Likelihood to Recommend 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 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.
Read full review Pros 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 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. Read full review Cons 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 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. Read full review Likelihood to Renew 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.
Read full review Usability 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.
Tony Phan Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
Read full review 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.
Read full review Support Rating 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
Read full review Implementation Rating 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
Read full review Yurbi was very simple to implement and the software prerequisites and server requirements were very basic.
Read full review Alternatives Considered 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 Yurbi was overall a better product, highly customizable, more user friendly, and lower priced.
Read full review Return on Investment 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 Tony Phan Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
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