Salesforce CRM Analytics vs. SAS Viya vs. Tableau Desktop

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.

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SAS Advance Analytics is well suited for data that is visual. Data where you want to see multiple graphs and models are good for this software. However, if your data is more descriptive this may not be the best program. SAS is well suited for data where you need to make comparisons on the feasibility of two different programs. Data that can be compared is perfect for this software.

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The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).

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• 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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• SAS is can be used as query builder tool which can automate a lot of excel process.
• There are variety of statistical options available that tie up good visual analytics.
• There are inbuilt models available for different operations which doesn't require any coding and are easy to run.

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• An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
• Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.

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• 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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• SAS Analytics does not have very good graphic capabilities. Their advanced graphics packages are expensive, and still not very appealing or intuitive to customize.
• SAS Analytics is not as up-to-date when it comes to advanced analytical techniques as R or other open-source analytics packages.

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• Pricing should be more user-friendly and usage-driven
• Making edits to the production reports is fairly tough and has a vast scope of additional capabilities
• Tableau Desktop should be able to differentiate itself from the Tableau server else there is no major meaning of two different products being offered

Not only does SAS become easier to use as the user gets more familiar with its capabilities, but the customer service is excellent. Any issues with SAS and their technical team is either contacting the user via email, chat, text, WebEx, or phone. They have power users that have years of experience with SAS there to help with any issue.

Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.

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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.

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If SAS Enterprise Guide is utilized any beginning user will be able to shorten the learning curve. This is allow the user a plethora of basic capabilities until they can utilize coding to expand their needs in manipulating and presenting data. SAS is also dedicated to expanding this environment so it is ever growing.

Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.

SAS probably has the most market saturation out of all of the analytics software worldwide. They are in every industry and they are knowledgable about every industry. They are always available to take questions, solve issues, and discuss a company's needs. A company that buys SAS software has a dedicated representative that is there for all of their needs.

When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.

Although nothing is perfect, SAS is almost there. The software can handle billions of rows of data without a glitch and runs at a quick pace regardless of what the user wants to perform. SAS products are made to handle data so performance is of their utmost important. The software is created to run things as efficiently as SAS software can to maximize performance.

Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast

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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.

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SAS is generally known for good support that's one of the main reasons to justify the cost of having SAS licenses within our organization is knowing that customer support is just a quick phone call away. I've usually had good experiences with the SAS customer support team it's one of the ways in which the company stands out in my view.

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Tableau support has been extremely responsive and willing to help with all of our requests. They have assisted with creating advanced analysis and many different types of custom icons, data formatting, formulas, and actions embedded into graphs. Tableau offers a weekly presentation of features and assists with internal company projects.

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SAS has regional and national conferences that are dedicated to expanding users' knowledge of the software and showing them what changes and additions they are making to the software. There are user groups in most of the major cities that also provide multi-day seminars that focus on specific topics for education. If online training isn't the best way for the user, there is ample in-person training available.

It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.

There are online videos, live classes, and resource material which makes training very easy to access. However, nothing is circumstantial so applying your training can get tricky if the user is performing complex tasks. When purchasing software, SAS will also allocate education credits so the user(s) can access classes and material online to help expand their knowledge.

I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems

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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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Ask as many questions you can before the install to understand the process. Since a third party does the installation your company is sort of a passanger and it is easy to get lost in the process. It also helps to have all users and IT support involved in the install to help increase the knowledge as to how SAS runs and what it needs to perform correctly.

Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.

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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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SAS was the incumbent tool, and what the team knew. We did look into using Revolution Analytics enterprise version of R, but the learning curve on that caused us to stick with SAS. In my current position, I've opted for WPS over SAS. I can still leverage my SAS experience, but the price is about 15% of what SAS charges, with extra functionality, such as direct database access. I can supplement WPS with free software, such R for anything that it might be missing.

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I have used Power BI as well, the pricing is better, and also training costs or certifications are not that high. Since there is python integration in Power BI where I can use data cleaning and visualizing libraries and also some machine learning models. I can import my python scripts and create a visualization on processed data.

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It all depends on the type of SAS product the user has. Scaleability differs from product to product, and if the user has SAS Office Analytics the scaleability is quite robust. This software will satisfy the majority of the company's analytic needs for years to come. In addition, if SAS is not meeting the users needs the company can easily find SAS solutions that will.

Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.

• 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.

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• SAS is pretty expensive, so a company would need to take that into consideration before purchasing a license.
• A lot of companies are now starting to use SAS Advance Analytics, it is great for sharing data between departments.
• Presentations come out better when using SAS, and estimates are more precise to the confidence interval.

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• Tableau was acquired years ago, and has provided good value with the content created.
• Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
• Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.

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