Salesforce CMS is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. In CMS Workspaces, 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 wants to deliver content onto a…
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Tableau Public
Score 8.5 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.
If you have a company that is sales driven and that has plenty of requirements as far as sales information, quotations, and invoicing. Your company has to have a lot of sales movement and sales requirements for a CRM solution to work and to work well. The company has to have a certain size of sales and clients since Salesforce is a costly solution that has to make sense as far as purchasing and expenses go. Also, it works great for any company that has a traditional (funnel) sales process, since it makes it easier to use this model to drive the options down the funnel and generate real sales and real money
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.
Customer Relationship Management is made so much easier by using Salesforce. I love the ability to move between customer contacts easily and to chatter with my other teammates.
It’s so beneficial to have more industry data and to store it in Salesforce. From comparing my customers, I can make better recommendations as to what practices will be most beneficial and productive for them to use.
I love the integrations that I can use with Salesforce. It will document the communication I’ve had between customer contacts. It also documents tasks for me to complete regarding their implementations. I find it so easy to navigate to find good data.
In Salesforce I can also see the files and contractual agreements customers signed, and I love that it’s easy to find in their profiles. It’s helpful because sometimes my coworkers do not add the files to the google drive folders we use for storing customer facility data, so this is a great backup resource.
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 CMS beats the competition due to UI, user friendliness, support, and ease of use as well as deployment. The entire system and process is simple to understand, has many different places for you to store key information, and is easily implemented at your company. You're getting a trusted brand with reliable customer service. I could not think of using any other program.
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.
Since we are already a Salesforce shop, ROI is amazing since the CMS is already built into the platform. It frees up costs and resources that were spent on other CMS solutions.
There will be some costs involved when converting content away from things like Sharepoint, but the end rewards of platform consolidation will outweigh those costs.
Since it is already integrated into your Salesforce platform, support costs will go down and therefore have a positive ROI impact in that area.
