A must have for any growing business
March 29, 2019

A must have for any growing business

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

Overall Satisfaction with Salesforce Analytics Cloud

We use Salesforce Analytics Cloud for all of our data analytics. This is our main analytic tool and it is used across multiple departments throughout the company. We have it tied into multiple third-party software such as Marketo, HubSpot, 6connect, etc. It allows us to easily pull reports for any type of data you can imagine. We use the sync between Marketo and Salesforce to easily segment emails based on Salesforce fields.
  • Easy drag and drop report builder. This makes it very easy to pull reports quickly.
  • Easily manage sales cycles. It was very easy to set up the sales cycle with very little help from our devs.
  • Easily manage everything from one place such as social, chat, behavior, etc.
  • Having direct access to client information helps us solve problems quickly. I love how it creates a record. No more going through email chains.
  • It can be confusing when you first start using it due to the many features it offers.
  • Support is lacking. Getting a hold of someone that knows what they are talking about can be a challenge.
  • Sometimes the app can be slow and crash.
Salesforce Cloud has a much more robust system compared to Zoho and HubSpot. HubSpot is easier to use but Salesforce can do way more once you learn how to use it. Salesforce can easily scale with your growing company. I found Zoho very complicated to use. They are a growing company and it shows. Salesforce is a little complicated at first but is very intuitive once you get it down.
Salesforce is well suited in any business environment where it is important to track customers/leads. We have a bunch of sales funnels and Salesforce has been extremely important for us to track how people are flowing through the funnel.

Salesforce is not a tool to directly send emails or create landing pages. It is more of a database for keeping track of leads.

Tableau CRM Feature Ratings

Pixel Perfect reports
10
Customizable dashboards
6
Report Formatting Templates
9
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
10
Report sharing and collaboration
7
Publish to Web
Not Rated
Publish to PDF
10
Report Versioning
Not Rated
Report Delivery Scheduling
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Delivery to Remote Servers
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Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
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Predictive Analytics
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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
Not Rated
Mobile Application
8
Dashboard / Report / Visualization Interactivity on Mobile
7
REST API
10
Javascript API
10
iFrames
10
Java API
10
Themeable User Interface (UI)
10
Customizable Platform (Open Source)
10