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

Overall Satisfaction with Salesforce Analytics Cloud

Our firm, in the home improvement products industry, sells through multi-channels (big box retailers, electrical distributors, and online retailers). Our diverse sales force needs strong direction or they each will go on their own and develop marketing materials and digital content that does not meet company guidelines. We use Salesforce Analytics Cloud to have a pulse on their activity by account. It helps us manage and DOCUMENT a very difficult process that is fluid on a daily basis.
  • 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.
SAC, after our in-depth analysis and extensive testing, was more robust in our opinion. We felt as a team that it offered more out of the box and it appeared that upgrades would be easily available to increase its capabilities and make it more useful for sales team's and our company's needs.
It seemed hard to connect to our mainframe system but that could be explained by the fact that we are still running a very archaic system with AS400 that does not want to integrate with any newer systems. It also could have been smoother if our hired integrator had AS400 experience in addition to the SAC experience.
The data sharing and collaboration capabilities of Salesforce Analytics Cloud could be better if you use an integrator that has experience with your mainframe ERP system. If they just know SAC they will struggle with any legacy ERL, especially ours being AS400, which we learned halfway into the implementation process. This needs to be a requirement of any implementation process, the system integrator needs to fully know both data buckets they are trying to connect together.
SAC is well suited for large, diverse sales teams that cover multitudes of different markets and customers and you want to make sure they are all on the same page. It is also important that all of the accumulated knowledge of the entire sales force (that in their minds and on their computers) is gathered and stored in a SINGLE SOURCE location for the company to utilize. If you do not have a master database that is updated constantly the information leaves when the salesman retires or quits.

If you have a small number of salesmen then the cost per license can get high and ELT members question the investment.

Salesforce Einstein Analytics Feature Ratings

Pixel Perfect reports
8
Customizable dashboards
10
Report Formatting Templates
8
Drill-down analysis
8
Formatting capabilities
7
Integration with R or other statistical packages
8
Report sharing and collaboration
9
Publish to PDF
8
Report Versioning
6
Report Delivery Scheduling
8
Delivery to Remote Servers
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
6
Location Analytics / Geographic Visualization
8
Predictive Analytics
4
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
6
Responsive Design for Web Access
8
Dedicated iOS Application
6
Dedicated Android Application
6
Dashboard / Report / Visualization Interactivity on Mobile
8
Javascript API
8
iFrames
8
Java API
8