Tableau CRM vs. Cyfe, by Traject

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Tableau CRM
Score 8.3 out of 10
N/A
Tableau CRM (formerly Einstein Analytics) from Salesforce 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
Cyfe
Score 8.8 out of 10
N/A
Cyfe is all-in-one dashboard software for analyzing data from online services like Google Analytics, Salesforce, AdSense, MailChimp, Amazon, Facebook, etc, from Traject.
$29
Monthly or Annually
Pricing
Tableau CRMCyfe, by Traject
Editions & Modules
No answers on this topic
Solo
$29
Monthly or Annually
Pro
$49
Monthly or Annually
Premier
$89+
Monthly or Annually
Agency
$150
Monthly or Annually
Offerings
Pricing Offerings
Tableau CRMCyfe
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Features
Tableau CRMCyfe, by Traject
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Tableau CRM
8.5
46 Ratings
4% above category average
Cyfe, by Traject
6.9
27 Ratings
17% below category average
Pixel Perfect reports8.639 Ratings6.817 Ratings
Customizable dashboards7.646 Ratings5.027 Ratings
Report Formatting Templates9.244 Ratings9.120 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Tableau CRM
8.0
47 Ratings
1% below category average
Cyfe, by Traject
8.5
25 Ratings
5% above category average
Drill-down analysis7.746 Ratings8.715 Ratings
Formatting capabilities8.446 Ratings8.120 Ratings
Integration with R or other statistical packages6.835 Ratings10.09 Ratings
Report sharing and collaboration9.044 Ratings7.025 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Tableau CRM
8.5
45 Ratings
2% above category average
Cyfe, by Traject
9.2
22 Ratings
10% above category average
Publish to Web9.335 Ratings10.014 Ratings
Publish to PDF8.942 Ratings10.020 Ratings
Report Versioning8.541 Ratings6.89 Ratings
Report Delivery Scheduling8.038 Ratings10.016 Ratings
Delivery to Remote Servers7.732 Ratings9.04 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Tableau CRM
8.4
43 Ratings
4% above category average
Cyfe, by Traject
8.9
18 Ratings
10% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)8.640 Ratings8.017 Ratings
Location Analytics / Geographic Visualization8.938 Ratings8.614 Ratings
Predictive Analytics7.540 Ratings10.08 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Tableau CRM
8.4
46 Ratings
2% below category average
Cyfe, by Traject
8.6
21 Ratings
0% above category average
Multi-User Support (named login)8.744 Ratings10.020 Ratings
Role-Based Security Model8.144 Ratings6.314 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.140 Ratings8.416 Ratings
Single Sign-On (SSO)8.639 Ratings9.76 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Tableau CRM
6.6
43 Ratings
19% below category average
Cyfe, by Traject
9.3
19 Ratings
15% above category average
Responsive Design for Web Access7.341 Ratings9.418 Ratings
Mobile Application6.032 Ratings10.05 Ratings
Dashboard / Report / Visualization Interactivity on Mobile7.237 Ratings7.713 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Tableau CRM
7.3
31 Ratings
8% below category average
Cyfe, by Traject
8.4
6 Ratings
6% above category average
REST API7.329 Ratings8.64 Ratings
Javascript API7.927 Ratings10.02 Ratings
iFrames6.923 Ratings10.04 Ratings
Java API7.926 Ratings10.02 Ratings
Themeable User Interface (UI)8.526 Ratings5.94 Ratings
Customizable Platform (Open Source)5.125 Ratings5.83 Ratings
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Tableau CRMCyfe, by Traject
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User Ratings
Tableau CRMCyfe, by Traject
Likelihood to Recommend
7.0
(47 ratings)
8.0
(29 ratings)
Likelihood to Renew
-
(0 ratings)
9.4
(9 ratings)
Usability
7.6
(6 ratings)
7.0
(3 ratings)
Support Rating
7.7
(6 ratings)
10.0
(2 ratings)
Implementation Rating
6.0
(1 ratings)
10.0
(1 ratings)
User Testimonials
Tableau CRMCyfe, by Traject
Likelihood to Recommend
Salesforce
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
Read full review
Traject
Cyfe might be for you if you are looking for a cost-effective way to display all of your marketing metrics in one place. If you are looking for a detailed, fine-tuned, niche, or extremely specific metrics, this might not be the best solution. Cyfe is good for a general health check-up of marketing, but not a finely tuned examination.
Read full review
Pros
Salesforce
  • 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.
Read full review
Traject
  • Has preset metric groups that pull similar stats together in one "bucket" saving you the time of setting up each stat-line one by one
  • Allows you to easily adjust the timeframe for what stats you want to see, so you can find YOY stats or just last month's stats rather quickly
  • Colored visualizations of stats make it easy to notice when campaigns are taking off
Read full review
Cons
Salesforce
  • 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.
Read full review
Traject
  • I'd love to see additional functionality to customize colors. The light/dark option is very nice, but a little more flexibility in the colors would go a long way, especially if it was possible at the dashboard level rather than just the account level. Along the same lines, being able to customize the charts a little more, for example being able to show an x-axis on single data type graphs, could make them easier to read in some cases.
  • Being able to choose to report on converted clicks or conversions in AdWords would be helpful.
  • Needs the ability to show the date range on the shared URL dashboards. Would be even better if the date range was adjustable on that view, too.
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Likelihood to Renew
Salesforce
No answers on this topic
Traject
It has become a part of our internal tools so unless a competitor comes out with similar functionality as a similar price point it is unlikely that we would not renew. One area that would cause us not to renew would be if a competing service came out with more third-party integrations that match our needs. Price at this point is no longer an issue as it would allow us to automate a somewhat manual process that we have now connecting Cyfe widgets to Google Sheets.
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Usability
Salesforce
Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
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Traject
I gave it a rating of 7 because it does a good job at what it does, but there are missing that are missing which I would have benefited from. For instance, if I was able to drill down more on the specific metrics I was able to see, that would have been helpful.
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Support Rating
Salesforce
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
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Traject
Because I had a very minor question and I was able to speak directly to the founder through LinkedIn and through email. I know that as they grow this may not always be an option but the fact that he made himself available to answer my questions said a lot about his passion for the product.
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Implementation Rating
Salesforce
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
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Traject
Cyfe is a 15 minutes implementation, then some time to get your data sources created. This is an easy one person job that will not result in down time or unnecessary wasted man hours.
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Alternatives Considered
Salesforce
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.
Read full review
Traject
The Salesforce dashboard is comparably flexible and intuitive, but designed more to its internal CRM focus. SumAll shares the social media dashboard capabilities, but lacks all others. Its interesting feature is side-by-side graph analysis for cross-channel performance. Cyfe might borrow from SumAll's default weekly email summary of performance from the dashboard, but implementation could be too complex. Nuvi dashboard is exclusively for social media marketing, but lacks Cyfe's flexibility for third party integration and window customization settings.
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Return on Investment
Salesforce
  • Absolutely a must-have tool if you are working on saving project
  • Create a centralized database to track project target across region
  • Easily create chart to showcase data / performance
Read full review
Traject
  • Cyfe allows us to provide real time data to our clients
  • Cyfe allows us to provide detailed analytics to our clients showing actual results
  • Cyfe reduced our need to provide monthly "reports" to our marketing clients
  • Cyfe allows us to have better situational awareness and know what is going on throughout our multiple organizations
Read full review
ScreenShots