Jupyter Notebook vs. Salesforce CRM Analytics

I've created a number of daisy chain notebooks for different workflows, and every time, I create my workflows with other users in mind. Jupiter Notebook makes it very easy for me to outline my thought process in as granular a way as I want without using innumerable small. inline comments.

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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.

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• Simple and elegant code writing ability. Easier to understand the code that way.
• The ability to see the output after each step.
• The ability to use ton of library functions in Python.
• Easy-user friendly interface.

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• 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.

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• Need more Hotkeys for creating a beautiful notebook. Sometimes we need to download other plugins which messes [with] its default settings.
• Not as powerful as IDE, which sometimes makes [the] job difficult and allows duplicate code as it get confusing when the number of lines increases. Need a feature where [an] error comes if duplicate code is found or [if a] developer tries the same function name.

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• 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.

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Jupyter is highly simplistic. It took me about 5 mins to install and create my first "hello world" without having to look for help. The UI has minimalist options and is quite intuitive for anyone to become a pro in no time. The lightweight nature makes it even more likeable.

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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.

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I haven't had a need to contact support. However, all required help is out there in public forums.

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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.

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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

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With Jupyter Notebook besides doing data analysis and performing complex visualizations you can also write machine learning algorithms with a long list of libraries that it supports. You can make better predictions, observations etc. with it which can help you achieve better business decisions and save cost to the company. It stacks up better as we know Python is more widely used than R in the industry and can be learnt easily. Unlike PyCharm jupyter notebooks can be used to make documentations and exported in a variety of formats.

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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.

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• Positive impact: flexible implementation on any OS, for many common software languages
• Positive impact: straightforward duplication for adaptation of workflows for other projects
• Negative impact: sometimes encourages pigeonholing of data science work into notebooks versus extending code capability into software integration

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• 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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info