Boom! Analytics!
February 07, 2018

Boom! Analytics!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Analytics Cloud

We use Salesforce Analytics to track all our opportunities across all our different accounts, including stages and decision makers!

This helps us keep track of where a sale is in its cycle and what else needs to be done to close out the sale! The life cycle of a sale a great visual our reps for keeping up a good cadence!
  • Helps supervisors glean visuals on what their sales reps are doing for each account.
  • Shows you great visuals for where you are in the sales cycle.
  • Helps sales forecast accurately on the status of a sale or sales.
  • Sometimes the way information is showcased can be too much. It's a bit messy.
  • Takes a while to set up.
  • You sometimes get lost in the interface. It's a little clunky.
Honestly, this was a new one for us. I'm not entirely sure what was being used before this option to track the lifecycles of our sales. Maybe just a notes page from within salesforce?
This is well suited for tracking the life span of sales that your team is making. You get a nice overview of sales in all stages of their progress. As a manager, you can gain insight into how your team is doing and potentially step in to help if the reps aren't moving along their sales.

Tableau CRM Feature Ratings

Pixel Perfect reports
8
Customizable dashboards
8
Report Formatting Templates
9
Drill-down analysis
9
Formatting capabilities
8
Integration with R or other statistical packages
9
Report sharing and collaboration
Not Rated
Publish to Web
Not Rated
Publish to PDF
10
Report Versioning
9
Report Delivery Scheduling
Not Rated
Delivery to Remote Servers
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
9
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Single Sign-On (SSO)
9
Responsive Design for Web Access
7
Mobile Application
8
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
REST API
Not Rated
Javascript API
Not Rated
iFrames
Not Rated
Java API
Not Rated
Themeable User Interface (UI)
Not Rated
Customizable Platform (Open Source)
Not Rated