Kantata PS Cloud vs. Tableau CRM

It is appropriate and even exceeds expectations 90% of the time. It makes project tracking very easy and visually accessible for most cases. The only occasion where Mavenlink came slightly short was for a special project that required more interaction options among project members. I am certain there are ways to work around that issue, but we did not find them.

Incentivized

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.

Incentivized

• With Mavenlink when starting to assign tasks to people, set deadlines and milestones, and add files to our projects we can look at it all from a variety of perspectives, including a task tracker view and a Gantt chart view
• Through Mavenlink each project also includes an activity stream where we can view all project details as they come up, as well as an activity feed for all the projects it is linked to.

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

• The Gantt chart does not allow for baselines to be stored
• There is no means to upload an excel task tracker and build a plan using an upload
• The schedule does not allow for planning of holidays
• The status report functionality needs to be improved

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

Although the company I currently work for does not use the product I have recommended that we do switch to Mavenlink. We will be opening some new sites internationally this year and I can see that Mavenlink would be a great product for us to use

I think Mavenlink is the most robust and best project management tool out there for an organization like ours. However, some of our staff feel like it isn't as user-friendly as it could be. From a Director point of view or a Project Manager point of view, Mavenlink is exceptional. From the point of view of a task-doer, it could be more visually appealing. Also, the mobile version isn't great.

Incentivized

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.

Incentivized

Mavenlink gives advance notice for system upgrades, and they're not during our business day. Mavenlink has always been available when we needed it.

Very good integration with Google apps. Some complexity is called however in the synchronization between Google Tasks and Maven links tasks. This can sometimes lead to duplicate records in Google Tasks. It has been dissolvable that becomes cumbersome if not properly curated.

Mavenlink support is fantastic! Any issues that arise are always handled quickly and efficiently. Granted, we haven't had many issues to report. Typically, my team tends to only reach out to support if they need assistance remembering how to do something or asking about an improvement. We had Mavenlink build an integration when we first started using the software, and the support team worked hard to listen and improve the integration.

Incentivized

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

Incentivized

We prepared questions in advance, and our trainer was an expert in what Mavenlink was and wasn't able to do. We were able to have multiple people trained at once.

The training was very well-organized. We were able to send questions in advance so the instructor knew what to cover, and the brought up related topics to maximize the usefulness of what they were teaching us.

Dedicate as much internal time to the implementation effort as possible, even if you're using a 3rd party or Mavenlink services. Your team knows your processes the best

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

We have since switched over to JIRA and let me tell you, it was probably the best decision we have made as a company. We chose Mavenlink based on promises from the sales team about future roadmap work that really never happened. We thought Mavenlink would easily integrate with our billing software but we couldn't have been more wrong. We ended up never utilizing Mavenlink invoices as they don't even allow you to fully customize your invoices that go out to clients!

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

It's very easy to add users and contractors into Mavenlink. There's also an option that let's you manage access for teams in multiple locations.

• Manvenlink is perfect for showing expenses and income over time and across people.
• Manvenlink is adaptable for the integration and automation of the processes of each of our projects in order to optimize resources and improve operational performance.
• Mavenlink allows us to determine if our projects are profitable or not, as well as save significant time by automating components such as recurring tasks and having templates, among other things.
• Manvenlink is advantageous for our operations due to its simple portfolio management of our projects: manage several projects at once and receive a complete perspective of the development of each one at a glance.
• Manvenlink kindly provides us with robust discussion threads, access restrictions, and built-in document management, allowing us to contextualize communications.

Incentivized

• 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

Incentivized