Roambi was a cloud-based solution designed specifically for mobile data consumers, used to create touch-based data visualizations. It was acquired by SAP in 2016 for the SAP Analytics portfolio, and has since been discontinued as a standalone product.
$10
per user per month
Salesforce CRM Analytics
Score8.5 out of 10
N/A
Salesforce CRM Analytics (formerly Tableau CRM) 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.
Getting Roambi up to speed in your company certainly is a quick win. After just a few days, several of our reports were mobilized, interactive and automatically updated. Building Roambi reports is not hard to do; the intuitive interface allows virtually any type of user to create his or her own reports.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Report templates that are easy to learn, use, update and maintain.
Great looking reports that stay up-to-date with what Apple is producing. When Apple rolled out the new look and feel to their iOS7 release, Roambi created a brand new set of reports within two weeks to go along with the iOS7 changes.
Seamless integration with our existing BI environment, SAP Business Objects XI, 3.1. This drastically reduced the time from purchase to client-ready roll out from months to weeks.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I would definitely use Roambi again because of its ease-of-use, but its lack of customization ability makes it difficult to recommend to businesses as business needs are always changing. People are picky, and on the Roambi project, we were not able to fully live up to the customer's expectations, limited by Roambi's preset limitations.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have compared Roambi against Business Objects, Reporting Services (on tablet) and Cubeware Cockpit. All those solutions lack in support of touch capabilities and responsiveness. Roambi "feels" just right. There is no training required and users love to explore the application. Compared to Roambi all other solutions feel very technical and hard to understand.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Increased insights on customer success metrics (using a Layers report).
Higher motivation of employees, better communication towards employees, tighter bonds with the company - because of Roambi Flow. Periodic Flow magazines with analytic capabilities are sent out to the employees, as we value frequent and meaningful contact - both ways.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
