Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,388 reviews
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Decent for CRM
What do you like best about the product?
The analytics is very useful, appreciate that it is integrated well.
What do you dislike about the product?
Does not work well for a small business. Not enough features. Salesforce does not have a good task manager. Integration isn't helpful if they don't have enough other services that I need.
What problems is the product solving and how is that benefiting you?
We tried using Salesforce CRM, we experimented with integrating this as well but the CRM overall didn't have the features we need. The analytic it offered were helpful but not enough.
Gets the job done and easy to use
What do you like best about the product?
Types to reports and filtering capabilities are really good. Self service is another good feature though I have very limited experience on that front.
What do you dislike about the product?
The configuration is not the easiest when compared to some of the other analytics tools I have used.
What problems is the product solving and how is that benefiting you?
Analyze ticket volume and types of service requests received by my team
Great program, still in development
What do you like best about the product?
That it has a lot of features that are available to use
What do you dislike about the product?
That the program still needs updating and they are making changes constantly
What problems is the product solving and how is that benefiting you?
How to communicate with the guest and with co workers and employees
A Must
What do you like best about the product?
Salesforce is great for reports. We are able to track numbers and the team can see them real time. They are able to compete with each other which provides a healthy competitive environment.
What do you dislike about the product?
The reports are sometimes hard to develop. I wish there was more instruction and a guide to help out.
What problems is the product solving and how is that benefiting you?
Communication is a huge benefit of this as well as reporting and real time information.
Recommendations to others considering the product:
This is a great system, I would suggest getting trainings on the reporting aspect of the system. This product offers so much and both companies do not use it to the extend I think they could have. This is a great tool for sales and service! This can also solve your communication issues through departments.
great product
What do you like best about the product?
the seamless integration with the prospecting tools I use, including LinkedIn, ZoomInfo, Salesloft, and Lusha
What do you dislike about the product?
can definitely run slow at some points, and sometimes things don't load correctly
What problems is the product solving and how is that benefiting you?
enables me to keep track of all of the accounts and the people from those accounts I have spoken with and log conversations and keep notes to collaborate with my team as well
Recommendations to others considering the product:
switch to lightning
Tableau
What do you like best about the product?
I love the ticket function that allows many users to edit data and track progress.
What do you dislike about the product?
It does take a little bit of time to learn how to use the funtrionality.
What problems is the product solving and how is that benefiting you?
I used tableau to make changes to the internal data flow and synchronize efforts across teams.
Recommendations to others considering the product:
You should definitely check it out, super helpful.
Love Tableau!
What do you like best about the product?
The flexibility to create a variety of visuals in short time and the ability to be creative to solve problems
What do you dislike about the product?
Formatting can be tedious. Also, I often find myself googling workarounds and how-tos. I feel like the product is still a work in progress and evolving
What problems is the product solving and how is that benefiting you?
Monthly reporting, adhocs, dashboards. The interactive reporting and drilldown is useful!
Recommendations to others considering the product:
A great data tool!
For Data driven organizations
What do you like best about the product?
The number of different variables you can pull into a report is amazing.
What do you dislike about the product?
The reporting can get rather complicated and confusing
What problems is the product solving and how is that benefiting you?
Mainly just bringing down cost per unit and streamlining outbound efforts
Head of Sales Trading
What do you like best about the product?
We were able to revise our sales process which improved our close rates.
What do you dislike about the product?
For a small company, it's a bit on the expensive side
What problems is the product solving and how is that benefiting you?
Helped to identify brokers weaknesses and highlighted areas/regions of the world where they should focus their concentration.
Recommendations to others considering the product:
I would certainly recommend it to any organization within financial services and/or fintech industries
Simple and phenomenal
What do you like best about the product?
Easy to use interface, very intuitive, the maps are an amazing feature, dashboards, and stories
What do you dislike about the product?
some graphs are harder to implement, could have had better tips/help system in place, the join feature between tables can be improved
What problems is the product solving and how is that benefiting you?
Data visualization problems. It makes pictorial analysis possible and helps identify insights and accordingly progress in work
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