Reveal vs. Salesforce CRM Analytics

As a company responsible for people money we have to deal with following challenges every day: Clients who want to track the status of their transfers. Licensing agencies who need to ensure professional standards are met. Internal team managers who need to track client and staff progress to ensure company progression and success. Reveal does a good job as self-service tool enabling the accountable parties to have full access to important insights 24/7. The prebuilt dashboard themes save time and investment as we don’t need to hire a dedicated data analyst. The interactive dashboards give full transparency. The ability to easily create, analyze and report keeps clients, partners and stuff on the same page.

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

• Ease of Use - Reveal is super intuitive when it comes to creating dashboards. You don't need to be a data expert, which is key for me.
• Sharing - The ability to share across our teams, locations, and with clients is great. We create teams for our different clients and share dashboards there that also are connected to our company dashboards.
• Support and Roadmap - Reveal support has been great. They care about the needs of their customers. They have released 3 updates in the last few months, and they are adding a lot of value.

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 limited number of templates, but this is something they say they are working on.
• Cost is reasonable for individual personal use, but prohibitive to small companies looking to embed their services in their own App.
• Responses to emails for support can be delayed, but what else is new?

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

As a developer of the project, I feel comfortable with this tool for its peculiarities: acceptable costs, simple configuration, creation and maintenance of simple reports, fairly complete account management, also, not least, I appreciate the work done by their technical support always timely intervention and, above all, resolutive.
Furthermore, as far as end users are concerned, I found a good appreciation of the proposed reports

Incentivized

Reveal has a great usability for any level of computer user. The only major thing I see that is not exactly user friendly, is the color scheme issue I stated earlier in my review. Although, I am coming from a graphic design background, I need a platform that every team member in our office can use.

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

This assessment is due to the fact that I have not yet found Reveal not available for use. Apart from some problems of development crash, then fixed by the product assistance service, I have not found any particular problems or loss of time caused by the instrument.

Incentivized

The pages load rather quickly even in the presence of several elevations in the same dashboard that insist on different data sources and with visualizations that insist on different types of graph. I can only be satisfied with these performances.

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

None in particular, however, would be welcome if improvements were made in the personalization of the prospects and in the connection between them (perhaps being able to transfer the selections present in one prospect to another recalled by the first).

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

Lacks ability to generate analytics as complex as Tableau and not as easy to embed and interface with other software and databases as Looker. But a very good option for those not needing the complexities found in other products.

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

This evaluation is the result of the fact that I have not had the opportunity to deepen the Reveal interface with other tools and / or other software, so the evaluation that I am giving follows what I have been able to read regarding the characteristics of the product online.

Incentivized

• We have the best platform for visualizing data for better understanding
• The drag and drop features saves time
• With data from multiple sources, we get the right intelligence to drive our business forward.
• While it is expensive, the benefits outweighs the high cost

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