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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Salesforce CRM Analytics

    Score7.1 out of 10
    N/ASalesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.

    $125

    per month

    Yellowfin

    Score8 out of 10
    Mid-Size Companies (51-1,000 employees)
    Yellowfin is a cloud-based business intelligence and dashboarding platform.

    $250

    per month

    Pricing
    Salesforce CRM AnalyticsYellowfin
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Salesforce CRM AnalyticsYellowfin
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    Community Pulse
    Salesforce CRM AnalyticsYellowfin
    Considered Both Products
    Salesforce
    No answer on this topic
    Yellowfin
    No answer on this topic
    Key User Insights
    Would buy again
    63%
    Would buy again
    5 Answers
    67%
    Would buy again
    6 Answers
    Delivers good value for the price
    86%
    Delivers good value for the price
    6 Answers
    63%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    7 Answers
    67%
    Happy with the feature set
    6 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    8 Answers
    67%
    Lived up to sales and marketing promises
    4 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    7 Answers
    71%
    Implementation went as expected
    5 Answers
    Features
    Salesforce CRM AnalyticsYellowfin
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Salesforce CRM Analytics and Yellowfin
    Feature
    Salesforce CRM Analytics
    8.5
    46 Ratings
    4% above category average
    Yellowfin
    6.1
    12 Ratings
    29% below category average
    Pixel Perfect reports8.639 Ratings5.85 Ratings
    Customizable dashboards7.646 Ratings6.212 Ratings
    Report Formatting Templates9.244 Ratings6.411 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Salesforce CRM Analytics and Yellowfin
    Feature
    Salesforce CRM Analytics
    8.0
    47 Ratings
    1% below category average
    Yellowfin
    6.6
    12 Ratings
    20% below category average
    Drill-down analysis7.646 Ratings6.611 Ratings
    Formatting capabilities8.446 Ratings7.112 Ratings
    Integration with R or other statistical packages6.835 Ratings6.38 Ratings
    Report sharing and collaboration9.044 Ratings6.511 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Salesforce CRM Analytics and Yellowfin
    Feature
    Salesforce CRM Analytics
    8.5
    45 Ratings
    2% above category average
    Yellowfin
    5.9
    11 Ratings
    34% below category average
    Publish to Web9.335 Ratings6.311 Ratings
    Publish to PDF9.042 Ratings6.211 Ratings
    Report Versioning8.541 Ratings5.89 Ratings
    Report Delivery Scheduling8.038 Ratings5.611 Ratings
    Delivery to Remote Servers7.732 Ratings5.55 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Salesforce CRM Analytics and Yellowfin
    Feature
    Salesforce CRM Analytics
    8.3
    43 Ratings
    4% above category average
    Yellowfin
    5.8
    12 Ratings
    32% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.640 Ratings5.912 Ratings
    Location Analytics / Geographic Visualization8.938 Ratings5.712 Ratings
    Predictive Analytics7.540 Ratings5.810 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Salesforce CRM Analytics and Yellowfin
    Feature
    Salesforce CRM Analytics
    8.4
    46 Ratings
    1% below category average
    Yellowfin
    6.2
    11 Ratings
    31% below category average
    Multi-User Support (named login)8.644 Ratings6.311 Ratings
    Role-Based Security Model8.144 Ratings6.510 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.140 Ratings6.310 Ratings
    Single Sign-On (SSO)8.639 Ratings5.94 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Salesforce CRM Analytics and Yellowfin
    Feature
    Salesforce CRM Analytics
    6.6
    43 Ratings
    18% below category average
    Yellowfin
    6.7
    8 Ratings
    16% below category average
    Responsive Design for Web Access7.341 Ratings6.25 Ratings
    Mobile Application6.032 Ratings6.38 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.237 Ratings6.28 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Salesforce CRM Analytics and Yellowfin
    Feature
    Salesforce CRM Analytics
    7.3
    31 Ratings
    7% below category average
    Yellowfin
    6.1
    5 Ratings
    24% below category average
    REST API7.429 Ratings6.15 Ratings
    Javascript API7.927 Ratings5.45 Ratings
    iFrames6.923 Ratings6.05 Ratings
    Java API7.926 Ratings6.35 Ratings
    Themeable User Interface (UI)8.526 Ratings6.55 Ratings
    Customizable Platform (Open Source)5.125 Ratings6.55 Ratings
    Best Alternatives
    Salesforce CRM AnalyticsYellowfin
    Small Businesses
    Cyfe
    Score8.8 out of 10
    Cyfe
    Score8.8 out of 10
    Medium-sized Companies
    Zendesk Explore
    Score8.7 out of 10
    Zendesk Explore
    Score8.7 out of 10
    Enterprises
    Jaspersoft Community Edition
    Score9.7 out of 10
    Jaspersoft Community Edition
    Score9.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Salesforce CRM AnalyticsYellowfin
    Likelihood to Recommend
    7.0
    (47 ratings)
    6.2
    (12 ratings)
    Usability
    7.7
    (6 ratings)
    6.3
    (7 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Performance
    -
    (0 ratings)
    8.2
    (1 ratings)
    Support Rating
    7.7
    (6 ratings)
    5.6
    (7 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    8.2
    (1 ratings)
    Implementation Rating
    6.0
    (1 ratings)
    9.1
    (1 ratings)
    Configurability
    -
    (0 ratings)
    8.2
    (1 ratings)
    Data Sharing and Collaboration
    8.1
    (41 ratings)
    8.1
    (6 ratings)
    Data Sources
    7.7
    (41 ratings)
    8.1
    (6 ratings)
    Ease of integration
    -
    (0 ratings)
    9.1
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    Salesforce CRM AnalyticsYellowfin
    Likelihood to Recommend
    Salesforce
    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.
    Incentivized
    Read full review
    Yellowfin
    We can recommend this software without hesitation, as it has the ability to generate reports and data analysis, as well as process the data automatically, which saves time. It is ideal for small and medium-sized companies that wish to improve their services in the business world
    Incentivized
    Read full review
    Pros
    Salesforce
    • 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
    Read full review
    Yellowfin
    • Yellowfin’s Storyboard, Timeline and Collaborative tools make it easy to share data and insights across an organisation.
    • Strong Operational and Executive Dashboards that reflect the business KPIs and can send out prompts to people within the business based on rules.
    • Yellowfin makes it incredibly easy to create dynamic reports and dashboards which incorporate maps through locational intelligence functionality.
    • Yellowfin is a single license and all access is via a web browser making it perfect for both on-premise and cloud deployment. Mobile apps are also available.
    • User roles and source filtering allows Admin/IT to offer different functions/views by user group/role.
    • Mobile BI applications to support any device ..
    • API connectors ( YF 7.2 on the way in Mar16 ) for a range of third-party Web-based applications, data sources, Enterprises CRM/ERP apps & open data platform apps, including Salesforce, Google Analytics, Twitter, Youtube , Zoho CRM, XE.com & more coming to make endusers to integrate their applications for better benefits
    • Yellowfin Integration with Predictive analytical and Big Data processing tools like R, UDF, Spark to build rich applications for end users
    Read full review
    Cons
    Salesforce
    • 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
    Read full review
    Yellowfin
    • The ability to predefine a colour for a specific graph as a selection option dynamically.
    • The ability to customise the label of a chart, especially with respect to performance related reporting graphs we need an increase in dynamic charting options to meet our more specialised requirements.
    Read full review
    Usability
    Salesforce
    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.
    Incentivized
    Read full review
    Yellowfin
    As mentioned previously, if a newer company is looking for a strong, polished BI tool, Yellowfin would be a great software vendor to consider. Unfortunately, the high cost might be a barrier to these newer companies who dont have any legacy software/agreements such as an EA agreement with Microsoft.
    Incentivized
    Read full review
    Reliability and Availability
    Salesforce
    No answers on this topic
    Yellowfin
    99.9% availability
    Read full review
    Support Rating
    Salesforce
    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.
    Incentivized
    Read full review
    Yellowfin
    They have good support in what they provide. But what they provide is not what is promised. I would stay with them if I can. Be very careful before signing up with them. They are not what they seem in the sales pitches. Be very careful and make sure you test and test before you sign up.
    Read full review
    In-Person Training
    Salesforce
    No answers on this topic
    Yellowfin
    Yellowfin provides 3 levels of training to support consumers, business analytics, developers and Administrations :
    1. Yellowfin BI Training - Level 1 (Exploration)
    2. Yellowfin BI Training - Level 2 (Advanced)
    3. Yellowfin BI Training - Level 3(Expert)
    Read full review
    Online Training
    Salesforce
    No answers on this topic
    Yellowfin
    Web-based training for large audiences for Level 1 and Level 2 I would suggest
    Read full review
    Implementation Rating
    Salesforce
    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
    Read full review
    Yellowfin
    Design the data model and views for each dashboard is very important and it is the success factor Configuration of cluster for large implementation
    Read full review
    Alternatives Considered
    Salesforce
    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
    Read full review
    Yellowfin
    Yellow Fin platform is browser agnostic and is accessible from desktops as well as mobile devices. It is very simple and fast, it is integrated with Big Data, clients do not require a great training. It just works. But it’s easier to have things on the cloud, especially if you need to use different computers. Yellow Fin lacks the cloud feature.
    Incentivized
    Read full review
    Scalability
    Salesforce
    No answers on this topic
    Yellowfin
    - Tested 500 con-current users in Linux platform with 4 cores systems - Tested with cloud based VM - Tested with 1000 reads per minutes
    Read full review
    Return on Investment
    Salesforce
    • 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
    Read full review
    Yellowfin
    • made our org more data centric
    • Decisions are made based on data vs opinion
    • has created a single source of truth for the bulk of the organization
    Incentivized
    Read full review
    ScreenShots

    Yellowfin Screenshots

    Screenshot of Location IntelligenceScreenshot of Yellowfin DashboardScreenshot of Yellowfin SignalsScreenshot of Yellowfin MobileScreenshot of Yellowfin Sales KPIs