InsightSquared vs Einstein Analytics

InsightSquared is a powerful sales analytics platform that helps users drive sales pipelines and access self-service data analytics through robust features and interactive data visualizations. According to many users who discussed data integration, the tool interacts seamlessly with other applications and data sources to enable predictive analytics that help forecast future trends. Most of the users who mentioned support said that they are responsive and knowledgeable. A majority of the users who reviewed the interface said that it’s user-friendly and easily navigable, though some users said that the versatility of the platform makes it complex to learn. Many users who discussed the platform’s visualization capabilities said that it provides a wide range of interactive and intuitive out-of-the-box dashboards. A majority of the users who discussed data analytics said that the platform excels in analyzing historical data to better forecast future trends, though some users said that the scope of predictive analytics should be wider to provide better insights. According to many users who mentioned functionality, the solution provides many ways to explore data-based insights through deep-dive and pivoting on key metrics, though some users said that the platform is not easily customizable. Many users who mentioned reporting said that the solution provides a plethora of out-of-the-box reports that can be customized and exported easily, though some users said that there is limited flexibility in report customization. On the flip side, a majority of the users who reviewed speed said that the platform is slow when moving between templates and can become CPU-intensive with large dashboards, though some users said that it can slice and dice data to present relevant information in seconds. Many users who mentioned pricing said that necessary customization modules add to the cost of the software, which makes adoption difficult for small businesses. Many users said that though training is needed to maximize the tool’s potential, lack of adequate documentation makes the learning curve steep. In summary, InsightSquared is a self-service revenue intelligence tool that provides a single source of truth for sales analytics and forecasting pipeline management. It boosts productivity across the organization, though its pricing can be cost-prohibitive for small businesses.

Einstein Analytics from Salesforce is a predictive analytics BI tool that uses the power of AI and machine learning to glean insights and create visualizations and reports to drive business decisions. All users who reviewed its analytics capabilities said that it excels at augmented analytics. Many users who reviewed data visualization said that templates and dashboards are easy to customize for deep-dive data exploration. With a range of reporting options and intuitive drag-and-drop functionality, the platform empowers business users to create their own reports without needing to code. Being part of the Salesforce suite, the platform integrates well with other SF offerings, as expected, as well as with external data sources. As for the tool’s data management capabilities, some users said that ETL functions are self-contained in that they replace the need to write code, however others said that data needs to be cleansed before the ETL engine can consume it for data analysis. Commenting on the software’s functionality, around 68% of users said that it is easy to drill down into KPIs with little training in analytics, whereas some users said that the platform is sparse in terms of features and does not have the same reporting capabilities as other Salesforce tools. Mentioning the interface, a majority of users said that it is clean and interactive, though quite a few users said that they preferred the classic version to the new one. A majority of the users who reviewed pricing said that, in addition to expensive per-user licenses, other costs can quickly add up, since implementation is not easy and often requires professional vendor support. Many users who discussed setup said that the platform struggles when processing large amounts of data, and plugins are needed to process heavier data sets, which further compounds costs. Quite a few users said that the platform performs well within the Salesforce ecosystem; however, it does not have the robustness and flexibility of Tableau. Overall, Einstein Analytics is a BI tool with strong out of the box ETL and data visualization capabilities that glean deeper insights into business metrics and seems to be suited for organizations with lightweight data analysis needs or those that already implement Salesforce solutions.