A great BI tool especially if there is pervious Salesforce experience, don't think twice.
December 05, 2019

A great BI tool especially if there is pervious Salesforce experience, don't think twice.

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

Overall Satisfaction with Salesforce Einstein Analytics (formerly Wave Analytics)

We bought onboard the Einstein (formerly Wave) Analytics software back in 2017 for our incumbent sales team with a goal to further an ecosystem that can give our field officers answers to critical and real-time data needing questions related to business, our clients, our operations, how our products have been doing, short summary of latest features in our products in the education domain that we operate in. We needed a way to get answers for them all at once to move our customers with quick and good data. This would help us extract good questions out of our customers and thus helps us to innovate and scale at industry's speed or even faster at times. The business intelligence and the dashboard designs that Salesforce brought to Wave Analytics/Einstein did make us stick using this platform even longer than we originally intended to in our department.
  • The Visual experience is amazing - dashboards are so good, data is clearly understood from the Key Point Indicators point of view.
  • From a basic BI platform to the level it has come to today, the user experience is elegant and design is wonderful.
  • A thing of beauty is how Salesforce has kept all the useful features of Einstein Wave Analytics and brought it up to date with most modern features: The reporting feature is one example of that.
  • The documentation available for using various features is good but has room for improvement on troubleshooting scenarios.
  • It is easy to configure/provision the users but sometimes maintenance of an end-user's attributes in relation to accessing the resources that are available in one or more systems is tough, creating new users is very easy and user friendly though.
Salesforce needs fully baked data for its architecture and design to give you the best results you deserve. Teams not having used Salesforce previously take some time getting used to EA. But its ability to give the data points for KPIs to the sales team in real time and to the most finest detail and pinpoint areas is really a thing which works well for most of the teams. Our teams were very good with Salesforce and were looking for a tool which leveraged Salesforce capabilities or easily integrated with SFDC. Thus they were quickly off the mark with the BI capabilities and reporting and extracting other key data at the times of need.
The integration enabled by Salesforce with the traditional BI capabilities of EA is still industry leading and new users looking for a BI platform and a sales team aid when they are in the field - this is your go-to software. The catch here is that you should have a team which has past Salesforce experience. It makes the integrations and initial set up tasks easier. The dashboard, user experience with UI features is simply worth your money. Reporting module with ability to export, import reports, multi-format support. Another feature to look out for and be careful is that the data that you feed in needs to be fully cleaned in most cases as there is less room for flexibility with raw data for the full ETL capabilities to show their results in EA.

Tableau CRM Feature Ratings

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