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.
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.
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.
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.
I have been using this solution since the beginning. I believe it has been two or three years.
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.
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.
Based on the feedback from the guys who were deploying the solution, my understanding is that their support is good.
I have no idea. For all the end-users, it was already implemented.
They probably had some third-party analysts working on it first, but I am not sure.
I believe we did. The choice of Salesforce was an easy one.
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.
The solution allows for the automation of certain tasks.
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.
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.
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.
The solution scales extremely well. It's one of the most scalable solutions on the market.
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.
Salesforce has a subscription-based licensing structure, where it's between $20 to $75 per month, per user.
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.
We are using Tableau CRM for AI-driven analytics.
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.
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.
I have used Tableau CRM within the last 12 months.
The solution is stable.
Tableau CRM is highly scalable.
I have not used technical support.
I have used Tableau.
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.
For developing a client's project, we only need one data scientist to support Tableau CRM.
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.
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.
We primarily use the solution for customer insight analytics.
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.
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.
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.
The stability is great. The reliability is very good. there are no bugs or glitches. It doesn't crash or freeze.
The product can scale well. If you need to expand it, you can do so.
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.
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.
The initial setup is straightforward. It's not overly complex or difficult A company shouldn't have too much trouble with the process.
I handled the implementation myself. I did not need to hire a consultant or an integrator. It was all handled in-house.
The pricing is a bit high. They could work to be more competitive.
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.
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.
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.
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.
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!
I have been using Salesforce Einstein Analytics for approximately seven months.
We are using the latest version.
The stability of Salesforce is great!
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.
We open support tickets and get support from Salesforce.
Technical support is good. They get around to helping easily. The support is above average.
Previously, I used Ebsta.
We moved to einstein because of vendor consolidation.
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.
We did not need the help of an integrator but we did open a ticket with the support team of Salesforce.
We are evaluating UiPath and Automation Anywhere.
I would rate Salesforce Einstein Analytics an eight out of ten.
I am a Salesforce CPQ developer. I have also worked on Einstein Analytics for reporting purposes.
I have used Einstein Analytics for reporting purposes and data analysis within our sales processes.
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.
I have used it for a few months in one of the projects.
I encountered no issues. It is all good.
The support team from Salesforce is good based on response time and knowledge.
Positive
I'm not sure about the licensing part, as I am not involved in any of those matters.
I'd rate the solution eight out of ten.
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.
I'm in HR, and my company is the end user of Salesforce.
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.
I have been using this solution for almost three years.
It's scalable.
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.
We use Salesforce Einstein Analytics for human capital management systems, similar to an HRMS system.
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.
I have been using Salesforce Einstein Analytics for approximately two years.
The solution is stable.
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.
I was not involved in the installation. However, our IT team was part of it. I don't think that there was any complication.
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.
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.
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.
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.
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.
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.
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.
It's not at all complicated.
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!"
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.
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.
Support: Very less support now. Some days, I have to struggle a lot to achieve some simple steps even getting issues solved in deployment.
Its been seven months until now and I am still using it.
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.
I do not know about future, but it is stable now.
No.
Six out of 10.
No.
It is easy and straightforward to install. You need to follow steps from the beginning. You can get all the steps from Trailhead.
Implementation is in-house.
$125 to $250/month per user.
