All CRM Analytics Reviews
1-25 of 75 Reviews
Sort by
Anonymous
1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2019
Analytics is great, as long as your data is in Salesforce.
Expensive and there is always a hitch with Salesforce, but we are getting our money's worth and happy with the analytics we have built.
PROSAny Salesforce plug-in to your implementation is a benefit, and this is a great one. As long as your data is in Salesforce, you have ample tools to run analytics and build reports.
CONSWe have a lot of data NOT in Salesforce, so have to use a third party tool to analyze that data separately. We are looking into Einstein, as they say you can use both external and internal data.
Mark
Information Technology and Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Using Sales force
If you need the best CRM, with the most tools and features, this is the CRM to get, bottom line. The analytics it tells you can really help yourself, your company and your team too
PROSI was a user of Sales Force while working for a larger company. Many of the features were set up by the company, and these tools and features were quite robust. The sales function tools help you keep track of closed sales, opportunities and events meetings and potential leads. Plus you can customize reports to help you determine your success rate and areas to help you grow your business.
CONSI think that due to this CRM being the leader in this space, that it also comes with many many tools and features, which at times can be a little overwhelming. (Although many good trainings on using this software are also available to help).
Gabriel
Information Technology and Services, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed June 2021
Salesforce a great option but may show some issues on the long run
We have our ups and down, its does the job really good but has make me pass for bad situations with oldest report to track them on this system.
PROSThe dashboard options. Reports available to use. KPI performance monitor. Integration with different tools.
CONSSearch options can be painful with some required values for my job. Attachments of critical information can be lost if a lot of time has passed since opening a case/report.
Reasons for switching to CRM Analytics
It was a company requirement to migrate from the old tools to salesforce.
Erika
Broadcast Media, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2021
Sales Force review
Salesforce Analytics reminds be to contact clients that I haven't reached out to in a while and also it is a great tool to look at what cleint did previously and keeps my buisness fresh,
PROSI use the analytics daily to keep up with my buisness, it reminds me when i haven't spoken to clients. The Dashboard is something I use daily, and it is very user friendly and easy to keep up with my buissness.
CONSOverall I am exteremly happy with Salesforcea and all of the Analytics it provides to make my business easier.
Andrea
Graphic Design, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed April 2021
Salesforce review
Great tools for sales as well for building up your leads with a lot of functions linked with the phone.
PROSThe effectiveness in organizing the leads and the contracts sent to the accounts -as soon as they click through by e-mail everything is done
CONSI wouldn’t call cons , it a very complex software because the wide functionality you can deploy- you have to study in order to make the most of it!
Brittany
Computer Software, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2021
Does the job!
Good but have not explored other options to know different
PROSReporting and analytics mostly easy to customize and generate reporting but could be more intelligent with categories.
CONSTime taken to load each page snd lack of abundant categories to drill down into. Better dashboard as well.
Raghunandan
Computer Software, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2017
SFDC BI Platform
One of the best cloud BI platform. We can notice that Salesforce is improving Einstein Analytics continuously in their releases. AI in Einstein analytics is simply superb and easy to adopt.
CONSMore functionalities needs to be added.We all know it is improving but when compared to other BI tools like Tableau, some features are lagged.
Anonymous
201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed March 2018
SalesForce is a great tool to manage customers/clients information. It is pretty easy to use.
One benefit of using SalesForce is that I save a lot of time when I pull up account and I have the benefit to customize views to help me have everything organized.
PROSSalesForce has the ability to store many accounts with the customers/clients information and easy to find them and create new account.
CONSThe software itself could be a little more nice-looking. I believe it can have several updates to make it easier to use.
Akash Mohan
Computer Software
Used more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed September 2015
Best Visual Reporting and Dashboard Tool
I have recently worked with this product, Dashboards are very interactive, mobile friendly and easy to share your data with your colleagues. You can filter your data with your dynamic time query. Response is also very quick and fast in terms of performance.
CONSWe have started recently and in learning phase, So can't provide much information for least like, but graphics are above than my expectation. i personally appreciate it.
Emily
Veterinary, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed August 2021
Salesforce user review
Salesforce is intuitive and easy to learn. It is nice that it has memory of tabs previously opened on the dashboard, even between user sessions.
CONSIt has not be very adaptable for our specific needs as a database for our veterinary patients and clients.
Anonymous
10,000+ employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed December 2022
データ加工や可視化、自動化、機械学習モデルの作成までカバーするBIツールの最高峰
これまで多くBIツールを活用してきましたが、これだけすべての機能において質が高いツールは、これ以上がないといっても過言ではありません。BIツールを検討する方全てにおすすめしたい至極の一品です。
PROS・ダッシュボードの作成は操作しやすく、コンテナ機能も備えているため、開発と改修どちらにも有利・動的ダッシュボードなのに、ダッシュボードの挙動が速い・保持できるデータ量が多い・GUIでカスタマイズできるダッシュボードとグラフの設計が細かく、豊富・全体的にGUIが見やすく、作業負荷が小さい・GUIで前処理を簡便に行うことができる・AutoMLをアドオンでつけることができ、そこで返された結果をダッシュボードでそのまま可視化することができる。ツール間の移動がなく、ストレスフル
CONS・前処理は基本的にGUIをベースとしているので、コードベースでアップロードや改修ができない・ダッシュボードとETLにはゴミ箱機能やバージョン管理ができない(コピーを作成するしかない)ので、バックアップ用のアプリケーションを作成することが望ましい・日本語でも英語でもインターネット記事が少なく、公式のドキュメントやコミュニティに頼るしかない。
Reason for choosing CRM Analytics
ダッシュボード
Anonymous
51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Sales Forceを100%活用できるAIデータ分析ツール
営業担当者でも簡単にデータ分析ができる。SalesForceでもある程度の集計、分析は行えるが、大量のデータを取り扱う場合はCRM analyticsがかなり便利。コーディング不要のAIがレコメンドを出してくれるので、半自動でデータ分析、レポート生成が可能。
CONSある程度のSales Forceの知識がないと使いづらい。また、ユーザーごとの課金なので、チーム全員で使うとなると割とコストがかかる。
Esteban
Information Technology and Services, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed July 2022
CRM Analytics review
Overall it’s been a good option for basic and mid-level analytics routines
PROSGreat features and high performance, together with professional support
CONSLacks Visualization tools found in other top products
Reason for choosing CRM Analytics
Testing
Ayushi
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed November 2017
A great software.
provides with great analytics. Good tool to use. Would definitely recommend. It is certainly better than most softwares out there.
CONSThere would be some more features added to it. Still lacks some basic features such as inventory management.
Sapana
Computer Software
Used less than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed September 2015
Excellent Business Intelligent Software
Salesforce Analytics Cloud is Valuable in areas rich with recorded information, analytics relies on the simultaneous application of statistics, computer programming and operations research to quantify performance. Analytics often favors data visualization to communicate insight, the best part is making reports and dashboards.
CONSIt's not really geared to handle lots of campaign changes. It's a bit tough to pick up the logic at the beginning when you first use it.
Nate
Telecommunications, 1,001-5,000 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
A truly amazing addition to SFDC
General end user. Learning to develop solutions and dashboards more and more though.
PROSJust about everything. It's an amazing platform to bring all of your Salesforce data together in one place and see a truly holistic view of the things that matter. The end user experience is great.
CONSAdmin/development work can be very cumbersome and difficult. Generally requires a knowledgeable Salesforce developer, but with that asset you can far.
Stormy
Health, Wellness and Fitness, 501-1,000 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed April 2022
Easy to use
I think that overall Salesforce was for sure a positive aspect of the job that I was hired to do. It was easy to learn and easy to use. It was pretty straight forward and uncomplicated.
PROSIt was easy to learn to use and easy to switch functions in the usage in my daily use.
CONSI think a help feature wouldn't be amiss in the actual program.
Gloria
Computer Software
Used less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed September 2015
Perfect Analytics Cloud tool!!
The pictorial representation of the overall data and its mapping on the Dashboard is the most fascinating thing of this tool and the parallel processing is also remarkable
CONSThere is nothing as such that can be least liked, However it would be great if the query time out time is increased from 2 minutes to more.
Anonymous
11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed November 2021
Greatly improved CRM and improved customer engagement
Salesforce Analytics Cloud is great to use to engage with customers. Pay as you go can be a pain but it is worth it
PROSIt helps us with analytics on customer movement and preferences. It makes marketing and sales easier and more targeted allowing us to serve their needs better, improving customer satisfaction
CONSThere is a learning curve associated with the use of the software. Training videos would help immensely
Anonymous
Used monthly for less than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed March 2018
This software has been useful in my non-profit management experience.
The export functionality made it easy to share information with those outside the nonprofit organization.
CONSI wish it had greater permissions settings so that I could give volunteers outside of the organization the ability to use the tool.
Juliet
Management Consulting
Used less than 6 months
OVERALL RATING:
1
EASE OF USE
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed June 2016
Worst analytics tool ever
Salesforce sales team work hard to persuade their client that Wave is what they need. Unfortunately, having no technical background, clients rather rely on Salesforce brand than the actual functionality of the tool.
CONSIt is not a self-sufficient product, but rather an API with very limited functionality and bugs. Almost impossible to scale the tool, or build something usable once the complexity of tasks increases.
James
Used free trial
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed December 2016
Expensive BI Toolkit
Salesforce keeps expanding its reach in the CRM market and is bringing deep analytics power to the cloud also with Analytics. It is pricey however but if you are after a suite of tools to rest on top of your data without integration services, this might be the one for you.
David
Used free trial
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2016
Extremely easy to use
Extremely easy to learn this very powerful analytics tool. But needs to be easier to integrate outside data.
PROSEasy to ise
CONSOutside data hard to bring in
Ravi
Used free trial
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2016
Best analytics software for a business user
software developer who uses wave to analyze data. Most often the data is in some delmited format for which wave has an easy to use API
Parag
Computer Software
Used less than 6 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed August 2015
Analytics Cloud WAVE
The Reporting and the Summary fetching capabilities of the application makes it one of the best in the market today.
CONSNothing as such, but yes there are some scope of improvements for the product.