LevelEleven is sales gamification software meant to both identify key
sales performance behaviors, and drive performance by incenting positive
sales behaviors once they're discovered. Billed as "Fitbit for sales",
LevelEleven creates engagement and visibility of top and poorest
performers (and their work habits) to increase awareness and
adaptiveness overall, resulting in higher sales. To do this it includes
many features, like leaderboards, email notifications and popups, and
CRM…
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Tableau CRM
Score 8.3 out of 10
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Tableau CRM (formerly Einstein Analytics) from Salesforce 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.
I like this product since it has been the best locater of excellent performing members from each department. It scales down all KPIs providing the guidelines to all employees on how they can improve performance and increase production in their roles. Revenue collected from sales is budgeted as per department production to motivate the best performing department. It is easy to customize templates from this platform to suit sales demands and promote marketing.
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.
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.
Support is amazing! You are going to be well taken care of! Our CSM would always do monthly calls with us(not a lot of Customer success teams do that). Educating on new features, training new team members, re-training existing team members, suggesting strategies to utilize tool 100% Their response time was always super quick!
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
The operation of this platform in monitoring daily performance has contributed to employee motivation. It has all the lead tools that have marketed our products and services from various platforms. Data collected from departments is used to build networking channels that attract customers. Results have improved due to increased production and employee satisfaction. LevelEleven has promoted positive competition in both internal operations and the external environment.
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.
The business value has come from productivity from our ADR's. Being able to track metrics and gamify has led to a higher number of conversations and meetings set.
We tried using the coaching aspect of the tool for performance reviews and it was more buggy than expected. It wasted time rather than getting the information from our reps to managers.
