Endeca was a business intelligence platform for analyzing unstructured data, acquired by Oracle and since discontinued.
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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.
Best fit for this product: - Advanced or Sophisticated Enterprise Search platform: If you spend effort on your search capabilities, Endeca is the tool. - If you are looking for capabilities to search and navigate similar to a relational-database system, then Endeca is not the best fit. - If you are spending effort to drive customer experience, especially around customer interaction with your web application, Endeca can help with that in a multichannel environment.
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
Provides exact, correct counts of items in its dimensions.
Allows for flexible, out-of-the-box boosting of content (based on combo of any/all of: user profile, date, dimension being browsed and search keyword).
It has a reasonably good admin interface for the administration of boosting/promotion rules for the business user.
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
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
If the solution is implemented well and the business understands the purpose of the Endeca stack, it offers a great way for a business to explore and benefit from its existing data. From my experience, the Endeca solution has exposed data patterns to a business that were not thought about or explored before because of the lack of available tools to properly expose these patterns
The system itself is very usable, and with proper training is very sensible in its organization and method of operation. There are some downsides in initial setup in the way things are imported (or not in some cases) in setting up properties and dimensions. Overall however it's amazingly flexible in terms of the content it can index and make available for search.
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
Support has been very good, and the trainers for the various Endeca courses have all been very willing to help long after the classes have been completed, so in the instances where we're waiting on support from Oracle, it's often that the members of their training arm can help us out as well.
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
The training is actually really good, and absolutely necessary - although this is software that has great documentation, the documentation itself is so vast, that it would be difficult to learn haphazardly, not to mention being incredibly time consuming to do so. Online training probably would have been fine except for the fact that having someone look over your shoulder to see where you're going wrong is helpful. This also allowed our team to sit in a single room and converse about functionality, etc. that would have been difficult to facilitate via an online class.
We did some online Q&A with the Oracle team, but I would definitely recommend doing an in person class if you have a large team that will be attending - there's definitely no replacements for a large class of technically oriented staff members who can drive conversation about specific topics that might surface.
There were some features we were hoping to get implemented in this particular release of Endeca, but were unable to facilitate those requirements due mostly to timeline. Having seen several other implementations, we will definitely have future iterations to add functionality and improve upon our implementation of Endeca. For the time being, we are satisfied with our implementation as it turned out.
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
Oracle Endeca was the best option that we evaluated by far. It gave us the most flexibility and ability to meet our objectives and had features that were not offered by the competing products we evaluated, but which we very much wanted, and this was why we decided to go with Oracle Endeca versus another platform
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
It is a searching tool, and hard to estimate its impact on conversion.
It does its job regarding better searching; In terms of efficiency, it's hard to say: it has big learning curve. It requires a dedicated Endeca developer to work on it.
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
