Tableau+ | Salesforce
Salesforce, Inc.External reviews
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Salesforce
What do you like best about the product?
Salesforce is helpful in linking the information on our administrative site with the Outreach program that we use. We are able to report on various trends, and generate success rates based on certain actions. I like that I can keep track of what my clients are doing :).
What do you dislike about the product?
The salesforce view is not very welcoming. It looks like it was designed for web developers who speak code. The platform is not very attractive or intuitive. It is extraordinarily frustrating that information from other programs can't sink onto the salesforce platform. When I try to save something on a client page for instance, I will frequently be prompted to refresh the page and re-input all of the information because there is information still pushing into salesforce from other platforms. How can this be changed?
What problems is the product solving and how is that benefiting you?
Reporting, information logging, and general tracking of consumer activity on the platform. Our website is linked to Salesforce, so we can essentially see everything that our clients are doing on the site. The Leading indicator function has allowed us to target clients that are taking specific actions on-site, increasing sales, and meaningful connections.
Tableau - Visualization made easy
What do you like best about the product?
The report gets updated automatically with the recent feeds and we don't need to perform this manually.
It is a low cost software.
Also has good customer service.
The user can also view the reports from their mobile phone.
It is a low cost software.
Also has good customer service.
The user can also view the reports from their mobile phone.
What do you dislike about the product?
Uploading CSV file or Excel file is easy, but connecting to a database is quite a task.
Workbook folder should be made available to share on the web
Upgrading the new version is quite hard, you will first have to uninstall the old and reinstall the new version of it.
Reporting features can be improved.
Tableau support team should be made available for the customers always, it's quite hard to reach them as you don't find their contact numbers easily.
Workbook folder should be made available to share on the web
Upgrading the new version is quite hard, you will first have to uninstall the old and reinstall the new version of it.
Reporting features can be improved.
Tableau support team should be made available for the customers always, it's quite hard to reach them as you don't find their contact numbers easily.
What problems is the product solving and how is that benefiting you?
Tableau is a trending tool that is used across many organization. It helps us perform Data Visualization and has several fascinating dashboard options. Tableau desktop is a free software which makes many organizations adapt Tableau. I used Tableau in my department to merge data of students enrolled across all department. I also with my team conducted trend analysis and generated the reports using Tableau.
Recommendations to others considering the product:
Tableau Desktop is a perfect tool for visualization. Tableau is more user friendly with its easy UI. The reports can be saved in your computer. You can certainly consider this product for your organization.
Beautiful and quick
What do you like best about the product?
Easily display large amounts of data in easy to digest and beautiful formats. The product is only limited by your creativity and imagination. I have been using Tableau for about 2 years (in current role about 3 months) and am excited to develop dashboards for various departments to utilize
What do you dislike about the product?
Search feature on data is something you have to create yourself and there are multiple steps to doing it (no "Command + F" find function). Also sometimes not AS intuitive as it could be, but pretty close to being perfect. It's enough like Excel in the formula section that it can be an easy enough transition (if of course you are familiar enough with Excel formulas/comfortable with creating more complex formulas in Excel).
What problems is the product solving and how is that benefiting you?
Easily visualizing large amounts of data in an easy to digest format, allowing us to identify trends and make the data actionable
Recommendations to others considering the product:
Not always super intuitive so I would definitely recommend utilizing free online training materials such as YouTube or Google to learn best practices for Tableau Desktop.
Visualization made easy
What do you like best about the product?
Very easy use of calculated fields to create custom calculations.
What do you dislike about the product?
Level of Detail expressions should be explained in more depth with more use cases
What problems is the product solving and how is that benefiting you?
Making Visualizations and getting insights from data.
Tableau Review
What do you like best about the product?
I love how much you can store and how many features there are available for all our reporting needs.
What do you dislike about the product?
It takes forever to load. It's very slow and painful waiting for everything to load.
What problems is the product solving and how is that benefiting you?
Reporting and data, sales and spend tracking. Historical data to provide benchmarks for our clients.
SSA
What do you like best about the product?
I like that it is very simple to use. It is simple to find exactly what you are looking for and you do not need a vast knowledge of SF to understand it.
What do you dislike about the product?
I wish it was easier to add fields and filters. It would be a lot more helpful if possible.
What problems is the product solving and how is that benefiting you?
It helps with ranking and identifying opportunity through data.
Love Salesforce
What do you like best about the product?
Excellent reporting that makes it easy to convey to key stake holders who is doing what accross the organization - and where the opportunity/missed opportunities are
What do you dislike about the product?
Can get a little tricky figuring out the hierarchy rules but overall not too bad
What problems is the product solving and how is that benefiting you?
makes it easy to convey to key stake holders who is doing what accross the organization - and where the opportunity/missed opportunities are. We are able to streamline product easier too.
SFDC Analytics
What do you like best about the product?
I like the convenience of real time sales stats and products sold being available.
What do you dislike about the product?
Its a small dislike but having to refresh to get current stats rather than the daschboard refreshing each time it loads.
What problems is the product solving and how is that benefiting you?
Quicker sales tracking and stat reporting
Analyze your leads with Sales Force Sales Analytics
What do you like best about the product?
I like that I'm able to focus which campaigns are preforming the best in terms of email blast, to calling card campaigns. This allows us to be able to weed out which campaigns work and which don't.
What do you dislike about the product?
I don't like how some of the data is inaccurate compared to how data looks on paper. As it's growing there is a minor error in the data, but with each update you'll find that's going away. Salesforces is way ahead of the competition in terms of what direction it's going with.
What problems is the product solving and how is that benefiting you?
I am able to solve which sales campaigns are working best and
Recommendations to others considering the product:
I would recommend bundling your Salesforce CRM to the Professional Edition to get the best out of your Sales Analytics.
Great BI Visualization Tool
What do you like best about the product?
Tableau is a great tool for creating visualizations both quickly and creatively to communicate the message behind the metrics. It allows me to make the data more accessable to stakeholders.
What do you dislike about the product?
As someone who is not hard-wired for code, some calculated fields are not as intuitive as they could be. Also, in my role, the majority of what I analyze comes from Google Analytics data, and the GA connector is slow and can be a bit unreliable, but that's more on the Google API side than Tableau's.
What problems is the product solving and how is that benefiting you?
Conversion rate optimization and site traffic analysis.
Recommendations to others considering the product:
Take the Playfair TV courses on Tableau to help you learn how to best use it.
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