LevelEleven vs. Salesforce CRM Analytics

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.

Incentivized

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

• Set individualized goals.
• Measure pacing towards goal, and what needs to change to hit goal.
• Structure 1-1 and other feedback forms in a digestible, formal way rather than Google Docs.

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

• Casting Capabilities. LevelEleven is a complex program and can't be cast to multiple TV screens via Chromecast.
• Every Splash action needs to be built as it's own Process in Salesforce.
• Improve UI of Salesforce Contest Engine.

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

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

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!

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

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

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.

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

• 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.

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