ClicData vs. Salesforce Agentforce Sales

If you need to quickly and easily pull data and display it on a dashboard, there's really no better solution out there. We tried the big names like Tableau, Sisense, Microsoft, but they all were really more suited to a dedicated data scientist and had steep learning curves. ClicData allowed just about anyone on my team to start grabbing data and creating dashboards in just minutes, it really is that easy. If you have some very complicated data formulas that you need to use or create it can get a little convoluted...but I'm sure that's similar across the board.

Incentivized

In the end, I think we can always make it fit — and that’s one of the powers of Salesforce. Because of its flexibility and wide range of possibilities, you can really make it work for almost any need. The key, though, is to make thoughtful decisions upfront and plan carefully how you set it up. If you do that, you’ll end up with a truly flexible and effective system.

Incentivized

• Ease of use when developing new dashboards.
• Easy to customize.

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• It does a good job of routing our leads to customers, to our inside sales reps and teams.
• It does a good job of tracking all of the opportunities that we have, the contacts that we have with people related to the opportunities.
• Organizing and being able to do reports on what our sales are.

Incentivized

• I wish there were even more widgets for the dashboards such as calendar layouts.
• It would also be nice to be able to query the back-end data using SQL Studio.
• It would be nice to change data connections from the dashboard to dashboard even though they have the same fields and schema.

Incentivized

• I’d say the only thing that can be a bit tricky — and I know Tableau helps address this — is that sometimes we’re limited in how deep we can go with the data in terms of reporting. It would be great to have a bit more robustness within the app itself. However, we’ve figured out our workarounds, and overall, I think it’s a fantastic product — which is why I’ve been working with it for 23 years.

Incentivized

There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.

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Like I mentioned before, the ease of use means we not only get very quick results and beautiful dashboards in minutes, it means my team is actually using it because they aren't frustrated in the learning curve or wasting time trying to accomplish simple tasks.

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All in all, it's a great product that use all day, every day. It's aesthetically pleasing overall and specifically provides information in a clean, concise way. It's easy to manipulate and seems to play well with the other products I use such as Pardot, Gmelius, and our company's proprietary data system. It increases my efficieny in my admin tasks so I have more time to focus on revenue-generation and account management. It's also easy to use from everywhere where it be on a university campus, in a hotel room, one of a million Starbucks, or at home

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All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data

For a SaaS provider, I'd rate their performance to be one of the best. At times, reporting tends to slow down if the data set is very large, which is the case in any system. But, that's a very rare phenomenon

We've only needed support a couple times in the beginning as we were learning the system and how to display our data in interesting ways. Every time we reached out we got very detailed responses and were connected to someone that you could tell was very interested in making sure we were happy with how things were going.

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The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.

I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business

I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this

Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.

ClicData was the most flexible. It is cloud-based and even has WebService access. You can publish your data for access from other applications. The sheer number of data connectors is amazing. The ability to not only create dashboards, but you can schedule them to be delivered to specific recipients on a scheduled basis via PDF or a static HTML page.

Incentivized

Based on my experience, I’ve used Odoo — it’s an open-source ERP system. It’s not exactly the same as Salesforce or Sales Cloud, but it serves a similar purpose. And I feel that Sales Cloud is better. Personally, I find it easier to use and better than what Odoo offers, especially in terms of customization and achieving business objectives. That’s where Salesforce Sales Cloud really stands out in comparison to Odoo.

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It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.

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• ClicData was by far the most reasonable cost-wise, and we were able to get ROI within just minutes of using it.

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• It helps us achieve our objectives, especially now with Agentforce — we can get more insights to help our sellers sell more. It’s really nice because it’s almost like you can use the standard part of Salesforce to train your agents and teach your sellers how to improve their sales. So that’s really nice.

Incentivized