Databox vs. Salesforce CRM Analytics

I believe Databox can be an asset for any company. We are a small company, but I can see the value for large companies too. Databox is a great fit for departments or organizations that need to put their data into a readable form without needing a ton of reports. Databox allows you to save time and put together a nice report without having to do too much extra work. Once it is set up, it basically runs on its own at the frequency you set. I personally receive a daily report and have it sent to the respective people on the day of our meeting so we can quickly review it.

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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.

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• Create dashboards from a variety of data sources.
• Set & track goals based on the data and metrics provided.
• Send alerts and scorecard updates to Slack and email automatically.

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• 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.

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• Some types of data can only be reported on for 1-2 months back. Unless I'm misunderstanding the function of the software this seems really weird. I can't figure out how to report on Activities more than 2 months ago

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• 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.

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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

Databox is an intuitive, well-designed platform that can be used by non-technical marketers. It is easy to learn, and while set up takes time, usability is high and the team has enjoyed creating custom dashboards and clients have also given us great feedback regarding its usability and value. While other BI tools are much more complex to navigate, Databox is a breeze.

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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.

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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

I have really enjoyed using Databox and have seen the value of it in many ways. They also continue to improve the functions of it and grow their integrations and templates. I look forward to continuing to use Databox in the future, potentially even finding ways to incorporate it into other departments to help them with reporting as well.

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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.

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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

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Databox is unique in its ability to report from multiple data sources. Google Analytics is the standard when it comes to web metrics, but it's just one of the tools that integrates with Databox. Tableau is fantastic for data visualizations and reporting, but it's much more expensive than Databox, so it's not ideal for everyone. Tableau is also superior with customization

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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.

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• It has helped us to show our value to clients
• Easily digestible dashboards make it easy to understand what you're looking at

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• 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.

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Independently Invited by TrustRadius

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