Microsoft Access vs. Salesforce CRM Analytics

As a Material Purchasing/Planning/inventory tracking application, Microsoft Access serves its purpose well. It's presentation is clean, data entry is simple and the ability to customize search fields is welcome. It does, however, come with some caveats; namely, when setting search filters and the need arises to back up a step or two, with Microsoft Access you have to reset, or "clear all", adding extra steps/time to a query.

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

• Very easy to create entity-relationship diagrams for various tables and designing mock layouts.
• Really easy to navigate as it hold[s] the classic Microsoft UI. Another good thing is that it comes with the complete MS Office Suite.
• It is really fast when joining multiple tables no matter what type of join.
• Works on pretty much same SQL scripts so no need to learn a new language!

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

• Microsoft Access has not really changed at all for several years. It might be nice to see some upgrades and changes.
• The help info is often not helpful. Need more tutorials for Microsoft Access to show how to do specific things.
• Be careful naming objects such as tables, forms, etc. Names that are too long can get cut off in dialog boxes to choose a table, form, report, etc. So, I wish they would have resizable dialog boxes to allow you to see objects with long names.
• I wish it could show me objects that are not in use in the database for current queries, tables, reports, forms, and macros. That way unused objects can be deleted without worrying about losing a report or query because you deleted the underlying object.

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

I and the rest of my team will renew our Microsoft Access in the future because we use and maintain many different applications and databases created using Microsoft Access so we will need to maintain them in the future. Additionally, it is a standard at our place of work so it is at $0 cost to us to use. Another reason for renewing Microsoft Access is that we just don' t have the resources needed to extend into a network of users so we need to remain a single-desktop application at this time.

Microsoft Access is easy to use. It is compatible with spreadsheets. It is a very good data management tool. There is scope to save a large amount of data in one place. For using this database, one does not need much training, can be shared among multiple users. This database has to sort and filtering features which seem to be very useful.

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

I don't think the program has ever failed me. It is one of those programs where there is always a solution if you know where to look.

Incentivized

While I have never contacted Microsoft directly for product support, for some reason there's a real prejudice against MS Access among most IT support professionals. They are usually discouraging when it comes to using MS Access. Most of this is due to their lack of understanding of MS Access and how it can improve one's productivity. If Microsoft invested more resources towards enhancing and promoting the use of MS Access then maybe things would be different.

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

there is no key idea, since it is easy to implement Microsoft Access

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

Excel is a fantastic - robust application that can do so much so easily. Its easy to train and understand. However - excel does not provide a reporting function and that is typically where we will suggest a move to [Microsoft] Access. [Microsoft] Access requires a little more knowledge of data manipulation.

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

• Not having to recreate queries or reports every time you want to use them.
• Once an item is created and saved as part of the database, you save manpower by not having to recreate them.
• ROI from a usability standpoint is great. Solid product with great functionality that requires low maintenance usually.

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