What users are saying about
23 Ratings
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516 Ratings
23 Ratings
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Score 8.9 out of 101

Salesforce Einstein Analytics

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516 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 out of 101

Likelihood to Recommend

Clari

Works extremely well in allowing sales reps to make forecast changes in real time. It also allows you to quickly and accurately see all the deals in your pipeline, as well as the stage they are currently in, and your roll up number. Would be nice if management had more control over reps permissions. This would allow them to make updates should the rep be unable to do so.
Aaron J. McReynolds profile photo

Salesforce Einstein Analytics

I like being able to customize for what I need, sometimes it is dizzying as there are so many possibilities to chart and visualize data, can get overwhelmed. eg, reporting for the sake of reporting, just because you can...But for large sets of data, complex, where you wish to identify trends and opportunities, there is much to mine here.
No photo available

Feature Rating Comparison

BI Standard Reporting

Clari
Salesforce Einstein Analytics
7.8
Pixel Perfect reports
Clari
Salesforce Einstein Analytics
7.5
Customizable dashboards
Clari
Salesforce Einstein Analytics
8.0
Report Formatting Templates
Clari
Salesforce Einstein Analytics
7.8

Ad-hoc Reporting

Clari
Salesforce Einstein Analytics
7.7
Drill-down analysis
Clari
Salesforce Einstein Analytics
8.0
Formatting capabilities
Clari
Salesforce Einstein Analytics
7.7
Integration with R or other statistical packages
Clari
Salesforce Einstein Analytics
7.3
Report sharing and collaboration
Clari
Salesforce Einstein Analytics
7.9

Report Output and Scheduling

Clari
Salesforce Einstein Analytics
7.7
Publish to Web
Clari
Salesforce Einstein Analytics
7.8
Publish to PDF
Clari
Salesforce Einstein Analytics
8.1
Report Versioning
Clari
Salesforce Einstein Analytics
7.6
Report Delivery Scheduling
Clari
Salesforce Einstein Analytics
7.6
Delivery to Remote Servers
Clari
Salesforce Einstein Analytics
7.2

Data Discovery and Visualization

Clari
Salesforce Einstein Analytics
8.1
Pre-built visualization formats (heatmaps, scatter plots etc.)
Clari
Salesforce Einstein Analytics
8.5
Location Analytics / Geographic Visualization
Clari
Salesforce Einstein Analytics
8.2
Predictive Analytics
Clari
Salesforce Einstein Analytics
7.7

Access Control and Security

Clari
Salesforce Einstein Analytics
8.2
Multi-User Support (named login)
Clari
Salesforce Einstein Analytics
8.1
Role-Based Security Model
Clari
Salesforce Einstein Analytics
8.0
Multiple Access Permission Levels (Create, Read, Delete)
Clari
Salesforce Einstein Analytics
8.4
Single Sign-On (SSO)
Clari
Salesforce Einstein Analytics
8.4

Mobile Capabilities

Clari
Salesforce Einstein Analytics
8.0
Responsive Design for Web Access
Clari
Salesforce Einstein Analytics
8.2
Dedicated iOS Application
Clari
Salesforce Einstein Analytics
7.8
Dedicated Android Application
Clari
Salesforce Einstein Analytics
7.5
Dashboard / Report / Visualization Interactivity on Mobile
Clari
Salesforce Einstein Analytics
8.3

Application Program Interfaces (APIs) / Embedding

Clari
Salesforce Einstein Analytics
7.3
REST API
Clari
Salesforce Einstein Analytics
7.4
Javascript API
Clari
Salesforce Einstein Analytics
7.3
iFrames
Clari
Salesforce Einstein Analytics
7.2
Java API
Clari
Salesforce Einstein Analytics
7.3
Themeable User Interface (UI)
Clari
Salesforce Einstein Analytics
7.1
Customizable Platform (Open Source)
Clari
Salesforce Einstein Analytics
7.6

Pros

Clari

  • CRM score to view the health of your opp.
  • Simple UI with robust functionality.
  • Powerful insights available without the need to create custom breakouts or reports.
Ryan Jolley profile photo

Salesforce Einstein Analytics

  • It has dashboards that, out of the box, can be useful for people who do not want to put in much effort in creating custom dashboards. It also has the ability to customize dashboards so you can add more info and functionality to your dashboards if the need arises.
  • The developers are continually investing in the platform and providing improvements, and listen to customer feedback and feature requests. They regularly update the app and provide more functionality which has been beneficial to our institution.
  • Native integration and natural connection if your organization is already using Salesforce. Super easy to set up and works well with Salesforce. Very smooth and natural when connecting it to your Salesforce instance.
  • Excellent visual experience for presenting data. Users find it so much easier to navigate and view data in a visual way, which allows them to drive their performance in the right directions.
  • Has the ability to pull data not only from Salesforce but from other external systems and databases, making it an all-around BI tool. Mixing data from Salesforce and other third-party systems puts all your data in one place which can easily be ingested by decision-makers and executives.
No photo available

Cons

Clari

  • Hard for upper level executives to drill down and see the details of deals since they have so many rolling up to them.
  • Ability to customize columns for users in certain roles within particular views is lacking.
No photo available

Salesforce Einstein Analytics

  • When we started with SAC we did not realize for it to be effective it would require a FTE to be the administrator.
  • You need an energetic, self-starting person to be the administrator to get the most value out of your investment.
  • You need ELT buy-in to make all parties accountable for their assigned duties.
Richard Peterson profile photo

Implementation

Clari

No score
No answers yet
No answers on this topic

Salesforce Einstein Analytics

Salesforce Einstein Analytics 6.0
Based on 1 answer
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
No photo available

Alternatives Considered

Clari

Not familiar with other products in the quote to close space. I have not used others, as Clari has been our first and we have been very pleased with it, so I have had no need to evaluate other competitors to it.
No photo available

Salesforce Einstein Analytics

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.
Jeffrey Smith profile photo

Return on Investment

Clari

  • Nothing concreted as of yet, outside of a HUGE improvement in data clarity/cleanliness, which is huge from an Ops perspective & for forecasting
  • Our pipeline meetings are much faster/easier to consume now that we are using views in Clari
Misha Gautreaux profile photo

Salesforce Einstein Analytics

No answers on this topic

Pricing Details

Clari

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce Einstein Analytics

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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