Outreach vs. Salesforce CRM Analytics vs. Tableau Desktop

Outreach is very useful for all aspects of work organization. I can keep my tasks organized and complete them quickly and efficiently. I'd like to see an app-based tracking feature to keep my tasks up-to-date with reminders, which would make things much more efficient and eliminate the need to constantly check the website. Outreach es muy útil en todo lo que refiere a organización de trabajo, puedo mantener un orden de actividades y me permite completarlas de manera ágil y rápida. Quisiera un seguimiento desde aplicativo para tener siempre al dia las tareas con recordatorios lo que haría mucho más eficiente y así no ingresar todo el tiempo a la pagina This review was originally written in Spanish and has been translated into English using a third-party translation tool. While we strive for accuracy, some nuances or meanings may not be perfectly captured.

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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.

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The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).

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• Outreach is great at managing my data to day tasks and reminders for next steps with prospects
• The click to dial works great from Salesforce, and I love the integration with Salesforce where I can upload contacts into Outreach to start a sequence
• Outreach Kaia is perfect to capture calls and search provide actionable next steps. I also like going in and listening to other reps calls
• I like the overview section for reports where I can see how I am doing compared to my peers. Especially on all metrics
• The accounts tab is great to see at a glance which accounts have had the most engagement

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• 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.

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• An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
• Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.

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• The Salesforce-to-Outreach connection can be weak if a record is converted; Outreach holds onto stake values.
• Outreach can be hard for new hires to grasp, ongoing training in platform would help.
• Customization in report views from Salesforce into outreach could be enhanced.

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• 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.

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• Pricing should be more user-friendly and usage-driven
• Making edits to the production reports is fairly tough and has a vast scope of additional capabilities
• Tableau Desktop should be able to differentiate itself from the Tableau server else there is no major meaning of two different products being offered

It's a strong tool that helps our sales development team manage a large number of qualified leads. The sequence framework ensures that every lead receives enough contact attempts that we have confidence that we're not abandoning our prospecting too early without the overhead of managing those activities manually.

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Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.

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It's not as simple as it used to be -- getting pretty bloated, and I'm not a fan of the UI. I think it could be a far more usable product (and indeed, at one point it was) if the most important things for a seller were the most prominent. Take cold emailing, for example: the window where messages are being composed is tiny, and it's frustrating to use—maybe that's just me, though.

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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.

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Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.

In our years as Outreach customers, I can count the number of outages we've experienced on one hand. Generally, outages have been very brief and have not completely frozen our access to the platform. Scheduled maintenance is always proactive communicated and the hours never interfere with standard business hours or scheduled sequences.

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When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.

Outreach's performance overall is very high quality. Pages load right away. Occasionally it might take a minute to generate a report, but not any slower than in other platforms I've used. Outreach is integrated into many of our other tools and seems to be a very clean integration. Everything runs very quickly.

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Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast

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There is almost zero customer support. What they do offer is a live chat feature which is active during "normal" business hours which is nice for instant inquiries if someone is available. However, you do not have a dedicated representative to address questions or concerns and their billing process is confusing and messy without any support.

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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.

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Tableau support has been extremely responsive and willing to help with all of our requests. They have assisted with creating advanced analysis and many different types of custom icons, data formatting, formulas, and actions embedded into graphs. Tableau offers a weekly presentation of features and assists with internal company projects.

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We were trained in person and it was very easy to understand. And if we missed any pointers there was more training given to us. So i always like this tool. The drafts were also prepared for us to sync outreach with our devices so it was straightforward. Highly recommend

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It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.

Lots of attention from the Outreach training team, with a great willingness to customize to our needs. To be clear, you get out what you put in. If you don't work with them, you'll get cookie-cutter training. But we asked for a lot of customization, and they delivered what we asked for.

I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems

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I expected more assistance in connecting Outreach with Salesforce. We have a basic connection, but many fields were left without a sync. We can apparently sync data without adding the app into Salesforce, but believe we could get more functionality with a better integration. The basics of setting up our sequences and using Outreac to run them was was fine.

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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

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Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.

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They're not direct competitors, but they share many of the same functionalities. Gong has a greater focus on spoken communications, such as calls and demos, rather than emails. I think Gong also has stronger AI capabilities at the moment. However, I don't believe so, Gong would be ideal for prospecting and mass outreach, as Outreach is. Outreach is more suitable for exploration and outbound communications management, whereas Gong is better suited for deal and pipeline management and analysis.

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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.

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I have used Power BI as well, the pricing is better, and also training costs or certifications are not that high. Since there is python integration in Power BI where I can use data cleaning and visualizing libraries and also some machine learning models. I can import my python scripts and create a visualization on processed data.

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As a business of 100+ people, we are on the smaller side. We took it on when we were 50 people overall with 15 sellers. We are now double that it has scaled brilliantly. We would completely trust the system to scale with us if we doubled in size

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Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.

• Increase in meetings booked
• Increase in call metrics as it is easy to make more calls using Outreach features. Basically cutting down admin work time before the call.
• Prospect journey and experience has been a positive flowing through a set amount of emails and calls rather than just being blasted with random emails. Helps BDRS stay focused on more important parts of the job.

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• 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.

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• Tableau was acquired years ago, and has provided good value with the content created.
• Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
• Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.

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