Salesforce CRM Analytics vs. ThoughtSpot

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

It is well suited when the same data is consumed by many different people with different analytics and visualization requirements because, if you have the data available in ThoughtSpot, every user can prepare different views. Also, it is a good reporting tool, you can get rid of slides if you have a good dashboard prepared, gaining flexibility and agility.

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

• Beautiful visualizations. The visuals are distinct, clean, and easy to discern from one another.
• Intelligent querying functionality. When looking to manipulate the data, the search function makes it easy to manipulate the features in the data, along with aggregating them in the way you'd like.
• Embedding! It has been a smooth process thus far for our product & technical teams to work with ThoughtSpot and bring it into our product.

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

• It would be great if ThoughtSpot can add the feature to filter by clicking on visualizations. i.e if I click on a particular data point in the chart if the full dashboard can filter just for that particular data point.
• Color coding the heatmap with different colors like green to orange to red.

Incentivized

I give it just waiting because passport is brilliant and it has helped our organisation In advancing to the next stage in the age of AI. It has allowed or non-tech people to better service and clients in a cost-effective way. George port has allowed us to create new products for us and for our clients increasing our revenue streams and reducing clients churn

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

The rating is because of the ease of use of the interface as it has a no code interface that makes it easy to setup data pipelines without extensive programming. Cloud native integration: It integrates seamlessly with cloud based data warehouses. Automated data loading, Scalability, Cost Effective, Transformations, Data Governance and security.

Incentivized

it's available unless there is a server or system update etc. sometimes the timing of this is bad (for example during a month end close)

Incentivized

It does what it is supposed to. Would be nice to have a bit more insights

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

I give it this meeting because the team is not only help able to help us in the current solutions but also amazing and taking feedback and feeding it back to their development team which includes more products and features into ThoughtSpot

Incentivized

inhouse in-person training. Took a bit to long to get the basics.

Incentivized

poor instructions

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

Understand use case and model and design accordingly

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

We also explored Tableau Ask Data. Tableau is our standard for BI in our organization. We want to use the smallest amount of tools in our company to have the best adaption. ThoughSpot will fill a few gaps that we have with our current set up and will also enhance out offering for our employees in the transition of being more data driven within in near future

Incentivized

Because it is very reliable, inside the situation, we need strong internet connection to access a lot of data but easily never had any downtime except during the upgrades

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

• Time to market ROI is massive vs hiring the full-time dedicated team to build and maintain a frontend multi-tenant SaaS data viz product.
• It will be interesting to see over time how the advanced features play out in terms of usability and end value, such as Natural Search, which we are very excited about, and the machine learning tools.

Incentivized