Easy Insight is a business intelligence software offering from Easy Insight.
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Salesforce CRM Analytics
Score 7.3 out of 10
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Salesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
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Pricing
Easy Insight
Salesforce CRM Analytics
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Easy Insight
Salesforce CRM Analytics
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Easy Insight
Salesforce CRM Analytics
Features
Easy Insight
Salesforce CRM Analytics
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Easy Insight
-
Ratings
Salesforce CRM Analytics
8.5
Ratings
4% above category average
Pixel Perfect reports
00 Ratings
8.60 Ratings
Customizable dashboards
00 Ratings
7.60 Ratings
Report Formatting Templates
00 Ratings
9.20 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Easy Insight
-
Ratings
Salesforce CRM Analytics
8.0
Ratings
1% below category average
Drill-down analysis
00 Ratings
7.60 Ratings
Formatting capabilities
00 Ratings
8.40 Ratings
Integration with R or other statistical packages
00 Ratings
6.80 Ratings
Report sharing and collaboration
00 Ratings
9.00 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Easy Insight
-
Ratings
Salesforce CRM Analytics
8.5
Ratings
2% above category average
Publish to Web
00 Ratings
9.30 Ratings
Publish to PDF
00 Ratings
9.00 Ratings
Report Versioning
00 Ratings
8.50 Ratings
Report Delivery Scheduling
00 Ratings
8.00 Ratings
Delivery to Remote Servers
00 Ratings
7.70 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
Compared to Tableau and quicksight, [Salesforce Einstein Analytics (formerly Wave Analytics)] is quite similar and the preference depends on which database you use. Quicksight is more useful if you are using aws service and Salesforce Einstein Analytics is better if you are planning to use the data in salesforce. Also, that is under the assumption no further transformation is needed.