Salesforce CRM Analytics vs. Yurbi

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

The Yurbi Poduct is extremely well suited for organizations looking for a mature Business Intelligence and ad-hoc reporting tool. The strength of Yurbi is that it is highly customizable and can work in various environments.

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

• Yurbi allows us to build customized Dashboards for specific users. Once the initial Dashboard is created, the user themselves have permissions to customize the Dashboard to suit their needs. The flexibility is there for a wide set of users.
• Yurbi product is highly customizable. We looked for a Business Intelligence product for quite some time that could be customized to work with different types of data sets. When we started considering Yurbi, it was evident from the beginning that the product could be customized very quickly to work within our environment and our specific data types.
• The Yurbi product stays a step ahead with the changing market being focused more for the tablet and smart phone user population. As our customers first started to use iPADs and iPhones, it was great to see that an upgraded Yurbi product was readily available for use for the iPAD/iPhone set of users.

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

• While the Yurbi Developer tool is highly mature, there have been cases where building specific complex reports within Yurbi required extensive support directly from the vendor (and even some Yurbi product customizations). It would be great if the Yurbi Developer tool could be slightly refreshed to make it easier for more non-technical users to build more complex reports within Yurbi.
• Over years of usage of the Yurbi product with growing set of available reports to run for users, it's easy to get unorganized in terms of being able to find the correct report to run. It's highly adviseable if future releases of Yurbi began offering features to organize all reports a little better within the product (including an audit trail of reports that users typically run to make it easier for them to go back to the right reports).
• We heavily use the SMTP configuration within Yurbi to set up auto-email notifications to specific set of users with requested reports. At times, the SMTP service becomes unavailable and Yurbi product is unable to send these emails to the users. Besides not receiving the email, it's easily evident that the SMTP service connection failed. It would be great if future versions of the Yurbi product would alert the user of the failed SMTP connection on initial Yurbi login so the administrator becomes aware of the issue and can take action to resolve the problem.

Incentivized

The Yurbi product has been perceived very well by our customers. They have continued to use it for years and the user population has only expanded. Customers love the flexibility and large set of Dashboards and reports that can be made available within the product quickly and efficiently.

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 Yurbi product is incredibly easy to use and very intuitive for the user. The environment is highly customizable to the user's own preferences which is the best part.

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

Yurbi was very simple to implement and the software prerequisites and server requirements were very basic.

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

Yurbi was overall a better product, highly customizable, more user friendly, and lower priced.

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