Salesforce Analytics review
Anonymous | TrustRadius Reviewer
December 22, 2018

Salesforce Analytics review

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce Analytics Cloud

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.
Well it's backed by a really big name, so that always helps. People are already comfortable using Salesforce, so switching to the analytics software makes it even simpler to excel and really do well. This platform is perfect for the average person. It's very easy to learn. It's great for everyone.
The reasons are very relevant to the data that was initally being used. For example, if Salesforce is putting out data, it may be hard to find without the analytics platform, but having the analytics platform can make the whole process even easier than any type of software. This is important.
Sharing data across teams may be the most useful resource for any sales team. But to be perfectly honest, I think that report distribution is the most efficient way for a company who employs many members and engages with many clients to know where they stand so they can show those numbers to higher-up executives and managers.
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.

Salesforce Einstein Analytics Feature Ratings

Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
10
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
10
Report sharing and collaboration
10
Publish to Web
10
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
Delivery to Remote Servers
10
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
10
Predictive Analytics
10
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
Responsive Design for Web Access
10
Dedicated iOS Application
10
Dedicated Android Application
10
Dashboard / Report / Visualization Interactivity on Mobile
10
REST API
10
Javascript API
10
iFrames
10
Java API
10
Themeable User Interface (UI)
10
Customizable Platform (Open Source)
10