Salesforce CRM Analytics (formerly Tableau CRM) Pros and Cons

The best thing that I like the most about salesforce CRM analytics is that it's less effort for me to in terms of time managerment, the accuracy of chaning from one task to another is a job well done as there is no delay and reacts fast. Review collected by and hosted on G2.com.

The least helpful feature about sift is it´s offline function, when you change the offline button, you still need to click the logout button, too much a hassle for us employees especially if it´s already out of working hours. Review collected by and hosted on G2.com.

The helpful are we are only looking in one tab and all of the details are aleady available in just one look. Review collected by and hosted on G2.com.

When it comes to verification for DOB we need to pull another screen to check details the infomation. Review collected by and hosted on G2.com.

Its easy to change the tagging and we can save all the article that we are using in our daily basis . Review collected by and hosted on G2.com.

Theres always a system downtime and it takes time for them to update the Knowledge Base . We are hoping that the engineering team should do something about the system issue because our scorecard is connected to our tagging in salesforce , so if theres a system issue most of the time theres a descrepancy in our scorecard . The Knowledge base or Article is our guide in our work however theres a lot of scenario that if theres a new update and we are always using slack to share the new update instead of updating the article itself , so we need to search in slack the workflow that we need to do instead of following the article in salesforce . Review collected by and hosted on G2.com.

What I like with Salesforce CRM Analytics is that we can call or chat with our customers using the app. Also we can send email and when we received a document from our customer it can easily be forwarded to our customers account in CRM. We are actually using it everyday as Risk Investigator we were able to communicate with our customer and being customer centric. Review collected by and hosted on G2.com.

When we encounter internet connection problem we lost our call and our chat and there were times that the account got close as well. So if you don´t take note of the customers account and the information you talked about you will be lost. Review collected by and hosted on G2.com.

Salesforce CRM Analytics is a valuable tool for businesses looking to make data-driven decisions. It offers a user-friendly interface, making it accessible to people of all technical backgrounds. With Salesforce CRM Analytics, you can gain deep insights into your sales data, identify trends, opportunities, and areas for improvement. Additionally, you can customize the analytics to your specific needs and seamlessly integrate it with Salesforce CRM. Review collected by and hosted on G2.com.

While it offers a user-friendly interface, mastering all the features and functionalities can take time and effort. For smaller businesses or those with less complex data needs, it might be overkill. Additionally, it can be expensive, especially for businesses with limited budgets. Review collected by and hosted on G2.com.

This is very helpful especially when identifying numbers and scores of our associates. This is really impactful in a good way because we are able to determine real time scores. Review collected by and hosted on G2.com.

I just hope that it will not have a delay in releasing scores or scores being shown delayed because as I have mentioned this can greatly help identfying scores. Review collected by and hosted on G2.com.

It is already established in the community and a also a has earned the reputation for leading in the customer relationship management field. Salesforce can be used to manage customers data, automate the processes, and improve customer relationships. Businesses can use Salesforce to save money while improving customer related solutions through their email . Review collected by and hosted on G2.com.

For me, the least helpful is their timer as it is not accourate when idle. Review collected by and hosted on G2.com.

what I like about the crm analytics is it gives you all the detailed you needed . We use it directly to pull up an account using the link provided that has the customers information link to the crm dashboard, it has multiple features and tools that you can easily access like knowledged article that we use daily for our task, this is also the main tool we use to check updates and annoucement that is very important with our role as a fraud analyst. where we base our decision from the process which are all in the salesforce tool. Review collected by and hosted on G2.com.

what I dislike about it is that, when we click a link from the knowledge article it will promt or route you to another tab which will cause you to be logged out or disconnected to salesforce when you are logged in which causes loss hours. Another thing I dislike about it that needs to be upgraded is when receiving emails or responses from the customers, it takes a couple of minutes to appear and you need some times and needs to refresh all over again for you to be able to received it which casues customers friction especially when you are on the call with customer Review collected by and hosted on G2.com.

What I like best and found the most helpful thing about using Salesforce is that I am able to monitor my associates activity whenever they login. I frequently use Salesforce to check if my associates are adhering to their task and if they are productive during working hours. With the ease of using and with the proper implementation made by our Global Command Center , we are able to track, as well, if they go on overbreaks. GCC are able to integrate it so , not only that, we are able to see the kind of work type they most likely do and how it affects our queue and the impact we leave for our business and customers. Review collected by and hosted on G2.com.

With Salesforce CRM, what I think the opportunity was, my associates worktype was not changed automatically where they can be more productive and maximize their skills and potential. I believe our Global Command Center are working on it right now to resolve this. Review collected by and hosted on G2.com.

I like the features and it's friendly user, you can find so much tasks to do wether you are working types of tasks on back office, manual review, WCR OB dialer or even in Inbound as live contacts. The most important tool for handling customer's concerns because the guides and steps are here. A perfect combination for CRM. Review collected by and hosted on G2.com.

There are times that SF is not functinoning well. It auto diconnects or became offline on it's own.

Sometimes the chat disconnects automtically which causes customer's friction and me not able to resolved the concern that would also affect my stats.

Often times the customer automaticall disconnects while checking resources I'm not sure if that is on our end or on the customer's end. Review collected by and hosted on G2.com.