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Salesforce Einstein Analytics OverviewUNIXBusinessApplication

Salesforce Einstein Analytics is #10 ranked solution in top Business Intelligence Tools. PeerSpot users give Salesforce Einstein Analytics an average rating of 8.2 out of 10. Salesforce Einstein Analytics is most commonly compared to Microsoft BI: Salesforce Einstein Analytics vs Microsoft BI. Salesforce Einstein Analytics is popular among the large enterprise segment, accounting for 70% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a computer software company, accounting for 26% of all views.
Salesforce Einstein Analytics Buyer's Guide

Download the Salesforce Einstein Analytics Buyer's Guide including reviews and more. Updated: September 2022

What is Salesforce Einstein Analytics?

Salesforce Einstein Analytics is a customer and business analytics platform that’s optimized for mobile use and brings flexible customer analytics to everyone in the company. It works with many types of data, from many data sources, and it can change the way your company answers critical questions. Einstein Analytics allows you to:

  • Connect directly to your CRM data and execute on insights directly in Chatter.
  • Automatically analyze millions of rows of data and get predictive analytics with Einstein Discovery.
  • Explore data quickly and automate actions with prebuilt apps.
  • Use mobile to act, whether you're on Android or iOS.

Salesforce Einstein Analytics was previously known as Einstein Analytics, Salesforce Wave Analytics.

Salesforce Einstein Analytics Customers

ADS Securities, Alstom Grid, American Express, Barclays Bank, Coca-Cola, CoderDojo, Dubai Multi Commodities Centre, Financial Conduct Authority

Salesforce Einstein Analytics Video

Salesforce Einstein Analytics Pricing Advice

What users are saying about Salesforce Einstein Analytics pricing:
  • "The biggest challenge we had was the cost and the licensing. We ended up getting an enterprise licensing agreement(ELA). That took a lot of negotiations and a lot of pressure. We were able to receive a good price for the community licensing they bundled Salesforce Einstein Analytics. They bundled a lot of capabilities with us with the ELA."
  • "Salesforce has a subscription-based licensing structure, where it's between $20 to $75 per month, per user."
  • Salesforce Einstein Analytics Reviews

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    Vice President at a healthcare company with 10,001+ employees
    Real User
    Top 5
    Effective interactions, flexible, and easy to use
    Pros and Cons
    • "The most valuable features of Salesforce Einstein Analytics are the flexibility around the deployment, overall capabilities, user-friendliness, and interactiveness with the tools that came built with it."
    • "I would advise others not to customize because they rolled out the newer versions, which are every six months. There had to be some significant testing and verification that happened. It is important to have a strong third-party provider that is very experienced. We used Deloitte, but we evaluated Accenture, KPMG, and IBM, but we decided on Deloitte and that was a good decision for us. Having a partner who has a center of excellence or experts that could give you a lot of the tips that they've learned could jumpstart your deployment and stick to the standards."

    What is our primary use case?

    We had a pretty large Salesforce deployment across our company. This deployment was for all internal customers around our globe, such as shared services and business services, which were connected with the contact centers in each region of the world (NA, LATAM, ASPAC and EMEA).  Salesforce was the platform that we consolidated all our Level 1 and Level 2 processes on. We brought it together with Genesis across all call centers which integrated our platforms. 

    When we first did the assessment, this was at a global level. We were putting in a standardized software platform for all the corporate functions, such as HR, finance, procurement, payroll, and compliance. We standardized all their processes on Salesforce case management and knowledge management.  Key day to day to day integration was required with ServiceNow and Workday and other financial systems, such as SAP. We used Salesforce as one of our enterprise platforms.

    We use ServiceNow for the IT side of our operations and needed to e-bond tickets and requests across these systems

    What is most valuable?

    The most valuable features of Salesforce Einstein Analytics is the flexibility around the deployment, overall capabilities, user-friendliness, and interactions with the tools that came built with it.

    The interaction with AI for Salesforce Einstein Analytics was required for our contact agents and some of our portal capabilities. With the Bot and self-service capabilities, we built a global portal. The Salesforce Einstein Analytics and automation capabilities were key for the self-service capabilities that we were trying to deploy as part of this digital transformation. We put all of our documents in and we digitized almost all documents and put everything online. Salesforce Einstein Analytics helped in the evaluation of these solutions. It helped navigate for the end-users which were all internal. We had some external requirements as well because we ended up providing procurement and financial services for third party invoicing and procurement. Salesforce Einstein Analytics Einstein helped in the user effectiveness and efficiencies around the interactions.

    For how long have I used the solution?

    I have used Salesforce  and the Einstein Analytics product for approximately two years.

    What do I think about the stability of the solution?

    Salesforce and Einstein Analytics is reliable, it is a strong solution.

    Buyer's Guide
    Salesforce Einstein Analytics
    September 2022
    Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
    635,987 professionals have used our research since 2012.

    What do I think about the scalability of the solution?

    Salesforce and Einstein Analytics is highly scalable across a large enterprise organization.

    How was the initial setup?

    Overall Salesforce and Einstein Analytics was easy to deploy. We tried to stay to the basic versions and not do too much customize. We did configuration, but we tried to stay native for most of Salesforce and Einstein Analytics.

    We had a large Salesforce deployment in other areas of the company  We received enterprise licensing, and we ended up having a good set of knowledge.

    What about the implementation team?

    We ultimately used Deloitte to do our development. Deloitte had some very strong capabilities in Salesforce, specifically around case management. They had us up and working quickly. We had a very successful deployment in Salesforce.

    What's my experience with pricing, setup cost, and licensing?

    The biggest challenge we had was the cost and the licensing. If you are able to negotiate a Enterprise License Agreement, you should. This will remove a lot of negotiations and a lot of pressure from the deployments and ongoing support. You should be able to bundle different SalesForce products within the ELA, like Community licenses etc... 

    We purchased the premium support because the call center was a critical environment. We ended up getting the premium support that was built into the package that we provided. We did get the higher level with the SLAs to make sure that it was business-critical. 

    Which other solutions did I evaluate?

    We evaluated other solutions for contact center and in the end, we liked the way Genesys and Salesforce and Einstein Analytics integrated .  The implementation around the popups on the Genesys Systems had some pre-built Salesforce schemas, which made it very simple. 

    What other advice do I have?

    From a capability standpoint, Salesforce and Einstein Analytics met our needs.

    I would advise others not to customize as much as possible, because as they roll out the newer releases every six months significant testing and verification would have to happen. It is important to have a strong third-party provider that is very experienced. We used Deloitte, but we evaluated others like Accenture, KPMG, and IBM, but we decided on Deloitte and that was a good decision for us. Having a partner who has a center of excellence or experts that could give you a lot of the tips that they've learned could jumpstart your deployment and stick to the standards. Focus on the licensing because it could get costly fast.

    I rate Salesforce and Einstein Analytics an eight out of ten.

    Which deployment model are you using for this solution?

    Hybrid Cloud
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
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    PeerSpot user
    Sunny Teotia - PeerSpot reviewer
    Management Consultant at Accenture
    Real User
    Top 20
    User-friendly, globally recognized, and easy to expand
    Pros and Cons
    • "The solution scales extremely well."
    • "There are some offerings like Sales Cloud, Service Cloud, and Marketing Cloud that have very useful online learning options. There need to be more avenues for self-learning with this particular solution. That would be useful."

    What is our primary use case?

    The solution allows for the automation of certain tasks. 

    What is most valuable?

    Salesforce CRM is something that is being used as a global CRM and is very user-friendly when it comes to providing the user experience. 

    It is scalable. Almost 70% to 80% of the CRM platforms that companies are transforming to are actually Salesforce CRM solutions.

    It is by far the best CRM solution that we have in the market right now.

    The scalability is great.

    What needs improvement?

    There are some offerings like Sales Cloud, Service Cloud, and Marketing Cloud that have very useful online learning options. There need to be more avenues for self-learning with this particular solution. That would be useful. With other clouds we have Trailhead and they're pretty much out there with lots of information. They're really good at giving you resources to learn the tech, however, when it comes to Marketing Cloud, we don't really find anything in Trailhead. We have to largely navigate through learning it ourselves. 

    For how long have I used the solution?

    I've been working as a Salesforce consultant for the last eight years. I have functional knowledge of Salesforce. I hold multiple certifications as well in Salesforce.

    What do I think about the scalability of the solution?

    The solution scales extremely well. It's one of the most scalable solutions on the market.

    Which solution did I use previously and why did I switch?

    In the market that we have right now, we have CRM solutions from Microsoft, from Adobe. IBM also has the Salesforce CRM solution. Out of all these CRM solutions, Salesforce is the most scalable that we have. It has the capability to integrate well with SAP systems, all the external systems, whether it's an external campaign management system or a marketing tool, or whether it is a reporting or a BI tool, or it is an ERP system. Whatever external system or a legacy system that the company has, Salesforce is very well capable of integrating with those systems. We make use of the APIs.

    What's my experience with pricing, setup cost, and licensing?

    Salesforce has a subscription-based licensing structure, where it's between $20 to $75 per month, per user.

    What other advice do I have?

    I'm currently working as a management consultant. My company is a Salesforce partner. 

    In terms of implementing the product, I would say that new companies must first consider what kind of users will be using the Salesforce platform and how. When it comes to implementing any CRM solution, change management is a very big part of this kind of digital transformation. The client will have to look and analyze what kinds of users will be using the platform and how many users will be using the platform, et cetera. The volume of users is based on the extent of licensing and the client will have to purchase enough of a license to accommodate the number of users. 

    On top of that, the client will have to consider which part of a business process a client is looking to transform - whether it is a sales process, service, customer service, or if they want to automate some campaigns. Based on that and based on the scope and the business objectives that we identify, it will determine the cloud offering that will have to be implemented. 

    For example, if the client wants to implement a customer service solution, then we have a Service Cloud offering. In that Service Cloud, we have an automated Einstein bot that can create cases and automate certain tasks, and then we can automate the customer support center. We have the case management, then we have the knowledge management, where the customers can look for some knowledge articles in the platform itself. Basically, all these functionalities basically help in increasing the agent productivity and giving a lot of visibility to the leadership team. However, Salesforce isn't just Einstien. It isn't just a bot. It's so many other applications that a client needs to zero in on. They need to decide what they want to do, and then choose the aspects of Salesforce that will allow them to achieve their goals. 

    I'd rate the product at a ten out of ten.

    Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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    PeerSpot user
    Buyer's Guide
    Salesforce Einstein Analytics
    September 2022
    Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
    635,987 professionals have used our research since 2012.
    Sr. Systems Engineer at a tech vendor with 1,001-5,000 employees
    MSP
    Top 5Leaderboard
    Comprehensive, scalable, and helpful for insights and analytics
    Pros and Cons
    • "It is a comprehensive solution. It has everything in it. I can easily find what I need."
    • "They can provide more end-user customizations. There should be the possibility for the end-users to change some elements in the interface. I have a way of doing my job. My colleague may have his own way of doing his job. If I ask for a change, it'll change for everyone. It'll be good to have some end-user personalizations. I can't see many in Salesforce right now."

    What is our primary use case?

    It is more related to the salespeople. From the systems engineering part, we use it for some data. We mainly use it to get some analytics related to the customer opportunities we have.

    If I'm not mistaken, I have version 6.

    What is most valuable?

    The insights it provides about customers are valuable. We get insights about the market, what they are doing, and what they're planning. 

    It is a comprehensive solution. It has everything in it. I can easily find what I need.

    What needs improvement?

    They can add more intelligence to it, especially for the markets outside the USA. I understand that the USA is the main point of focus for them because of the size of the market, but here in Latin America, we can't use as many things because they seem to be focusing more on the USA. It'll be good to see it a little bit more regionalized. I don't know if they already have some parameters and we are not using them, or if it is the way the solution works.

    They can provide more end-user customizations. There should be the possibility for the end-users to change some elements in the interface. I have a way of doing my job. My colleague may have his own way of doing his job. If I ask for a change, it'll change for everyone. It'll be good to have some end-user personalizations. I can't see many in Salesforce right now.

    For how long have I used the solution?

    I have been using this solution since the beginning. I believe it has been two or three years.

    What do I think about the stability of the solution?

    The overall stability of Salesforce is very good. I have not seen many problems. About a year ago, we had a single sign-on issue with it, but it was fixed very quickly.

    Sometimes, it gets a little bit slow, but it is a cloud solution. So, it may not be anything directly related to the platform itself.

    What do I think about the scalability of the solution?

    As a full SaaS solution, scalability is out of the box. So, we don't need to worry about that. We don't need more machines, more RAM, etc. We just access the system and keep working.

    We probably have 600, 700 people using it. We also have UKG, which is for all employees. Salesforce is only for the engineers and sales guys.

    We are probably not using it at its maximum capacity. My company is always looking at ways to make better use of the solutions we have, but I don't know if we have any plans of increasing its usage.

    How are customer service and support?

    Based on the feedback from the guys who were deploying the solution, my understanding is that their support is good.

    How was the initial setup?

    I have no idea. For all the end-users, it was already implemented.

    What about the implementation team?

    They probably had some third-party analysts working on it first, but I am not sure.

    Which other solutions did I evaluate?

    I believe we did. The choice of Salesforce was an easy one.

    What other advice do I have?

    I would recommend doing a proof of concept to see if it fits the company. I know about companies that went straight for Salesforce, but it was not what they needed. They had to change the solution after a while. It was a mess. So, I would recommend others to evaluate it deeply and do a proof of concept.

    I would rate it a nine out of ten. It is a comprehensive solution. It is just the end-user customization or personalization part that could be better.

    Which deployment model are you using for this solution?

    Public Cloud

    If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

    Other
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
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    PeerSpot user
    VP Technology/Vice President at a healthcare company with 11-50 employees
    Real User
    Good Support, scalable, stable, and has good transparency
    Pros and Cons
    • "Transparency is the most valuable feature of this solution."
    • "If a user leaves your organization, you shouldn't lose the visibility of all of the records."

    What is our primary use case?

    We use this solution to synchronize email communication between my Microsoft Office 365 instance and Salesforce. 

    It is also used to synchronize events and appointments into Salesforce, which means that you can have a holistic view of the customer in Salesforce.

    How has it helped my organization?

    It helps in avoiding incorrect, or redundant communication, as you can see what communications have been made. For example, it helps predict whether a sales call is more appropriately targeted or if it's a support ticket that can be better resolved with better context.

    What is most valuable?

    It is valuable for bringing transparency of the communication that has been happening from all different parts of the organization to a customer. 

    Transparency is the most valuable feature of this solution.

    What needs improvement?

    If a user leaves your organization, you shouldn't lose the visibility of all of the records. It's a fundamental architectural choice that they have made, but it generally works.

    I would like to see inbound appointment booking included. That would be great!

    For how long have I used the solution?

    I have been using Salesforce Einstein Analytics for approximately seven months.

    We are using the latest version.

    What do I think about the stability of the solution?

    The stability of Salesforce is great!

    What do I think about the scalability of the solution?

    The stability is fine.

    We have 25 users using this solution. The users are in sales, support, and in all aspects of our business.

    We are using this solution extensively.

    How are customer service and technical support?

    We open support tickets and get support from Salesforce. 

    Technical support is good. They get around to helping easily. The support is above average.

    Which solution did I use previously and why did I switch?

    Previously, I used Ebsta.

    We moved to einstein because of vendor consolidation.

    How was the initial setup?

    We moved out of G Suite into Office 365 and I was involved in moving the Salesforce Einstein Analytics over and it worked well. It was pretty smooth.

    It took us a few weeks to plan and make sure that we hadn't made any errors. In total, it took us approximately a month to move it all over.

    What about the implementation team?

    We did not need the help of an integrator but we did open a ticket with the support team of Salesforce.

    Which other solutions did I evaluate?

    We are evaluating UiPath and Automation Anywhere.

    What other advice do I have?

    I would rate Salesforce Einstein Analytics an eight out of ten.

    Which deployment model are you using for this solution?

    Public Cloud

    If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

    Amazon Web Services (AWS)
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Head of Enterprise Architecture at a financial services firm with 10,001+ employees
    Real User
    Top 20
    Easy to set up with good stability and very helpful technical support
    Pros and Cons
    • "We have found the scalability to be very good."
    • "Better pricing would make it available to more users and we would likely use it more broadly within the organization."

    What is our primary use case?

    We primarily use the solution for customer insight analytics.

    What is most valuable?

    The ability to put together a very interactive dashboard with a very good, graphical presentation has been very helpful.

    The initial setup is very easy.

    We have found the scalability to be very good.

    The stability is excellent. 

    Technical support has been great. 

    the training is very good and they do offer a very good trial. 

    What needs improvement?

    We haven't used it long enough to really look at improvements. We're still exploring all of the features on offer. 

    Better pricing would make it available to more users and we would likely use it more broadly within the organization.

    For how long have I used the solution?

    We have some experience with the solution, however, we've just started to look at the Einstein component more seriously in the last six months.

    What do I think about the stability of the solution?

    The stability is great. The reliability is very good. there are no bugs or glitches. It doesn't crash or freeze. 

    What do I think about the scalability of the solution?

    The product can scale well. If you need to expand it, you can do so. 

    How are customer service and technical support?

    Technical support is very good. We do have Salesforce experts onsite as well. We have been satisfied with the level of service we have access to. 

    Which solution did I use previously and why did I switch?

    We didn't use another product previously. We are using Salesforce as our CRM solution, and it's a part of our CRM solution to do customer analytics.

    How was the initial setup?

    The initial setup is straightforward. It's not overly complex or difficult A company shouldn't have too much trouble with the process. 

    What about the implementation team?

    I handled the implementation myself. I did not need to hire a consultant or an integrator. It was all handled in-house.

    What's my experience with pricing, setup cost, and licensing?

    The pricing is a bit high. They could work to be more competitive. 

    What other advice do I have?

    We are a Salesforce partner. 

    I'd rate the solution at an eight out of ten. We've been very happy with the solution so far.

    I would recommend the solution to other organizations as long as it's for Salesforce analytics specifically.

    Which deployment model are you using for this solution?

    Public Cloud
    Disclosure: My company has a business relationship with this vendor other than being a customer: partner
    PeerSpot user
    Luan Sirtoli - PeerSpot reviewer
    Senior Software Engineer - Salesforce at DataGo
    Real User
    Top 5
    User-friendly, simple implementation, and highly scalable
    Pros and Cons
    • "Tableau CRM is a very capable solution. It is easy to use, user-friendly, and integrates well."
    • "If I could improve Tableau CRM I would make it as powerful as Tableau. Tableau CRM is more integrated and it's on the web, but it has less functionality. It is lacking functionality at this time."

    What is our primary use case?

    We are using Tableau CRM for AI-driven analytics.

    What is most valuable?

    Tableau CRM is a very capable solution. It is easy to use, user-friendly, and integrates well.

    What needs improvement?

    If I could improve Tableau CRM I would make it as powerful as Tableau. Tableau CRM is more integrated and it's on the web, but it has less functionality. It is lacking functionality at this time.

    Tableau CRM could be more intuitive with Salesforce. It could improve by having the ability to open a new account, new case, new lead, from Tableau CRM. For example, after doing some analysis from their panels I could easily create some action for Salesforce. 

    For how long have I used the solution?

    I have used Tableau CRM within the last 12 months.

    What do I think about the stability of the solution?

    The solution is stable.

    What do I think about the scalability of the solution?

    Tableau CRM is highly scalable.

    How are customer service and support?

    I have not used technical support.

    Which solution did I use previously and why did I switch?

    I have used Tableau.

    How was the initial setup?

    Tableau CRM is very easy to deploy and integrate with data. If you have a data scientist or senior member on-site the solution can be implemented in approximately three days.

    What about the implementation team?

    For developing a client's project, we only need one data scientist to support Tableau CRM.

    What was our ROI?

    Our clients who used Tableau CRM never had any Net Promoter Score(NPS), but the ROI is approximately four to five months. It's likely less than Tableau.

    What other advice do I have?

    My advice to others is if you need powerful, and scalable solutions, I would choose Tableau. If you need a fast deployment and your company is not data-driven, I would suggest Tableau CRM.

    I rate Tableau CRM an eight out of ten.

    Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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    PeerSpot user
    Director of Operations with 201-500 employees
    Real User
    Useful user profiles, reliable, but time-sheets could improve
    Pros and Cons
    • "The way Salesforce Einstein Analytics is structured in terms of the work assignments and the user profile is very good."
    • "All of the timesheets and appraisal management I have not been happy with. There should be some improvements. For example, as a management team, our managers do not have access to see a summary report, such as who is on leave today or how many hours each person logged in. You have to get into individual users and see. You cannot see a summary report, the reporting is missing. There should improve the reports."

    What is our primary use case?

    We use Salesforce Einstein Analytics for human capital management systems, similar to an HRMS system.

    What is most valuable?

    The way Salesforce Einstein Analytics is structured in terms of the work assignments and the user profile is very good.

    What needs improvement?

    All of the timesheets and appraisal management I have not been happy with. There should be some improvements. For example, as a management team, our managers do not have access to see a summary report, such as who is on leave today or how many hours each person logged in. You have to get into individual users and see. You cannot see a summary report, the reporting is missing. There should improve the reports.

    For how long have I used the solution?

    I have been using Salesforce Einstein Analytics for approximately two years.

    What do I think about the stability of the solution?

    The solution is stable. 

    What do I think about the scalability of the solution?

    I have found Salesforce Einstein Analytics is scalable. We are able to onboard new resources.

    We have approximately 450 users using this solution in my organization. We are using the solution extensively, but I do not think we will go beyond the current usage in the future.

    How was the initial setup?

    I was not involved in the installation. However, our IT team was part of it. I don't think that there was any complication.

    What was our ROI?

    The return on investment is okay. It's not that great because we are not a very large workforce. I feel that the kind of organization size what we have, we should have gone for something else.

    What other advice do I have?

    This is a good CRM tool, but when it comes to the HCM tool, I don't think I would recommend this to anybody.

    I rate Salesforce Einstein Analytics a seven out of ten.

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Project Manager at a computer software company with 10,001+ employees
    Real User
    Recognized and well-reputed tool that is easy to scale

    What is our primary use case?

    I'm in HR, and my company is the end user of Salesforce. 

    What needs improvement?

    They have a lot of opportunities to improve the BI tools. With Einstein Analytics, we have a very minimal scope. I know they can do better with the marketing when it comes to BI tools because we use something else.

    For how long have I used the solution?

    I have been using this solution for almost three years.

    What do I think about the scalability of the solution?

    It's scalable.

    What other advice do I have?

    I would rate this solution 8 out of 10. 

    For someone who is looking to use Salesforce, my advice is don't give it a second thought because it's a well-reputed and recognized tool.

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
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    PeerSpot user
    Buyer's Guide
    Download our free Salesforce Einstein Analytics Report and get advice and tips from experienced pros sharing their opinions.
    Updated: September 2022
    Buyer's Guide
    Download our free Salesforce Einstein Analytics Report and get advice and tips from experienced pros sharing their opinions.