Salesforce Einstein Analytics Reviews

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

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.

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

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

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

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.

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.

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. 

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. 

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.

The solution allows for the automation of certain tasks. 

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.

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. 

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.

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

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.

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

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.

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

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

The tool needs to simplify its features. 

The product is stable. 

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

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. 

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.

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.

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.

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

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.

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.

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

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

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

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

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.

We are using Tableau CRM for AI-driven analytics.

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.

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. 

I have used Tableau CRM within the last 12 months.

The solution is stable.

Tableau CRM is highly scalable.

I have not used technical support.

I have used Tableau.

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.

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

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.

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.

We primarily use the solution for customer insight analytics.

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. 

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.

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.

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

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

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. 

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.

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

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

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

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.

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.

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.

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.

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!

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

We are using the latest version.

The stability of Salesforce is great!

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.

We open support tickets and get support from Salesforce. 

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

Previously, I used Ebsta.

We moved to einstein because of vendor consolidation.

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.

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

We are evaluating UiPath and Automation Anywhere.

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

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

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

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.

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

I encountered no issues. It is all good.

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

Positive

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

I'd rate the solution eight out of ten. 

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.