Salesforce CRM Analytics vs. Yellowfin

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

We can recommend this software without hesitation, as it has the ability to generate reports and data analysis, as well as process the data automatically, which saves time. It is ideal for small and medium-sized companies that wish to improve their services in the business world

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 Yellowfin user interface fits seamlessly into our own web software as it too is designed in the latest web technologies making it easy to use and easily accessible to our client base.
• The Yellowfin user interface is intuitive and easy to use, elevating VSV clients from needing in-depth training on the product before true value can be realised.
• The Yellowfin architecture supports the Pintl architecture 100% due to a similar design strategy and as such no real overhead is added to the Pintl system for the addition of the Yellowfin product nor does it add any additional IT overhead to be used.
• The Yellowfin product is quick and simple to develop reports and dashboards in cutting turn-around-time at the VSV development team and when new/custom reports are required by VSV clients.

• 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

• The ability to predefine a colour for a specific graph as a selection option dynamically.
• The ability to customise the label of a chart, especially with respect to performance related reporting graphs we need an increase in dynamic charting options to meet our more specialised requirements.

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

Yellowfin has large promises that did not meet our expectations after we got it installed. We tried to configure it but things did not go as planned. After 1 year of trying - we still cannot get it working. Be very careful when signing up with them - everything is not what it seems.

99.9% availability

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

Anytime I needed a report, I ran into issues with this software. We used Yellowfin for a period of months, having switched from Salesforce. I found the reports were difficult to produce, and the data management was okay at best.

Incentivized

Yellowfin provides 3 levels of training to support consumers, business analytics, developers and Administrations :

1. Yellowfin BI Training - Level 1 (Exploration)
2. Yellowfin BI Training - Level 2 (Advanced)
3. Yellowfin BI Training - Level 3(Expert)

Web-based training for large audiences for Level 1 and Level 2 I would suggest

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

Design the data model and views for each dashboard is very important and it is the success factor Configuration of cluster for large implementation

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

Yellowfin is no doubt, a stronger, more eloquent and polished tool compared to Microsoft's Power BI. The issue with our company specifically is that we are a big Microsoft shop, and pay for Power BI more or less in our bundle esp w/ O365. While the Yellowfin tool is a more sleek tool, the cost to our company is something that we have to weight against a negligible cost with Power BI.

Incentivized

- Tested 500 con-current users in Linux platform with 4 cores systems - Tested with cloud based VM - Tested with 1000 reads per minutes

• 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

• made our org more data centric
• Decisions are made based on data vs opinion
• has created a single source of truth for the bulk of the organization

Incentivized