BrightGauge vs. Salesforce CRM Analytics

BrightGauge lets us know when we have critical issues that need solving. A massive influx of tickets all at the same time triggers an investigation. Usually, it is tied to a server going down, which we can address. It would not be helpful for a small MSP or IT department with just a few daily tickets. The stats are better used to track a large amount of clients.

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Salesforce CRM Analytics has amazing user interface and very responsive customer services providers.

The product has brilliant artificial intelligence systems that enhance its usability.

Software integration with other tools is perfect.

Ease in setting up and availability of unlimited tutorials and demos.

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• SQL queries can be presented in many different ways to illustrate the data. They can be used in lists, graphs, meter, etc.
• The datasets frequency of updates can be customized to from 5 minutes to annually. It's very granular in this respect.
• It allows dashboards to be shared outside your organization with clients, partners, and vendors to maximize collaboration and reporting.

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• Interactive Dashboards, it [consists] of wide variety of charts
• Data from different sources can be easily integrated with it
• Security, it provides easy way to secure and share the information with the users
• Support actions like opening hyperlink etc
• Almost everything can be done from configuration
• Data can easily be managed from dataflow.

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• Annual or more than annualized data is desperately needed for MSPs to show trends, current limitation is previous 240 days for ConnectWise tickets
• Alerts when datasets do not sync properly, I have to rely on my team to notice vs get an automated alert from BrightGauge
• Small thing, but it would be nice to have more options on the report scheduler to enable a start date. If you wish to do it quarterly, you have to start the schedule exactly 3 months from the next run.

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• Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
• Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
• Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
• More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Usability is BrightGauge's strength. Granting the ability of virtually any user to be able to create a dashboard is incredibly valuable. If an organization very simple and straight forward reporting needs then BrightGauge is a perfect fit for them. Connecting to the dataset we used was very quick and easy and I imagine it would be the same for any major data source you would like to pull from.

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For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.

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Anytime I have reached out to the BrightGauge support team they have been quick, responsive, and solved my issue. They go out of their way to be helpful!

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I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.

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An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes

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I'm not aware of any other competitors to Bright Gauge that we selected. They seem to be very close to managed IT service providers and have been great at tailoring their support to the PSAs like ConnectWise, AutoTask, etc. I can see Bright Gauge getting more and more popular as time goes by

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Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.

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• We were purchased by a large PE firm because we could easily show CSAT ratings.
• The easily trackable stats are suitable for the C-Suite to see which division is the most profitable.
• We won 60,000 MRR by displaying to potential customers how we track important issues with the gauges.

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• Sales CRM analytics enable us to conduct correlation analytics and real-time performance metrics.
• Use of the product enabled us to drive more revenue by the help of actionable insights leading to informed decisions making.
• The software has made it possible for us to automate administrative tasks and improve performance.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info