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

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Analytics Cloud

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.

Pros

  • 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

Cons

  • 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
Salesforce analytics cloud was selected for its client management capabilities that were already setup internally. As an analysis tool, Tableau was the most valuable tool, but it didn’t have the CRM capabilities of the Salesforce ecosystem.
Well suited for tracking sales, customer funnels, segmenting products to analyze trends, and track customer records to determine how they should be tagged internally.

Tableau CRM Feature Ratings

Pixel Perfect reports
7
Customizable dashboards
9
Report Formatting Templates
8
Drill-down analysis
8
Formatting capabilities
7
Report sharing and collaboration
9
Publish to PDF
10
Report Versioning
9
Report Delivery Scheduling
7
Delivery to Remote Servers
9
Pre-built visualization formats (heatmaps, scatter plots etc.)
6
Location Analytics / Geographic Visualization
7
Multi-User Support (named login)
9
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
9
REST API
7
Javascript API
7
Java API
7
Themeable User Interface (UI)
8
Customizable Platform (Open Source)
8

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