Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching. Conga Grid helps its users to save time, improve data quality, get a clear view into needed data, and create a more productive workplace in Salesforce to drive growth across the organization. Using…
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Infor Birst
Score6.5 out of 10
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Infor Birst offers multi-tenant cloud BI for deployment in a public or private cloud, or on-premises. It provides an in-memory columnar data store and a BI layer comprising a reporting engine, predictive analytics tools, mobile native apps, dashboards, discovery tools, and an open client interface.
If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Infor Birst OEM and embedded analytics are well suited for advanced analytics and business intelligence. It has flexible deployment features and a lot of configuration ability with low code - no coding ability. Ability to ingest data from multiple live data sources. Source data from multiple sources can be segregated into multiple sections based on business criteria. Easily searchable business terms (metadata) across all enterprise analytic content.
A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
End-to-end solution, from raw source data, ETL, warehousing and reporting, Birst is able to do everything we need in one package instead of needing to develop and maintain multiple technologies
Intuitive report development. The drag and drop creation of reports is simple. More complicated queries are easy to generate.
Very user-friendly and interactive. A lot of nice features are available both for developers and end users to streamline the process of preparing and consuming data
Rich API which allows us to programmatically interact with Birst
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
We have been able to overcome any of the drawbacks we've found with Birst easily and it has fulfilled almost all of our analytic needs to date. Having seen their roadmap it would be highly unlikely we would move away from this platform any time soon. You simply can't beat the functionality that Birst provides for the price and the things I see coming out of the company solidify that our decision to choose Birst was the best possible choice. We have never regretted the decision.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I would like to see additional usability put into the ETL scripting. Recently, Birst added a nice function reference inline to formula creation which has kept me from having to return to documentation so much. The same in ETL would be very beneficial. The interface problems related to the Flex framework are being addressed in a rewrite to HTML 5, but for now they are still a hindrance to a higher usability rating.
We frequently experience -103 errors due to us using the Live Connect functionality, which does not seem to handle even minor interruptions in connectivity, and treats all future connection attempts or data requests as errors, even if the issue does not exist any longer
Everything runs very fast and smoothly. The only process that I wish was faster would be processing the data after uploading new data or making changes to the existing data model. It can take 15-20 minutes (roughly) to upload and process new data once you start getting into 10's of millions of rows. Given my experience with how long it takes me to pull the same data using SQL Server Management Studio, I don't think Birst is unreasonably slow - but for me to give a higher rating, I would want it to be unreasonably fast
In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I have attended two different training sessions. The first one was my initial training on the system. It was well paced, clear and concise. If there were questions that were not able to be answered by the instructor, he took down the question and actually followed up and provided us a response quickly. The second session was specific to the dashboard and report design components. This training was very good though there were some attendants who had little or no experience and their questions slowed the class.
Although I found the online resources helpful, a lack of appropriate examples for certain tasks key to report creation and advanced modeling make the online training/documentation less than perfect. For an inexperienced BI professional, the online training would not enable a streamlined launch of the product.
Have clean data! Birst flexibility allows - Start small, then introduce functionality and complexity along the way. If you try to present all the functionality [bells and whistles] and wow them, but bad data is uncovered, the end user blames the new application and turns away.
I've only used Salesforce before and am now using Conga ActionGrid. Although Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Birst was better than Domo for our needs because we could get in and tinker with it. Our impression of Domo was that it had a lot of connectors and ready to go reports, but it made too many assumptions about applications we use. We customize too much to use a "ready to go" solution like that. When we looked at Tableau, we liked its visualization capabilities, but it wasn't going to help us do the extractions, ETL, and warehousing of data. It may have come some distance since then.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
we can see that loading a lot of data can cause a noticable slow down in performance. Birst support indicated that they don't really consider anything less than 30 seconds to be an issue, but that is not the case for our customers, so we have had to change some of implementation to address this
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Being a manufacturing company we tend to lag behind technologically. But having all the data for different ERP systems in one place has been an eye opener for the executives. It has lessened the need to convert some legacy ERP systems.
Having such a simple reporting tool is a great asset to some of our sites that have traditionally had trouble gathering data from AS400 systems.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
