Mobile-ready reports ready in a Jif!
March 19, 2019

Mobile-ready reports ready in a Jif!

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

Overall Satisfaction with Salesforce Analytics Cloud

Having a very specific role in my company, I struggled to find a reason not to work remotely. That being said, I enjoy that the analytics can be used on my mobile and with just a few clicks I can drill down to a specific marker. This has created ease in my life because, let's be real, not always do I want to bring my laptop with me? The ability and flexibility it provided is top notch

Pros

  • You can import other CRM data.
  • It works like a search tool (engine) which allows me to look at all aspects of reporting.
  • Almost anyone can use it ... no special degree or advanced courses are needed to get the information to calculate correctly.

Cons

  • Uploading large data can take A LONG TIME!
  • The customization is okay but could use some more enhanced features.
I have not used any other products.
I was tasked to get get some very detailed reporting done 15 minutes before a meeting that I was just invited to. No lie, I was at a very well known coffee shop relaxing and enjoying the day. I whipped out Salesforce Analytics, drilled down and produced (what I considered a B+) report to share with two minutes to spare. Lifesaver!

Tableau CRM Feature Ratings

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

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