Salesforce CRM Analytics vs. Visual KPI

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.

Incentivized

[Visual KPI is well suited for:] 1. Maintenance or field worker in oil & gas/chemical/ process industry mostly; machines status on the map & functionality for tracing exact location of the machines. 2. Key personnel of the site is always in move within the site/plant; useful for monitoring key performance indicators of the plant 3. KPIs to be built based on multiple data sources as well as integration with ERP tool

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

• The latest user interface makes it easier to use.
• The search function helps find projects quickly.
• It covers a lot of areas of your business so there is intrinsic value to how robust it is.

Incentivized

• 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

• Intelligent prediction & AI
• Deep integration is limited to OSISoft's PI AF; bit time consuming for large integration for other historians > mapping hierarchy
• Template to create Apps like OEE, Cycle time etc for rapid deployment

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

1. At large it was successful implementation. - [Users] are empowered to find out performance measures easily - issues like machine downtime, trend analysis, location specific downtime information, roll out functionalities, up time of the machines or area, alert based on run hour of the machines/ pumps, manual data entry to capture reason code for any downtime

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

1. Online documentation 2. How to do videos 3. Very supportive customer support 4. Excellent & user centric sales team

Incentivized

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

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.

Incentivized

Most of these products serve as the master source for managing data, but they all seem to have their own focus for what kind of data and metrics they monitor, visualize and analyze. I think Visual KPI holds its own against the competition because it serves so many purposes for so many departments at your organization.

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

• Duration to realize the benefit is less
• OpEx requirement is steady since system is very robust
• Minimum to no training required for users; VisualKPI is very intuitive

Incentivized