Bizintel360 vs. Salesforce CRM Analytics

-Scenarios where Bizintel360 is appropriate

When a team needs to analyze fairly big data sets from multiple sources, without having a dedicated IT infrastructure (ETL etc.) and when the teams members have little or no knowledge of coding languages and data analysis algorithms.

-Scenarios where Bizintel360 is less appropriate

When conversion tracking is required is E-commerce data analysis scenarios

When 2-Factor authentication is required by security-aware clients.

Incentivized

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.

Incentivized

• Process large amount of data at rather high speed
• Cloud based solution that required no coding
• The dashboard UI is very intuitive

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

• The dashboard freezes sometimes when processing too much data
• Lack of Conversion Tracking when analyzing E-commerce data
• Lack of 2-factor authentication (security issue for some clients)

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

I think it is a great tool for teams that do not have access to a dedicated data analysis infrastructure, and/or do not have skilled human resources in that fields.

However there are E-commerce data analysis scenarios when Bizintel360 is not the best option (mainly conversion tracking), and the lack of 2-factor authentication might bring security issues with some clients.

Overall a very good tool for limited analysis scenarios.

Incentivized

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.

Incentivized

The interface itself is very intuitive so we did not need much support when using it.

However the support team is very responsive and communicating by email was not an issue.

Incentivized

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.

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

Google BigQuery is unbeatable in terms of processing power: it leverages Google infrastructure to process data without any limitation of data size or number of data sources. However the user interface is not intuitive, and most people need to undergo some kind of training from Google to be able to use it properly.

Bizintel360 is less performant in terms of processing power, but provides a very intuitive dashboard and beginner friendly functionalities making it very accessible and quick to master.

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

• Give us the ability to analyze large data very quickly (Speed Gain)
• Cost reduction (no need to build a dedicated infrastructure)
• Improve client business KPI (not in very case though)
• The lack of 2-factor authentication can be an issue

Incentivized

• 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.

Incentivized