MS SharePoint / SQL refers to Microsoft Sharepoint, a web-based collaborative platform, being used in tandem with Microsoft SQL Server to provide business intelligence analytics and reporting. They can provide BI content such as data connections, reports, scorecards, dashboards, and more.
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Salesforce CRM Analytics
Score 7.4 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.
$125
per month
Pricing
MS SharePoint / SQL
Salesforce CRM Analytics
Editions & Modules
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Pricing Offerings
MS SharePoint / SQL
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
MS SharePoint / SQL
Salesforce CRM Analytics
Features
MS SharePoint / SQL
Salesforce CRM Analytics
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
MS SharePoint / SQL
7.8
58 Ratings
4% below category average
Salesforce CRM Analytics
8.5
46 Ratings
4% above category average
Pixel Perfect reports
8.839 Ratings
8.639 Ratings
Customizable dashboards
7.055 Ratings
7.646 Ratings
Report Formatting Templates
7.448 Ratings
9.244 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
MS SharePoint / SQL
8.4
53 Ratings
4% above category average
Salesforce CRM Analytics
8.0
47 Ratings
1% below category average
Drill-down analysis
8.142 Ratings
7.646 Ratings
Formatting capabilities
8.753 Ratings
8.446 Ratings
Integration with R or other statistical packages
8.030 Ratings
6.835 Ratings
Report sharing and collaboration
8.850 Ratings
9.044 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
MS SharePoint / SQL
8.9
58 Ratings
7% above category average
Salesforce CRM Analytics
8.5
45 Ratings
2% above category average
Publish to Web
8.652 Ratings
9.335 Ratings
Publish to PDF
9.549 Ratings
9.042 Ratings
Report Versioning
8.148 Ratings
8.541 Ratings
Report Delivery Scheduling
9.039 Ratings
8.038 Ratings
Delivery to Remote Servers
9.032 Ratings
7.732 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
As I mentioned in my previous answers, MS SharePoint is very useful as a shared drive for the organization and is very easy to manage. It also helps us import data from SharePoint directly into PowerBI for creating reports. According to my understanding, only share link features should be improved.
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
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.
This was a long-term buy-in from a corporate perspective, to remain in the SharePoint space. Migration is certainly possible, which is good for planning and having options further out. At this point, the only planned migration is to eventually move the architecture up to SharePoint/SQL 2013. At that point, we will be able to leverage some greater efficiencies, some enhanced content design and management features, and some more current social features. It is well worth a full consideration in any shop looking at a new implementation of or migration to SharePoint (although you will probably be considering 2013 versions or beyond in those discussions), but the platform should be a strong competitor to any alternatives. Realizing the capability of a fully-branded and customized website was not part of the original choice for the architecture at Lincoln, but seeing it implemented and functioning now with this capacity far beyond original expectations has certainly cemented plans to continue using it.
I gave this rating due to MS SharePoint being a big help with our userbase. We have a lot of users that are just old enough to not have much technical skills or they have been in this industry long enough to where they haven't really needed to utilize much technology. MS SharePoint helped us move beyond that barrier without too many bumps and bruises.
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've only had to call in to support on one occasion but they were able to work though our issue and find a solution that did fully resolve the issue in a timely manner. I can't always say the same about support from other companies so it was a refreshing change to have support that did help.
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
At the time of the two large projects, SharePoint was the enterprise solution so we were required to use that. We have since lobbied the enterprise teams to review and consider Atlassian Confluence and were successful. Confluence is cheaper than Sharepoint which is why we wanted to bring that in. The enterprise has now made Confluence an enterprise solution as an alternative to SharePoint. After using both I think SharePoint has many more add-ins than Confluence. It has much more customization ability than Confluence. SharePoint is not good for mobile readiness. Confluence is so there is a difference that might lead you to Confluence over SharePoint. I would also say that SharePoint is very document-centric and that Confluence has better KM than SharePoint does. even with the use of SQL Server. We were told that we could not use Google Drive even though it had features we liked.
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.