Tableau CRM vs. Tableau Desktop

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Tableau CRM
Score 8.3 out of 10
N/A
Tableau CRM (formerly Einstein Analytics) from Salesforce is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
$125
per month
Tableau Desktop
Score 8.2 out of 10
N/A
Tableau Desktop is a data visualization product from Tableau. It connects to a variety of data sources for combining disparate data sources without coding. It provides tools for discovering patterns and insights, data calculations, forecasts, and statistical summaries and visual storytelling.
$70
per month
Pricing
Tableau CRMTableau Desktop
Editions & Modules
No answers on this topic
Tableau Creator
$70.00
Per User / Per Month
Offerings
Pricing Offerings
Tableau CRMTableau Desktop
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsAll pricing plans are billed annually.
More Pricing Information
Community Pulse
Tableau CRMTableau Desktop
Considered Both Products
Tableau CRM
Chose Tableau CRM
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as …
Chose Tableau CRM
Tableau is a great product that becomes better every year, but Salesforce is more popular and has more integration options and we had used Salesforce before, so most of our team members already knew how to use it and what features it has. Maybe in the future we will consider Tab…
Chose Tableau CRM
Salesforce analytics cloud was selected for its client management capabilities that were already setup internally. As an analysis tool, Tableau was the most valuable tool, but it didn’t have the CRM capabilities of the Salesforce ecosystem.
Chose Tableau CRM
Salesforce Analytics Cloud is easier to integrate with Salesforce since it has a native integration and connection point. It does lack in functionality compared to heavy tools like Tableau and Microstrategy. If you want more functionality and are not currently using Salesforce …
Chose Tableau CRM
Have used Tableau before which is my all-time favorite. I would recommend Tableau over any other BI tool. It is widely known, widely used, and easily imported into your business no matter what other software or tools you use.
Chose Tableau CRM
Tableau is more of a developer tool and for non-technical workers, it is hard to learn. The product is superior to Einstein Analytics, but if the first goal is to get this out to an entire company, then Salesforce is the way to go. For the technical workers, the limitations of …
Chose Tableau CRM
Compared to Tableau and quicksight, [Salesforce Einstein Analytics (formerly Wave Analytics)] is quite similar and the preference depends on which database you use. Quicksight is more useful if you are using aws service and Salesforce Einstein Analytics is better if you are …
Chose Tableau CRM
[Salesforce Einstein Analytics (formerly Wave Analytics)] is far far better than these alternatives as everything can be done on single platform from data extraction to data transformation. Sharing of data is very easy and secure. One dashboard is suitable for different users …
Chose Tableau CRM
Salesforce needs fully baked data for its architecture and design to give you the best results you deserve. Teams not having used Salesforce previously take some time getting used to EA. But its ability to give the data points for KPIs to the sales team in real time and to the …
Chose Tableau CRM
Our company also uses Tableau Server - also provides valuable visual insight into data but not as easily accessible as the Analytics cloud through our Salesforce tech stack.
Tableau Desktop
Chose Tableau Desktop
Tableau Desktop is the market leader when it comes to creating interactive and appealing graphs and charts. The beauty of the tool is that is can work with almost any kind of back-end source and in real-time take the data and present you with an amazing insight based on the …
Chose Tableau Desktop
Most companies are going towards visualization tools and products like Tableau. It's user-friendly, offers unlimited options and, best of all, looks pretty!
Top Pros
Top Cons
Features
Tableau CRMTableau Desktop
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Tableau CRM
8.5
46 Ratings
4% above category average
Tableau Desktop
8.5
166 Ratings
4% above category average
Pixel Perfect reports8.639 Ratings8.3138 Ratings
Customizable dashboards7.646 Ratings9.0165 Ratings
Report Formatting Templates9.244 Ratings8.3144 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Tableau CRM
8.0
47 Ratings
1% below category average
Tableau Desktop
8.9
163 Ratings
9% above category average
Drill-down analysis7.746 Ratings9.2158 Ratings
Formatting capabilities8.446 Ratings8.9161 Ratings
Integration with R or other statistical packages6.835 Ratings8.3121 Ratings
Report sharing and collaboration9.044 Ratings9.3156 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Tableau CRM
8.5
45 Ratings
2% above category average
Tableau Desktop
8.8
157 Ratings
5% above category average
Publish to Web9.335 Ratings9.2148 Ratings
Publish to PDF8.942 Ratings8.4148 Ratings
Report Versioning8.541 Ratings8.6115 Ratings
Report Delivery Scheduling8.038 Ratings9.1122 Ratings
Delivery to Remote Servers7.732 Ratings8.572 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Tableau CRM
8.4
43 Ratings
4% above category average
Tableau Desktop
8.6
155 Ratings
6% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)8.740 Ratings8.9153 Ratings
Location Analytics / Geographic Visualization8.938 Ratings8.8148 Ratings
Predictive Analytics7.640 Ratings8.7125 Ratings
Pattern Recognition and Data Mining00 Ratings8.02 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Tableau CRM
8.4
46 Ratings
2% below category average
Tableau Desktop
8.7
141 Ratings
1% above category average
Multi-User Support (named login)8.744 Ratings8.8138 Ratings
Role-Based Security Model8.144 Ratings8.4118 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.140 Ratings8.7128 Ratings
Single Sign-On (SSO)8.639 Ratings8.976 Ratings
Report-Level Access Control00 Ratings9.02 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Tableau CRM
6.6
43 Ratings
19% below category average
Tableau Desktop
8.4
134 Ratings
6% above category average
Responsive Design for Web Access7.341 Ratings8.6123 Ratings
Mobile Application6.032 Ratings8.396 Ratings
Dashboard / Report / Visualization Interactivity on Mobile7.237 Ratings8.7116 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Tableau CRM
7.3
31 Ratings
8% below category average
Tableau Desktop
8.6
63 Ratings
8% above category average
REST API7.329 Ratings8.555 Ratings
Javascript API7.927 Ratings8.350 Ratings
iFrames6.923 Ratings8.848 Ratings
Java API7.926 Ratings8.745 Ratings
Themeable User Interface (UI)8.526 Ratings8.452 Ratings
Customizable Platform (Open Source)5.125 Ratings8.845 Ratings
Best Alternatives
Tableau CRMTableau Desktop
Small Businesses
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Score 8.9 out of 10
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Score 8.9 out of 10
Medium-sized Companies
Reveal
Reveal
Score 9.9 out of 10
Reveal
Reveal
Score 9.9 out of 10
Enterprises
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TIBCO Jaspersoft Community Edition
Score 9.7 out of 10
TIBCO Jaspersoft Community Edition
TIBCO Jaspersoft Community Edition
Score 9.7 out of 10
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User Ratings
Tableau CRMTableau Desktop
Likelihood to Recommend
7.0
(47 ratings)
8.8
(193 ratings)
Likelihood to Renew
-
(0 ratings)
8.9
(39 ratings)
Usability
7.6
(6 ratings)
8.6
(63 ratings)
Availability
-
(0 ratings)
8.0
(10 ratings)
Performance
-
(0 ratings)
6.1
(9 ratings)
Support Rating
7.7
(6 ratings)
6.9
(56 ratings)
In-Person Training
-
(0 ratings)
9.4
(4 ratings)
Online Training
-
(0 ratings)
8.0
(4 ratings)
Implementation Rating
6.0
(1 ratings)
8.0
(34 ratings)
Configurability
-
(0 ratings)
8.1
(2 ratings)
Ease of integration
-
(0 ratings)
10.0
(1 ratings)
Product Scalability
-
(0 ratings)
7.0
(3 ratings)
Vendor post-sale
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Tableau CRMTableau Desktop
Likelihood to Recommend
Salesforce
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
Read full review
Tableau
Tableau Desktop is one the finest tool available in the market with such a wide range of capabilities in its suite that makes it easy to generate insights. Further, if optimally designed, then its reports are fairly simple to understand, yet capable enough to make changes at the required levels. One can create a variety of visualizations as required by the business or the clients. The data pipelines in the backend are very robust. The tableau desktop also provides options to develop the reports in developer mode, which is one of the finest features to embed and execute even the most complex possible logic. It's easier to operate, simple to navigate, and fluent to understand by the users.
Read full review
Pros
Salesforce
  • Interactive Dashboards, it [consists] of wide variety of charts
  • Data from different sources can be easily integrated with it
  • Security, it provides easy way to secure and share the information with the users
  • Support actions like opening hyperlink etc
  • Almost everything can be done from configuration
  • Data can easily be managed from dataflow.
Read full review
Tableau
  • An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
  • Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.
Read full review
Cons
Salesforce
  • Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
  • Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
  • Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
  • More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
Read full review
Tableau
  • Formatting the data to work correctly in graphical presentations can be time consuming
  • Daily data extracts can run slowly depending on how much data is required and the source of the data
  • The desktop version is required for advanced functionality, editing on [the] Tableau server allows only limited features
Read full review
Likelihood to Renew
Salesforce
No answers on this topic
Tableau
Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.
Read full review
Usability
Salesforce
Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
Read full review
Tableau
Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.
Read full review
Reliability and Availability
Salesforce
No answers on this topic
Tableau
When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.
Read full review
Performance
Salesforce
No answers on this topic
Tableau
Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast
Read full review
Support Rating
Salesforce
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
Read full review
Tableau
I have never really used support much, to be honest. I think the support is not as user-friendly to search and use it. I did have an encounter with them once and it required a bit of going back and forth for licensing before reaching a resolution. They did solve my issue though
Read full review
In-Person Training
Salesforce
No answers on this topic
Tableau
It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.
Read full review
Online Training
Salesforce
No answers on this topic
Tableau
The training for new users are quite good because it covers topic wise training and the best part was that it also had video tutorials which are very helpful
Read full review
Implementation Rating
Salesforce
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
Read full review
Tableau
Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.
Read full review
Alternatives Considered
Salesforce
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
Read full review
Tableau
If we do not have legacy tools which have already been set up, I would switch the visualization method to open source software via PyCharm, Atom, and Visual Studio IDE. These IDEs cannot directly help you to visualize the data but you can use many python packages to do so through these IDEs.
Read full review
Scalability
Salesforce
No answers on this topic
Tableau
Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.
Read full review
Return on Investment
Salesforce
  • Absolutely a must-have tool if you are working on saving project
  • Create a centralized database to track project target across region
  • Easily create chart to showcase data / performance
Read full review
Tableau
  • Tableau was acquired years ago, and has provided good value with the content created.
  • Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
  • Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.
Read full review
ScreenShots