Salesforce CRM Analytics vs. Supermetrics

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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If you are looking to pull and aggregate data from multiple sources for reporting or analytics, Supermetrics is the best option for connecting those data sources into a single table. Supermetrics is less beneficial if you report on a single data source or do not need to aggregate your data into a single source.

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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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• Supermetrics is easy to use, the ui is helpful for creating queries.
• Supermetrics allows to run the created queries on triggers.
• Supermetrics allows to connect with different data sources like Google analytics etc .,
• Supermetrics sends alert on the failure of queries to the desired email address

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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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• Sometimes I have to refer to the website to find which metrics are what - the names aren't always the same as the platform calls them.
• No public data for LinkedIn.
• Definitely requires knowledge on how to use Google Data Studio.

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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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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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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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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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Supermetrics is better because of its ease of use and it mirrors most of the metrics on ad platforms. For some similar reporting platforms, metrics are often called something slightly different or are not able to pull the same data as presented on the ad platform; Supermetrics is the closest you'll get to exact data alignment.

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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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• Positive! Supermetrics helped us transition into Google Data Studio as our monthly reporting system.
• Savings! We saved money by switching our reporting to Google Data Studio + Supermetrics.
• Time! We save a lot of time on our monthly reports thanks to Supermetrics.

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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