Salesforce CRM Analytics vs. Toad Data Point

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

Appropriate for general querying and some DBA work. It's the universal least-offensive solution for most environments - not best of breed, but not subject to unusual/extensive requirements. It just works. On the other hand, some functionality (e.g. data import/export, snippets) are perfunctory and minimal and seem to be either difficult or impossible to automate. If you need to streamline those operations, you'll be forced to rely on third-party solutions that mostly work on top of (instead of with) TOAD.

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

• Export data into excel.
• Export data into excel using a pivot table functionality.
• Navigation between windows is intuitive and easy to understand.
• Good for SQL novices and experts alike.

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 workflow is a relatively new feature. Quest is adding additional functionality and the workflows are useful now.
• Would be nice if the 'Automate' feature was a bit easier to use.
• Would be nice if some of the SQL Editor features in the traditional interface worked better in the new workflow interface (although, these are being fixed with each release).
• Would be nice if there were fewer releases.

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

I find Toad Data Point easy to use for both the novice and the experienced business analyst. If all you desire is to access data and create spreadsheets...this is a snap. Toad Data Point actually has cool data analysis features built into it. The newer workflow interface makes automating steps a snap

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

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

Although Toad and UltraEdit are both great products, from an SQL standpoint Toad is a much better editor and troubleshooter.

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

• It is the least common denominator - not particularly optimized for our environment or workflows.
• Hangs or slowdowns add anywhere from 5% - 7% for projects utilizing large/complicated data setts. (This could be due to other IT-imposed constraints and not entirely due to TOAD.)
• Trying to perform some operations requires reading documentation and experimenting in order to figure out the TOAD-specific approaches and commands.
• It just works (when we understand it). Updates don't break things and things don't suddenly start behaving differently. Best of all, we don't mysteriously lose functionality.

Incentivized