What users are saying about
715 Ratings
2 Ratings
715 Ratings
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Score 8.1 out of 100
2 Ratings
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Score 8 out of 100

Feature Set Ratings

    BI Standard Reporting

    7.9

    Tableau CRM

    79%

    Yurbi

    Feature Set Not Supported
    N/A
    Tableau CRM ranks higher in 3/3 features

    Pixel Perfect reports

    8.3
    83%
    40 Ratings
    N/A
    0 Ratings

    Customizable dashboards

    7.0
    70%
    47 Ratings
    N/A
    0 Ratings

    Report Formatting Templates

    8.4
    84%
    45 Ratings
    N/A
    0 Ratings

    Ad-hoc Reporting

    7.5

    Tableau CRM

    75%

    Yurbi

    Feature Set Not Supported
    N/A
    Tableau CRM ranks higher in 4/4 features

    Drill-down analysis

    7.4
    74%
    47 Ratings
    N/A
    0 Ratings

    Formatting capabilities

    8.0
    80%
    47 Ratings
    N/A
    0 Ratings

    Integration with R or other statistical packages

    6.2
    62%
    36 Ratings
    N/A
    0 Ratings

    Report sharing and collaboration

    8.4
    84%
    45 Ratings
    N/A
    0 Ratings

    Report Output and Scheduling

    7.9

    Tableau CRM

    79%

    Yurbi

    Feature Set Not Supported
    N/A
    Tableau CRM ranks higher in 5/5 features

    Publish to Web

    8.8
    88%
    36 Ratings
    N/A
    0 Ratings

    Publish to PDF

    8.2
    82%
    43 Ratings
    N/A
    0 Ratings

    Report Versioning

    8.0
    80%
    42 Ratings
    N/A
    0 Ratings

    Report Delivery Scheduling

    7.4
    74%
    39 Ratings
    N/A
    0 Ratings

    Delivery to Remote Servers

    7.1
    71%
    33 Ratings
    N/A
    0 Ratings

    Data Discovery and Visualization

    7.8

    Tableau CRM

    78%

    Yurbi

    Feature Set Not Supported
    N/A
    Tableau CRM ranks higher in 3/3 features

    Pre-built visualization formats (heatmaps, scatter plots etc.)

    8.0
    80%
    41 Ratings
    N/A
    0 Ratings

    Location Analytics / Geographic Visualization

    7.9
    79%
    39 Ratings
    N/A
    0 Ratings

    Predictive Analytics

    7.4
    74%
    41 Ratings
    N/A
    0 Ratings

    Access Control and Security

    8.1

    Tableau CRM

    81%

    Yurbi

    Feature Set Not Supported
    N/A
    Tableau CRM ranks higher in 4/4 features

    Multi-User Support (named login)

    8.4
    84%
    45 Ratings
    N/A
    0 Ratings

    Role-Based Security Model

    7.9
    79%
    45 Ratings
    N/A
    0 Ratings

    Multiple Access Permission Levels (Create, Read, Delete)

    7.4
    74%
    41 Ratings
    N/A
    0 Ratings

    Single Sign-On (SSO)

    8.5
    85%
    40 Ratings
    N/A
    0 Ratings

    Mobile Capabilities

    6.4

    Tableau CRM

    64%

    Yurbi

    Feature Set Not Supported
    N/A
    Tableau CRM ranks higher in 3/3 features

    Responsive Design for Web Access

    7.4
    74%
    42 Ratings
    N/A
    0 Ratings

    Mobile Application

    5.6
    56%
    66 Ratings
    N/A
    0 Ratings

    Dashboard / Report / Visualization Interactivity on Mobile

    6.9
    69%
    38 Ratings
    N/A
    0 Ratings

    Application Program Interfaces (APIs) / Embedding

    6.4

    Tableau CRM

    64%

    Yurbi

    Feature Set Not Supported
    N/A
    Tableau CRM ranks higher in 6/6 features

    REST API

    6.6
    66%
    30 Ratings
    N/A
    0 Ratings

    Javascript API

    6.4
    64%
    28 Ratings
    N/A
    0 Ratings

    iFrames

    6.0
    60%
    24 Ratings
    N/A
    0 Ratings

    Java API

    6.4
    64%
    27 Ratings
    N/A
    0 Ratings

    Themeable User Interface (UI)

    7.6
    76%
    27 Ratings
    N/A
    0 Ratings

    Customizable Platform (Open Source)

    5.5
    55%
    26 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Yurbi is rated higher in 3 areas: Likelihood to Recommend, Usability, Implementation Rating

    Likelihood to Recommend

    7.1

    Tableau CRM

    71%
    48 Ratings
    10.0

    Yurbi

    100%
    1 Rating

    Likelihood to Renew

    Tableau CRM

    N/A
    0 Ratings
    10.0

    Yurbi

    100%
    1 Rating

    Usability

    7.4

    Tableau CRM

    74%
    7 Ratings
    10.0

    Yurbi

    100%
    1 Rating

    Availability

    Tableau CRM

    N/A
    0 Ratings
    10.0

    Yurbi

    100%
    2 Ratings

    Performance

    Tableau CRM

    N/A
    0 Ratings
    10.0

    Yurbi

    100%
    2 Ratings

    Support Rating

    7.7

    Tableau CRM

    77%
    7 Ratings

    Yurbi

    N/A
    0 Ratings

    Implementation Rating

    6.0

    Tableau CRM

    60%
    2 Ratings
    10.0

    Yurbi

    100%
    2 Ratings

    Product Scalability

    Tableau CRM

    N/A
    0 Ratings
    10.0

    Yurbi

    100%
    1 Rating

    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

    5000fish

    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

    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

    5000fish

    • 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

    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

    5000fish

    • 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

    Pricing Details

    Tableau CRM

    Starting Price

    $125 per month

    Editions & Modules

    Tableau CRM editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Yurbi

      Starting Price

      $24,000 per year

      Editions & Modules

      Yurbi editions and modules pricing
      EditionModules
      Yurbi24,0001

      Footnotes

      1. per year

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Yurbi's pricing model is simple and predictable. User licenses start at just $495 per year and that includes all the powerful features of our platform. We offer named users, concurrent users, and public view or anonymous report licensing options. We also offer custom/hybrid pricing for vendors looking to OEM Yurbi.

      Likelihood to Renew

      Salesforce

      No answers on this topic

      5000fish

      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

      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.
      Read full review

      5000fish

      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

      Salesforce

      I gave Salesforce Einstein Analytics tool a slightly above average rating of 6. Because its trailhead portal has extensive documentation and use cases around how to implement Salesforce tools and how to master their user interface. But it has limited video or human tutorials. Plus, there is not enough background on web analytics, statistical modeling, artificial intelligence or machine learning. So, a user may struggle when leveraging their dashboard or modeling features. Finally, support documents are focused on learning the tool but don't provide enough context on how to do custom implementation or troubleshoot data integration issues.
      Read full review

      5000fish

      No answers on this topic

      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
      Read full review

      5000fish

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

      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

      5000fish

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

      Return on Investment

      Salesforce

      • Salesforce Einstein Analytics helped lift roi of email marketing campaigns funded by our suppliers or category teams by improving their open and click rates
      • Salesforce Einstein Analytics helped reduce cart abandonments and improved conversion rates of our product campaigns.
      • Salesforce Einstein Analytics was not that effective in improving adoption of AI tools such as chatbot, voice assistant tool or mobile app. Because of lower sample data.
      Read full review

      5000fish

      No answers on this topic

      Screenshots

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