Salesforce Einstein Analytics Reviews

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Reviews (1-25 of 40)

Duncan Hernandez profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
This is mainly part of our initiative to retire our legacy reporting and to get our company to use Salesforce as the one-stop shop for data. We use it for getting raw numbers and just replacing our old reports for now. In the future, we are committing to using this as our full-fledged analytics tool for looking at trends or doing forecasting.
  • For mobile, it is great. The usability on a phone is fluid and the reports look really nice.
  • Customization of the tool on different platforms is very cool. It is very simple to use and even non-developers can use it.
  • Very easy to set up. There were no difficulties with implementation.
  • One thing that I noticed is its data limitations. For very large files, the tool struggles unlike other software like Tableau (which Salesforce owns).
  • Learning curve could take some time because of the product's uniqueness, which is always frustrating.
  • Customization is good, but compared to other data visualization tools like Power BI or Tableau, Salesforce falls short.
For small data sizes and on the go dashboards, this is a great tool and presents reports well. It's a challenge to learn the product, but not as challenging as other data visualization tools out there. Reporting within an existing Salesforce platform is the easiest way to use the tool and I'd recommend it above others reporting on top of Salesforce data.
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Nicholas Farmen profile photo
Score 2 out of 10
Vetted Review
Verified User
Review Source
We used to use Salesforce as our CRM but found it to be very annoying. We much prefer our new solution, SharpSpring, even though it's a much more simple email automation tool. Salesforce just became too complicated for us in our day-to-day. It can address email, CRM, and more, however and is good at what it does.
  • Email opens.
  • Email clicks.
  • Email unsubscribes.
  • Pages visited by a user. This is one is done better by SharpSpring.
  • Simplifying their UI.
  • Allowing for easier integrations with WordPress.
  • Allowing a more collaborative sales space, like JIRA for sales.
The fact that Salesforce is so hard to integrate with WordPress is really the biggest bummer of all the negatives. I also think the UI of other competitors are way more preferred by the people in our organization. I've used Salesforce in many organizations, and that's some feedback that has stood the tests of the past two years.
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Joel Williams profile photo
July 01, 2019

Crystal clear

Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce is being used across the entire organization. This is the main CRM for sourcing and organizing all of the accounts received by the sales team. It lets sales representatives know exactly where they stand in terms of statistics and goals. The main problem it addresses is confusion when it comes to picking up exactly where you left off the day before.
  • Provides a visual breakdown of daily activity
  • Gives detailed analytics to your day to day progress
  • Allows sales representative to see exactly where they stand in comparison to their peers
  • I guess the ability to add color coordination in the bar graphs so it's easier to find your name
  • A better way to solely focus on your progress and cut out everyone else
It is great when we having a contest or having stack rankings. The representative can hit refresh and see exactly where they stand in real time. The ability to change the way information is presented is really nice - pie graph, bar graph, line chart, etc.

It is not as well suited if you are the only person in a specific department and therefore all the data doesn't apply to you.
Read Joel Williams's full review
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Score 7 out of 10
Vetted Review
Verified User
Review Source
this tool is used by our sales, sales management, and sales operations teams to track the progress of our deals and the likelihood of the closing. It helps us determine which deals to prioritize, which ones we have let slip for too long, etc.
  • Insights into what makes up the scoring.
  • Easy to see the view on the apps kanban view.
  • It is not always portraying an accurate description of the deal.
  • Some of the analytics, I am not sure how they can predict a deal's likelihood to close.
Well suited for a company trying to create more predictability with their revenue. Its more accurate the more deals that are analyzed, so not sure how well suited it would be for smaller sales organizations/how accurate it would be.
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Score 9 out of 10
Vetted Review
Verified User
Review Source
We have corporate clients and individual clients we service over time. Who are the most profitable, what size clients are most tailored to our services, where are the clues as to where to develop future markets and clients. With SAC, the results are beautiful and very illuminating
  • Clear and colorful depiction of the data
  • Can present multiple sets of data clearly even on one page
  • And just thrilled they bought Tableau because it just keeps getting better
  • Sometimes lower the volumes of lightning page views
  • Sometimes baffling error messages
I like being able to customize for what I need, sometimes it is dizzying as there are so many possibilities to chart and visualize data, can get overwhelmed. eg, reporting for the sake of reporting, just because you can...But for large sets of data, complex, where you wish to identify trends and opportunities, there is much to mine here.
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Score 5 out of 10
Vetted Review
Verified User
Review Source
Sales uses it primarily to track data. My department used it to track churn.
  • Reporting.
  • BI
  • Data visualization.
  • Limited access.
  • Need a dedicated engineer.
  • Pricey.
I am a fan of Tableau so would always recommend that over other analytics platforms. Like everything with Salesforce, you need a pretty in-depth Salesforce knowledge to be able to get things connected and see what you need to see. In my organization, access was pretty limited as well so there wasn't a lot that I could do on my own.
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Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce Einstein Analytics allows our organization to drive business intelligence insights like never before, paired with artificial intelligence. This allows us to do business in ways previously not imagined. I think the core business problems it addresses are forecasting and understanding our customers better to ensure better service.
  • Analytics
  • Insight generation
  • Artificial intelligence
  • Business predictions
  • Interface
  • Integrations
  • Support
Salesforce Einstein Analytics is a great software to be used in an enterprise setting where digital transformation is necessary. It is one of the latest and best tools out there that will integrate natively with the Salesforce suite of business tools.
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Richard Peterson profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our firm, in the home improvement products industry, sells through multi-channels (big box retailers, electrical distributors, and online retailers). Our diverse sales force needs strong direction or they each will go on their own and develop marketing materials and digital content that does not meet company guidelines. We use Salesforce Analytics Cloud to have a pulse on their activity by account. It helps us manage and DOCUMENT a very difficult process that is fluid on a daily basis.
  • It gives our ELT a snapshot via dashboards so they can see the big picture.
  • It gives our directors in-depth information via dashboards and regularly delivered reports to have a detailed view of what is going on.
  • It gives our managers a task list of things to follow up on to make sure their team members are getting all the detailed tasks done and on time.
  • When we started with SAC we did not realize for it to be effective it would require a FTE to be the administrator.
  • You need an energetic, self-starting person to be the administrator to get the most value out of your investment.
  • You need ELT buy-in to make all parties accountable for their assigned duties.
SAC is well suited for large, diverse sales teams that cover multitudes of different markets and customers and you want to make sure they are all on the same page. It is also important that all of the accumulated knowledge of the entire sales force (that in their minds and on their computers) is gathered and stored in a SINGLE SOURCE location for the company to utilize. If you do not have a master database that is updated constantly the information leaves when the salesman retires or quits.

If you have a small number of salesmen then the cost per license can get high and ELT members question the investment.
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David McCoy profile photo
April 20, 2019

Great!

Score 9 out of 10
Vetted Review
Verified User
Review Source
It helps to be able to see how many sales specific people make in what part of the country. It is a very effective system and I highly recommend it. Most organizations I have spoken to that use it recommend it as well, if you have any questions they will answer those as well.
  • Helps optimize
  • Helps improve productivity
  • Easy to maintain
  • Need more customization
  • Needs better API
Best way to use it is to keep up with sales leads in your company, it gives the best information in graphs and how much the client will help thrive the business. It does give sales team opportunity to compair themselves to other sales team members when they are stumped at how to get the next sale.
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MEGAN BOATWRIGHT profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
Having a very specific role in my company, I struggled to find a reason not to work remotely. That being said, I enjoy that the analytics can be used on my mobile and with just a few clicks I can drill down to a specific marker. This has created ease in my life because, let's be real, not always do I want to bring my laptop with me? The ability and flexibility it provided is top notch
  • You can import other CRM data.
  • It works like a search tool (engine) which allows me to look at all aspects of reporting.
  • Almost anyone can use it ... no special degree or advanced courses are needed to get the information to calculate correctly.
  • Uploading large data can take A LONG TIME!
  • The customization is okay but could use some more enhanced features.
I was tasked to get get some very detailed reporting done 15 minutes before a meeting that I was just invited to. No lie, I was at a very well known coffee shop relaxing and enjoying the day. I whipped out Salesforce Analytics, drilled down and produced (what I considered a B+) report to share with two minutes to spare. Lifesaver!
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Viswam Srinivasan profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source

Salesforce Wave Analytics from Salesforce is optimized for mobile access and data visualization/chart representation.

The Wave mobile app allows our users to work with large data files and create graphs, charts and other pictorial representations of data from them. The platform allows users to drill down into key parts of the business with only a few clicks and little or no training in this data analytics field. That is why we primarily use this in our organization for data massaging and pictorial representation.

  • Integration with other Salesforce.com clouds, including the Marketing cloud and community cloud.
  • Very flashy charts and simple to use pictorial representation.
  • A lot of filters within this and the data can be analyzed and filtered out very easily.
  • Compatible for mobile platforms and Ipads.
  • Agile efficiency is the only thing it needs to improve.
  • Licensing seems like an issue which affects the cost.
  • The ability to connect with all objects in Salesforce makes this kept apart and not able to integrate completely for all tables.
Excels in:
  • Pictorial/graphical/chart representation.
  • Data messaging and filtering.
  • Very much suited for marketing Salesforce to other customers.
  • Smartphones and tablets.
  • Mobile compatibility to make things work faster.
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Pedram Mizani, MD, MHSA profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
Management of daily employee activities, a summary of work performances and setting goals. Identifying inefficiencies in an effort to automate operations where it makes sense to do so.
  • Dashboards are relatively easy to build once you get used to it.
  • Engagement monitoring.
  • The Accuracy of data.
  • Support of Unlimited Edition.
  • Cost is quite high if you don’t immediately begin to customize it to your individual department and even roles.
  • Must have a trusted Salesforce Admin who knows simple coding and setting formula criteria.
  • Not fully functional with Salesforce Classic.
It is well suited for:

  • Using dashboards
  • Engagement monitoring
  • Accuracy of data

It is lacking in the following areas:

  • Cost
  • Coding knowledge required
  • Functionality
Read Pedram Mizani, MD, MHSA's full review
No photo available
Score 7 out of 10
Vetted Review
Verified User
Review Source
Salesforce Analytics Cloud, or Salesforce Wave, is a great BI tool and optimized for mobile access and data visualization, especially if your organization is currently using Salesforce. Our University is currently using Salesforce for Student Relations Management and this tool is great for pulling data and presenting that data in an easy to ingest format in a visually pleasing way. It is used by our Enrollment departments on campus.
  • It has dashboards that, out of the box, can be useful for people who do not want to put in much effort in creating custom dashboards. It also has the ability to customize dashboards so you can add more info and functionality to your dashboards if the need arises.
  • The developers are continually investing in the platform and providing improvements, and listen to customer feedback and feature requests. They regularly update the app and provide more functionality which has been beneficial to our institution.
  • Native integration and natural connection if your organization is already using Salesforce. Super easy to set up and works well with Salesforce. Very smooth and natural when connecting it to your Salesforce instance.
  • Excellent visual experience for presenting data. Users find it so much easier to navigate and view data in a visual way, which allows them to drive their performance in the right directions.
  • Has the ability to pull data not only from Salesforce but from other external systems and databases, making it an all-around BI tool. Mixing data from Salesforce and other third-party systems puts all your data in one place which can easily be ingested by decision-makers and executives.
  • 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.
Salesforce Analytics Cloud is well suited for organizations already using Salesforce and wishes to have all the data from Salesforce and other data sources presented to them in a visually appealing way. Especially organizations that don't want a heavy enterprise BI tool like Microstrategy, and want something a little more lightweight, that has basic dashboards that are ready to be used out of the box with little configuration.
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Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce Analytics Cloud for all of our data analytics. This is our main analytic tool and it is used across multiple departments throughout the company. We have it tied into multiple third-party software such as Marketo, HubSpot, 6connect, etc. It allows us to easily pull reports for any type of data you can imagine. We use the sync between Marketo and Salesforce to easily segment emails based on Salesforce fields.
  • Easy drag and drop report builder. This makes it very easy to pull reports quickly.
  • Easily manage sales cycles. It was very easy to set up the sales cycle with very little help from our devs.
  • Easily manage everything from one place such as social, chat, behavior, etc.
  • Having direct access to client information helps us solve problems quickly. I love how it creates a record. No more going through email chains.
  • It can be confusing when you first start using it due to the many features it offers.
  • Support is lacking. Getting a hold of someone that knows what they are talking about can be a challenge.
  • Sometimes the app can be slow and crash.
Salesforce is well suited in any business environment where it is important to track customers/leads. We have a bunch of sales funnels and Salesforce has been extremely important for us to track how people are flowing through the funnel.

Salesforce is not a tool to directly send emails or create landing pages. It is more of a database for keeping track of leads.
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Score 7 out of 10
Vetted Review
Verified User
Review Source
At our marketing firm we are using several Salesforce products like the Marketing Cloud and Sales cloud. We needed a solution to allow us access to the myriad of data in a mobile friendly way and provide us insights into our key business performance indicators. Choosing Salesforce Analytics Cloud was a no-brainer in that regard. It is used company-wide to access data regarding our marketing clients as well as financial performance.
  • With native integration to the Sales and Marketing clouds, the data exploration and predictive trends become way easier to manage and access.
  • The mobile first design and pre-built dashboards allow the access of data securely from any device.
  • With the power of Einstein discovery we are able to receive contextual answers and recommendations regarding our performance.
  • In our implementation we did not see any major drawbacks in the product. However, the data loading aspect into the software seemed fairly error prone. Once again that might have been an artifact of some incorrect data mapping at our end as well.
I think it's an excellent add-on to the Salesforce suite of online cloud applications.
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Score 10 out of 10
Vetted Review
Verified User
Review Source
We use it to monitor sales growth and improvement. We mainly use Salesforce Analytics to see which changes we have to make to the sales process - which leads are being held onto for too long, etc. This is also helpful to show investors and potential employees, as well. It's a great tool.
  • Money made.
  • Unique leads touched.
  • One-call closes.
  • Could use video.
  • Could use more notifications.
  • Could use a better interface.
It's perfect for startups. It's also perfect for businesses that are starting to use new ideas such as cloud, etc. Companies that maybe have been around for years but are changing the way they do business. This is really helpful when there are small sales teams for different markets and businesses.
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Score 7 out of 10
Vetted Review
Verified User
Review Source
At our cybersecurity firm, we have a wide myriad of solutions being used to provide valuable services to our clients. We have accumulated large amounts of data sets pertaining to our clients and needed a viable technology for building intelligent data-driven metrics. Salesforce Analytics Cloud us offers that capability. It is being used by our sales, marketing, and finance departments.
  • Salesforce Analytics Cloud is designed with a mobile-first approach and offers dynamic visualization over underlying data sets.
  • Salesforce Analytics Cloud comes equipped with lots of external data connectors making it possible to integrate it with numerous back-end data sources.
  • Salesforce uses multi-tenant cloud operations. However, we have seen that certain cloud instances are more performant than others.
This software is ideal for companies that are already leveraging the Salesforce CRM framework. The billing model of monthly payments per user is not very prohibitive either.
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Score 8 out of 10
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Verified User
Review Source
Salesforce analytics is used across all divisions of our company, mainly by product managers, accounting managers, and marketing managers. It’s mainly used to address how successful our salesforce is across regions nationally as well as determining the financial or customer funnel for target growth products and new innovations.
  • Building dynamic tables - you can easily categorize and adjust reports.
  • Creating valuable graphics for key data.
  • Migrating sales or part information from most major POS systems
  • More robust, modern selection of graphics. Specifically, expand the current selection of funnels or create a sub-funnel feature.
  • Ability to dynamically link graphics to data tables realtime
Well suited for tracking sales, customer funnels, segmenting products to analyze trends, and track customer records to determine how they should be tagged internally.
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Score 8 out of 10
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Verified User
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All analysts use Salesforce Analytics Cloud. As an analyst, I create reports either for myself or for stakeholders who request them. It hosts the majority of the data for our organization.
  • The user interface is easy to use. Most people in the organization can get started and use the product after a bit of training.
  • It is easy to share reports across the organization. The site also allows other users to edit and save reports created by others.
  • The report export function is not optimal. Sometimes, it will not export to a specific format.
  • The platform does not allow the advanced user to query directly from the backend database.
Salesforce Analytics Cloud is suited for mid to large organization because most people can get started with little training. It is not suited for a small organization since it requires much more development in the beginning.
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Score 7 out of 10
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Verified User
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Salesforce Analytics will be used across our departments for a myriad of data analysis purposes. It allows us to report on data and see problem points and various informative charts.
  • It is mobile friendly
  • Visually represents massive amounts of data
  • Search based reporting opens up use to the users.
  • It may be too expensive for smaller companies
  • Reports and Dashboards in Salesforce might serve the majority of users needs making Analytics less necessary
It would be well suited for companies with a lot of data that their current analytics tools won't suffice. It allows for more control to be given to the users as well as being rather simple to set up.

It would be less suited for a company that could get by with the reports and dashboard features already in Salesforce.
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Score 9 out of 10
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Verified User
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In our organization Salesforce Analytics is used by marketers and data analysts, and some other colleagues, such as sales sometimes, to login to Salesforce to find or check out some information. We use Salesforce Analytics to gather, store, analyze and manage the data so that we can find insights, make predictions and learn more about our clients, sales and market.
  • Lots and lots of features: Salesforce has it all, any feature you can think of Salesforce Analytics offers.
  • Data visualization: Salesforce Analytics does a great job visualizing the data, it is clean and very easy to understand.
  • Lots of integration options: Almost any analytics software can be easily integrated with Salesforce.
  • Mobile version: I do not like the mobile version at all, it is not adaptive, very hard to operate and even missing some features.
  • User interface: the UI looks a bit old and it is not very user friendly.
  • Too many features: I like that Salesforce Analytics has a lot of features, but for a new user it could be overwhelming.
Salesforce Analytics is a perfect software for enterprise and also for medium sized companies. For small companies Salesforce is also good, but small companies do not need most of the features and end up paying for them anyway, so I would say that Salesforce Analytics software is not well suited for small companies/teams.
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Mallesh Kanakam profile photo
Score 9 out of 10
Vetted Review
Verified User
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Salesforce Analytics is a great tool to leverage if you're already leveraging the reporting power of Salesforce. Our company is currently using Salesforce Analytics Cloud to create and manage all our customers and we need something better than the standard Salesforce reports and dashboards to provide better information to our clients We are able to run reports and get a better understanding of our performance, as well as get a better grasp on customer management.
  • We are able to run reports and increase our overall sales performance as a company
  • It brings over the data that we need to provide to our sales team.
  • Manipulate data into visual graphs
  • UI doesn't look that modern
  • Images larger than 3mb cannot be automated
I like that Salesforce Analytics Cloud comes out of the box ready to go, but I think some of the customizable functionality is missing. People want to be able to customize a product without it being too complicated to set up. Additionally, the cost is high. Automation and response can be done more efficiently from competitors at a lower cost.
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Robyn Jepson profile photo
February 13, 2018

SF Review

Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce is our all in one data management and analytics platform for sales/customer success/technical support. We store lead opportunity and then client info, recorded telephone calls and plan information.
  • We are able to track where our leads come from at first touch.
  • We can analyze the demographic information of sales and correctly target areas of opportunity.
  • We can monitor employee metrics across all departments.
  • This is our total financial reporting center.
  • We would like more storage space for less money.
  • We plan on switching to lightening dialer once call monitoring is added, and if we can solve the storage expense issue.
I have yet to see salesforce utilized for a larger scale operation and am curious about performance at that level. It is completely well suited for our business at this point and we would hope that with our solid growth salesforce will remain our client and information database.
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Anuja Sheth profile photo
Score 9 out of 10
Vetted Review
Verified User
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Thomson Reuters uses SalesForce to track leads and sales for our financial and risk products in the financial and risk sector of TR but also across the legal, tax and accounting section -and I think Reuters news use it too.
  • Opportunity tracking
  • Leads overview
  • Account details
  • Comparison metrics
  • Sales dashboard
  • Customized user base for companies
  • Search engine
  • Navigation difficulty
  • Training videos
  • Too many mandatory fields to enter
Well suited: to massive organizations where sales are critical, and analysis of sales even more important. Less appropriate for smaller organizations where the same is possible for a lower price point and perhaps detailed analytics aren't as useful.
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Score 8 out of 10
Vetted Review
Verified User
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Salesforce is our company's primary source of truth for organizing and managing new and existing customer accounts. My team primarily uses Salesforce to reference for account info, track deals in pipeline, log activities, and create reports. The analytics portion allows us to get info that we can't otherwise glean from standard Salesforce reports.
  • Easily track opportunities and their stages in pipeline
  • Create reports and glean data and information that we can't get out of any other tool
  • Can easily identify and track leads and log their activity
  • The UI is not always user-friendly or intuitive - if I haven't used something before, I tend to have to do quite a bit of digging or refer to support for help.
  • Reporting can be a little clunky and tedious to create
  • Too many mandatory fields to enter in - not all are necessary
  • Because there's so much data and information in Salesforce, it can be cluttered with too much on one single page (ie an account page can contain a lot of unnecessary information to sort through)
I think Salesforce is bread and butter for any sales organization. The analytics piece provides critical visual insight that I haven't been able to glean from any other CRM. It's well suited for all organizations, but large organizations especially, where organizing and managing customer data and relationships is critical for success.
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Feature Scorecard Summary

Pixel Perfect reports (33)
7.5
Customizable dashboards (39)
8.0
Report Formatting Templates (39)
7.7
Drill-down analysis (39)
8.0
Formatting capabilities (38)
7.7
Integration with R or other statistical packages (28)
7.2
Report sharing and collaboration (36)
8.0
Publish to Web (28)
7.7
Publish to PDF (36)
7.9
Report Versioning (35)
7.5
Report Delivery Scheduling (34)
7.6
Delivery to Remote Servers (26)
7.2
Pre-built visualization formats (heatmaps, scatter plots etc.) (33)
8.7
Location Analytics / Geographic Visualization (31)
8.2
Predictive Analytics (33)
7.7
Multi-User Support (named login) (37)
8.1
Role-Based Security Model (36)
7.9
Multiple Access Permission Levels (Create, Read, Delete) (33)
8.4
Single Sign-On (SSO) (32)
8.4
Responsive Design for Web Access (33)
8.3
Dedicated iOS Application (30)
7.7
Dedicated Android Application (23)
7.5
Dashboard / Report / Visualization Interactivity on Mobile (30)
8.2
REST API (24)
7.3
Javascript API (25)
7.2
iFrames (21)
7.2
Java API (24)
7.2
Themeable User Interface (UI) (22)
7.0
Customizable Platform (Open Source) (22)
7.5

About Salesforce Einstein Analytics

Salesforce Einstein Analytics is a cloud-based business intelligence solutions and analytics service from San Francisco-based software company, Salesforce. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.

Einstein Analytics allows users to explore data quickly and easily by providing AI-powered analytics while working in Salesforce, its CRM management offering. Manage your datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards, all programmatically.

In addition to offering pre-built apps for Sales, Service, and Marketing, the Einstein Analytics Platform provides:

  • Customizable intelligent analytics apps, including templates, dashboards, and widgets
  • Utilization of Einstein Analytics APIs and SDKs for improving apps
  • Connection to outside data sources to see all data in one place
  • Buildable widgets for summarizing data
  • Built-in data visualization features

Salesforce Einstein Analytics Integrations

Salesforce Einstein Analytics Technical Details

Operating Systems: Unspecified
Mobile Application:No