Salesforce CRM Analytics vs. Spotfire vs. Tableau Desktop

If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.

Incentivized

Spotfire was used to look at a large data set of an in process manufacturing step. The data visualization was set up to look at yield as a function of several inputs (chemical / equipment / operator). After only a short analysis it was immediately obvious that there was a 5% yield discrepancy based on the operator using the equipment. The operators were retrained and the yield gap was eliminated.

Incentivized

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).

Incentivized

• 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.

Incentivized

• It has the best coding integration (python, R) of any BI product
• The ability to work with very large datasets (10 mil+) is better than competitors
• Export options are more complete and have better functionality
• The data canvas is the best tool to join and transform data vs. competitors

Incentivized

• The Visualizations graphics are really good and the color options help in designing attractive charts. They help to convey more information and can be made interactive.
• You can add filters with offer you to plug and play with values and understand different outcomes.
• You can drag and drop options while creating charts and dashboards. also it is a very fluid layout.

Incentivized

• 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.

Incentivized

• They should have a lower price point for users to access the analyst version who don't require advanced capabilities. For example, a lower price if users just need to do some basic slicing and dicing with their data and not have to the data science functionality (ie. K-means clustering, regression modeling, classification modeling, etc.).
• Currently, you can't change the font type/color on the axis, which I'm sure will eventually be available in the future as they have a Spotfire Ideas portal that they're fairly responsive to and act on. I guess at the end of the day, it's about the data and what insights you get from it.

Incentivized

• Formatting the data to work correctly in graphical presentations can be time consuming
• Daily data extracts can run slowly depending on how much data is required and the source of the data
• The desktop version is required for advanced functionality, editing on [the] Tableau server allows only limited features

Incentivized

It's a very powerful tool that allows for a myriad of customizations within the analysis files themselves, particularly with the custom expression functionality. There have been some great strides with the quality of the visualization options (which were not great to begin with) and I hope to see more improvements made as the product gets updated.

Incentivized

Because right now its the best option out there (disclosure: I haven't used Qlikview or some of the other direct competitors of Tableau). The big investment is in Tableau Server not desktop. For the cost of the license of Tableau desktop, its a pretty good deal. You can hook it up to pretty much any data source easily. You can easily share the visualizations with your team/colleagues easily. Tableau Desktop is generally easy to use for business users. But the more advanced stuff is better suited for a analyst or someone with a IT/CS background.

Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.

Incentivized

Basic tasks like generating meaningful information from large sets of raw data are very easy. The next step of linking to multiple live data sources and linking those tables and performing on the fly analysis of the imported data is understandably more difficult.

Incentivized

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.

Even though, it's a rather stable and predictable tool that's also fast, it does have some bugs and inconsistencies that shut down the system. Depending on the details, it could happen as often as 2-3 times a week, especially during the development period.

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.

Generally, the Spotfire client runs with very good performance. There are factors that could affect performance, but normally has to do with loading large analysis files from the library if the database is located some distance away and your global network is not optimal. Once you have your data table(s) loaded in the client application, usually the application is quite good performance-wise.

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

Incentivized

I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread

Incentivized

Support has been helpful with issues. Support seems to know their product and its capabilities. It would also seem that they have a good sense of the context of the problem; where we are going with this issue and what we want the end outcome to be.

Incentivized

The Tableau Desktop's support team has been very helpful and tend to response very quickly. After all you have paid very premium price for the product and it goes to the services. This makes using the tool much easier for these who doesn't have such experience to get help quickly.

Incentivized

The instructor was very in depth and provided relevant training to business users on how to create visualizations. They showed us how to alter settings and filter views, and provided resources for future questions. However, the instructor failed to cover data sources, connecting to data, etc. While it was helpful to see how users can use the data to create reports, they failed to properly instruct us on how to get the dataset in to begin with. We are still trying to figure out connections to certain databases (we have multiple different types).

Incentivized

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.

The online training is good, provides a good base of knowledge. The video demonstrations were well-done and easy to follow along. Provided exercises are good as well, but I think there could be more challenging exercises. The training has also gone up in price significantly in the last 3 years (in USD, which hurts us even more in Canada), and I'm not sure it is worth the money it now costs (it is worth how much it cost 3 years ago, but not double that.)

Incentivized

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

Incentivized

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

Incentivized

The original architecture I created for our implementation had only a particular set of internal business units in mind. Over the years, Spotfire gained in popularity in our company and was being utilized across many more business units. Soon, its usage went beyond what the original architectural implementation could provide. We've since learned about how the product is used by the different teams and are currently in the middle of rolling out a new architecture. I suggest:

• Have clearly defined service level agreements with all the teams that will use Spotfire. Your business intelligence group might only need availability during normal working hours, but your production support group might need 24/7 availability. If these groups share one Spotfire server, maintenance of that server might be a problem.
• Know the different types of data you will be working with. One group might be working with "public" data while another group might work with sensitive data. Design your Library accordingly and with the proper permissions.
• Know the roles of the users of Spotfire. Will there only be a small set of report writers or does everyone have write access to the Library?
• ALWAYS add a timestamp prompt to your reports. You don't want multiple users opening a report that will try and pull down millions of rows of data to their local workstations. Another option, of course, is to just hard code a time range in the backing database view (i.e. where activity_date >= sysdate - 90, etc.), but I'd rather educate/train the user base if possible.
• This probably goes without saying, but if possible, point to a separate reporting database or a logical standby database. You don't want the company pounding on your primaries and take down your order system.

Time needs to be spent ahead of implementation to make sure data sources are set up and ready. Consultants need to understand the data sources and the goals before setting foot on-site. Installation is easy, learning to use it takes time. The training resources available are great.

Incentivized

We had homegrown systems before this, so it wasn't necessarily like a competitor or something else. It was all homegrown systems that we did. It was all Siebel based, so very old CRM system that we kind of did a new user interface on top of. But nothing real recently that we've evaluated or compared against other than the homegrown system. It's night and day. We actually have analytics behind that integrated into the platform itself as opposed to before we had data warehouses and data storage of those platforms, but it wasn't anything that we could truly analyze within the ecosystem itself. It was always having to take it out into a separate database, running through different tools, whether it's Power BI or Tableau or something else to get those analytics in a more manually.

Incentivized

Spotfire is appropriate for every organization of any size because it can be a recipient of data for better decision-making. Being a robust development platform for creating reports and dashboards, creating a new Spotfire dashboard is relatively simple. Developers can create highly customized dashboards using the tools it provides. I will recommend this software to others

Incentivized

Tableau Desktop is clearly one of the best in the business. It has incredible capabilities, and many features are extremely useful. The intuitiveness of the dashboards and the graphical nature of the visualizations are widely used features and super helpful. One of the other benefits is that both programmers and non-programmers can equally explore and create their own opportunities, and seamless integration is possible.

In an enterprise architecture, if Spotfire Advanced Data services(Composite Studio),data marts can be managed optimally and scalability in a data perspective is great. As the web player/consumer is directly proportional to RAM, if the enterprise can handle RAM requirement accomodating fail over mechanisms appropraitely, it is definitely scalable,

Incentivized

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.

Incentivized

• Spotfire really helped a lot of people in terms of analysis. It eliminates data analysis in excel. Because even underlying data you can explore it in Spotfire.
• Spotfire helps data analysts to investigate data and also help analysts solve inconsistency of data.
• Spotfire helps data analysts in building great dashboard that provide insights to users to make decisions to drive revenue and manage the churn.

Incentivized

• Easy to share and manage viewer access on a different level to help identify fraud.
• Faster report generation, increased revenue, better decision-making, and data storytelling.
• One-click access to business health and the ability to build/maintain more effective and efficient reports.
• It's easy to share and even manage access to viewers on a different level, and reports are done in a more visual and storytelling manner.

Incentivized