Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content and limit access to appropriate contributors. For an experience built with Salesforce, users can choose from two of the company's “what-you-see-is-what-you-get” (WYSIWYG) tools: Experience Builder and Commerce Page Designer. If the user…
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Tableau Public
Score 8.9 out of 10
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Tableau Public is a free edition of the Desktop product. With this edition, data can only be published to the Tableau public website and does not allow work to be saved or exported locally.
Salesforce CMS is well suited for anything sales. If you need information on an account, want to touch your old accounts, need to get a better idea of ownership by vertical, or want to estimate revenue from your pipeline, it is very A-OK. We use Salesforce to open, close, and study prospects to later convert them into closed deals. There is a section for notes to detail about each and every account. You can add contacts in, complete with their title, email, cell phones, and other additional info, and since our program is sync'ed up with Outreach.io you can make an immediate call from the Salesforce page. It's a must if you are growing your company and want to stay organized within multiple departments.
Tableau public is the best platform to build dashboards for your personal profile and share with recruiters. It's always good to keep ourselves updated on the latest features, create sample dashboards and save them to a personal profile. Tableau public is free and doesn't need any subscription. anyone can create an account and start building reports.
Easy to use, just like Salesforce's other products. Many users can sit down and figure it out in no time, and with a little training become power users.
Fast and secure - Salesforce is a leader in the cloud world so you get consistently fast results and security that is top notch in the industry.
Accessible from anywhere - if you use cloud CMS already this is a no-brainer, but for those that do in-house CMS still, this is a major difference. Mobile access from anywhere on the planet without a VPN is something you just can't do without the cloud.
Data visualization: lots of different options, including bar, scatter, pie, waterfall charts to explore relationships between variables, and to present findings/trends to different teams
Integrates readily with limited, though different data sources: TXT, CSV, TDE, Access
Exports reports for review of different dashboards: client-ready/team-ready, with a clean and tidy presentation in PDF format (or hardcopy)
Tableau Public (both Desktop and Server) like their "for a fee" counterparts offer very easy to learn and use tools to transform data into pictures and gain insights into your data. Most organizations report a reduction in development time of 10x vs. other similar tools, due to the intuitive user interface. That said, with Tableau Public, published workbooks are "disconnected" from the underlying data sources and require periodic updates when the data changes. Users are limited to 1 Gb of storage space per user ID and password as well.
I would like to see better options for public sharing of visualizations and data from within the "for a fee" products as more and more organizations are moving in the direction of data sharing with partners and their communities.
It's free, right? I'll keep using the free version. So the real question to ask is this? Will I pay $999 for the Personal version or $1,999 for the Professional? Yikes! That is a big stretch. I'm not sure about that. The product comparison chart is at: http://www.tableausoftware.com/public/comparison
It's super awkward if you aren't familiar with it. I have several years' experience in both my organization's salesforce as well as others and there are still things that trip me up. I think Salesforce can get to a point where it's TOO bloated with all this information, all these integrations, what-have-you, that it can be difficult to find what you need in a timely manner or it creates a hiccup in workflows that you then have to work around. On the other hand, once these issues are identified, there is the possibility to manipulate Salesforce into creating automated workarounds. So, at least it allows for that. I think it's an issue of having so many options for bolt-ons that you start to lose perspective and functionality. You tend to lose focus on usability for users.
Tableau public is a great training tool to understand the basics of Tableau before buying it. A great tool to extend Excel's visualization and to publish data for others. Not useful for anything you need secure. No ability to access databases. Static information only.
I'm not sure - we have hired a person/team that are Salesforce Admin so when I have a question or need support I go in-house. But, I know Salesforce has incredible L+D and trainings available for free to help users develop in their skillsets.
Start at the end and work backward. Identify the business case / issue and questions the end users have, then identify the data needed, and where to get it.
Salesforce has a wide variety of services and its user interface was easy to understand and use. Our teams [thought] Salesforce to be better. When we were comparing the features as per our Marketing and Branding teams needs and uses, Salesforce came out on the top.
Google Charts/Drive is sufficient for simpler data sets, but it does not integrate with other web platforms and the visualization does not look as professional. I'm not aware of any other competitors that offer the same package as Microsoft.
