Entrinsik Informer vs. Salesforce CRM Analytics

It makes creating queries very easy for end users so not only research or technicians can do it. The availability for creating Live reports that are accessible via Excel on the network has given many of our users the ability to get the information they need in a format they can use without needing someone to translate the raw data

Incentivized

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.

Incentivized

• Simple user-interface: Informer is relatively easy to learn and end users can begin running reports and creating new reports quickly.
• Email "burst" functionality: This feature allows emails to be sent out based on data in the report. So for example, a report could be scheduled that would email all student employment managers listing out the specific employees that report to them that haven't submitted their time sheets. Each manager would only see the rows that correspond to their email address.
• Analytics and grouping: Users can quickly drag columns to group and sub-total, and can use the analytics tab to get deeper insights into the data.

Incentivized

• 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.

Incentivized

• There are a lot of reports that we have in Informer that say they have never been run, even though I know they have been run. So that makes it really difficult to determine which reports can be deleted to keep a tidy report list.
• The only other complaint I have about Informer is that there doesn't seem to be a properly detailed error code/message when the student information system can't be accessed. For example, I am currently trying to move Informer to its own standalone server and I get an error message saying that our license isn't valid. Informer Support sent a new license, which prompted the same message, and the only explanation they have given me is that Informer can't reach the student information system. I would think that if that were the case, the error message would say that instead of an invalid license.

Incentivized

• 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.

Incentivized

Informer has been handily meeting most of our reporting needs, and we've created a library of hundreds of reports that are used every day. They have a terrific support service to help when you have questions, and I've found them to be great at listening to what customers would like and adding new features. They are a small company that really listens and really cares, and I've been very pleased over the past few years getting to know them.

From the perspective of the new user and a seasoned user I would say eight would represent both parties. It presents a 'familiar' interface and easy to navigate display. Tagging is quite nice and allows for organization of reports based on those tags. These have to be monitored like anything else to keep them consistent but provides a better than average means of organizing reports.

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.

Incentivized

We have 10 concurrent licenses and we average between 6-8 at any given time during the day; and we host the application.

I would have given 10 but no one and no system is perfect. The only issue with support is not the staff nor the response but the support Wiki and support pages in general run very slow at times. I believe this has been addressed by the company but the technical speed of the pages have been an issue.

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.

Incentivized

We bought the product on a Thursday morning, and we were writing reports on Friday afternoon. We did take about a month to manage the Mapping, Linking and Security to allow us to open it up across campus. We are now mapping from as many third-party vendors as we can to enable the creation of more ad-hoc reporting.

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

Incentivized

I have experience with Advizor AnalystX, and it was just awful. It is advertised as an interactive reporting tool, in which you can use your mouse to select and segment constituents by where they live (by clicking on a map), how much they've given to your institution, when they last gave, etc. In practice, their map feature was unusable; it's a static map image (imagine a paper map hung on your wall), rather than draggable and zoomable Google Maps, and it required hours of work to configure one map region. As far as computing constituents' giving statistics, it required way too much back-end work to build simple giving totals.

Incentivized

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.

Incentivized

• We have definitely improved customer service due to better reporting using Informer. All departments are better empowered to help our students in a more timely and accurate manner.
• Using Informer has given us the ability to eliminate functionality within our ERP system and offload reporting to a data store instead of the transactional system. This has resulted in successfully upgrading our core systems and improved response times.

• 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.

Incentivized