Geckoboard enables users to create real time dashboards using data from over 80 cloud services. It integrates with other products such as: AWeber, Basecamp, Campaign Monitor and HubSpot.
$35
per month
Salesforce CRM Analytics
Score 8.1 out of 10
N/A
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.
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.
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.
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.
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.
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.
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.
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
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
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.
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.
