Salesforce Einstein Analytics Reviews

It is more of an integrated platform where marketing, customer service, and the ticketing system are integrated into each other as a SaaS-based solution, which is what we use.

For Marketing Cloud, most of the inputs are from Salesforce Einstein Analytics, though there may be other platforms, but I do not have knowledge of that. The marketing team handles this aspect.

I use the business intelligence piece which is the AI portion, including various scripting functionalities.

The predictability is a key feature. Their machine learning model, which they have integrated, provides us with accurate data and creates projection maps.

The system is quite easy to use.

There are API calls which are readily available. Anyone can consume them, provided they have the right access.

It is difficult to integrate the modules. The customization is also a little bit complex currently, but it is getting easier as they continue improving the market.

There are certain glitches, especially when the modules are upgraded or when there is a source code update, causing the entire tool to go offline. There is downtime which still affects the particular product. I would provide a reliability rating of 70%, with 30% still having scope for improvement.

We use this solution actively.

There are certain glitches, especially when the modules are upgraded or when there is a source code update, causing the entire tool to go offline. There is downtime which still affects the particular product.

It is a little bit expensive to scale and customize.

I am quite satisfied with the support provided.

Positive

I have changed organizations, so I am involved with a different product line now.

Installation is quite easy as it involves consumption modules, so it is basically a subscription we enter into.

Maintenance is outsourced. Whichever partner services the procurement also provides the maintaining services associated with it. Otherwise, most of the cases are handled by the IT team.

There is definitely a lot of ROI in it.

In general, I would rate it as a little bit on the expensive side compared to other available options. However, feature-wise, we can put it into production from day one without any issues.

We are not associated with that as this is a different account altogether. It should come under the enterprise category.

We use portions of Teams if I am not wrong, though it is managed by a different team and we do not use it much.

On a scale of one to 100, I would say at least 70 to 80.

I rate Salesforce Einstein Analytics an eight out of ten.

Neutral

The tool is valuable. It's one of the greatest programs I'm currently working with, and I believe it will continue to be crucial in the next four to five years. It's the future of our operations. Integrating other systems and conducting campaigns is easy. The solution relies heavily on AI.

Generating reports is quite straightforward when working with Salesforce Einstein Analytics. It's really easy to obtain the necessary reports from there. With the assistance of AI, creating charts and generating reports becomes even easier, making it a time-saving activity.

The solution's integration with the CRM has improved our workflow efficiency. It's made capturing and saving data much easier.

The product is expensive.

I have been working with the product for four to five years. 

I haven't contacted the Salesforce Einstein Analytics' technical team directly. I've only emailed them to get content or information, but I haven't interacted with their technical team.

I've used various analytics tools for business intelligence, including IBM, HubSpot, and Google Analytics. Among them, Salesforce Einstein Analytics stands out as the best, especially regarding user interface and ease of use for tasks like sending campaigns, generating reports, and importing data. Everything from getting and extracting reports to importing data is incredibly easy with this platform. Working with this tool is much simpler compared to others.

The initial setup process took around one to two months for our company to properly integrate and start working with the tool.

The tool is worth the money. Considering the work we're doing and the outcomes we expect from the tool, it delivers on those expectations.

Salesforce Einstein Analytics can be considered somewhat expensive, depending on the company's needs. If they want the complete package with all the features, it's pricier. It all comes down to what the company requires from the platform.

I'm currently focused on integrating the company into the Salesforce Einstein Analytics platform. This involves sending campaigns, creating end-to-end workflows, and analyzing company performance to optimize future operations. I'm continuously learning to explore additional features that can enhance campaign effectiveness and overall platform satisfaction.

There were a couple of instances where the servers experienced downtime, but it was rare, happening maybe once or twice out of ten times. Additionally, Salesforce Einstein Analytics provides a website called Salesforce Trust, which allows me to monitor the performance and security of my account.

I rate the overall solution a nine out of ten.

We use Service Cloud. We use it to classify the cases and get the escalation scores correctly. We also use it for knowledge management. We have multiple use cases.

The out-of-the-box features are very good for organizations to get into data-driven mode. If we have an implementation of Service Cloud, we can use our data to make decisions based on analytics. For example, we raise requests on our website, and the website classifies the cases into different categories. The case will go to the wrong support team if the category is wrong. 

The solution does analytical interventions and changes the category of the cases to the right team. It saves us a lot of time. The out-of-the-box features are good for companies that want to try analytics and data science interventions. The product has very good capabilities.

There's no transparency in how the models are created. If I give input, the data goes inside the Einstein platform, and it produces the results. I do not know the models the product uses. I do not know if I can use different algorithms on the models. I'd like to introduce some new algorithms. The product must be more transparent.

I have been using the solution for two years.

The tool is not very stable. If we have issues in our deployment, it takes time for the vendor to rectify them.

Our data is not huge. We work with small and enterprise businesses, but our data sets are small.

The support team has been very proactive in sending emails on time if they are not able to rectify issues. However, the team usually takes a lot of time to rectify issues. I rate the support team a seven out of ten for their professionalism.

Neutral

The tool is always available. It is cloud-based. The deployment is very, very easy. It is taken care of by Salesforce. Salesforce also maintains the solution.

The solution is expensive. It is very expensive for small businesses, but enterprise customers also negotiate the price. The subscription fee is billed annually.

Overall, I rate the product a nine out of ten.

We use Einstein Analytics to evaluate sales and marketing metrics.

Einstein Analytics provides insights into what we are doing and how we are doing it. It tells us what benchmarks we need to hit consistently to achieve our goals.  In sales, there is sometimes a disconnect between actions and objectives. We aren't necessarily going to close a deal because we call X number of people. There are some underlying skills that add nuance to these metrics. 

Einstein Analytics could incorporate something like SFIA 8 to help users understand the underlying skill sets.

We have used Einstein Analytics for about five years.

I rate Einstein Analytics 10 out of 10 for stability. The platform is highly stable. I don't remember ever having an outage. 

Einstein Analytics is fine for us, but we're not a huge company. Salesforce works with massive enterprises, so scalability is not an issue for us.

I wasn't involved in the setup, but our IT team didn't take very long to deploy the solution. 

I rate Einstein Analytics eight out of 10 for affordability. We have a yearly license. It's a costly solution, but it isn't the most expensive. It could be a little cheaper. 

We looked at a few platforms like Oracle and some marketing automation platforms. I think we ended up going with Pardo.

I rate Salesforce Einstein Analytics eight out of 10. My advice to prospective users is to get trained. You need skills to use the solution effectively. It doesn't work out of the box for a lot of companies. 

My company uses Salesforce Einstein Analytics to build predictive models for sales. We have just started learning how to use it to implement solutions.

Salesforce Einstein Analytics has helped us close more business deals by giving us insights about our prospects or customers, including information like when we should call or send an email to our prospects and when there is a probability of closing an opportunity based on certain activities.

The most valuable feature of the solution is its ease of use. One can get data from Salesforce in a native way, so one can start working immediately with the data. One doesn't have to combine, prepare, or clean the data since it is already available in the tool, making it a helpful tool when it comes to the data part.

To be honest, I don't know what has room for improvement in the tool because we have just started to use it in our company and haven't found any weaknesses. Maybe, later on, I will be able to give you more details on the product's weaknesses.

The price of Salesforce Einstein Analytics is quite a bit expensive for the region of Mexico. I think the price of the product could be better.

In the future, the solution should have more drop and drag features, more user-friendly functions, and more understandable models for a person like me who is not a technician and for other regular people since the product is already easy to use.

I have been using Salesforce Einstein Analytics for about six months. My company is a software and solutions vendor. I don't remember the version of the solution.

Stability-wise, I rate the solution a ten out of ten.

It is a very scalable solution since you can integrate it with other tools. You can start with the tool from one point and grow it to a better and larger point. Scalability-wise, I rate the solution a ten out of ten.

I use Microsoft Power BI and Microsoft Office.

The initial setup is straightforward.

The solution is deployed on the cloud.

My company hasn't experienced any ROI yet since we are still in the process of implementation, because of which we may need to wait a little longer to see any ROI.

Price-wise, Salesforce Einstein Analytics is an expensive tool.

I hadn't considered any other options before choosing Salesforce Einstein Analytics.

My company provides solutions, like Microsoft Azure, Microsoft Power BI, and Tableau, to various customers though I haven't used them personally.

Salesforce is a good brand with a good name, making it a very confident product. Those planning to use the tool should try it out without hesitation.

Overall, I rate the solution a nine out of ten.

As a sales representative, my primary tool for data analysis is Salesforce Einstein Analytics, which I predominantly utilize for sales-related activities near Rina. Additionally, I regularly review the tracked figures within the platform to ensure that I meet all the required performance metrics expected by the company.

Salesforce Einstein Analytics can be described as a valuable tool for providing measurable data that aids in understanding performance. It offers consistent measurements and enables effective comparisons of individual and team results within the organization.

The most valuable feature of Salesforce Einstein Analytics is the reporting tools.

When it comes to generating reports, it appears that many users rely on experts to handle technical aspects. For instance, if you require a weekly report displaying accounts transitioning in and out of your modules, it seems challenging to accomplish without consulting experts for assistance. Such tasks should be user-friendly and easily achievable without external assistance.

It would be beneficial to have visibility into any changes made to your account by individuals other than yourself or your team. It is also important to clearly track the history of these modifications and identify the responsible parties.

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

I have never had a problem.

I rate the scalability of Salesforce Einstein Analytics a ten out of ten.

I do not plan to increase the usage.

I rate the scalability of Salesforce Einstein Analytics a ten out of ten.

I have not used the support from the vendor.

The initial setup process can be challenging, especially when dealing with a large user base of approximately 150,000 across multiple integrated companies, such as the case with the Salesforce integration of Sprint after its acquisition. Given the scale and complexity of the integration, it requires careful attention and planning.

We have received a return on investment.

Even if users have prior experience using Salesforce Einstein Analytics in other organizations, the level of customization available can make your organization's version of Salesforce appear unfamiliar to them. In other words, the extent of customization can be significant enough to make it unrecognizable to new users joining your organization.

I rate Salesforce Einstein Analytics an eight out of ten.

We have had very extensive use cases of the solution in our organization. So, we had a lot of data that had to be populated and visualized. Around 50% of my project tasks are done online using the solution.

With the solution, our organization helped its clients visualize their investments. Basically, we were into private banking and investment management.

The fact that the solution is visually appealing because of its lightning interfaces can be considered one of its most valuable features.

Improvement-wise, I feel the solution must be more robust since it is not exactly ready to handle large data. Initially, we faced a lot of issues with the solution due to the bugs in it, which affected data loading and its performance. So, I think Salesforce needs to work on the solution.

In the future, I want Salesforce to make the solution viewable to its users from a mobile device or an iOS tablet.

I have been using Salesforce Einstein Analytics for three years. Though I can't remember the solution's version, I can confidently say that I am using the latest version provided by Salesforce during its quarterly updates.

Stability-wise, I rate the solution a seven out of ten.

Scalability-wise, I rate the solution an eight out of ten. Around five people in my company are using the solution. Also, we have plans in a company to increase the usage rate of the solution.

I have contacted the solution's technical support team quite often and received resolutions in a week's time. I rate the solution's technical support team an eight out of ten.

The solution's initial setup was straightforward. Also, we are using the cloud deployment model for the solution. 

Using the solution, I have not seen any return on investment yet.

Although it was deemed slightly expensive and failed the cost analysis we conducted in our company, we proceeded with the purchase because we desired to have a leading CRM system in the industry. The solution is expensive.

Before choosing Salesforce Einstein Analytics, we tried some in-house solutions we had built using .NET. However, in the end, we felt that Salesforce Einstein Analytics was more intuitive.

I would like to tell those planning to use the solution that there's a lot of research and background work one needs to do before getting the solution since it's not a very straightforward one. One would especially need some knowledge about Salesforce architecture to work on the solution. Overall, I rate the solution an eight out of ten.

We had a pretty large Salesforce deployment across our company. This deployment was for all internal customers around our globe, such as shared services and business services, which were connected with the contact centers in each region of the world (NA, LATAM, ASPAC and EMEA).  Salesforce was the platform that we consolidated all our Level 1 and Level 2 processes on. We brought it together with Genesis across all call centers which integrated our platforms. 

When we first did the assessment, this was at a global level. We were putting in a standardized software platform for all the corporate functions, such as HR, finance, procurement, payroll, and compliance. We standardized all their processes on Salesforce case management and knowledge management.  Key day to day to day integration was required with ServiceNow and Workday and other financial systems, such as SAP. We used Salesforce as one of our enterprise platforms.

We use ServiceNow for the IT side of our operations and needed to e-bond tickets and requests across these systems

The most valuable features of Salesforce Einstein Analytics is the flexibility around the deployment, overall capabilities, user-friendliness, and interactions with the tools that came built with it.

The interaction with AI for Salesforce Einstein Analytics was required for our contact agents and some of our portal capabilities. With the Bot and self-service capabilities, we built a global portal. The Salesforce Einstein Analytics and automation capabilities were key for the self-service capabilities that we were trying to deploy as part of this digital transformation. We put all of our documents in and we digitized almost all documents and put everything online. Salesforce Einstein Analytics helped in the evaluation of these solutions. It helped navigate for the end-users which were all internal. We had some external requirements as well because we ended up providing procurement and financial services for third party invoicing and procurement. Salesforce Einstein Analytics Einstein helped in the user effectiveness and efficiencies around the interactions.

I have used Salesforce  and the Einstein Analytics product for approximately two years.

Salesforce and Einstein Analytics is reliable, it is a strong solution.

Salesforce and Einstein Analytics is highly scalable across a large enterprise organization.

Overall Salesforce and Einstein Analytics was easy to deploy. We tried to stay to the basic versions and not do too much customize. We did configuration, but we tried to stay native for most of Salesforce and Einstein Analytics.

We had a large Salesforce deployment in other areas of the company  We received enterprise licensing, and we ended up having a good set of knowledge.

We ultimately used Deloitte to do our development. Deloitte had some very strong capabilities in Salesforce, specifically around case management. They had us up and working quickly. We had a very successful deployment in Salesforce.

The biggest challenge we had was the cost and the licensing. If you are able to negotiate a Enterprise License Agreement, you should. This will remove a lot of negotiations and a lot of pressure from the deployments and ongoing support. You should be able to bundle different SalesForce products within the ELA, like Community licenses etc... 

We purchased the premium support because the call center was a critical environment. We ended up getting the premium support that was built into the package that we provided. We did get the higher level with the SLAs to make sure that it was business-critical. 

We evaluated other solutions for contact center and in the end, we liked the way Genesys and Salesforce and Einstein Analytics integrated .  The implementation around the popups on the Genesys Systems had some pre-built Salesforce schemas, which made it very simple. 

From a capability standpoint, Salesforce and Einstein Analytics met our needs.

I would advise others not to customize as much as possible, because as they roll out the newer releases every six months significant testing and verification would have to happen. It is important to have a strong third-party provider that is very experienced. We used Deloitte, but we evaluated others like Accenture, KPMG, and IBM, but we decided on Deloitte and that was a good decision for us. Having a partner who has a center of excellence or experts that could give you a lot of the tips that they've learned could jumpstart your deployment and stick to the standards. Focus on the licensing because it could get costly fast.

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

The solution helps me to analyze the opportunities and evaluate the chance of closing the deals. 

Salesforce Einstein Analytics is a simplified CRM. It's integration is good. 

The tool needs to simplify its features. 

The product is stable. 

The tool is scalable and you can scale it as you want. 

Salesforce Einstein Analytics is beneficial to my management since it offers a holistic and realistic view of forecasts. I would rate it an eight out of ten.