Klipfolio Klips vs. Salesforce CRM Analytics

It's
a piece of software that's capable of almost anything. Dynamic variables can be
changed in real-time via the interface's UI/UX and UI/UX customizations. As a
result, it can always keep its database up-to-date and obtain the most current
information from a variety of sources. The Klip customer service team is
extremely friendly and helpful. Every time a problem with the Klip setup
arises, they're there to help. As a result of their activities, they try to
work with the group's experience.

Incentivized

Salesforce CRM Analytics has amazing user interface and very responsive customer services providers.

The product has brilliant artificial intelligence systems that enhance its usability.

Software integration with other tools is perfect.

Ease in setting up and availability of unlimited tutorials and demos.

Incentivized

• Dashboard design. Super simple and easy to set up, move and size components, and display.
• Klip creation. This is report/chart creation. Klipfolio straddles the line well between ease-of-use and robust capability for data crunching and visualization.
• Data sync. I have had very few data sync issues. The sync just works and it is very light-weight on API calls.
• Multiple data source formats. You can make data sources in JSON, Summarized View, and Detailed View.
• Modeled data sources. You can create modeled versions of any data source, which allows you to lock in data formats, add columns (including formula columns), and more.
• Team permissions. I have been able to set team permission sets and use that to display the given dashboards around the office. With this, I can control who has access to which data.
• Chart options. There is a great selection of chart types to choose from.
• Great support. Their support staff has always been very responsive—almost always immediate. I have always been able to resolve my issues with them.

Incentivized

• Interactive Dashboards, it [consists] of wide variety of charts
• Data from different sources can be easily integrated with it
• Security, it provides easy way to secure and share the information with the users
• Support actions like opening hyperlink etc
• Almost everything can be done from configuration
• Data can easily be managed from dataflow.

Incentivized

• Onboarding. The process of setting up a new client for a dashboard can be a little tedious.
• File size upload and third-party integrations. I have been limited to the size of the .csv file we were uploading but we were able to find a workaround.

• 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.

Incentivized

My initial impressions of the software have been extremely positive. There are YouTube tutorials that explain how to make klips. The intuitive design of the UI It appears that everything in this software has been thoroughly tested to create all the visualizations that can be imagined as well as the user input controls that allow users to have exactly the data they want to be displayed in seconds, considering the various functions and formulas available in the Excel integrations and the extensive list of other services that can be integrated.

Incentivized

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.

Incentivized

It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.

Incentivized

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

Incentivized

None at all; just be sure of what information you will need for working.

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

Incentivized

It was clear that Klipfolio had the edge in terms of the number of third-party connectors and templates available, allowing us to quickly be up and running with various API integrations and visually stunning designs in only an hour. It was a no-brainer for us, and we're glad we went with them instead of the other options.

Incentivized

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.

Incentivized

• Klipfolio not only delivers great-looking dashboards, but it makes our agency look awesome to our clients!
• Klipfolio is one of the few platforms that we have implemented where the minimal investment has consistently provided maximum results in the return on our investment.
• Not only had Klipfolio proven to be a fiscally smart - money-saving - move, but has also proven to be a great time saver as well.
• Thanks to Klipfolio we spend less time having to pull data and have more time to analyze and strategize for our reporting and recommendations to our clients.

Incentivized

• Sales CRM analytics enable us to conduct correlation analytics and real-time performance metrics.
• Use of the product enabled us to drive more revenue by the help of actionable insights leading to informed decisions making.
• The software has made it possible for us to automate administrative tasks and improve performance.

Incentivized