Try our new research platform with insights from 80,000+ expert users
Sunny Teotia - PeerSpot reviewer
Management Consultant at Accenture
Real User
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.

Buyer's Guide
Salesforce Einstein Analytics
April 2025
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
849,686 professionals have used our research since 2012.

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
PeerSpot user
reviewer2563602 - PeerSpot reviewer
Salesforce Lead Consultant at a insurance company with 51-200 employees
Real User
Top 10
Enhanced sales insights through clear data visualization with continuous improvement efforts
Pros and Cons
  • "The inbuilt features, like pictorial representation of the data and the ability to remap and realign the data, provide clarity in understanding sales perspectives."
  • "Salesforce is working very rigorously on improvements with each release."

What is our primary use case?

I am a Salesforce CPQ developer. I have also worked on Einstein Analytics for reporting purposes.

How has it helped my organization?

I have used Einstein Analytics for reporting purposes and data analysis within our sales processes.

What is most valuable?

The inbuilt features, like pictorial representation of the data and the ability to remap and realign the data, provide clarity in understanding sales perspectives.

What needs improvement?

Salesforce is working very rigorously on improvements with each release.

For how long have I used the solution?

I have used it for a few months in one of the projects.

What do I think about the stability of the solution?

I encountered no issues. It is all good.

How are customer service and support?

The support team from Salesforce is good based on response time and knowledge.

How would you rate customer service and support?

Positive

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

I'm not sure about the licensing part, as I am not involved in any of those matters.

Which other solutions did I evaluate?

I'd rate the solution eight out of ten. 

What other advice do I have?

I would recommend Salesforce Einstein Analytics to those with similar needs. If the organization has a particular specification about having data analyzed in a specific format, then this is one of the best options.

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.
Flag as inappropriate
PeerSpot user
Buyer's Guide
Salesforce Einstein Analytics
April 2025
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
849,686 professionals have used our research since 2012.
Khaled Alkebsi - PeerSpot reviewer
Regional Sales Executive at a financial services firm with 11-50 employees
Real User
Top 10
Offers a holistic and realistic view of forecasts to management
Pros and Cons
  • "Salesforce Einstein Analytics is a simplified CRM. It's integration is good."
  • "The tool needs to simplify its features."

What is our primary use case?

The solution helps me to analyze the opportunities and evaluate the chance of closing the deals. 

What is most valuable?

Salesforce Einstein Analytics is a simplified CRM. It's integration is good. 

What needs improvement?

The tool needs to simplify its features. 

What do I think about the stability of the solution?

The product is stable. 

What do I think about the scalability of the solution?

The tool is scalable and you can scale it as you want. 

What other advice do I have?

Salesforce Einstein Analytics is beneficial to my management since it offers a holistic and realistic view of forecasts. I would rate it an eight out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1623918 - PeerSpot reviewer
Head of Enterprise Architecture at a financial services firm with 10,001+ employees
Real User
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
reviewer1176129 - PeerSpot reviewer
Sr. Systems Engineer at a tech vendor with 1,001-5,000 employees
MSP
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.
PeerSpot user
reviewer1599123 - PeerSpot reviewer
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
reviewer2297409 - PeerSpot reviewer
Digital Customer IT Data Scientist at a tech vendor with 10,001+ employees
Real User
Top 20
A cloud-based solution capable of integrating any kind of data in the world
Pros and Cons
  • "The tool is a cloud-based solution capable of integrating any kind of data in the world."
  • "The product is natively integrated into the Salesforce ecosystem. You also need a CRM license. It should be more flexible with other platforms."

What is most valuable?

The tool is a cloud-based solution capable of integrating any kind of data in the world. 

What needs improvement?

The product is natively integrated into the Salesforce ecosystem. You also need a CRM license. It should be more flexible with other platforms.

For how long have I used the solution?

I have been using the solution for more than eight years. 

What do I think about the stability of the solution?

I rate the tool's stability a ten out of ten. 

What do I think about the scalability of the solution?

I rate Salesforce Einstein Analytics' scalability a nine out of ten. Our user range is between 200-1500. 

How was the initial setup?

I rate the tools installation an eight out of ten. Salesforce Einstein Analytics's deployment can be completed in minutes. 

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

I rate the solution's pricing a seven out of ten. 

What other advice do I have?

I rate Salesforce Einstein Analytics a ten out of ten. I recommend this product to businesses with Salesforce as their main CRM product. 

Which deployment model are you using for this solution?

Private Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Implementer
PeerSpot user
Senior Software Engineer - Salesforce at DataGo
Real User
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
PeerSpot user
Buyer's Guide
Download our free Salesforce Einstein Analytics Report and get advice and tips from experienced pros sharing their opinions.
Updated: April 2025
Buyer's Guide
Download our free Salesforce Einstein Analytics Report and get advice and tips from experienced pros sharing their opinions.