A Great Addition to any Salesforce Solution
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

Overall Satisfaction with Salesforce Analytics Cloud

We utilize Salesforce analytics in our marketing and case management departments. In each department, we have a single person with a license that manages all the platform and parses data as it is needed. Realistically, we don't see much of a use in having Salesforce Analytics activated for every user that makes contact with data, it is overkill in our use case.

Prior to adopting Salesforce Analytics, we had an issue parsing the sheer amount of lead and opportunity information that our staff went through daily. We utilize well over 100 custom fields, 10+ complex custom objects, and our pipeline is, on average, 45-60 days from initial contact to close. Even after a close, we service our accounts indefinitely, which is also tracked in Salesforce.

Salesforce Analytics allows specific users to handle and parse our giant loads of data so we can come to actionable conclusions.
  • 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.
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.
In our specific case use, data source connectivity is an east 10. All of the data we utilize is sourced directly from Salesforce CRM, so the connection is completely seamless. I can't honestly speak to how well Salesforce Analytics can utilize data sourced from other platforms, but there is no reason to believe it would perform poorly.
As previously mentioned, we utilize two licenses to service our entire company. The reason this is possible is because of the ease of sharing data that is parsed and visualized using Salesforce Analytics. Data is able to be easily exported and then handed out to any pertinent parties. One case use in my office is the daily sales pipeline visualization table. Each individual case process is given a daily report on their pipeline, directly next to departmental averages across all other processers. That way they can easily measure their productivity and ensure they are on top of their pipeline.
The biggest selling point that Salesforce Analytics has is its simplicity. If you are already utilizing Salesforce it is incredibly easy to roll Salesforce Analytics into your CRM solution and start visualizing data in an actionable way. Plus it never hurts to get your entire bill rolled into a single invoice. I am a big fan of hosting as many solutions as possible in a single ecosystem. Which is why I also utilize Salesforce for our large-scale email solution.

Salesforce Einstein Analytics Feature Ratings

Pixel Perfect reports
7
Customizable dashboards
9
Report Formatting Templates
7
Drill-down analysis
6
Formatting capabilities
8
Integration with R or other statistical packages
6
Report sharing and collaboration
9
Publish to Web
7
Publish to PDF
8
Report Versioning
7
Report Delivery Scheduling
9
Delivery to Remote Servers
8
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
7
Predictive Analytics
9
Multi-User Support (named login)
7
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
8
Single Sign-On (SSO)
7
Responsive Design for Web Access
7
Dedicated iOS Application
8
Dedicated Android Application
7
Dashboard / Report / Visualization Interactivity on Mobile
9
REST API
7
Javascript API
6
iFrames
5
Java API
6
Themeable User Interface (UI)
7
Customizable Platform (Open Source)
6