Regional Sales Executive at a financial services firm with 11-50 employees
Real User
Top 20
2023-07-14T17:46:09Z
Jul 14, 2023
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.
Even if users have prior experience using Salesforce Einstein Analytics in other organizations, the level of customization available can make your organization's version of Salesforce appear unfamiliar to them. In other words, the extent of customization can be significant enough to make it unrecognizable to new users joining your organization. I rate Salesforce Einstein Analytics an eight out of ten.
I would like to tell those planning to use the solution that there's a lot of research and background work one needs to do before getting the solution since it's not a very straightforward one. One would especially need some knowledge about Salesforce architecture to work on the solution. Overall, I rate the solution an eight out of ten.
Head of Product Strategy and Innovation at a computer software company with 51-200 employees
Real User
Top 20
2023-02-28T13:34:27Z
Feb 28, 2023
I rate Salesforce Einstein Analytics eight out of 10. My advice to prospective users is to get trained. You need skills to use the solution effectively. It doesn't work out of the box for a lot of companies.
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
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.
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.
Vice President at a healthcare company with 10,001+ employees
Real User
2022-03-23T00:52:11Z
Mar 23, 2022
It's a very powerful and flexible tool.
The best value is to try and use out-of-the-box capabilities verse customizing, as this could create issues with new releases as well as cost for additional development and support costs (testing, verification...etc).
I rate the tool very high for its intuitiveness and built-in capabilities. It integrates well with other platforms such as ServiceNow, WorkDay, etc.
Vice President at a healthcare company with 10,001+ employees
Real User
2022-03-14T14:42:07Z
Mar 14, 2022
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.
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.
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.
Director of Operations at a tech services company with 201-500 employees
Real User
2021-11-18T17:54:06Z
Nov 18, 2021
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.
Head of Enterprise Architecture at a financial services firm with 10,001+ employees
Real User
2021-07-15T16:06:47Z
Jul 15, 2021
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.
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...
Overall, I rate the product a nine out of ten.
I rate Salesforce Einstein Analytics a ten out of ten. I recommend this product to businesses with Salesforce as their main CRM product.
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.
Even if users have prior experience using Salesforce Einstein Analytics in other organizations, the level of customization available can make your organization's version of Salesforce appear unfamiliar to them. In other words, the extent of customization can be significant enough to make it unrecognizable to new users joining your organization. I rate Salesforce Einstein Analytics an eight out of ten.
I would like to tell those planning to use the solution that there's a lot of research and background work one needs to do before getting the solution since it's not a very straightforward one. One would especially need some knowledge about Salesforce architecture to work on the solution. Overall, I rate the solution an eight out of ten.
I rate Salesforce Einstein Analytics eight out of 10. My advice to prospective users is to get trained. You need skills to use the solution effectively. It doesn't work out of the box for a lot of companies.
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.
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.
It's a very powerful and flexible tool.
The best value is to try and use out-of-the-box capabilities verse customizing, as this could create issues with new releases as well as cost for additional development and support costs (testing, verification...etc).
I rate the tool very high for its intuitiveness and built-in capabilities. It integrates well with other platforms such as ServiceNow, WorkDay, etc.
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.
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.
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.
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.
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.
I would rate Salesforce Einstein Analytics an eight out of ten.