Crystal clear
July 01, 2019

Crystal clear

Joel Williams | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Analytics Cloud

Salesforce is being used across the entire organization. This is the main CRM for sourcing and organizing all of the accounts received by the sales team. It lets sales representatives know exactly where they stand in terms of statistics and goals. The main problem it addresses is confusion when it comes to picking up exactly where you left off the day before.
  • Provides a visual breakdown of daily activity
  • Gives detailed analytics to your day to day progress
  • Allows sales representative to see exactly where they stand in comparison to their peers
  • I guess the ability to add color coordination in the bar graphs so it's easier to find your name
  • A better way to solely focus on your progress and cut out everyone else
Salesforce Analytics Cloud was chosen by the higher ups and I had no say in it. And it's really the only analytics tool we use. But from what I have heard from my co-workers, the Salesforce Analytics Cloud is by far the best in its class. But I have not personally used any other similar products.
It is great when we having a contest or having stack rankings. The representative can hit refresh and see exactly where they stand in real time. The ability to change the way information is presented is really nice - pie graph, bar graph, line chart, etc.

It is not as well suited if you are the only person in a specific department and therefore all the data doesn't apply to you.

Tableau CRM Feature Ratings

Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
8
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
10
Publish to Web
10
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
Delivery to Remote Servers
9
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
Mobile Application
10
Dashboard / Report / Visualization Interactivity on Mobile
10
REST API
Not Rated
Javascript API
Not Rated
iFrames
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Java API
Not Rated
Themeable User Interface (UI)
Not Rated
Customizable Platform (Open Source)
Not Rated