Salesforce CRM Analytics vs. Sigma Computing

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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We were able to set up client-facing embedded reports with ease and security. The interface is not difficult to learn, although we may not be aware of or lack the necessary expertise to utilize more advanced features that would likely benefit us.

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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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• Allows end users to easily dive into the data without having direct access to the table in our database management software.
• Can easily turnaround dashboards that are detailed and visually pleasing.
• Sigma is intuitive and as new features are rolled out it is easy to adopt and incorporate them into new and existing dashboards.

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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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• Sigma Computing does not allow custom ordering of pivot fields in pivot tables easily
• Sigma Computing lacks functionality for creating tables or sections that dynamically adjust to the browser window's height while maintaining a fixed height textbox at the bottom
• Sigma Computing does not provide straightforward options for formatting totals in tables, such as renaming 'Total' to 'Average', 'Team Total', etc
• Sigma Computing does not support searching by individual tab names within a workbook

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Sigma has helped us a lot and has become an integral part of our daily workflow. It would be difficult to switch to another platform and have to rebuild the numerous metrics and performance reports that we have already established

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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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It has a clean and modern interface. However, it is not completely intuitive. I think it would be better and easier to navigate with more Windows style drop down menus and/or tabls. There is a significant learning curve, but that may be due in part to the technical nature of this type of software tool.

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Yes, as long as you don’t conduct user error sigma is always up and running and waiting for you to complete your dashboards

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It depends, it loads quickly for smaller dashboards but when loading larger amounts of data it takes more time to do so

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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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They are very friendly and informative. They are quick in resolving our queries and help us understand very minute things as well. They are quick in creating feature tickets based on our custom requirements, and they would also create a bug ticket if there is any discrepancy and get that checked on time.

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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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Was not involved in implementation

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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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With Looker, to be effective, a substantial amount of coding & modeling needs to happen in LookML. Being another language to learn, users have to context switch again from at a minimum either SQL or Python into LookML. The concept of being able to source control, code review, and deploy your models is a plus though.

Tableau is the gold standard for data visualization, no question. Power users will be able to create dazzling content that Sigma won't necessarily be able to easily match. However, since development usually happens via an extract, helping other users troubleshoot is an arduous process. Trying to re-do or un-do all the transformations and calculations that cause a certain number is very difficult.

With Sigma, all the queries happen directly against Snowflake and you can see the query logs. The data modeling happens right in a tabular, spreadsheet-like manner, so within only a few minutes, substantial transformations can happen, with visualizations just a few more clicks away.

It is a cloud service offering that is able to expand based on your usage

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• 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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• Monitoring health of cloud platform has allowed the company to anticipate issues before they affect customers – Sigma prompted us building a canary monitoring process that provides customer container health.
• Customer success has used an activity report to discover customers running runaway processes that they were unaware of, creating an alert to contact the customer and prevent an embarrassing situation.
• Customer success uses the activity report to prompt conversations regarding increases or declines in behavior that led to increasing contract limits or addressing churn concerns.

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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