Phrazor vs. Salesforce CRM Analytics

Phrazor is well suited for use in larger companies, especially those that operate globally and need to get region-specific or country-specific data and reports. I found Phrazor to be less appropriate for use in smaller companies (especially non-profit organizations) that may not benefit from extensive reporting. Non-profit organizations don't necessarily have projected sales growth and inventory costs.

Incentivized

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

• Custom reporting.
• Report templates.
• Unique data not found elsewhere.

Incentivized

• 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

• More training videos for beginners.
• Customizable report printing layouts.
• Additional reporting measures.

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

Our company experienced some difficulty during implementation trying to get data imported and uploaded. We reached out to support and received much-needed assistance, and we were able to move forward with data importation. Several of our users, including myself, experienced some difficulty in understanding the system, so it took some time to use it fully. For a first-time user, there were almost too many filters and options to choose from.

Incentivized

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

Great! Anytime I needed assistance and reached out to support, I received amazing help, and everyone was always very nice. The reason I did not rate support a ten is that often the hold time was quite long. When you are in a time crunch and need data immediately, it is frustrating not to get immediate support.

Incentivized

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

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

I enjoyed using Phrazor better; however, as a new user, I was a bit frustrated getting started. Microsoft Power BI had more videos available online than I found. Phrazor had more adaptability and customization for our company, which overall made it a better fit over competitive products. My coworkers and I demoed Sisense, and we chose not to purchase it due to it not being a good fit.

Incentivized

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

• Great tool for creating annual budgets.
• Reports and graphs that can be included in annual report - saved on marketing costs.
• Able to import from excel which is a cost-saving tool for our company.

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