CRM Analytics

4.3 (79)
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Cloud-based and on-premise data analysis solution.

Overall rating

4.3 /5
(79)
Value for Money
4.2/5
Features
4.2/5
Ease of Use
4.1/5
Customer Support Software
4.1/5

90%
recommended this app
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79 Reviews

Verified Reviewer
Overall rating
  • Industry: Government Administration
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

This software has been useful in my non-profit management experience.

Reviewed on 2018-03-07

Pros

The export functionality made it easy to share information with those outside the nonprofit organization.

Cons

I wish it had greater permissions settings so that I could give volunteers outside of the organization the ability to use the tool.

Mark
Overall rating
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Using Sales force

Reviewed on 2021-08-19

If you need the best CRM, with the most tools and features, this is the CRM to get, bottom line....

If you need the best CRM, with the most tools and features, this is the CRM to get, bottom line. The analytics it tells you can really help yourself, your company and your team too

Pros

I was a user of Sales Force while working for a larger company. Many of the features were set up by the company, and these tools and features were quite robust. The sales function tools help you keep track of closed sales, opportunities and events meetings and potential leads. Plus you can customize reports to help you determine your success rate and areas to help you grow your business.

Cons

I think that due to this CRM being the leader in this space, that it also comes with many many tools and features, which at times can be a little overwhelming. (Although many good trainings on using this software are also available to help).

Craig
Overall rating
  • Industry: Apparel & Fashion
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

All-in-One Analytics Platform

Reviewed on 2020-07-19

As long as data integrations and some past experience using Salesforce Analytics Cloud is there, I...

As long as data integrations and some past experience using Salesforce Analytics Cloud is there, I find this tool super helpful in retargeting customers who are engaged with my marketing campaigns but need an extra nudge to buy my apparel items. Additionally, analyzing the retargeting campaigns on an ongoing basis and after they have concluded helps me use those clusters of customers for other ads I want to run in the future for a different but related items, categories or brands. If there is more technical support and training available for non-premium users, we should see a growth in value of Salesforce Analytics Cloud.

Pros

I used Salesforce Analytics Cloud to analyze impact of my marketing campaigns on customer journeys. After I connected Google Analytics to Salesforce, I was able to see the data flow between the tow systems. I then created custom audiences in Google Analytics using the criteria of customers who engaged with marketing campaigns, added items to cart but didn't purchase them. Once the destination of Salesforce was added, I was able to execute campaigns against those audiences. These re-targeting ads helped reduce cart abandonments and increase conversion rates. Because of data integration and re-targeting capabilities, I could leverage Salesforce Analytics Cloud to improve sales from customers who were interested in purchasing my apparel items. This data driven strategy drove high ROI for my business.

Cons

Setting up integration between Salesforce Analytics Cloud and business intelligence tools such as MicroStrategy needs development resources. There is a learning curve for users who have not used Salesforce before. Example: data extensions, APIs, etc. need to be configured according to Salesforce requirements. Coding knowledge is needed to maximize potential of data connectors. If password is forgotten, there is a long process to reset it which sometimes may involve working with Salesforce administrator or tech support. If tools like Datorama are used, integration is easier but then clients have to spend extra money to get access to those add-ons. So, premium support and integration costs are high.

Erika
Overall rating
  • Industry: Broadcast Media
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Sales Force review

Reviewed on 2021-07-06

Salesforce Analytics reminds be to contact clients that I haven't reached out to in a while and...

Salesforce Analytics reminds be to contact clients that I haven't reached out to in a while and also it is a great tool to look at what cleint did previously and keeps my buisness fresh,

Pros

I use the analytics daily to keep up with my buisness, it reminds me when i haven't spoken to clients. The Dashboard is something I use daily, and it is very user friendly and easy to keep up with my buissness.

Cons

Overall I am exteremly happy with Salesforcea and all of the Analytics it provides to make my business easier.

Samantha
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Salesforce

Reviewed on 2021-07-20

Keeping tabs on all of my accounts, as well as future pipelines with ease.

Keeping tabs on all of my accounts, as well as future pipelines with ease.

Pros

Ease of use, easy to navigate, in addition to the data that Salesforce is able to bring to the table + additional widgets.

Cons

Because of the layers of data and reporting, some areas are difficult to get to without clicking multiple times/multiple tabs.

Brittany
Overall rating
  • Industry: Computer Software
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Does the job!

Reviewed on 2021-07-08

Good but have not explored other options to know different

Good but have not explored other options to know different

Pros

Reporting and analytics mostly easy to customize and generate reporting but could be more intelligent with categories.

Cons

Time taken to load each page snd lack of abundant categories to drill down into. Better dashboard as well.

Eva
Overall rating
  • Industry: Insurance Software
  • Company size: 10,000+ Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

CRM Review

Reviewed on 2023-01-11

Pros

This software is so user friendly! I am glad we are switching to it.

Cons

Nothing needs to be improved, amazing software.

Verified Reviewer
Overall rating
  • Industry: Consumer Goods
  • Company size: 1,001–5,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Analytics is great, as long as your data is in Salesforce.

Reviewed on 2019-04-03

Expensive and there is always a hitch with Salesforce, but we are getting our money's worth and...

Expensive and there is always a hitch with Salesforce, but we are getting our money's worth and happy with the analytics we have built.

Pros

Any Salesforce plug-in to your implementation is a benefit, and this is a great one. As long as your data is in Salesforce, you have ample tools to run analytics and build reports.

Cons

We have a lot of data NOT in Salesforce, so have to use a third party tool to analyze that data separately. We are looking into Einstein, as they say you can use both external and internal data.

Verified Reviewer
Overall rating
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

SalesForce is a great tool to manage customers/clients information. It is pretty easy to use.

Reviewed on 2018-03-08

One benefit of using SalesForce is that I save a lot of time when I pull up account and I have the...

One benefit of using SalesForce is that I save a lot of time when I pull up account and I have the benefit to customize views to help me have everything organized.

Pros

SalesForce has the ability to store many accounts with the customers/clients information and easy to find them and create new account.

Cons

The software itself could be a little more nice-looking. I believe it can have several updates to make it easier to use.

Verified Reviewer
Overall rating
  • Industry: Education Management
  • Company size: 501–1,000 Employees
  • Used Monthly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Salesfrce the Best Analytics

Reviewed on 2021-08-10

Pros

Easy to understand an use the analytcs tool

Cons

Its really expensive, many comapnies cant afford it

Sophia
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 7.0 /10

Helpful software

Reviewed on 2021-07-16

Overall, I've had a good experience with Salesforce. The software has streamlined processes in our...

Overall, I've had a good experience with Salesforce. The software has streamlined processes in our organization.

Pros

Product is easy to use and has the option for a lot of different functionality. Reports are helpful and the chatter function is great to have as a cross-check feature.

Cons

It takes me 5-10 tries to login to the software every day. I enter the same username/pw but I have to click login multiple times before I can actually get in.

Andrea
Overall rating
  • Industry: Graphic Design Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Salesforce review

Reviewed on 2021-04-29

Great tools for sales as well for building up your leads with a lot of functions linked with the...

Great tools for sales as well for building up your leads with a lot of functions linked with the phone.

Pros

The effectiveness in organizing the leads and the contracts sent to the accounts -as soon as they click through by e-mail everything is done

Cons

I wouldn’t call cons , it a very complex software because the wide functionality you can deploy- you have to study in order to make the most of it!

Kevin
Overall rating
  • Industry: Telecommunications
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Amazing platform for Amazing Analytics

Reviewed on 2018-03-27

Pros

Amazing visual experience for your data. Users find it so much easier to use and view data as well, which allow them to drive their performance in the right directions. The visualization of data not just from salesforce but also from outside systems is a huge plus as well, as now we can see all of our data in one place.

Cons

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 clicks it is off to the races.

Raghunandan
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

SFDC BI Platform

Reviewed on 2017-12-15

Pros

One of the best cloud BI platform. We can notice that Salesforce is improving Einstein Analytics continuously in their releases. AI in Einstein analytics is simply superb and easy to adopt.

Cons

More functionalities needs to be added.We all know it is improving but when compared to other BI tools like Tableau, some features are lagged.

Michelle
Overall rating
  • Industry: Computer Software
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 4.0 /10

Beware of the server your service is on.

Reviewed on 2016-05-10

Pros

It has lots of customization functions which are great but time consuming. Reporting functions are nice but you need to dedicate the time to get it right.

Cons

Our services were on one of their servers that went down. This crippled operations and sales for a full day. Although we appreciated the constant updates about their fix, there should have been safe guards or back ups that would help them avoid these situations.
The droid phone ap is extremely difficult to use.

Nate
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

A truly amazing addition to SFDC

Reviewed on 2020-08-28

General end user. Learning to develop solutions and dashboards more and more though.

General end user. Learning to develop solutions and dashboards more and more though.

Pros

Just about everything. It's an amazing platform to bring all of your Salesforce data together in one place and see a truly holistic view of the things that matter. The end user experience is great.

Cons

Admin/development work can be very cumbersome and difficult. Generally requires a knowledgeable Salesforce developer, but with that asset you can far.

Sapana
Overall rating
  • Industry: Computer Software
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Excellent Business Intelligent Software

Reviewed on 2015-09-01

Pros

Salesforce Analytics Cloud is Valuable in areas rich with recorded information, analytics relies on the simultaneous application of statistics, computer programming and operations research to quantify performance. Analytics often favors data visualization to communicate insight, the best part is making reports and dashboards.

Cons

It's not really geared to handle lots of campaign changes. It's a bit tough to pick up the logic at the beginning when you first use it.

Julia
Overall rating
  • Industry: Computer Software
  • Company size: 501–1,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Has been amazing so far!

Reviewed on 2016-12-13

We recently implemented wave and it has been really amazing so far!

The grouping, cutting and...

We recently implemented wave and it has been really amazing so far!

The grouping, cutting and slicing of data is just amazing. It really makes the sales reps and the management team be in Salesforce and do most, if not all, their reporting needs.

It took us about 3 months to get this up and going and we were happy with the way things had rolled out.

The only thing is that it takes some training to use this tool the right way.

Pros

Great insights to your data, clean polished UI

Cons

Training costs and resource availability to get this going.

Gloria
Overall rating
  • Industry: Computer Software
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Perfect Analytics Cloud tool!!

Reviewed on 2015-09-09

Pros

The pictorial representation of the overall data and its mapping on the Dashboard is the most fascinating thing of this tool and the parallel processing is also remarkable

Cons

There is nothing as such that can be least liked, However it would be great if the query time out time is increased from 2 minutes to more.

Reyner
Overall rating
  • Industry: Computer Software
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Doesnt live up to the expectations

Reviewed on 2016-12-10

The look and feel of this tool is really good but as you start using it more and more you see where...

The look and feel of this tool is really good but as you start using it more and more you see where it lacks.
Salesforce really did sell this one big! I like it for its features but I dont think it is value for the money. I think for the amount we paid we could have found a cheaper tool with similar functionalities. Its speed is definitely fast compared to the normal salesforce reporting and dashboards. It loads up reports and shows them pretty neatly. To achieve a specific ask, it takes a lot of customization and then you again need to invest on a dedicated resource to keep building the lenses and views for you.

Pros

fast and clean
Flexible

Cons

Pricey
Too much customization needed

Juliet
Overall rating
  • Industry: Management Consulting
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 1.0 /10

Worst analytics tool ever

Reviewed on 2016-06-16

Pros

Salesforce sales team work hard to persuade their client that Wave is what they need. Unfortunately, having no technical background, clients rather rely on Salesforce brand than the actual functionality of the tool.

Cons

It is not a self-sufficient product, but rather an API with very limited functionality and bugs. Almost impossible to scale the tool, or build something usable once the complexity of tasks increases.

David
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Extremely easy to use

Reviewed on 2016-10-06

Extremely easy to learn this very powerful analytics tool. But needs to be easier to integrate...

Extremely easy to learn this very powerful analytics tool. But needs to be easier to integrate outside data.

Pros

Easy to ise

Cons

Outside data hard to bring in

Agnes
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Great Product

Reviewed on 2016-10-06

So cool the product itself. Can drill into detail in a sec. Nice visualization. Nice features....

So cool the product itself. Can drill into detail in a sec. Nice visualization. Nice features. Great Product.

Parag
Overall rating
  • Industry: Computer Software
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Analytics Cloud WAVE

Reviewed on 2015-08-29

Pros

The Reporting and the Summary fetching capabilities of the application makes it one of the best in the market today.

Cons

Nothing as such, but yes there are some scope of improvements for the product.

Narender
Overall rating
  • Industry: Financial Services Software
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Senior Customer Support Executive

Reviewed on 2024-12-07

Pros

We are using Salesforce CRM analytics for our merchants to easily track their requests, complaints and services related issues, easily to access there previous records through his case id, easy to use after integration with our knowledge base

Cons

To close the generated Service appointment number