Databox vs. Salesforce CRM Analytics

I believe Databox can be an asset for any company. We are a small company, but I can see the value for large companies too. Databox is a great fit for departments or organizations that need to put their data into a readable form without needing a ton of reports. Databox allows you to save time and put together a nice report without having to do too much extra work. Once it is set up, it basically runs on its own at the frequency you set. I personally receive a daily report and have it sent to the respective people on the day of our meeting so we can quickly review it.

Incentivized

If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.

Incentivized

• Create dashboards from a variety of data sources.
• Set & track goals based on the data and metrics provided.
• Send alerts and scorecard updates to Slack and email automatically.

Incentivized

• 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.

Incentivized

• Some types of data can only be reported on for 1-2 months back. Unless I'm misunderstanding the function of the software this seems really weird. I can't figure out how to report on Activities more than 2 months ago

Incentivized

• 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.

Incentivized

Databox is an intuitive, well-designed platform that can be used by non-technical marketers. It is easy to learn, and while set up takes time, usability is high and the team has enjoyed creating custom dashboards and clients have also given us great feedback regarding its usability and value. While other BI tools are much more complex to navigate, Databox is a breeze.

Incentivized

Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.

Incentivized

I have really enjoyed using Databox and have seen the value of it in many ways. They also continue to improve the functions of it and grow their integrations and templates. I look forward to continuing to use Databox in the future, potentially even finding ways to incorporate it into other departments to help them with reporting as well.

Incentivized

I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread

Incentivized

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

Incentivized

Databox is unique in its ability to report from multiple data sources. Google Analytics is the standard when it comes to web metrics, but it's just one of the tools that integrates with Databox. Tableau is fantastic for data visualizations and reporting, but it's much more expensive than Databox, so it's not ideal for everyone. Tableau is also superior with customization

Incentivized

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.

Incentivized

• It has helped us to show our value to clients
• Easily digestible dashboards make it easy to understand what you're looking at

Incentivized

• 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