Likelihood to Recommend We have to calculate most all Lab / Pilot / Proposals sizing and results. The automated calculations in [Excel4apps] is awesome, as once you are familiar with them, it is easy to quickly implement them when needed.
Read full review If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
Read full review Pros Easy to install and maintain. After the initial installation, there is little involvement by the technical administrators. Cloning production to a test environment does not require any additional setups unlike Oracle EBS which does. Loading data and reporting on this data is handled via EXCEL spreadsheets which is the "language" of our financial users. Read full review 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. Read full review Cons It is possible but difficult to retrieve data or set criteria from different module into a single report or retrieve. If it is more user friendly instead of having to create a complex formula to retrieve the data, this function will be utilized more often. It will be nice to have visual (graphs, etc.) report template available It is helpful if we can retrieve data for a range of date, instead of just YTD, PTD etc. and multi-year data all at once for comparison too. Read full review 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. Read full review Usability I am not a power user of Excel. So I find Exel4apps a friendlier version of the things that I could do on Excel and making it easier with a magic wand.
Read full review Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
Tony Phan Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
Read full review Support Rating I have not needed support yet
Read full review I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
Read full review Implementation Rating 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
Read full review Alternatives Considered Excel4apps is more user friendly and can retrieve data much easier and in a nicer format than Jaspersoft.
Qlik Sense is useful and have more visual reporting and dashboard. However, it is usually used for higher level of analyses and review. Yardi is used for specific purpose, which is different than Excel4apps. Excel4apps can pull all the financial data from Oracle, including billing and collections.
Read full review 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.
Read full review Return on Investment Increase team transparency Increased reporting Read full review Absolutely a must-have tool if you are working on saving project Create a centralized database to track project target across region Easily create chart to showcase data / performance Tony Phan Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
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