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reviewer1176129 - PeerSpot reviewer
Sr. Systems Engineer at a tech vendor with 1,001-5,000 employees
MSP
Aug 24, 2022
Comprehensive, scalable, and helpful for insights and analytics
Pros and Cons
  • "It is a comprehensive solution. It has everything in it. I can easily find what I need."
  • "The insights it provides about customers are valuable; we get insights about the market, what they are doing, and what they're planning, and it is a comprehensive solution with everything in it so I can easily find what I need."
  • "They can provide more end-user customizations. There should be the possibility for the end-users to change some elements in the interface. I have a way of doing my job. My colleague may have his own way of doing his job. If I ask for a change, it'll change for everyone. It'll be good to have some end-user personalizations. I can't see many in Salesforce right now."
  • "They can add more intelligence to it, especially for the markets outside the USA."

What is our primary use case?

It is more related to the salespeople. From the systems engineering part, we use it for some data. We mainly use it to get some analytics related to the customer opportunities we have.

If I'm not mistaken, I have version 6.

What is most valuable?

The insights it provides about customers are valuable. We get insights about the market, what they are doing, and what they're planning. 

It is a comprehensive solution. It has everything in it. I can easily find what I need.

What needs improvement?

They can add more intelligence to it, especially for the markets outside the USA. I understand that the USA is the main point of focus for them because of the size of the market, but here in Latin America, we can't use as many things because they seem to be focusing more on the USA. It'll be good to see it a little bit more regionalized. I don't know if they already have some parameters and we are not using them, or if it is the way the solution works.

They can provide more end-user customizations. There should be the possibility for the end-users to change some elements in the interface. I have a way of doing my job. My colleague may have his own way of doing his job. If I ask for a change, it'll change for everyone. It'll be good to have some end-user personalizations. I can't see many in Salesforce right now.

For how long have I used the solution?

I have been using this solution since the beginning. I believe it has been two or three years.

Buyer's Guide
Salesforce Einstein Analytics
May 2026
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: May 2026.
900,644 professionals have used our research since 2012.

What do I think about the stability of the solution?

The overall stability of Salesforce is very good. I have not seen many problems. About a year ago, we had a single sign-on issue with it, but it was fixed very quickly.

Sometimes, it gets a little bit slow, but it is a cloud solution. So, it may not be anything directly related to the platform itself.

What do I think about the scalability of the solution?

As a full SaaS solution, scalability is out of the box. So, we don't need to worry about that. We don't need more machines, more RAM, etc. We just access the system and keep working.

We probably have 600, 700 people using it. We also have UKG, which is for all employees. Salesforce is only for the engineers and sales guys.

We are probably not using it at its maximum capacity. My company is always looking at ways to make better use of the solutions we have, but I don't know if we have any plans of increasing its usage.

How are customer service and support?

Based on the feedback from the guys who were deploying the solution, my understanding is that their support is good.

How was the initial setup?

I have no idea. For all the end-users, it was already implemented.

What about the implementation team?

They probably had some third-party analysts working on it first, but I am not sure.

Which other solutions did I evaluate?

I believe we did. The choice of Salesforce was an easy one.

What other advice do I have?

I would recommend doing a proof of concept to see if it fits the company. I know about companies that went straight for Salesforce, but it was not what they needed. They had to change the solution after a while. It was a mess. So, I would recommend others to evaluate it deeply and do a proof of concept.

I would rate it a nine out of ten. It is a comprehensive solution. It is just the end-user customization or personalization part that could be better.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Sunny Teotia - PeerSpot reviewer
Management Consultant at Accenture
Real User
Feb 25, 2022
User-friendly, globally recognized, and easy to expand
Pros and Cons
  • "The solution scales extremely well."
  • "It is by far the best CRM solution that we have in the market right now."
  • "There are some offerings like Sales Cloud, Service Cloud, and Marketing Cloud that have very useful online learning options. There need to be more avenues for self-learning with this particular solution. That would be useful."

What is our primary use case?

The solution allows for the automation of certain tasks. 

What is most valuable?

Salesforce CRM is something that is being used as a global CRM and is very user-friendly when it comes to providing the user experience. 

It is scalable. Almost 70% to 80% of the CRM platforms that companies are transforming to are actually Salesforce CRM solutions.

It is by far the best CRM solution that we have in the market right now.

The scalability is great.

What needs improvement?

There are some offerings like Sales Cloud, Service Cloud, and Marketing Cloud that have very useful online learning options. There need to be more avenues for self-learning with this particular solution. That would be useful. With other clouds we have Trailhead and they're pretty much out there with lots of information. They're really good at giving you resources to learn the tech, however, when it comes to Marketing Cloud, we don't really find anything in Trailhead. We have to largely navigate through learning it ourselves. 

For how long have I used the solution?

I've been working as a Salesforce consultant for the last eight years. I have functional knowledge of Salesforce. I hold multiple certifications as well in Salesforce.

What do I think about the scalability of the solution?

The solution scales extremely well. It's one of the most scalable solutions on the market.

Which solution did I use previously and why did I switch?

In the market that we have right now, we have CRM solutions from Microsoft, from Adobe. IBM also has the Salesforce CRM solution. Out of all these CRM solutions, Salesforce is the most scalable that we have. It has the capability to integrate well with SAP systems, all the external systems, whether it's an external campaign management system or a marketing tool, or whether it is a reporting or a BI tool, or it is an ERP system. Whatever external system or a legacy system that the company has, Salesforce is very well capable of integrating with those systems. We make use of the APIs.

What's my experience with pricing, setup cost, and licensing?

Salesforce has a subscription-based licensing structure, where it's between $20 to $75 per month, per user.

What other advice do I have?

I'm currently working as a management consultant. My company is a Salesforce partner. 

In terms of implementing the product, I would say that new companies must first consider what kind of users will be using the Salesforce platform and how. When it comes to implementing any CRM solution, change management is a very big part of this kind of digital transformation. The client will have to look and analyze what kinds of users will be using the platform and how many users will be using the platform, et cetera. The volume of users is based on the extent of licensing and the client will have to purchase enough of a license to accommodate the number of users. 

On top of that, the client will have to consider which part of a business process a client is looking to transform - whether it is a sales process, service, customer service, or if they want to automate some campaigns. Based on that and based on the scope and the business objectives that we identify, it will determine the cloud offering that will have to be implemented. 

For example, if the client wants to implement a customer service solution, then we have a Service Cloud offering. In that Service Cloud, we have an automated Einstein bot that can create cases and automate certain tasks, and then we can automate the customer support center. We have the case management, then we have the knowledge management, where the customers can look for some knowledge articles in the platform itself. Basically, all these functionalities basically help in increasing the agent productivity and giving a lot of visibility to the leadership team. However, Salesforce isn't just Einstien. It isn't just a bot. It's so many other applications that a client needs to zero in on. They need to decide what they want to do, and then choose the aspects of Salesforce that will allow them to achieve their goals. 

I'd rate the product at a ten out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
Buyer's Guide
Salesforce Einstein Analytics
May 2026
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: May 2026.
900,644 professionals have used our research since 2012.
Senior Software Engineer - Salesforce at DataGo
Real User
Jan 19, 2022
User-friendly, simple implementation, and highly scalable
Pros and Cons
  • "Tableau CRM is a very capable solution. It is easy to use, user-friendly, and integrates well."
  • "If I could improve Tableau CRM I would make it as powerful as Tableau. Tableau CRM is more integrated and it's on the web, but it has less functionality. It is lacking functionality at this time."

What is our primary use case?

We are using Tableau CRM for AI-driven analytics.

What is most valuable?

Tableau CRM is a very capable solution. It is easy to use, user-friendly, and integrates well.

What needs improvement?

If I could improve Tableau CRM I would make it as powerful as Tableau. Tableau CRM is more integrated and it's on the web, but it has less functionality. It is lacking functionality at this time.

Tableau CRM could be more intuitive with Salesforce. It could improve by having the ability to open a new account, new case, new lead, from Tableau CRM. For example, after doing some analysis from their panels I could easily create some action for Salesforce. 

For how long have I used the solution?

I have used Tableau CRM within the last 12 months.

What do I think about the stability of the solution?

The solution is stable.

What do I think about the scalability of the solution?

Tableau CRM is highly scalable.

How are customer service and support?

I have not used technical support.

Which solution did I use previously and why did I switch?

I have used Tableau.

How was the initial setup?

Tableau CRM is very easy to deploy and integrate with data. If you have a data scientist or senior member on-site the solution can be implemented in approximately three days.

What about the implementation team?

For developing a client's project, we only need one data scientist to support Tableau CRM.

What was our ROI?

Our clients who used Tableau CRM never had any Net Promoter Score(NPS), but the ROI is approximately four to five months. It's likely less than Tableau.

What other advice do I have?

My advice to others is if you need powerful, and scalable solutions, I would choose Tableau. If you need a fast deployment and your company is not data-driven, I would suggest Tableau CRM.

I rate Tableau CRM an eight out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
reviewer1623918 - PeerSpot reviewer
Head of Enterprise Architecture at a financial services firm with 10,001+ employees
Real User
Jul 18, 2021
Easy to set up with good stability and very helpful technical support
Pros and Cons
  • "We have found the scalability to be very good."
  • "The ability to put together a very interactive dashboard with a very good, graphical presentation has been very helpful."
  • "Better pricing would make it available to more users and we would likely use it more broadly within the organization."

What is our primary use case?

We primarily use the solution for customer insight analytics.

What is most valuable?

The ability to put together a very interactive dashboard with a very good, graphical presentation has been very helpful.

The initial setup is very easy.

We have found the scalability to be very good.

The stability is excellent. 

Technical support has been great. 

the training is very good and they do offer a very good trial. 

What needs improvement?

We haven't used it long enough to really look at improvements. We're still exploring all of the features on offer. 

Better pricing would make it available to more users and we would likely use it more broadly within the organization.

For how long have I used the solution?

We have some experience with the solution, however, we've just started to look at the Einstein component more seriously in the last six months.

What do I think about the stability of the solution?

The stability is great. The reliability is very good. there are no bugs or glitches. It doesn't crash or freeze. 

What do I think about the scalability of the solution?

The product can scale well. If you need to expand it, you can do so. 

How are customer service and technical support?

Technical support is very good. We do have Salesforce experts onsite as well. We have been satisfied with the level of service we have access to. 

Which solution did I use previously and why did I switch?

We didn't use another product previously. We are using Salesforce as our CRM solution, and it's a part of our CRM solution to do customer analytics.

How was the initial setup?

The initial setup is straightforward. It's not overly complex or difficult A company shouldn't have too much trouble with the process. 

What about the implementation team?

I handled the implementation myself. I did not need to hire a consultant or an integrator. It was all handled in-house.

What's my experience with pricing, setup cost, and licensing?

The pricing is a bit high. They could work to be more competitive. 

What other advice do I have?

We are a Salesforce partner. 

I'd rate the solution at an eight out of ten. We've been very happy with the solution so far.

I would recommend the solution to other organizations as long as it's for Salesforce analytics specifically.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. partner
PeerSpot user
it_user1599123 - PeerSpot reviewer
VP Technology/Vice President at a healthcare company with 11-50 employees
Real User
Jun 21, 2021
Good Support, scalable, stable, and has good transparency
Pros and Cons
  • "Transparency is the most valuable feature of this solution."
  • "It is valuable for bringing transparency of the communication that has been happening from all different parts of the organization to a customer."
  • "If a user leaves your organization, you shouldn't lose the visibility of all of the records."

What is our primary use case?

We use this solution to synchronize email communication between my Microsoft Office 365 instance and Salesforce. 

It is also used to synchronize events and appointments into Salesforce, which means that you can have a holistic view of the customer in Salesforce.

How has it helped my organization?

It helps in avoiding incorrect, or redundant communication, as you can see what communications have been made. For example, it helps predict whether a sales call is more appropriately targeted or if it's a support ticket that can be better resolved with better context.

What is most valuable?

It is valuable for bringing transparency of the communication that has been happening from all different parts of the organization to a customer. 

Transparency is the most valuable feature of this solution.

What needs improvement?

If a user leaves your organization, you shouldn't lose the visibility of all of the records. It's a fundamental architectural choice that they have made, but it generally works.

I would like to see inbound appointment booking included. That would be great!

For how long have I used the solution?

I have been using Salesforce Einstein Analytics for approximately seven months.

We are using the latest version.

What do I think about the stability of the solution?

The stability of Salesforce is great!

What do I think about the scalability of the solution?

The stability is fine.

We have 25 users using this solution. The users are in sales, support, and in all aspects of our business.

We are using this solution extensively.

How are customer service and technical support?

We open support tickets and get support from Salesforce. 

Technical support is good. They get around to helping easily. The support is above average.

Which solution did I use previously and why did I switch?

Previously, I used Ebsta.

We moved to einstein because of vendor consolidation.

How was the initial setup?

We moved out of G Suite into Office 365 and I was involved in moving the Salesforce Einstein Analytics over and it worked well. It was pretty smooth.

It took us a few weeks to plan and make sure that we hadn't made any errors. In total, it took us approximately a month to move it all over.

What about the implementation team?

We did not need the help of an integrator but we did open a ticket with the support team of Salesforce.

Which other solutions did I evaluate?

We are evaluating UiPath and Automation Anywhere.

What other advice do I have?

I would rate Salesforce Einstein Analytics an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Amazon Web Services (AWS)
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer2563602 - PeerSpot reviewer
Salesforce Lead Consultant at a insurance company with 51-200 employees
Real User
Top 5
Oct 8, 2024
Enhanced sales insights through clear data visualization with continuous improvement efforts
Pros and Cons
  • "The inbuilt features, like pictorial representation of the data and the ability to remap and realign the data, provide clarity in understanding sales perspectives."
  • "Salesforce is working very rigorously on improvements with each release."

What is our primary use case?

I am a Salesforce CPQ developer. I have also worked on Einstein Analytics for reporting purposes.

How has it helped my organization?

I have used Einstein Analytics for reporting purposes and data analysis within our sales processes.

What is most valuable?

The inbuilt features, like pictorial representation of the data and the ability to remap and realign the data, provide clarity in understanding sales perspectives.

What needs improvement?

Salesforce is working very rigorously on improvements with each release.

For how long have I used the solution?

I have used it for a few months in one of the projects.

What do I think about the stability of the solution?

I encountered no issues. It is all good.

How are customer service and support?

The support team from Salesforce is good based on response time and knowledge.

How would you rate customer service and support?

Positive

What's my experience with pricing, setup cost, and licensing?

I'm not sure about the licensing part, as I am not involved in any of those matters.

Which other solutions did I evaluate?

I'd rate the solution eight out of ten. 

What other advice do I have?

I would recommend Salesforce Einstein Analytics to those with similar needs. If the organization has a particular specification about having data analyzed in a specific format, then this is one of the best options.

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Business Analyst at Hewlett Packard Enterprise
Real User
Top 20
Apr 27, 2022
Recognized and well-reputed tool that is easy to scale
Pros and Cons
  • "It's scalable."
  • "For someone who is looking to use Salesforce, my advice is don't give it a second thought because it's a well-reputed and recognized tool."
  • "They have a lot of opportunities to improve the BI tools. With Einstein Analytics, we have a very minimal scope."

What is our primary use case?

I'm in HR, and my company is the end user of Salesforce. 

What needs improvement?

They have a lot of opportunities to improve the BI tools. With Einstein Analytics, we have a very minimal scope. I know they can do better with the marketing when it comes to BI tools because we use something else.

For how long have I used the solution?

I have been using this solution for almost three years.

What do I think about the scalability of the solution?

It's scalable.

What other advice do I have?

I would rate this solution 8 out of 10. 

For someone who is looking to use Salesforce, my advice is don't give it a second thought because it's a well-reputed and recognized tool.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1038357 - PeerSpot reviewer
Director of Operations at a tech services company with 201-500 employees
Real User
Nov 26, 2021
Useful user profiles, reliable, but time-sheets could improve
Pros and Cons
  • "The way Salesforce Einstein Analytics is structured in terms of the work assignments and the user profile is very good."
  • "All of the timesheets and appraisal management I have not been happy with. There should be some improvements. For example, as a management team, our managers do not have access to see a summary report, such as who is on leave today or how many hours each person logged in. You have to get into individual users and see. You cannot see a summary report, the reporting is missing. There should improve the reports."
  • "All of the timesheets and appraisal management I have not been happy with. There should be some improvements."

What is our primary use case?

We use Salesforce Einstein Analytics for human capital management systems, similar to an HRMS system.

What is most valuable?

The way Salesforce Einstein Analytics is structured in terms of the work assignments and the user profile is very good.

What needs improvement?

All of the timesheets and appraisal management I have not been happy with. There should be some improvements. For example, as a management team, our managers do not have access to see a summary report, such as who is on leave today or how many hours each person logged in. You have to get into individual users and see. You cannot see a summary report, the reporting is missing. There should improve the reports.

For how long have I used the solution?

I have been using Salesforce Einstein Analytics for approximately two years.

What do I think about the stability of the solution?

The solution is stable. 

What do I think about the scalability of the solution?

I have found Salesforce Einstein Analytics is scalable. We are able to onboard new resources.

We have approximately 450 users using this solution in my organization. We are using the solution extensively, but I do not think we will go beyond the current usage in the future.

How was the initial setup?

I was not involved in the installation. However, our IT team was part of it. I don't think that there was any complication.

What was our ROI?

The return on investment is okay. It's not that great because we are not a very large workforce. I feel that the kind of organization size what we have, we should have gone for something else.

What other advice do I have?

This is a good CRM tool, but when it comes to the HCM tool, I don't think I would recommend this to anybody.

I rate Salesforce Einstein Analytics a seven out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user361419 - PeerSpot reviewer
Software Engineer with 201-500 employees
Real User
Dec 3, 2017
Map, drill-down and join features need notable improvement; predictive analysis is good
Pros and Cons
  • "Also, the predictive analysis of the Einstein version is like artificial intelligence, it's great."
  • "There are many things that have to be improved."

What is most valuable?

After summer, 2015, the Einstein version came out. I think the predictive analysis is a very good feature, because it exists in other tool I have used, like Qlik. For example, in India, April to March is the financial year. So, if I have data for March through December, and I want to know how what business will be like in the rest of the year, predictive analysis is helpful. Salesforce Analytics has helped us a lot with this type of scenario. Previously it did not have that it, but now that feature is there.

What needs improvement?

There are many things that have to improved. When I want to create a full outer join data flow it is not there. So I have to go to the front end and I have to implement the union of groups and I use SQL as well. I end up having to do lots of coding. We can do a left join but we can't do a right join or an outer join in the data flow, so this is the one problem I am facing.

Map is a new feature also, even though it's not such a mature tool, a mature cloud technology. But not all countries appear in the list. When I need to use India, it is not there in the list.

One further issue is that drill-down is not there. Suppose I have 2016 with four quarters. I want to drill-down into the first quarter to find some specifics. But it's not there.

In the data flow there is a problem with dynamic date binding, it is very difficult with Salesforce Analytics. It can be done, but it requires coding and it takes time.

It seems to mention, all over when we google Wave Analytics, that it's a mobile-first technology. But what happens in real-time, when we create a chart in Wave Analytics for desktop or for laptop, when it comes to a tablet or iPhone or something else, we have to manage the page layout. So, although a chart is there, it's not showing on the mobile device. When a client has seen an extra chart, they also want it on mobile, but it doesn't show on their iPhone. So how can I say that it's mobile-first? The chart should also show in mobile. 

For how long have I used the solution?

One to three years.

What do I think about the stability of the solution?

Stability is there. They are providing new features day by day. The tool is going to be a mature tool. It's not just like a story tool, it's an immense cloud environment, so it's good. Before there was a smaller data flow limitation, but now they are giving a higher data flow limit so it's good. Stability is there.

What do I think about the scalability of the solution?

The limitation is there. I face the problem when giving a license to a user. They don't want to take the license at that cost. If they don't use Salesforce as their CRM, it will definitely be high cost. So they want a license they can share. But this feature is not in Wave Analytics.

Which solution did I use previously and why did I switch?

Salesforce is my first CRM and I actually like Salesforce. I never used any other CRM so I can't tell you which CRM is better.

How was the initial setup?

It's not at all complicated.

What other advice do I have?

In terms of advice, I would tell them that it is definitely a plus point if they are a Salesforce CRM user. And the the UI is good. Clients always want better, shiny things like that.

As I mentioned, I have worked in Qlik Sense also. In Qlik there some limitations in creating dashboard charts. But in Wave, you can scroll down and have however many charts you want in one dashboard.

Also, the predictive analysis of the Einstein version is like artificial intelligence, it's great. With this you can predict your future sales and scenarios.

I gave it six out of 10 because, if I compare it to other BI tools, some features are not there, but individually Wave is great. When clients first see it, I definitely know that they say, "Oh, wow!"

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
PeerSpot user
Senior Software Developer at a tech services company with 501-1,000 employees
Real User
Top 20
Nov 23, 2017
Creates reports and dashboards with simple clicks, but lacks technical support during deployment
Pros and Cons
  • "Easy to use User-friendly Not required to be technical for a user to use Creates reports and dashboards with simple clicks and drags and drops Scheduling data sync Can easily handle a huge amount of data without any crunch or crash."
  • "Support: Very less support now."

What is our primary use case?

I received an assignment to create a dashboard from multiple data sources from within Salesforce and some external (in CSVs) for huge (big) data from big clothing brands for users/management to analyze and take data driven decisions for their business.

What is most valuable?

  • Easy to use
  • User-friendly
  • Not required to be technical for a user to use
  • Creates reports and dashboards with simple clicks and drags and drops
  • Scheduling data sync
  • Can easily handle a huge amount of data without any crunch/crash. 
  • It uses SAQL, which is same as pig latin and helpful to users who would like to write custom queries for grouping and other manipulations to view data.

How has it helped my organization?

Even the data, if not on any system or database (Excel or CSV), can be analyzed. Giving insights to the buyer to which vendor is compliant (or not), location-wise display of data using maps, enhanced filters, easy sharing, easy creation, enriched UI, etc.

What needs improvement?

Support: Very less support now. Some days, I have to struggle a lot to achieve some simple steps even getting issues solved in deployment.

For how long have I used the solution?

Its been seven months until now and I am still using it.

What was my experience with deployment of the solution?

Yes, before the Winter '18 release, I was able to retrieve the report and dashboard. I have deployed it on production, but I do not know why after the release I am having issues and deploying it manually. There is no help for deployment now. I am looking for positive response from the vendor.

What do I think about the stability of the solution?

I do not know about future, but it is stable now.

What do I think about the scalability of the solution?

No.

How are customer service and technical support?

Six out of 10.

Which solution did I use previously and why did I switch?

No.

How was the initial setup?

It is easy and straightforward to install. You need to follow steps from the beginning. You can get all the steps from Trailhead.

What about the implementation team?

Implementation is in-house.

What's my experience with pricing, setup cost, and licensing?

$125 to $250/month per user.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free Salesforce Einstein Analytics Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2026
Buyer's Guide
Download our free Salesforce Einstein Analytics Report and get advice and tips from experienced pros sharing their opinions.