Salesforce CRM Analytics vs. Visual KPI

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

[Visual KPI is well suited for:] 1. Maintenance or field worker in oil & gas/chemical/ process industry mostly; machines status on the map & functionality for tracing exact location of the machines. 2. Key personnel of the site is always in move within the site/plant; useful for monitoring key performance indicators of the plant 3. KPIs to be built based on multiple data sources as well as integration with ERP tool

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

• The latest user interface makes it easier to use.
• The search function helps find projects quickly.
• It covers a lot of areas of your business so there is intrinsic value to how robust it is.

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

• Intelligent prediction & AI
• Deep integration is limited to OSISoft's PI AF; bit time consuming for large integration for other historians > mapping hierarchy
• Template to create Apps like OEE, Cycle time etc for rapid deployment

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

1. At large it was successful implementation. - [Users] are empowered to find out performance measures easily - issues like machine downtime, trend analysis, location specific downtime information, roll out functionalities, up time of the machines or area, alert based on run hour of the machines/ pumps, manual data entry to capture reason code for any downtime

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

1. Online documentation 2. How to do videos 3. Very supportive customer support 4. Excellent & user centric sales team

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

Most of these products serve as the master source for managing data, but they all seem to have their own focus for what kind of data and metrics they monitor, visualize and analyze. I think Visual KPI holds its own against the competition because it serves so many purposes for so many departments at your organization.

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

• Duration to realize the benefit is less
• OpEx requirement is steady since system is very robust
• Minimum to no training required for users; VisualKPI is very intuitive

Incentivized