Salesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
$125
per month
Winshuttle
Score9.2 out of 10
N/A
Winshuttle is an SAP-focused data management and robotic process automation platform. It is designed to enable the building and adaptation of Excel and SharePoint-based interactive forms and workflows for SAP without programming.
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.
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
Winshuttle is well suited to help any company who has data that needs to move from SAP to 'somewhere'. The output file can be Excel, Text, or Access. Query has been greatly expanded in its ability to use SQL statements directly in the product at the 'pre-download' point. For example, you want to have one column do calculations on the data that is being pulled out of SAP via the Query and placed in a specific cell - this can be done - right in the Query script and the result will be produced in your receiving Excel file. I have another small scenario I call 'On the fly" uses. When our asset team had to change their depreciation on a very large number of assets mid-year, Winshuttle Transaction was very helpful. The update would have taken DAYS and lots of shredded nerves to update.
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
"Training" I feel Winshuttle was extremely easy to learn' my team and I went to a week long training class on the uses of the software upon finishing the course we all became internal (company) support as well as expert functional users.
"Ease of use" once a user learns the basics processes of the software it is functionally very easy to use and if there are problems with in the processing that cannot be supported internally Winshuttle community and support quickly helped clear up those issues, "if they occurred"
"Processes data FAST" once the transaction is mapped and recorded the user can move through (process) large amounts of data very quickly, saving lots of time by eliminating manual steps.
"Data Error Correction" through the transactional processing of large amounts of data, nothing is ever perfect, usually during data migration process if a single line fails the process stops, the correction is made to the data and the process starts all over again. Winshuttle data migration process doesn't stop it will provide a list of exceptions upon completion of the data load. It does this by only processing the "good" data and when bad data is encountered it is skipped and an error message is created and added to the data sheet. With this process the user now only has to worry about exceptions that didn't load and also knows why the line failed so making correction are easier and faster.
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
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.
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
The use of Winshuttle is particularly helpful with systems where data volumes are always very high. If data volumes are not an issue, the use of Winshuttle for cut-over activities might not result in a significant perceivable difference in time savings.
For businesses and sectors that rely on business processes that are complex and tedious with a lot of manual interventions, Winshuttle comes in real handy. However, in situations of fairly straightforward business cases, it would be hard to see perceivable gains from the use of Winshuttle.
At times, the use of complex business process with multiple fields from one transaction needs to be fed into the next for further processing, if the screen sequence changes based on each set of information, the processing could fail. However, these could be overcome by grouping similar screened transactions into one chunk and others into another.
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
Fantastic tool and honestly the best out there for the particular need. I cannot think of any reason we wouldn't renew as it truly offers the perfect solution to what is often a supremely difficult process. Also, I believe that from a cost perspective it is quite agreeable given the amount of benefit/ROI received
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
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.
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
- I have used Winshuttle Transaction and Direct and the interface is simple, intuitive and easy to understand. - Not much technical knowledge of SAP is required before loading the data. - Data can be loaded for any sheet of an Excel spreadsheet - Output messages from Winshuttle are very clear and can be used to as an input to other data loads that use these output data
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
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.
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
The winshuttle staff are some of the best in the business. I have been working with them for several years and always have had a positive interaction. There support staff are very knowledgeable. There product managers are very supportive as well and always open to hear feedback on how you like the product and any gaps that you would like to find a solution to better improve the products.
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
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
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
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.
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
Winshuttle works better with SAP than UiPath does in terms of performance and stability. The time to deploy a Process in Winshuttle is faster and less complex. It doesn't require coding skills as much as for UiPath. Winshuttle excels in batch input operations and also has a useful query reporting tool.
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
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.
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
