Salesforce CRM Analytics vs. TapClicks

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.

Incentivized

For advertising agencies and marketing departments looking to aggregate and consolidate marketing, advertising, and website analytics performance data into one centralized platform, TapClicks is a market-leading solution. TapClicks provides customizable modules, charts, and graphs to make visual sense of your data. TapClicks is designed for organizations that are trying to import reporting data across multiple marketing, advertising, and web analytics platforms. It probably does not makes sense to license TapClicks if you are just getting started with your digital marketing and are only utilizing 1 or 2 third-party platforms that TapClicks has an API connection with, it's probably premature for your organization to invest in TapClicks.

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

• Customizable dashboards: these are easy to set-up and manage and tell a powerful story. We appreciate that they can be exported.
• Import Wizard: it's very important that we are able to include custom data points in our reports through the Import Wizard. After a short learning curve, we are not importing data on a weekly basis for a comprehensive report that not only shows marketing trends, but the business results too.
• Groups and Clusters: The ability to manage client groups and clusters has been vital to how we report out to the client.

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

• The support team sometimes isn't very responsive, and I can go a week without hearing from the TapClicks team on an open issue.
• I would love to have the categories feature enhanced so that I could combine several services, and be able to break out reporting by the flights/adgroups/lineitems within those services.
• I would love for the custom dashboards that are created to be integrated into reporting so that, for example, I could use the Categories dashboard as the title page of an exported report.

Incentivized

TapClicks is a must have for our agency clients

Incentivized

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.

Incentivized

TapClicks provides an array of on-demand training videos coupled with account management support to help your organization get up and running. That being said, TapClicks integrates with hundreds of marketing, advertising, CRM, and website analytics third-party platforms, so depending on how many integrations you want to activate, it can be a steep learning curve. Overall, we like the usability of the product.

Incentivized

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.

Incentivized

Our organization experienced a very thorough onboarding process that helped us get up and running with TapClicks. It's pretty easy to integrate or "connect" with other platforms. We have developed a long-term relationship with our Account Manager at TapClicks and we really value her support. In today's world, most technology companies change your Account Manager seemingly almost every year, but that has not been the case with TapClicks.

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

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.

Incentivized

The companies I interviewed are either limited in the number of APIs built with the data source, especially with DFP. Some of them charge us cloud storage fees. TapClicks came in with enthusiasm and so far they have helped us jump start the building of dashboards for our clients.

Incentivized

• 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

• Greater efficiencies in providing reports to our clients
• Great reporting features to sell when we're trying to close new business as an agency
• Ability to resell and add margin to our investment
• Automated reporting for our clients which saves our team time

Incentivized