Salesforce Einstein Analytics Other Advice

Parker Goodson - PeerSpot reviewer
Enterprise Account Executive at T-Mobile

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.

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Balamurugan Ramalingam - PeerSpot reviewer
Senior Quality Assurance Consultant at Public and Business Service Delivery

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.

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AlbertoFlores - PeerSpot reviewer
Country Manager & Global Sales Director at Babel systems

My company provides solutions, like Microsoft Azure, Microsoft Power BI, and Tableau, to various customers though I haven't used them personally.

Salesforce is a good brand with a good name, making it a very confident product. Those planning to use the tool should try it out without hesitation.

Overall, I rate the solution a nine out of ten.

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Buyer's Guide
Salesforce Einstein Analytics
March 2024
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,847 professionals have used our research since 2012.
Sunny Teotia - PeerSpot reviewer
Management Consultant at Accenture

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.

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ST
Vice President at a healthcare company with 10,001+ employees

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.

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KS
Marketing manager at Wowtickets

I'm currently focused on integrating the company into the Salesforce Einstein Analytics platform. This involves sending campaigns, creating end-to-end workflows, and analyzing company performance to optimize future operations. I'm continuously learning to explore additional features that can enhance campaign effectiveness and overall platform satisfaction.

There were a couple of instances where the servers experienced downtime, but it was rare, happening maybe once or twice out of ten times. Additionally, Salesforce Einstein Analytics provides a website called Salesforce Trust, which allows me to monitor the performance and security of my account.

I rate the overall solution a nine out of ten.

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JB
Head of Product Strategy and Innovation at a computer software company with 51-200 employees

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. 

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SaurabhSingh4 - PeerSpot reviewer
Data Analyst at Wespath Benefits and Investments

Overall, I rate the product a nine out of ten.

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Khaled Alkebsi - PeerSpot reviewer
Regional Sales Executive at a financial services firm with 11-50 employees

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. 

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PV
Head of Enterprise Architecture at a financial services firm with 10,001+ employees

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.

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LS
Senior Software Engineer - Salesforce at DataGo

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.

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PC
VP Technology/Vice President at a healthcare company with 11-50 employees

I would rate Salesforce Einstein Analytics an eight out of ten.

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RP
Sr. Systems Engineer at a tech vendor with 1,001-5,000 employees

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.

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RD
Digital Customer IT Data Scientist at a tech vendor with 10,001+ employees

I rate Salesforce Einstein Analytics a ten out of ten. I recommend this product to businesses with Salesforce as their main CRM product. 

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YN
Project Manager at a computer software company with 10,001+ employees

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.

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VK
Director of Operations at a tech services company with 201-500 employees

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.

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it_user361419 - PeerSpot reviewer
Software Engineer with 201-500 employees

In terms of advice, I would tell them that it is definitely a plus point if they are a Salesforce CRM user. And the the UI is good. Clients always want better, shiny things like that.

As I mentioned, I have worked in Qlik Sense also. In Qlik there some limitations in creating dashboard charts. But in Wave, you can scroll down and have however many charts you want in one dashboard.

Also, the predictive analysis of the Einstein version is like artificial intelligence, it's great. With this you can predict your future sales and scenarios.

I gave it six out of 10 because, if I compare it to other BI tools, some features are not there, but individually Wave is great. When clients first see it, I definitely know that they say, "Oh, wow!"

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Buyer's Guide
Salesforce Einstein Analytics
March 2024
Learn what your peers think about Salesforce Einstein Analytics. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,847 professionals have used our research since 2012.