Salesforce Einstein Analytics
November 21, 2019

Salesforce Einstein Analytics

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

Overall Satisfaction with Salesforce Einstein Analytics (formerly Wave Analytics)

Salesforce Einstein Analytics is currently used by Adecco to gain a clear and accurate understanding of the entire sales pipeline of the National Accounts Sales Team. This product helps the leadership team to understand the quality of deals in the pipeline better and gain a clearer understanding of when deals are most likely to close.

Pros

  • Sales Analytics.
  • Deal Management.
  • Deal closing effectiveness.

Cons

  • Integration with outside platforms.
  • Ease of use.
  • Reporting.
Salesforce Einstein Analytics is the leader in the CRM industry when it comes to capturing and understanding the relative date. Therefore, many sales leaders and professionals are accustomed to utilizing the tool. Because of this factor, there is a more exceptional comfortability and familiarity with the platform that leads to ease of use and adoption.
Salesforce Einstein Analytics is well suited for any environment, which consists of large accounts and lengthy sales cycles. Also, in any organization which sales forecasting and reporting are required for upper management, Salesforce Einstein Analytics can be a crucial component in this process. This is true because it is much easier for leadership to determine the effectiveness of a deal and the likelihood that it will close.

Tableau CRM Feature Ratings

Pixel Perfect reports
8
Customizable dashboards
7
Report Formatting Templates
7
Drill-down analysis
7
Formatting capabilities
7
Integration with R or other statistical packages
6
Report sharing and collaboration
6
Publish to Web
6
Publish to PDF
8
Report Versioning
7
Report Delivery Scheduling
7
Delivery to Remote Servers
7
Pre-built visualization formats (heatmaps, scatter plots etc.)
7
Location Analytics / Geographic Visualization
6
Predictive Analytics
8
Multi-User Support (named login)
8
Role-Based Security Model
7
Multiple Access Permission Levels (Create, Read, Delete)
7
Single Sign-On (SSO)
8
Responsive Design for Web Access
6
Mobile Application
5
Dashboard / Report / Visualization Interactivity on Mobile
6
REST API
7
Javascript API
7
iFrames
7
Java API
7
Themeable User Interface (UI)
7
Customizable Platform (Open Source)
7

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