Salesforce CRM Analytics vs. Sisense for Cloud Data Teams

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

Sisense for Cloud Data Teams is suited so well for our project that works with lots of data and needs some ways to share data internally or externally with our clients. It's very easy to pull out the data from the sense in best and in a suitable format and moreover a huge number of options are available there to represent the data. All features of this Sisense for cloud data teams software can be taken advantage of if you have a team who are well versed in data analytics, data management, and programming.

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

• Rapid deployment of polished T-SQL-based data visualization charts and dashboards. Periscope supports a variety of database technologies, and allows users to write custom queries to display data.
• Included caching to reduce server load.
• Outstanding customer service/support, with expert advice as needed.
• Constant updates and new features.
• Built-in SQL formatters take the pain out of manipulating date/time objects.

• 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

• Include more appropriate updates in their monthly newsletter as opposed to the general overview that doesn't always have the most pertinent information at the forefront.
• There are bugs at times when certain dashboards are down, though not in an overwhelming way.
• If you do not tag something it shows up in multiple views and may be accessible to people that it should not be, though that is a user error it may make sense to prompt for a tag and security setting.

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

If you know SQL or are somewhat data-savvy, you'll feel right at home with Sisense for Cloud Data Teams. However, like most other BI tools, it is a little challenging to use for users that are non-technical. The graphs and charts are very visually appealing, and there's lots of customization and export options.

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

The user interface is just amazing and it's really very easy to use and navigate, even for a newbie. Mostly it provides us the accurate data.

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

Google Analytics works well but it does not have all of the bells and whistles that Periscope Data offers. Google Analytics is best used in a Google environment but if you are using other tools and programs outside of the Google universe, then Periscope Data is a much better option.

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

• Very positive - has allowed us to glean insights quickly and in real time.
• Definitely helpful for evaluating performance of accounts and employees.
• Versatile - we even use it with recruiting metrics, our software team uses it to test feature deployment.

Incentivized