Likelihood to Recommend Cloudingo is great at mass merging account and contact records based off a specific criteria instead of having to do it manually within the record in SF. It also is easy to analyze a record while in a mass merge to see if you need to edit some values. However, having other standard objects would be very beneficial and even having it for custom objects could be helpful.
Read full review If your data sets are coming in without much stewardship then
Tableau Prep can help to clean the data before you start trying to create visualizations for your end users. You will save a lot of time this way - rather than seeing problems once you are creating dashboards. If you don't have large data sets or your data is relatively simple, then
Tableau Prep may not be needed.
Read full review Pros Cloudingo displays a single dashboard view of the quality of data you have in Salesforce. You no longer have to guess how much of your CRM is "clean" or "dirty". Cloudingo allows you to test functionality in Salesforce Sandbox prior to conducting changes in Salesforce Production. I highly recommend thoroughly testing functionality prior to making changes in your live CRM. Cloudingo allows you to mass merge and converts records automatically and manually either individually or in groups. This saves a lot of manual time in trying to keep your CRM's data clean. Read full review Display the raw data coming in from the data warehouse Point out situations that might be erroneous Show the distribution of raw data figures Read full review Cons I would love to have a multi-user mode. I realize this very difficult though given I as an admin can see records my peers cannot. Read full review Use of Macros within Workflow (and more types of automation) Join Editor also giving a SQL Update Query More types of visuals Read full review Likelihood to Renew We spend enough money on
Salesforce that the cost of Cloudingo when compared with its benefits is extremely small. We've been able to see measurable KPIs move as a result of the work we've done with Cloudingo
Read full review It is a valuable tool for generating and cleaning files for multiple purposes.
Read full review Usability Very usable. I have not spent enough time to fully grasp the capabilities. The interface is fairly intuitive, and I think with more time, I would grasp it very well.
Read full review It works well and is user friendly for the basics but needs more options for bring in data (using SQL queries for example) and export format options.
Read full review Support Rating I have had to reach out to Cloudingo support several times. They almost always respond that same day. Often times they will call me directly to fix the problem or walk me through best practices. They even reach out after the fact to make sure that everything worked okay. They are also kind and personable.
Read full review I have not really had to reach out for any kind of customer support for
Tableau Prep, so I can't really say. However, the support that
Tableau has given for their other products has been great, so I would assume it would be the same here. They are also constantly adding new features and providing software updates, and that is always a plus.
Read full review Implementation Rating For us it was just a matter of committing the 10 minutes to install it from the AppExchange. It automatically builds out a dashboard based on standard filters and you get a lot of insight from them. We then copied some of the standard ones and pulled two from a filter library that rounded out what we needed. I wish I had done this months before given how little of my time it actually took.
Read full review Live connections to cloud services (Google Sheets for example) and cloud hosted databases (cloud hosted SIS for example) for scheduled flows are not supported
Read full review Alternatives Considered We considered
DemandTools CRMFusion. As a small company with a limited budget, it was considerably more expensive than Cloudingo. It also was an installable, on-premise piece of software which is a big drawback. While the reviews of CRMFusion on TrustRadius were very positive, it appeared to have a steeper learning curve as well. So the combination of cloud-based, easier-to-use, and lower price led us to select Cloudingo over CRMFusion.
Read full review Before Prep, we had to do all the data joining and connecting in a
Tableau Workbook. Not only did this cause workbooks connected with live data to run frustratingly slowly, a new connection and set-up had to be established every time a new workbook as created, even if you were working with the same data. The extracts produced by Prep allow several workbooks to be working from the same data set-up without any additional work, saving time and stress.
Read full review Return on Investment Neglected and not used due to destructive automation Fear of cleaning up data Not wanting a human to do proper cleansing Read full review Quicker data sets for online reports More efficient data cleaning Ad Hoc reports Costly if using data management to schedule data pull and cleaning (priced per viewer accounts not creator accounts) Read full review ScreenShots