Displayr is a survey data discovery and visualization tool, with free tools for publishing dashboards, reports and infographics (e.g. charts, and graphs) to the web or other repositories for sharing and demonstration, as well as support for analysis of large datasets (more than 1,000 rows and 100 column) on paid plans.
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Salesforce CRM Analytics
Score8.5 out of 10
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Salesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
Displayr is perfectly suited for any insights or data people that understand the type of analysis they want to do, but don't know R code - or just want to get to results more quickly than coding themselves. It's probably not the best learning ground, if you've never done any quantitative analysis before, but then neither are traditional tools like SPSS or Q.
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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.
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
The intuitive interface and menus make it easy to quickly learn Displayr and find the types of data transformation or analysis that we're looking to do.
The support level from Displayr's team is FIRST CLASS. Where othe platforms force you to an FAQ or AI chat bot, Displayr's team will jump in first hand, into our data, or on a live call, and help us run a new type of analysis or troubleshoot a problem.
The ability to work collaboratively, asynchronously and remotely, on the same data set and report is a really huge plus for us.
The in-built options for multivariate analysis cover 99.9% of anything we have - or will - ever need to run.
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
The new "glow-up" on the interface has helped make it a bit easier on the eye, but there are some features of working in the "three pane" browser that are a bit frustrating: especially having to 'rearrange' when resizing the window to look at another app simultaneously.
Such a small point, but being able to drag and move multiple elements in a table (eg drag two rows to the top) SIMULTANEOUSLY would help a bunch.
I don't think we take advantage of all the visualisation capabilities in Displayr, and perhaps an AI 'recommendation' engine that sees the data I'm working with and prompts either a specific visualisation, or additional analysis option I might use, would be great.
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
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.
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
It's really quite intuitive, but the visual interface could be made a bit more easy to use (window/pane rescaling etc) and I think there could be more 'proactive prompts' to suggest features we're underutilising.
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
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.
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 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.
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
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
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
SPSS (the last version I looked at) still requires much more underlying knowledge and coding ability to get where we want to be. That's not where we add value, so the speed and simplicity with which Displayr allows us to get the data analysis done, and move onto developing insight and delivering value is why I chose Displayr.
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
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.
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 think Displayr is quite expensive, but has the biggest impact on our P&L of any of our subscriptions, because it has unlocked our ability to deliver bigger, more complex analytic projects for clients - and hence grow our topline.
The ability to scale the license between years has also been a god-send as our team has gone up or down to deliver the level of quant work available to us.
There's also a bottom line efficiency driven by some of the speed of analysis that Displayr enables.
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 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.
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
