Geckoboard vs. Salesforce CRM Analytics

Great value for the money. Excellent for smaller agencies with multiple projects and teams in a smaller space. We can quickly roll out mobile displays to help with a particular deployment push or monitoring a clients website engagement. It's also useful for showing live data without requiring analytics to run reports from a CRM, etc.

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

• User self-help - the video tutorials and a robust publicly accessible knowledgebase.
• Geckoboard can aggregate data from a number of other apps into a singular dashboard.
• Sleek, dark UI.

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

• A bit more flexibility in the number of columns would be nice.
• Ability to scale to mobile device (web).
• App capabilities are missing on Android.

• 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

My company did not renew due to changes in the organization.

Incentivized

With a simple interface and available templates, creating basic dashboards is easy. Obviously depending on the data you want to visualize, there may be higher learning curves. That being said, they have a huge amount of integrations and extensible frameworks. If you are using anything made in the past ten years there is an API function or integration that can get it talking to the platform. As such, it's pretty easy to hit the main data points you want and get it on a cheap display in front of your team.

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 levels vary based on the level of plan that you have but that's to be expected. Virtually everything except the Enterprise plan has basic chat/email support. While they are responsive they are not going to be much assistance in helping you figure out API calls or implementing 3rd party integrations. That is to be expected and the support community can pretty much get you in the right direction if you look.

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

Domo is more robust. We do use both because Geckoboard is really easy to show the rest of our team without the need for additional licenses.

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

• While we originally used this as an internal IS tool, we eventually have expanded it to be used by nearly every department.
• Because pricing is monthly, we can grow or decrease our usage based on our current client needs.
• Because it is low cost and easy to deploy, we can utilize it in place of considerable resources in analytics and reporting by delivering snapshots of data without pulling reports.

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