Klipfolio vs Einstein Analytics

Klipfolio is a business intelligence tool that empowers users to visualize, analyze and share business data to track product trends. With powerful data querying capabilities via SQL and APIs, the solution integrates well with a multitude of applications. Users leverage its rich visualization libraries and strong data modeling capabilities to create impactful data dashboards, though some users said that the platform was sometimes buggy and had a limited scope in managing complex KPIs. With its vast range of features, users create and share reports on data that matters via URLs, PDFs, scheduled emails and snapshots to power decision-making processes. Approximately 96% of users who mentioned the platform’s support services said that the team was helpful and responsive. Most of the users who mentioned pricing said that the solution was affordable for organizations of all sizes and provided value for money. The solution does have some limitations though. All users who reviewed it for speed said that the platform slowed down, especially when applying filters, large file uploads and data refresh. Of users who reviewed its data integration capabilities, some said that the data source limit of 10 MB that comes with certain pricing plans can be limiting, especially when working with larger Excel and CSV files. Of users who mentioned cost, a few said that the additional fee for the periodic data refresh feature was a burden, though the introductory free trial offer could be quite attractive for new users. In summary, Klipfolio is a web and cloud-based BI solution that offers a range of data integration, KPI monitoring and dashboarding capabilities to empower data-driven decision-making across organizations.

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.