Salesforce Einstein Analytics Reviews

568 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.9 out of 100

Do you work for this company? Learn how we help vendors

TrustRadius Top Rated for 2020

Overall Rating

Reviewer's Company Size

Last Updated

By Topic

Industry

Department

Experience

Job Type

Role

Filtered By:

Reviews (1-25 of 43)

Companies can't remove reviews or game the system. Here's why.
Chike Igwegbe | TrustRadius Reviewer
December 04, 2019

Salesforce Einstein Analytics is your dream collaboration tool!!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • We can connect various platforms under Salesforce Einstein Analytics.
  • It makes collaboration with other colleagues easy.
  • It reduces workload, giving us the opportunity to do other things.
  • One can easily get lost with the amount of data, is there a way to simplify even further?
  • Can you guys offer cheaper pricing for startups?
  • Can you guys make it Agtech friendly?
Read Chike Igwegbe's full review
Anonymous | TrustRadius Reviewer
December 04, 2019

A great BI tool especially if there is pervious Salesforce experience, don't think twice.

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • The Visual experience is amazing - dashboards are so good, data is clearly understood from the Key Point Indicators point of view.
  • From a basic BI platform to the level it has come to today, the user experience is elegant and design is wonderful.
  • A thing of beauty is how Salesforce has kept all the useful features of Einstein Wave Analytics and brought it up to date with most modern features: The reporting feature is one example of that.
  • The documentation available for using various features is good but has room for improvement on troubleshooting scenarios.
  • It is easy to configure/provision the users but sometimes maintenance of an end-user's attributes in relation to accessing the resources that are available in one or more systems is tough, creating new users is very easy and user friendly though.
Read this authenticated review
Duncan Hernandez | TrustRadius Reviewer
October 24, 2019

Easy on-the-go Analytics!

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Duncan Hernandez's full review
Joel Williams | TrustRadius Reviewer
July 01, 2019

Crystal clear

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read Joel Williams's full review
Anonymous | TrustRadius Reviewer
October 17, 2019

Solid tool for predicting revenue

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
Anonymous | TrustRadius Reviewer
June 20, 2019

Smart cookie and very pretty ;)

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read this authenticated review
Richard Peterson | TrustRadius Reviewer
December 28, 2018

Great tool for managing a large, diverse sales team calling on multiple market channels

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Richard Peterson's full review
MEGAN BOATWRIGHT | TrustRadius Reviewer
March 19, 2019

Mobile-ready reports ready in a Jif!

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read MEGAN BOATWRIGHT's full review
Viswam Srinivasan | TrustRadius Reviewer
February 21, 2019

Salesforce Analytics is the gateway for representation

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Viswam Srinivasan's full review
Pedram Mizani, MD, MHSA | TrustRadius Reviewer
December 21, 2018

Reliable with a huge learning curve

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Pedram Mizani, MD, MHSA's full review
Anonymous | TrustRadius Reviewer
February 26, 2019

Great BI tool if you are already using Salesforce as your CRM

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
Anonymous | TrustRadius Reviewer
March 29, 2019

A must have for any growing business

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
Anonymous | TrustRadius Reviewer
December 10, 2018

Great for data driven analytics

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
Anonymous | TrustRadius Reviewer
December 06, 2018

If you’ve already invested in the Salesforce ecosystem, the cloud analytics tool is more than capable of deriving solutions from data

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read this authenticated review
Anonymous | TrustRadius Reviewer
December 13, 2018

Salesforce Analytics Cloud: it's easy to get started with little training

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
Mallesh Kanakam | TrustRadius Reviewer
April 12, 2018

Salesforce Analytics Review

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read Mallesh Kanakam's full review
Jeffrey Smith | TrustRadius Reviewer
October 25, 2017

A Great Addition to any Salesforce Solution

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Multi-device support, I am able to access our data nearly anywhere so long as I have access to wi-fi or data.
  • Data Visualization.
  • Extremely easy to deploy.
  • Trailhead support, so it's easy and free to learn.
  • $75 per user on top of the already steep cost of a CRM license per user can be an extremely steep barrier to entry for small businesses.
  • Built on Salesforces new Lightning platform, which is still very much a work in progress. Be prepared for some occasionally sluggish response times and odd UI choices.
  • Like most visualization platforms, some of the information feels like it is there for the sake of being there, rather than being functional.
Read Jeffrey Smith's full review
Robyn Jepson | TrustRadius Reviewer
February 13, 2018

SF Review

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Robyn Jepson's full review
Anuja Sheth | TrustRadius Reviewer
January 30, 2018

Salesforce Analytics Cloud from a marketing professional in a massive sales-driven organisation

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read Anuja Sheth's full review

Feature Scorecard Summary

Pixel Perfect reports (35)
7.4
Customizable dashboards (42)
7.9
Report Formatting Templates (41)
7.6
Drill-down analysis (41)
7.5
Formatting capabilities (41)
7.5
Integration with R or other statistical packages (31)
6.7
Report sharing and collaboration (39)
7.7
Publish to Web (31)
7.3
Publish to PDF (39)
7.4
Report Versioning (38)
7.3
Report Delivery Scheduling (37)
7.3
Delivery to Remote Servers (29)
7.2
Pre-built visualization formats (heatmaps, scatter plots etc.) (36)
8.8
Location Analytics / Geographic Visualization (34)
8.2
Predictive Analytics (36)
7.6
Multi-User Support (named login) (39)
8.0
Role-Based Security Model (39)
7.7
Multiple Access Permission Levels (Create, Read, Delete) (35)
8.2
Single Sign-On (SSO) (35)
8.5
Responsive Design for Web Access (36)
8.4
Dedicated iOS Application (32)
7.6
Dedicated Android Application (25)
7.6
Dashboard / Report / Visualization Interactivity on Mobile (32)
8.2
REST API (25)
6.2
Javascript API (26)
6.3
iFrames (22)
6.4
Java API (25)
6.5
Themeable User Interface (UI) (23)
6.0
Customizable Platform (Open Source) (23)
6.8

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