CRM Analytics Erfahrungen

The Salesforce software makes my daily reporting sorted and easy to find. It keeps me updated and it makes my daily tasks easy to follow up.

The Software is very easy to use. I did not notice any problems so far.

CRM analytics provides goods insights and add good value to business

CRM Analytics is expensive for small and medium enterprises.

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.

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.

1. The platform is easy to use2. You can view the data on the tool itself and can make minor formatting changes over the cloud itself3. Connectivity to other systems is an add-on4. Several customization options for reporting

1. It can take sometime to understand the UI of the tool2. Bit expensive and takes time to build the report

1. We are using it to create dashboard by integrating Salesforce CRM
2. We are also using SQAL and SQL queries to create dashboards
3. Salesforce Analytics Cloud - we call it Wave Analytics creates beautiful dashboards

1. This is a web os platform so you will need internet connection to access it
2. Can expect more functionalities compared to other reporting tools i.e. integration with other data connectors

Produces great-looking dashboards that work within salesforce enviroment

difficult to create dashboard with out a good understanding of sql and sqal

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.

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.

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

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

Great features and high performance, together with professional support

Lacks Visualization tools found in other top products

I am able to share our POD's KPI report with my team.

It is not updated often enough for next month.

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.

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).

・ダッシュボードの作成は操作しやすく、コンテナ機能も備えているため、開発と改修どちらにも有利・動的ダッシュボードなのに、ダッシュボードの挙動が速い・保持できるデータ量が多い・ＧＵＩでカスタマイズできるダッシュボードとグラフの設計が細かく、豊富・全体的にＧＵＩが見やすく、作業負荷が小さい・ＧＵＩで前処理を簡便に行うことができる・ＡｕｔｏＭＬをアドオンでつけることができ、そこで返された結果をダッシュボードでそのまま可視化することができる。ツール間の移動がなく、ストレスフル

・前処理は基本的にＧＵＩをベースとしているので、コードベースでアップロードや改修ができない・ダッシュボードとＥＴＬにはゴミ箱機能やバージョン管理ができない（コピーを作成するしかない）ので、バックアップ用のアプリケーションを作成することが望ましい・日本語でも英語でもインターネット記事が少なく、公式のドキュメントやコミュニティに頼るしかない。

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.

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

The dashboard options.
Reports available to use.
KPI performance monitor.
Integration with different tools.

Search options can be painful with some required values for my job.
Attachments of critical information can be lost if a lot of time has passed since opening a case/report.

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.

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.

It helps out your data into a visual point which helps to track news business as well as existing quotes. It links to external applications which is helpful

The views can be limited sometimes so may not be able to entirely personalize the way you want to use it. You need coding knowledge in order to be able to maneuver or change things which makes it tough

I love how user friendly this is as you can customize the software to your liking and understanding and things are easily accessible.

I would love to have more power on customizing the software as it can be complicated to give instructions to another person to do so for me.

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

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!

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

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

I really like how easy it is to use. I use this every single day for my job. I literally sign inn and boom its straight to work. I rarely have an issue. Honestly in the beginning there were a few like usual but now there are non. This has to be on of the easiest and most organized platform I have used.

Like I said there were issues in the beginning but they were sign inn issues. It really had nothing to do with the platform itself. We were all just having issues with remembering our passwords that's all haha!

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

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

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.

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.

Sales force Analytics Cloud has an easy to use dashboard.

Sales force Analytics Cloud has many unresolved issues. After spending many hours working some of my data will have just disappeared or possibly ended up in someone else's account in the company.

i love how so much information about contacts, leads, accounts can be stored in one holistic software.

salesforce is a great too and i cant really say anything bad about it but if I had to pick I would say that its frustrating how there are 2 different types of Salesforce: lightning and regular.

It is very intuitive and easy to learn how to use. Also, it is very user friendly even for people who are not familiar with this kind of products. Finally the integration with other apps is clean.

Maybe the softwear needs to integrate more updates.