Panorama Necto vs. Salesforce CRM Analytics

Panorama Necto 14 is well suited where BI is built to support social collaboration so that its analytics features can be shared to improve decision making by incorporating various organizational input. Additionally it supports an infographic display for information review which is unlike most of its competitors.

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

• Comes with lot of option to modify and build the smart infographic. Uses innovative pictures and charts to create the dashboards
• Helps you identify why you are succeeding and where you should shift your focus to.
• The maps are amazing and they just don’t act as control points rather you can populate various measures on them making it really efficient to understand the business in geographical info graph

• 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

• This tool is relatively new to the current competitive BI market. Many organizations or business analyst are not yet aware of it's eye catching features.
• Need more enhancement for predictive analysis.
• Publishing reports as email attachment and mail server configuration is a little complicated process.

• 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

Some features are very basic and sometimes you can't add your own SQL query for custom reports. For Macs and Blackberry users this application is not helpful. Non-languages are not supported in info-graphics. They need to improve their forecast analysis. Report sharing is limited among the portal users only

It provides all the features that are required and some that are not the basic requirements, but they represent a great additional capabilities, not available within the similar products

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 provider are very attentive.

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

Everything went smoothly, we didn't have any unexpected issues

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

This is the next generation BI tool, which will be very helpful for small and medium businesses to kick start data exploration and visualization of their diverse databases, with less intervention from IT. This tool is more end user centric and gives way more power to the end user to perform data analysis

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

• 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