Salesforce has become the golden child of the CRM space. Boasting over 150,000 customers worldwide, Salesforce commands 20% of the CRM market share.
Since their start in 1999, Salesforce has beat out behemoths in the tech space such as Microsoft for the top spot in CRM. Many clients turn to Salesforce for reliability, innovation, and superior features.
If you are using Salesforce without data visualization tools, though, your business is missing out.
Why You Need Data Visualization
Businesses have more access to customer information than ever. Personalization is more than the newest buzzword: it’s the new standard for companies everywhere.
Not only do businesses need a deeper understanding of their customer, but they also need to know themselves to keep up with the competition. Companies are more in-tuned with their companies than ever and have the data that they need to be successful.
However, all of this data is useless unless there are ways to interpret the information. Business leaders who don’t understand the data can’t use it to make informed decisions.
This is where data visualization comes in. Data visualization allows you to see data in a helpful way. Instead of overwhelming and disjointed, leaders can harness the information to be successful.
With data visualization, you can get a clear picture of where your business is, create better goals, and a more efficient company to reach them.
That is why organizations are increasingly using data visualization to be more strategic with their business. In fact, managers that use visual data discovery tools are 28% more likely to find timely information. Also, 64% of business leaders stated business intelligence, such as data visualization, creates a significant competitive advantage.
It's no longer enough just to have the information. Most businesses are drowning in information that they don't know how to use or what it means. You need to be able to use it in real-time to have success. Salesforce is a valuable resource but visualizing all the data that they present is vital to getting the most use out of it.
However, not all technology is created equal. What is the best analytics tool for Salesforce?
We’ve compiled a list of all the top data visualization tools that integrate with Salesforce. Read on to see which ones are right for you and your business!
Salesforce made waves this summer when they acquired Tableau for a whopping $15.3 billion. Salesforce wanted to purchase Tableau for a good reason: the end-to-end data analytics platform is a giant in the visualization space.
Is Tableau worth purchasing for Salesforce integration?
· Beautiful graphics. If you want something sleek and well-designed, Tableau fits the bill. You can create interactive visualizations to understand information quickly.
· User-friendly. The intuitive platform allows it to be easily used by everyone. You and your team won’t need in-depth training to understand how to use it.
· Scalable. Tableau can handle large amounts of data with ease. It’s powerful enough to handle your future growth.
· Mobile friendly. You can take Tableau’s capabilities on the road with its mobile capabilities.
· High cost. Although there is a free version of Tableau, it is very limited and only ideal for personal use. The price is often prohibitive for smaller businesses.
· No functionality for scheduling reports. Tableau does not keep stories up-to-date, and there is no way to schedule it automatically refreshing. There is also no features for distributing the reports, so it is not great for collaboration.
· Limited data preprocessing. Tableau is strictly for visualizing. It doesn’t offer data cleansing to make sure that your data is as accurate as possible.
Marketing and sales often struggle with a disconnect. Usually, neither know what the other is doing or precisely what they need. Marketers are not always sure whether their efforts are reaching the right customers. Oracle seeks to bridge this gap.
Oracle Eloqua allows markets to track customers through all phases of the buying cycle. They can create better campaigns with dynamic journeys of the buying cycle. Eloqua also monitors tasks for different campaigns. The Eloqua-Salesforce integration allows for better marketing and sales alignment.
· Impressive integration. Eloqua integrates with over 700 applications. Users will likely find all the information they need in one place with the integrations that it offers.
· Beautiful visuals. Visuals are essential in marketing, and Eloqua does not disappoint. The well-designed visual campaign builder is both powerful and intuitive.
· Ease of use. Although in times past it has been criticized for its lack of user-friendly features, Eloqua continued to improve. The latest versions are very user-friendly.
· Price. The cost isn't very accessible to smaller companies. They also often require long-term product and do not offer a trial program.
· Slow implementation. The downside of a large volume of integrations and features, users complain that execution took a while.
· Lacks some key features. There are noticeably missing features for marketing. It doesn’t integrate with Google Adwords, which is crucial for many companies. It also doesn’t allow A/B testing for emails.
Jira is a project management tool that many companies consider indispensable. It allows leaders to coordinate takes, track time, and execute agile project management. When Salesforce and Jira are integrated, they can help businesses get the overall view they need to make decisions for project management.
· Lots of integrations. Jira allows for ease in projects because it combines all the information from all of your apps. You can get an overall view of your company with all of Jira’s integrations.
· Flexibility. Get what you need for your project management. Jira allows you to create specific reports for your needs and enable you to share dashboards for collaboration.
· Customizable. You can make your workflow as long or as short as you need it to be.
· Complicated. It may take some training to use Jira with Salesforce. It’s not user-friendly for those who aren’t tech-savvy.
· Cluttered. With flexibility and customization comes clutter. Many users complained that large tasks with many individual subtasks were sometimes difficult to follow.
Adaptive Insights allow for planning, consolidation, analytics, and reporting for all aspects of a business. It also comes in various models depending on what type of business you need. Users can also use its visualization for budgeting and workforce management.
· Automated. The currency exchange system is fully automated for easier use.
· Flexible access options. It is accessible through the cloud, so you can bring it with you wherever you go.
· Enhances collaboration. Adaptive Insight’s features allow for easier collaboration and sharing across devices.
· Not mobile-friendly. Don’t plan on taking Adaptive Insights on-the-go: it’s not made for mobile devices.
· Requires user training. Set up is not the easiest process, and training is necessary to use it properly.
· Lack of apps. Adaptive Insights doesn’t support Google Apps, which is critical for many businesses.
· Online only. There are no on-premise versions, which might not work for some businesses.
Games can offer fun motivation for many sales teams. Spinify is gamification that allows sales to create competitions. Its integration with Salesforce provides for seamless transition of information in the CRM to the competition.
· User-friendly. Everyone can easily access Spinify’s features with the easy-to-use dashboard.
· Easy setup. No headache when it comes to getting Spinify up and running.
· Mobile friendly. Take competition on the go with Spinify’s mobile app.
· Limited features. Many users reported that they would like to see more features.
· Lack of personalization. Users also reported that they could not personalize many of the features to make it more fun for their teams.
The cloud-based dashboard tool is the product of serial entrepreneur Josh James. It reached the mythical “unicorn” status and had $1 billion valuation before going public in 2018.
Domo allows executives to get an in-depth understanding of what is going on in their companies. They can get a real-time look at what is happening on the front lines.
· Integration. Domo integrates with on-prem data and external data sources to the cloud. It easily compiles all the information you need about your company everywhere.
· Customizable. Domo understands that no two businesses are the same. They customize your solution to fit you and your company.
· Collaborative. The main goal of Domo is connecting C-suite with the day-to-day operations of the business. They offer a messaging system and designed it with teams in mind.
· Expensive. Domo is a luxury product. It was created mostly for enterprises, so its priced out of range for smaller companies.
· Cloud only. It doesn’t offer on-premise deployment.
· Not user-friendly. It’s not particularly intuitive. It’s ideal for businesses that have dedicated IT teams.
Microsoft, once considered the dinosaur of the tech world, has made a comeback in a major way. Their cloud-based business intelligence service suite is one example of that. It converts raw data into meaningful information.
· Affordable. It is one of the most reasonably priced of all integrations for Salesforce.
· Excel Integration. You can automatically have the data put into an Excel spreadsheet for convenient visualization.
· Prompt update. Power BI is updated every month. Users report that Microsoft listens to users’ ratings and guides these updates accordingly.
· Crowded interface. Power BI doesn’t have the convenient scrolling dashboard for a better interface. Icons also block dashboards and reports.
· Rigid formulas. Most actions use a DAX formula and are not easy to work with. Some formulas work, and some don't, but it's difficult to tell why.
· Not scalable. There is a limit to how much data it will ingest. IT works up to 2 GB. If you want more than that, the paid version is required.
For smaller businesses and those with a lower budget, Zoho Reports also integrates with Salesforce at a reasonable price. The self-service BI and data analytics software allows you to create visualizations quickly and easily.
· Affordable. Zoho One offers access to all Zoho products for $30 a month. It has prices that are hard to beat.
· Great customer service. Users reported prompt and preemptive help, even for their free version.
· Intuitive. The learning curve is relatively short for most users. It is easy for many users to master.
· Not customizable. For those concerned with the looks of the graphic, Zoho doesn’t offer the ability to customize it.
· Lacking documentation. Users reported that there isn’t documentation for them to figure out issues. If you’re the type that wants to work it out for yourself instead of working with customer service, this could be inconvenient.
You didn’t think we wouldn't mention our favorite integration to Salesforce, did you? Although information and data in Salesforce is excellent, Map My Customers allows you to use that information to be more productive than ever. Our mapping feature allows you to make the most out of your sales travels. In fact, users get 35% more visits per day with our platform.
· Mobile friendly. Take what you need on the go. Our program can be used on your mobile device.
· Intuitive design. Our intuitive design means that it is easy for the whole team to use.
· Customized pricing plan. Get what you need for your business and budget.
· Designed for field teams. Map My Customers was built for the needs of sales reps out on the road visiting customers. It may not be as effective for inside sales teams.
· Online and mobile only. There are no on-premise versions, which might not work for some businesses.
If you’re using Salesforce alone, you are missing out on many of the great integrations that can boost your business. Give it a try today!
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