Epicor Grow vs. Salesforce CRM Analytics

Grow.com is well suited if you have a lot of data or client data to manage. If you do not have tons of data, there are other options out there that are a bit more simple and easy to use and a better price.

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

• I love the fact that you have a team of developers who can help me build metrics or fix metrics that I do not create properly. I had to learn SQL in order to really build the metrics that mattered, which was a lot of fun, but resulted in many broken metrics. The vendor's team was great in responding to me requests for help!
• Really, really appreciate the fact that Grow has SQL formulas to reference when building metrics. Again, as a novice, this accelerated my ability to learn and not have to leave your site and resources and stay within the Grow web properties.
• Great account managers who check in regularly and are willing to help out whenever needed.

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 basic labeling issues with some of the graph types. Wish there was more customizability here, especially on complex graphs.
• Could help more with analysis of data and trends, but that's going into full-fledged BI territory.
• The functionality of being able to snapshot data isn't quite there.

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

This tool is definitely a little bit difficult to be able to figure out at first, but after some time of learning you can definitely pick it up. I do wish there were more resources online that would be able to help speed up the learning process

Incentivized

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

The support team is very helpful and in every situation we have needed help in, they have been able to assist. So I have had a good experience with them

Incentivized

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

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

Grow doesn't have as many advanced analytics features and other capabilities as some other 'dashboard' platforms on the market. Simply, if you want a tool for internal use only that has high-level analytics capabilities (regressions, completely custom visualizations, modeling), Grow probably isn't the platform for you. To put it another way, if you have a team of data engineers and scientists doing complex analysis, Grow might not make the most sense. However, if you understand the value of data/visualization/dashboards, but lack some of those skillsets in your company, Grow might be the perfect fit. Not only is it incredibly scalable and reasonably priced compared to other market solutions, but their transform capabilities really stand out. They have many native data transformations that mimic SQL coding of a dataset, without requiring any knowledge of SQL. They've converted these transformations to easy-to-use tools in the platform, which are perfect for the less-technical user.

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

• Made it so much easier and faster to access data across tools
• Lessened the time exporting and uploading data to excel/sheets for analysis
• Made data and metrics more easily accessible to others in our orgs

Incentivized

• 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