Phocas Business Intelligence vs. Tableau CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Phocas Business Intelligence
Score 8.2 out of 10
N/A
Phocas helps users discover data and provides results in real time.  It is designed for non-technical users and delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map.  It brings up data on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. Phocas, based in the United Kingdom, is a business intelligence firm with offices in…N/A
Tableau CRM
Score 8.2 out of 10
N/A
Tableau CRM (formerly Einstein Analytics) from Salesforce 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.
$125
per month
Pricing
Phocas Business IntelligenceTableau CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Phocas Business IntelligenceTableau CRM
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsPhocas has built its business model on exceeding customer expectations. We’ve operated on a subscription basis from the start and in the words of Phocas Group chairman and co-founder Paul Magee: ‘That puts the onus on us to perform’. And we like that. In fact, our whole company ecosystem is built around that ‘light bulb moment’ when customers achieve a breakthrough by seeing their business through fresh eyes.
More Pricing Information
Community Pulse
Phocas Business IntelligenceTableau CRM
Top Pros
Top Cons
Features
Phocas Business IntelligenceTableau CRM
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Phocas Business Intelligence
9.0
4 Ratings
9% above category average
Tableau CRM
8.5
46 Ratings
4% above category average
Customizable dashboards9.04 Ratings7.546 Ratings
Report Formatting Templates9.04 Ratings9.244 Ratings
Pixel Perfect reports00 Ratings8.639 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Phocas Business Intelligence
9.6
4 Ratings
17% above category average
Tableau CRM
8.0
47 Ratings
1% below category average
Drill-down analysis10.04 Ratings7.746 Ratings
Formatting capabilities9.04 Ratings8.446 Ratings
Report sharing and collaboration10.04 Ratings9.044 Ratings
Integration with R or other statistical packages00 Ratings6.835 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Phocas Business Intelligence
9.3
4 Ratings
10% above category average
Tableau CRM
8.5
45 Ratings
1% above category average
Publish to PDF10.04 Ratings8.942 Ratings
Report Versioning8.03 Ratings8.641 Ratings
Report Delivery Scheduling9.94 Ratings8.038 Ratings
Publish to Web00 Ratings9.335 Ratings
Delivery to Remote Servers00 Ratings7.732 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Phocas Business Intelligence
8.3
4 Ratings
2% above category average
Tableau CRM
8.4
43 Ratings
4% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)8.04 Ratings8.740 Ratings
Location Analytics / Geographic Visualization9.03 Ratings8.938 Ratings
Predictive Analytics8.04 Ratings7.640 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Phocas Business Intelligence
9.9
4 Ratings
14% above category average
Tableau CRM
8.4
46 Ratings
2% below category average
Multi-User Support (named login)9.94 Ratings8.744 Ratings
Role-Based Security Model9.94 Ratings8.144 Ratings
Multiple Access Permission Levels (Create, Read, Delete)9.93 Ratings8.140 Ratings
Single Sign-On (SSO)00 Ratings8.739 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Phocas Business Intelligence
9.5
3 Ratings
17% above category average
Tableau CRM
6.6
43 Ratings
19% below category average
Responsive Design for Web Access9.03 Ratings7.341 Ratings
Dashboard / Report / Visualization Interactivity on Mobile10.03 Ratings7.237 Ratings
Mobile Application00 Ratings6.032 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Phocas Business Intelligence
-
Ratings
Tableau CRM
7.3
31 Ratings
8% below category average
REST API00 Ratings7.329 Ratings
Javascript API00 Ratings7.927 Ratings
iFrames00 Ratings6.923 Ratings
Java API00 Ratings7.926 Ratings
Themeable User Interface (UI)00 Ratings8.526 Ratings
Customizable Platform (Open Source)00 Ratings5.125 Ratings
Best Alternatives
Phocas Business IntelligenceTableau CRM
Small Businesses
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Score 8.9 out of 10
BrightGauge
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Score 8.9 out of 10
Medium-sized Companies
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Score 9.7 out of 10
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Score 9.7 out of 10
Enterprises
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TIBCO Jaspersoft Community Edition
Score 9.7 out of 10
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Score 9.7 out of 10
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User Ratings
Phocas Business IntelligenceTableau CRM
Likelihood to Recommend
8.1
(4 ratings)
7.0
(47 ratings)
Usability
9.0
(1 ratings)
7.6
(6 ratings)
Support Rating
9.0
(1 ratings)
7.7
(6 ratings)
Implementation Rating
-
(0 ratings)
6.0
(1 ratings)
User Testimonials
Phocas Business IntelligenceTableau CRM
Likelihood to Recommend
Phocas
If you would like your data in one place with easy access, this is the software for you. You can have data from multiple systems and bring it into one view so that you have a quick and easily visible dashboard for the data you wish to see.
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Salesforce
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.
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Pros
Phocas
  • Custom reports are simple to create.
  • The ability to manage users and their dashboards is solid.
  • Easy to navigate web interface makes the software accessible from anywhere.
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Salesforce
  • 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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Cons
Phocas
  • Phocas needs to make it easier to connect to different types of databases.
  • The data in Phocas needs to be updated faster in some cases.
  • It needs to provide functions to create better charts and graphs.
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Salesforce
  • 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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Usability
Phocas
It is a very user-friendly product and is easy to understand. You can get your data from just a quick click and the dashboard loads. You can take the data and drill down easy to find what you are looking for.
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Salesforce
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.
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Support Rating
Phocas
Support is responsive. You log a call and they will respond quickly and resolve your issues. We have only had great experiences with the support team.
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Salesforce
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
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Implementation Rating
Phocas
No answers on this topic
Salesforce
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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Alternatives Considered
Phocas
Phocas is easy to use for end users and can be used on desktops, laptops, and phones.
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Salesforce
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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Return on Investment
Phocas
  • It has given our business a view on data
  • We can access it from anywhere
  • You can have multiple dashboards for different information
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Salesforce
  • Absolutely a must-have tool if you are working on saving project
  • Create a centralized database to track project target across region
  • Easily create chart to showcase data / performance
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ScreenShots

Phocas Business Intelligence Screenshots

Screenshot of Phocas Dashboard on iPadScreenshot of Phocas Dashboard on Laptop