D&B Lattice (formerly Lattice Engines) was a Predictive Lead Scoring solution that blended the contact profile and behavioral information from Marketing Automation systems with additional attributes that could contain hidden buying signals. The product has been discontinued.
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Tableau Server
Score7.5 out of 10
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Tableau Server allows Tableau Desktop users to publish dashboards to a central server to be shared across their organizations. The product is designed to facilitate collaboration across the organization. It can be deployed on a server in the data center, or it can be deployed on a public cloud.
Lattice has been difficult to work with in the past few months. We've struggled internally to try and improve their models, but it hasn't proven itself to offer substantial value. We're able to suppress low quality leads, but Lattice also promotes some questionable leads at times and also grades high potential leads as low scoring. We've tried time and time again to improve the model, but they haven't offered much in terms of help or partnership.
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
Whole funnel and specific channel performance from upper to lower funnel metrics. The ability to view full channel performance for some time, such as weekly, monthly, or quarterly, has truly been monumental in how my team optimizes specific channels and campaigns. Daily performance tracking is a bit overwhelming, with load times and having to refresh specific live views over time. It can be challenging to do so at times, as extensive dashboards take much longer to load.
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
Ease of use. It is a no brainer for our sales teams. They go through just 10 minutes of training. It is very prescriptive and clear. There is a minimal amount of flipping to get through what they need to. Everything is just on one screen.
Integration to Salesforce.com. The level of integration today is moderate. It integrates opportunity to opportunity. As soon as a sales person converts, it flows.
They are highly responsive as a vendor. If there’s a field that we want to add, they will adapt the product for us very quickly.
The model for professional services (fee based) is very flexible. It’s as much as you need. They advocate high service level for ramping new regions, and are very flexible with feet on the ground and helping out.
It's good at doing what it is designed for: accessing visualizations without having to download and open a workbook in Tableau Desktop. The latter would be a very inefficient method for sharing our metrics, so I am glad that we have Tableau Server to serve this function.
Publishing to Tableau Server is quick and easy. Just a few clicks from Tableau Desktop and a few seconds of publishing through an average speed network, and the new visualizations are live!
Seeing details on who has viewed the visualization and when. This is something particularly useful to me for trying to drive adoption of some new pages, so I really appreciate the granularity provided in Tableau Server
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. TR verified that a representative sample of customers was invited. More Info
Detailed technographic information - we had a lot of issues with Lattice not being able to identify specific technologies being used by a company, which would be able to provide us materially different context as a seller.
Model is built once and is static until refreshed - do not get meaningful feedback into the model in real-time
Hard to identify which attributes are meaningful enough to include as enrichment in SFDC.
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
Tableau Server has had some issue handling some of our larger data sets. Our extract refreshes fail intermittently with no obvious error that we can fix
Tableau Server has been hard to work with before they launched their new Rest API, which is also a little tricky to work with
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
I will continue to use PRISM, especially now, because I after 3 years in the same geography, I have just transferred to a new territory. The tool really helps me focus on the best opportunities to pursue, which can sometimes be difficult with over 100 assigned accounts
It simply is used all the time by more and more people. Migrating to something else would involve lots of work and lots of training. The renewal fee being fair, it simply isn't worth migrating to a different tool for now.
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. TR verified that a representative sample of customers was invited. More Info
The product is part of a service. The team from Lattice did a great job of supporting us and of delivering the results we set out to attain. They became an integral part of our success.
Tableau Server takes training and experience in order to unlock the application's full potential. This is best handled by a qualified data scientist or data analytics manager. Tableau user interface layout, nomenclature, and command structure take time and training to become proficient with. Integration and connectivity require proper IT developer support.
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. TR verified that a representative sample of customers was invited. More Info
Our instance of Tableau Server was hosted on premises (I believe all instances are) so if there were any outages it was normally due to scheduled maintenance on our end. If the Tableau server ever went down, a quick restart solved most issues
While there are definitely cases where a user can do things that will make a particular worksheet or dashboard run slowly, overall the performance is extremely fast. The user experience of exploratory analysis particularly shines, there's nothing out there with the polish of Tableau.
We have consistently had highly satisfactory results every time we've reached out for help. Our contractor, used for Tableau server maintenance and dashboard development is very technically skilled. When he hits a roadblock on how to do something with Tableau, the support staff have provided timely and useful guidance. He frequently compares it to Cognos and says that while Cognos has capabilities Tableau doesn't, the bottom line value for us is a no-brainer
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
Please see my answers to the previous question. We had very good feedback from our product management, strategy and sales leadership and reps regarding our training.
In our case, they hired a private third party consultant to train our dept. It was extremely boring and felt like it dragged on. Everything I learned was self taught so I was not really paying attention. But I do think that you can easily spend a week on the tool and go over every nook and cranny. We only had the consultant in for a day or two.
The Tableau website is full of videos that you can follow at your own pace. As a very small company with a Tableau install, access to these free resources was incredibly useful to allowing me to implement Tableau to its potential in a reasonable and proportionate manner.
The implementation hit the milestones we established. Lattice was VERY committed to helping us make sure what we committed back to the organization was met.
Implementation was over the phone with the vendor, and did not go particularly well. Again, think this was our fault as our integration and IT oversight was poor, and we made errors. Would they have happened had a vendor been onsite? Not sure, probably not, but we probably wouldn't have paid for that either
Lattice was an incumbent tool from several years ago. Early on, we enjoyed a good relationship with the team there. After the acquisition, we have definitely seen a decrease in the quality of support and engagement from the team. As a result, we will look at several competing vendors when our contract ends with Lattice.
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
Today, if my shop is largely Microsoft-centric, I would be hard pressed to choose a product other than Power BI. Tableau was the visualization leader for years, but Microsoft has caught up with them in many areas, and surpassed them in some. Its ability to source, transform, and model data is superior to Tableau. Tableau still has the lead in some visualizations, but Power BI's rise is evidenced by its ever-increasing position in the leadership section of the Gartner Magic Quadrant.
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
We have seen quantifiable ROI when our reps have used the product to target accounts. In a recent example we found that accounts that targeted these "hi-po" accounts identified by using Lattice analytics created over $27M in pipeline over a month long period for a key product we are interested in selling more of to customers, compared to a less than $1M for accounts that were not identified as "hi-po".
Tableau does take dedicated FTE to create and analyze the data. It's too complex (and powerful) a product not to have someone dedicated to developing with it.
There are some significant setup for the server product.
Once sever setup is complete, it's largely "fire and forget" until an update is necessary. The server update process is cumbersome.
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
