People.ai vs. Tableau Cloud vs. Tableau Desktop

I've been using People.ai for a bit now, and I've been consistently impressed. I use it to track how my team is doing, how my clients are doing, and how I'm doing. I can create custom dashboards with any metric I want to see. I can set goals, and they'll track my progress towards those goals. I can set up competitions between my team, and they'll tell me who's winning and who's losing. You can share these dashboards with your team, which means that everyone can see how everyone else is doing.

Incentivized

If you're using Tableau as the primary BI tool, then Tableau Cloud is well suited to publish and share the results with a wide(r) audience. It is well suited for various degrees of self-service proficiency, from pure consumers of analytical work to more advanced users who can use web editing for smaller or larger adjustments, and even for desktop power users who will publish their work to Tableau Cloud. It has many good ways to organize the content and make it easily accessible via search, favorites, folders, collections ("playlists for your data"), or history ("recents"). It might not be ideally suited if there are many on-prem sources to be used (even though there are options to connect them) or if you have very special requirements regarding custom server setup, which is limited in a shared cloud environment like Tableau Cloud.

Incentivized

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).

Incentivized

• Their Deal Room presents times when you are multi-threaded, engaged with executives, and have an upcoming meeting scheduled rather than stalking your reps calendar and salesforce activities.
• They allow you to create areas performance dashboard with custom KPIs you want to measure

Incentivized

• Tableau Online is completely cloud based and that's why the reports and dashboards are accessible even on the go. One doesn't always need to access the office laptop to access the reports.
• The visualizations are interactive and one can quickly change the level at which they want to view the information. For example, one person might be more interested in looking at the country level performances rather than client level. This is intuitive and one doesn't need to create multiple reports for the same.
• The feature to ask questions in plain vanilla English language is great and helpful. For quick adhoc fact checks one can simply type what they are looking for and the Natural Language Programming algorithms under the hood parse the query, interpret it and then fetch the results accordingly in a visual form.

Incentivized

• The Visualizations graphics are really good and the color options help in designing attractive charts. They help to convey more information and can be made interactive.
• You can add filters with offer you to plug and play with values and understand different outcomes.
• You can drag and drop options while creating charts and dashboards. also it is a very fluid layout.

Incentivized

• It's beneficial if we receive the report on a daily basis. I don't know if that is something to do with the settings. But for some reason, I am only getting it on a weekly or sometimes twice a week report.

Incentivized

• Can be a steep learning curve for new users
• Modeling and building algorithms aren't always intuitive and take some testing/retesting to ensure it's working as it should
• Inability to integrate easily with our HRIS platform. Reports are pulled from HRIS at various intervals and uploaded into Tableau

Incentivized

• Formatting the data to work correctly in graphical presentations can be time consuming
• Daily data extracts can run slowly depending on how much data is required and the source of the data
• The desktop version is required for advanced functionality, editing on [the] Tableau server allows only limited features

Incentivized

Because right now its the best option out there (disclosure: I haven't used Qlikview or some of the other direct competitors of Tableau). The big investment is in Tableau Server not desktop. For the cost of the license of Tableau desktop, its a pretty good deal. You can hook it up to pretty much any data source easily. You can easily share the visualizations with your team/colleagues easily. Tableau Desktop is generally easy to use for business users. But the more advanced stuff is better suited for a analyst or someone with a IT/CS background.

From an end user perspective Tableau Online is overall very easy to navigate once you get used to it, my only complaint is that when expanding or contracting a graph, the "plus" and "minus" on the bottom left is sometimes hidden, and should always be visible. From a builder perspective, it can take some getting used to but the sheer depth of customization makes it all worthwhile.

Incentivized

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.

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.

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

Incentivized

I have no had a lot of experience with the support team, but I know that it’s hardly necessary for the end-user to contact. Usually, the main questions I get are on how to read a certain dashboard or how to navigate to a certain place. Overall, the simplicity of the software is what helps out with less need for support.

Incentivized

The Tableau Desktop's support team has been very helpful and tend to response very quickly. After all you have paid very premium price for the product and it goes to the services. This makes using the tool much easier for these who doesn't have such experience to get help quickly.

Incentivized

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.

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

Incentivized

Time needs to be spent ahead of implementation to make sure data sources are set up and ready. Consultants need to understand the data sources and the goals before setting foot on-site. Installation is easy, learning to use it takes time. The training resources available are great.

Incentivized

The easiest comparison would be to email automation vendors like a SalesLoft, Outreach, or Groove. But People.ai doesn't have a template email send like a sequence or cadence feature you would find with them. It is more of a compliment to the email automation vendors than a competitor in my opinion. We want our SDRs to have the ability run sizable outbound campaigns so they still use Outreach. However, we deactivated the Outreach activity sync and run activity syncing through People.ai. If someone gets added into the email CC, People.ai will grab that person and create them as a contact against the matching Salesforce account. For our Sales reps, we want them to have the ability to track opens, link clicks, and send templated emails so we have them use Groove. Again, we deactivated the Salesforce sync and use People.ai syncing. This is a great way to automate the pain away from creating Opportunity Contact Roles and create all relevant contacts in Salesforce from CC's on emails to people added last minute on a calendar invite. My favorite part is how it ingests data directly from Google and doesn't allow a Sales Rep to not to sync an activity to Salesforce, it happens automagically

Incentivized

When weighing the pros and cons of Tableau Online vs. SAP ERP, two key considerations emerged as clear winners. SAP ERP is a powerful data purification tool, but it doesn't measure up to the competition in terms of data presentation. When it came to data visualization and analytics, Tableau was our go-to tool. The price is the second consideration. Tableau, on the other hand, was the more cost-effective option for our requirements.

Incentivized

Tableau Desktop is clearly one of the best in the business. It has incredible capabilities, and many features are extremely useful. The intuitiveness of the dashboards and the graphical nature of the visualizations are widely used features and super helpful. One of the other benefits is that both programmers and non-programmers can equally explore and create their own opportunities, and seamless integration is possible.

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.

• People.ai has helped our business meet and prove through data that we are improving our Sales Rep's time spent on selling activities, a key metric for our transformation. People.ai reduced the amount of manual entry required by the reps, giving back time, and the data capture was able to show that since turning on People.ai, the reps have jumped in their external engagement by 10%.

• No need to hire a team of developers to deliver our product, a huge cost savings for a start up company.
• The ability to work off data extracts allows us to "set in and forget it" so to speak, which allows our customers to use the system during business hours with almost no cost in terms of database usage.
• It has been a great internal tool for dashboarding company metrics and helping us track goals and implement solutions to meet those goals through efficient data analysis.

Incentivized

• Easy to share and manage viewer access on a different level to help identify fraud.
• Faster report generation, increased revenue, better decision-making, and data storytelling.
• One-click access to business health and the ability to build/maintain more effective and efficient reports.
• It's easy to share and even manage access to viewers on a different level, and reports are done in a more visual and storytelling manner.

Incentivized