Pentaho vs. Salesforce CRM Analytics

Pentaho is very well suited to perform data extraction & data mining from various cloud storage & transform that data using various available data models. However, the software struggles when it comes to visualizing the extracted data in an appealing manner & can be difficult for end-users to get an understanding of data tables created using those models.

Incentivized

If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.

Incentivized

• Integrate and synchronize with big data easily
• Import data from any sources and different databases
• Managing data in on-premise, hybrid and cloud environments.
• Compatibility and flexibility of the platform with any type of scenario and any business or industry
• Various tools in the software suite to transformation of data
• Simple interface appearance and creative UI graphics

• 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

• I think the relative obscurity of the tool is a downside, not as many developers, consultants or peers you can tap into.
• Lack of a solid user community held us back, looking at Power BI and Qlik, they have huge user communities that help each other out. Would have liked that here.
• Smaller company means smaller sales force, and the lack of a local presence made it hard to only interact online with the account rep. Other companies have someone local who often stops by with pre-sales developers to just pitch in free of charge when they have time.

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 will use Pentaho until I find a better tool with a better, easier to use report designer client. For now, Pentaho has been the most powerful reporting tool for our clients because of its ability to connect to Odoo, integrate in Odoo (reports are accessible in Odoo) and the flexibility in report design and parameter integration

Incentivized

Even if Pentaho requires less technical skills to develop a pipeline or ETL project, its learning curve can be a bit slow since there are many ways to do the same thing as in any other platform. However, in Pentaho, some things can be confusing some moments for non-technical teams.

Incentivized

Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.

Incentivized

We are an Enterprise customer. They handle problems INSTANTLY when they are critical, including initiation an immediate WebEx screen share call when needed. Smaller/less-critical problems are handled within 1-2 days -- and NEVER fall off their radar, no matter how small. As needed, we can also leverage "professional services" from them -- much of which is included in our Enterprise contract. Finally, when a problem I have discovered turns out to be a bug..they create a JIRA for the fix, and make me a watcher. I love seeing notes come in showing me status updates of bugs filed because of something I found. They really are TOP-NOTCH.

I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread

Incentivized

Course Taken: DI1000 Pentaho Data Integration Fundamentals Setup A week before your class started, the instructor will start sending out class material and lab setup instructions. This is helpful so that you understand how the environment is laid out and can start reviewing the content. Ultimately it saved about a 1/2 day trying to setup with 10 other people online which was great! The Course The 3-day course was laid out like many other technical classes with 15-30 minutes instruction and 15-60 minutes of lab exercises. The instructor was very knowledgeable with the functionality from version to version and answered questions as we went along. I was amazed at some of the functionality that was available that I was not using at the time and quickly implemented changes to many existing transformations and jobs. The novice users seemed to catch on quickly and more experienced users explained how some of the functionality was used in their home environments. Towards the end there was enough time so that we were able to ask very directed questions about our own environments. Overall, I really found the class to be informative and deliver enough information to be dangerous. My skills improved and I was able to design better and efficient transformations for the HIE. Course Description: https://training.pentaho.com/instructor-led-training/pentaho-data-integration-fundamentals-di1000

Get the right people in before starting implementation. Start small and build as you go approach is time consuming and involves lot of rework. Evangalize within the organization the capabilities and limitations equally so that correct delivery expectations are set. Set expectations with the Customer that the tool cannot replace proprietary software in terms of stability/usability and that timelines could change given the new ness of the product.

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

Perhaps Snowflake and SalesForce have some components which align with the Pentaho tools. The Pentaho tools have integrations with these technologies to add more value to the final users. Perhaps the only weakness I can honestly find in the Pentaho tools right now is the lack of a powerful web interface for data transformations. There is a web component from which you can access existing data transformations created with the Pentaho Data Integration tool. Still, the web component only allows visualization of the data transformation and remote execution. A complete web interface with remote execution would be excellent, and I'm sure that we might see something like this available at some point in the future.

Incentivized

We had homegrown systems before this, so it wasn't necessarily like a competitor or something else. It was all homegrown systems that we did. It was all Siebel based, so very old CRM system that we kind of did a new user interface on top of. But nothing real recently that we've evaluated or compared against other than the homegrown system. It's night and day. We actually have analytics behind that integrated into the platform itself as opposed to before we had data warehouses and data storage of those platforms, but it wasn't anything that we could truly analyze within the ecosystem itself. It was always having to take it out into a separate database, running through different tools, whether it's Power BI or Tableau or something else to get those analytics in a more manually.

Incentivized

• Pentaho has improved our overall business process.
• Pentaho has helped the Managers and Directors to analyze the numbers going up and down from time to time.
• We have a started a big project using Pentaho that is going to include all the business processes in the organization.

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