templates

    N/A
    0 Ratings
    8.3
    83%
    45 Ratings

    Ad-hoc Reporting

    Axiom Software by Syntellis Performance Solutions

    Feature Set Not Supported
    N/A
    7.4

    Tableau CRM

    74%
    Tableau CRM ranks higher in 4/4 features

    Drill-down analysis

    N/A
    0 Ratings
    7.3
    73%
    47 Ratings

    Formatting capabilities

    N/A
    0 Ratings
    7.9
    79%
    47 Ratings

    Integration with R or other statistical packages

    N/A
    0 Ratings
    6.2
    62%
    36 Ratings

    Report sharing and collaboration

    N/A
    0 Ratings
    8.3
    83%
    45 Ratings

    Report Output and Scheduling

    Axiom Software by Syntellis Performance Solutions

    Feature Set Not Supported
    N/A
    7.8

    Tableau CRM

    78%
    Tableau CRM ranks higher in 5/5 features

    Publish to Web

    N/A
    0 Ratings
    8.6
    86%
    36 Ratings

    Publish to PDF

    N/A
    0 Ratings
    8.1
    81%
    43 Ratings

    Report Versioning

    N/A
    0 Ratings
    7.9
    79%
    42 Ratings

    Report Delivery Scheduling

    N/A
    0 Ratings
    7.3
    73%
    39 Ratings

    Delivery to Remote Servers

    N/A
    0 Ratings
    7.1
    71%
    33 Ratings

    Data Discovery and Visualization

    Axiom Software by Syntellis Performance Solutions

    Feature Set Not Supported
    N/A
    7.7

    Tableau CRM

    77%
    Tableau CRM ranks higher in 3/3 features

    Pre-built visualization formats (heatmaps, scatter plots etc.)

    N/A
    0 Ratings
    7.9
    79%
    41 Ratings

    Location Analytics / Geographic Visualization

    N/A
    0 Ratings
    7.8
    78%
    39 Ratings

    Predictive Analytics

    N/A
    0 Ratings
    7.4
    74%
    41 Ratings

    Access Control and Security

    Axiom Software by Syntellis Performance Solutions

    Feature Set Not Supported
    N/A
    8.0

    Tableau CRM

    80%
    Tableau CRM ranks higher in 4/4 features

    Multi-User Support (named login)

    N/A
    0 Ratings
    8.4
    84%
    45 Ratings

    Role-Based Security Model

    N/A
    0 Ratings
    7.9
    79%
    45 Ratings

    Multiple Access Permission Levels (Create, Read, Delete)

    N/A
    0 Ratings
    7.4
    74%
    41 Ratings

    Single Sign-On (SSO)

    N/A
    0 Ratings
    8.5
    85%
    40 Ratings

    Mobile Capabilities

    Axiom Software by Syntellis Performance Solutions

    Feature Set Not Supported
    N/A
    6.4

    Tableau CRM

    64%
    Tableau CRM ranks higher in 3/3 features

    Responsive Design for Web Access

    N/A
    0 Ratings
    7.5
    75%
    42 Ratings

    Mobile Application

    N/A
    0 Ratings
    5.6
    56%
    66 Ratings

    Dashboard / Report / Visualization Interactivity on Mobile

    N/A
    0 Ratings
    6.9
    69%
    38 Ratings

    Application Program Interfaces (APIs) / Embedding

    Axiom Software by Syntellis Performance Solutions

    Feature Set Not Supported
    N/A
    6.3

    Tableau CRM

    63%
    Tableau CRM ranks higher in 6/6 features

    REST API

    N/A
    0 Ratings
    6.5
    65%
    30 Ratings

    Javascript API

    N/A
    0 Ratings
    6.3
    63%
    28 Ratings

    iFrames

    N/A
    0 Ratings
    5.8
    58%
    24 Ratings

    Java API

    N/A
    0 Ratings
    6.3
    63%
    27 Ratings

    Themeable User Interface (UI)

    N/A
    0 Ratings
    7.5
    75%
    27 Ratings

    Customizable Platform (Open Source)

    N/A
    0 Ratings
    5.6
    56%
    26 Ratings

    Attribute Ratings

    • Tableau CRM is rated higher in 2 areas: Likelihood to Recommend, Support Rating

    Likelihood to Recommend

    6.9

    Axiom Software by Syntellis Performance Solutions

    69%
    6 Ratings
    7.2

    Tableau CRM

    72%
    48 Ratings

    Usability

    Axiom Software by Syntellis Performance Solutions

    N/A
    0 Ratings
    7.4

    Tableau CRM

    74%
    7 Ratings

    Support Rating

    7.0

    Axiom Software by Syntellis Performance Solutions

    70%
    2 Ratings
    7.7

    Tableau CRM

    77%
    7 Ratings

    Implementation Rating

    Axiom Software by Syntellis Performance Solutions

    N/A
    0 Ratings
    6.0

    Tableau CRM

    60%
    2 Ratings

    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.
    Read full review

    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.
    Read full review

    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.
    Read full review

    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
    Read full review

    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.
    Read full review

    Pricing Details

    Axiom Software by Syntellis Performance Solutions

    Starting Price

    Editions & Modules

    Axiom Software by Syntellis Performance Solutions editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Tableau CRM

      Starting Price

      $125 per month

      Editions & Modules

      Tableau CRM editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        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.
        Read full review

        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
        Read full review

        Salesforce

        I gave Salesforce Einstein Analytics tool a slightly above average rating of 6. Because its trailhead portal has extensive documentation and use cases around how to implement Salesforce tools and how to master their user interface. But it has limited video or human tutorials. Plus, there is not enough background on web analytics, statistical modeling, artificial intelligence or machine learning. So, a user may struggle when leveraging their dashboard or modeling features. Finally, support documents are focused on learning the tool but don't provide enough context on how to do custom implementation or troubleshoot data integration issues.
        Read full review

        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
        Read full review

        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.
        Read full review

        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.
        Read full review

        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
        Read full review

        Salesforce

        • Salesforce Einstein Analytics helped lift roi of email marketing campaigns funded by our suppliers or category teams by improving their open and click rates
        • Salesforce Einstein Analytics helped reduce cart abandonments and improved conversion rates of our product campaigns.
        • Salesforce Einstein Analytics was not that effective in improving adoption of AI tools such as chatbot, voice assistant tool or mobile app. Because of lower sample data.
        Read full review

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