Microsoft Excel is a spreadsheet application available as part of Microsoft 365 (Office 365), or standalone, in cloud-based and on-premise editions.
$6.99
per month
Salesforce CRM Analytics
Score8.5 out of 10
N/A
Salesforce CRM Analytics (formerly Tableau CRM) 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 don't really know another program as powerful as Excel. I've used Google Doc programs but do not feel they come close. So far, anytime I've needed a table of some sort for data, whether it's budget oriented or information off a survey, the best system has been Excel. We do web audits on occasion and we create an Excel worksheet featuring every URL of the pages we're auditing, notes, data about the content, information about files attached to the page and other information to help us determine what pages need updating, deleting or otherwise. We also use Excel primarily to export our Google Analytics to in order for us to create reports for clients that need to see specific information about their traffic.
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
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.
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
It is very good at embedded formulas and tying cells to one another
It allows me to compare deals terms on a side-by-side basis and talk my clients through it easily.
It is very helpful as well in terms of allowing me to filter/sort results in many different ways depending on what specific information I am most interested in prioritizing.
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
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
Excel offers collaboration features that allow multiple users to work on the same spreadsheet, but managing changes made by different users can be challenging. Excel could improve its features by offering more granular control, better tracking of changes, and more robust conflict resolution tools.
Itcan be a barrier to productivity when importing and exporting data from other applications or file formats. To improve its features, it should offer better support for standard file formats and more robust error handling and reporting tools.
Excel can be challenging for finance students and working professionals, but it can be improved by offering more robust tutorials, better documentation, and more user communities and support forums.
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
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.
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
Excel remains the industry standard for spreadsheets and has maintained simple and straight-forward formula writing methods. Although there is a learning curve to do more complex calculations, there are countless help sites and videos on the Internet for almost any need.
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'm giving it a 7 because it is my go to. But the fact other prefer Google Sheets when working with a team does get irritating. I've used the online version of Microsoft Excel that other teams can get into and it still seems behind Google Sheets. It's a little clanky and slow? If that's even a term.
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
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.
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
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
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
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 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.
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
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
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
Out of Microsoft Excel, Microsoft Power BI, IBM SPSS, and Google Sheets, Microsoft Excel is by far the most common tool used for anything data-related across organizations. Accordingly, our organization has also implemented Microsoft Excel as a first-step tool. We recently adopted Microsoft Power BI (the free version), and use it occasionally (mostly for creating dashboards), but it is less commonly understood by stakeholders across our organization and by our clients. Accordingly, Microsoft Excel is more user-friendly and because of its popularity, we can easily look up how to do things in the program online. Google Sheets is a comparable alternative to Microsoft Excel, but because it's cloud-based and we have sensitive data that needs to be protected, we chose against using this software. Finally, a few users (including myself) have access to and utilize IBM's SPSS. For my role, it's a helpful tool to do more rigorous analyses. However, because of its cost and limited functionality as a simple spreadsheet, we only use it for more complex analyses.
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 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.
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
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
Each user can use it to whatever level of expertise they have. It remains the same so users can contribute to another's work regardless of whether they have more or less expertise
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 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.
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
