Tableau Public is a free edition of the Desktop product. With this edition, data can only be published to the Tableau public website and does not allow work to be saved or exported locally.
Predictive Pipeline kept track of every change in the sales pipeline and predicts quota attainment boasting 80% accuracy, with Neuralytics, the XANT predictive engine. The product was based on C9 Predictive Sales, owned and supported by XANT (formerly InsideSales.com) since May 2015, and no longer available for sale.
Tableau Public is great, especially if you're new to the platform or considering implementing it within an organization. The Public version has most of the capabilities of the full version, with extensive community documentation to troubleshoot issues you may run into. Additionally, there are many resources to check out Public workbooks from other users and communities: a GREAT learning resource to figure out new, innovative ways to visualize and present data. It is perfect for evaluating public datasets, for doing exploratory data analysis, or contributing to cross-organizational or extracurricular projects that may benefit from more sophisticated data analysis and exploration. Tableau Public, because it stores to the cloud and has limitations on connectivity (ie, cannot connect to SQL servers) is not suited for confidential, financial, PII, etc., data, and care should be taken to avoid including sensitive data in any of the Tableau Public workbooks used by an individual or organization.
C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.
Tableau Public can work with data that are differently formatted, such as MS Excel, .txt file, Google Sheets, not sure about MS Access.
GUI interface of Tableau Public is not that hard to start working on; Also, it can generate codes for the operations and so it is relatively easy to visualize and correct mistakes.
Lots of Tableau Public users upload their work to the online community, users can easily find very good figures/graphs that are similar to their problems and so they can use these figures/graphs as templates to modify and make their own ones.
Pipeline management/ pipeline analytics: C9 is great for understanding changes in the pipeline. For example, comparing the sales pipeline today with with where it was at the beginning of the quarter.
It also works very well for quota attainment visibility. We can easily set and track sales quotas for individual reps and for sales manager roll-up quotas.
The product also offers some forecasting capabilities which we are not using yet, so I cannot comment on how strong these features are.
The biggest drawback to the Public version of Tableau is that any data used in the program is 'public' and therefore not secure: workbooks are saved to the cloud, rather than locally
Tableau Public limits data ingestion to 10 million rows per source
Limited connections - can't connect to SQL databases to ingest data (must be through CSV, Access, TDE, or text files)
We had uptime issues, weird error messages, sluggish performance, and bad data. I hope that some of this can be attributed to growing pains as the company was relatively new when we signed our initial contract. It actually was unavailable at EOQ one time.
It's free, right? I'll keep using the free version. So the real question to ask is this? Will I pay $999 for the Personal version or $1,999 for the Professional? Yikes! That is a big stretch. I'm not sure about that. The product comparison chart is at: http://www.tableausoftware.com/public/comparison
C9 is now part of the sales management culture here at IPC. There is no longer any guesswork about the funnel or the forecast. C9 does something that SFDC does not...it increases significantly the value of the information in SFDC by unlocking the meta data that we all need to run the business
Tableau public is a great training tool to understand the basics of Tableau before buying it. A great tool to extend Excel's visualization and to publish data for others. Not useful for anything you need secure. No ability to access databases. Static information only.
From a sales manager’s perspective it was fairly easy to use the base functionality (just viewing current pipeline) and much harder to look at analytics (pipeline changes over time).
C9 made this easier by allowing sales ops to publish views to sales managers.
The query tool was harder to use than it had to be. For example, there were no out of the box relationships set up between Salesforce.com tables (e.g. accounts to opportunities), so I had to create those relationships myself.
Start at the end and work backward. Identify the business case / issue and questions the end users have, then identify the data needed, and where to get it.
Very simple implementation. They basically set up the imports and then they configure the tool per customer requests.
I wish there had been more consultation during the implementation, but it wasn’t bad given the effort expended. We ended up re-implementing after about a year and a half.
Tableau public is Free and no subscription is required whereas Tableau Desktop is a paid subscription. if there is no private or confidential data it's easy to Tableau public and share reports with people. Tableau public has same features and options same as desktop. its easy for students or beginners to signup and start learning/build reports.
Zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
C9 enabled us to track our sales pipeline changes over time which ultimately led to a 17% increase in win rate.
The product paid for itself in months because utilization is dependent upon the managers, not the salespeople. Managers have the license, but the benefits are applied to the salespeople. Most subscription based products are under utilized when every person must hold a license.
1 on 1 conversations between managers and salespeople were more meaningful because they were discussing long term pipeline growth and health, not short term status reports.
