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Top Rated
2911 Ratings

Salesforce

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Top Rated
2911 Ratings
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Score 8.4 out of 100
643 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

Salesforce

Salesforce.com is an excellent option for other businesses as well. Using Salesforce.com has made it easier for us to keep track of our customers. Having everything in one place makes it easier for us to get what we're looking for. It integrates many functions. There's also a cloud-based approach that's convenient to use at any time. I believe the reporting or dashboard could be improved in the future, especially since the Lightning version has some ambiguous filters.
Al Mubassir Muin | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce
7.9
Tableau CRM (formerly Einstein Analytics)
Customer data management / contact management
Salesforce
8.4
Tableau CRM (formerly Einstein Analytics)
Workflow management
Salesforce
7.8
Tableau CRM (formerly Einstein Analytics)
Territory management
Salesforce
7.8
Tableau CRM (formerly Einstein Analytics)
Opportunity management
Salesforce
8.4
Tableau CRM (formerly Einstein Analytics)
Integration with email client (e.g., Outlook or Gmail)
Salesforce
7.4
Tableau CRM (formerly Einstein Analytics)
Contract management
Salesforce
7.7
Tableau CRM (formerly Einstein Analytics)
Quote & order management
Salesforce
7.6
Tableau CRM (formerly Einstein Analytics)
Interaction tracking
Salesforce
8.1
Tableau CRM (formerly Einstein Analytics)
Channel / partner relationship management
Salesforce
7.8
Tableau CRM (formerly Einstein Analytics)

Customer Service & Support

Salesforce
8.5
Tableau CRM (formerly Einstein Analytics)
Case management
Salesforce
9.0
Tableau CRM (formerly Einstein Analytics)
Call center management
Salesforce
8.4
Tableau CRM (formerly Einstein Analytics)
Help desk management
Salesforce
8.3
Tableau CRM (formerly Einstein Analytics)

Marketing Automation

Salesforce
8.0
Tableau CRM (formerly Einstein Analytics)
Lead management
Salesforce
8.2
Tableau CRM (formerly Einstein Analytics)
Email marketing
Salesforce
7.7
Tableau CRM (formerly Einstein Analytics)

CRM Project Management

Salesforce
7.5
Tableau CRM (formerly Einstein Analytics)
Task management
Salesforce
7.7
Tableau CRM (formerly Einstein Analytics)
Billing and invoicing management
Salesforce
6.7
Tableau CRM (formerly Einstein Analytics)
Reporting
Salesforce
8.1
Tableau CRM (formerly Einstein Analytics)

CRM Reporting & Analytics

Salesforce
8.3
Tableau CRM (formerly Einstein Analytics)
Forecasting
Salesforce
8.0
Tableau CRM (formerly Einstein Analytics)
Pipeline visualization
Salesforce
8.4
Tableau CRM (formerly Einstein Analytics)
Customizable reports
Salesforce
8.5
Tableau CRM (formerly Einstein Analytics)

Customization

Salesforce
8.1
Tableau CRM (formerly Einstein Analytics)
Custom fields
Salesforce
8.3
Tableau CRM (formerly Einstein Analytics)
Custom objects
Salesforce
8.3
Tableau CRM (formerly Einstein Analytics)
Scripting environment
Salesforce
7.8
Tableau CRM (formerly Einstein Analytics)
API for custom integration
Salesforce
8.0
Tableau CRM (formerly Einstein Analytics)

Security

Salesforce
8.4
Tableau CRM (formerly Einstein Analytics)
Single sign-on capability
Salesforce
8.3
Tableau CRM (formerly Einstein Analytics)
Role-based user permissions
Salesforce
8.6
Tableau CRM (formerly Einstein Analytics)

Social CRM

Salesforce
7.6
Tableau CRM (formerly Einstein Analytics)
Social data
Salesforce
7.5
Tableau CRM (formerly Einstein Analytics)
Social engagement
Salesforce
7.6
Tableau CRM (formerly Einstein Analytics)

Integrations with 3rd-party Software

Salesforce
7.5
Tableau CRM (formerly Einstein Analytics)
Marketing automation
Salesforce
7.7
Tableau CRM (formerly Einstein Analytics)
Compensation management
Salesforce
7.4
Tableau CRM (formerly Einstein Analytics)

Platform

Salesforce
7.8
Tableau CRM (formerly Einstein Analytics)
Mobile access
Salesforce
7.8
Tableau CRM (formerly Einstein Analytics)

BI Standard Reporting

Salesforce
Tableau CRM (formerly Einstein Analytics)
7.3
Pixel Perfect reports
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.5
Customizable dashboards
Salesforce
Tableau CRM (formerly Einstein Analytics)
6.9
Report Formatting Templates
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.3

Ad-hoc Reporting

Salesforce
Tableau CRM (formerly Einstein Analytics)
7.0
Drill-down analysis
Salesforce
Tableau CRM (formerly Einstein Analytics)
6.9
Formatting capabilities
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.4
Integration with R or other statistical packages
Salesforce
Tableau CRM (formerly Einstein Analytics)
5.9
Report sharing and collaboration
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.8

Report Output and Scheduling

Salesforce
Tableau CRM (formerly Einstein Analytics)
7.3
Publish to Web
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.9
Publish to PDF
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.5
Report Versioning
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.3
Report Delivery Scheduling
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.1
Delivery to Remote Servers
Salesforce
Tableau CRM (formerly Einstein Analytics)
6.8

Data Discovery and Visualization

Salesforce
Tableau CRM (formerly Einstein Analytics)
7.2
Pre-built visualization formats (heatmaps, scatter plots etc.)
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.2
Location Analytics / Geographic Visualization
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.1
Predictive Analytics
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.2

Access Control and Security

Salesforce
Tableau CRM (formerly Einstein Analytics)
7.8
Multi-User Support (named login)
Salesforce
Tableau CRM (formerly Einstein Analytics)
8.0
Role-Based Security Model
Salesforce
Tableau CRM (formerly Einstein Analytics)
8.0
Multiple Access Permission Levels (Create, Read, Delete)
Salesforce
Tableau CRM (formerly Einstein Analytics)
6.9
Single Sign-On (SSO)
Salesforce
Tableau CRM (formerly Einstein Analytics)
8.3

Mobile Capabilities

Salesforce
Tableau CRM (formerly Einstein Analytics)
6.7
Responsive Design for Web Access
Salesforce
Tableau CRM (formerly Einstein Analytics)
8.0
Dedicated iOS Application
Salesforce
Tableau CRM (formerly Einstein Analytics)
5.8
Dedicated Android Application
Salesforce
Tableau CRM (formerly Einstein Analytics)
5.8
Dashboard / Report / Visualization Interactivity on Mobile
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.1

Application Program Interfaces (APIs) / Embedding

Salesforce
Tableau CRM (formerly Einstein Analytics)
5.8
REST API
Salesforce
Tableau CRM (formerly Einstein Analytics)
6.0
Javascript API
Salesforce
Tableau CRM (formerly Einstein Analytics)
5.1
iFrames
Salesforce
Tableau CRM (formerly Einstein Analytics)
5.2
Java API
Salesforce
Tableau CRM (formerly Einstein Analytics)
5.2
Themeable User Interface (UI)
Salesforce
Tableau CRM (formerly Einstein Analytics)
7.4
Customizable Platform (Open Source)
Salesforce
Tableau CRM (formerly Einstein Analytics)
6.1

Pros

Salesforce

  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
Erik Viager | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

  • 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.
Shefali Sethia | TrustRadius Reviewer

Cons

Salesforce

  • Costs vs. ROI: The initial cost to BUILD whatever instance your SF sales rep presents to you and sells; the COST associate to get to that build is NEVER explained or discussed.
  • The Salesforce sales rep's job is to sell you on an idea and hope, rather than practical application, implementation, and realistic expectations of the egregiously cantankerous and universally overpriced CRM.
  • They do not vet, manage or hold accountable their 'implementation partners'. Again, the sales rep for Salesforce; their job is to sell you the platform, not what you they showed you the platform can do. There is extreme neglect in discussing the actual cost to get their CRM platform to do WHAT they have showcased to you. Not to mention the time it takes to get there. Not to mention the partners they refer to you are random. These 3rd party companies do ALL the work and make ALL the money on behalf of Salesforce, for themselves. You get stuck in contracts with mediocre service or lackluster results and there is NO recourse for you as the consumer against these 'partners'.
  • If I want to sell GM cars, GM has standards and minimums they require in order for me to represent their brand. If I do shady dealings, rip customers off or am just a terrible business to be in business with, GM would strip me of my dealership title for their brand. SalesForce does no such thing. I could start a company to implement salesforce, have you sign a contract and deliver a garbage product. If you go to SF to complain about that; "Our hands our tied" as I have been told.
  • Salesforce does not care about your user experience, they just want you to buy more. It is a Sales organization, not a software company. Again, they do not care about your business, the negative impact of their CRM rollout, or how terrible their 3rd party support partners are. They. Dont. Care. They just want your money.
  • SF is aware they are the biggest player on the block. They have all the cards. You, the consumer, as an individual business, have no power or say.
Kurt Johansen | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

  • 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.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Salesforce

Salesforce 10.0
Based on 49 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

No score
No answers yet
No answers on this topic

Usability

Salesforce

Salesforce 8.2
Based on 86 answers
I think Salesforce is going to be a fantastic resource once we get fully onboarded and trained and are using all the features we want in our company. The problem is that onboarding is not intuitive and is very labor-intensive. After you make the agreement to purchase and settle on a price, they come back and recommend spending thousands more to have someone onboard for you. It's a hidden fee that isn't part of the original negotiations. In our case, we couldn't afford that right off the bat so the onboarding process is slower than expected, but we will eventually get there.
Anonymous | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

Tableau CRM (formerly Einstein Analytics) 7.4
Based on 5 answers
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.
Tony Phan | TrustRadius Reviewer

Reliability and Availability

Salesforce

Salesforce 9.8
Based on 54 answers
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Kyle Dugger | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

No score
No answers yet
No answers on this topic

Performance

Salesforce

Salesforce 9.0
Based on 36 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

No score
No answers yet
No answers on this topic

Support Rating

Salesforce

Salesforce 7.8
Based on 113 answers
I rate the overall support for Salesforce.com in 10 because they are accomodating, very responsive, timely, and handle issues or inquiries professionally. We never had any issues with raising it or waiting too long until it is fixed. Nothing to worry about if we have something to raise it will always be smooth and hassle-free communication.
Angel Arciaga | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

Tableau CRM (formerly Einstein Analytics) 7.8
Based on 5 answers
I gave Salesforce Einstein Analytics tool a slightly above average rating of 6. Because its trailhead portal has extensive documentation and use cases around how to implement Salesforce tools and how to master their user interface. But it has limited video or human tutorials. Plus, there is not enough background on web analytics, statistical modeling, artificial intelligence or machine learning. So, a user may struggle when leveraging their dashboard or modeling features. Finally, support documents are focused on learning the tool but don't provide enough context on how to do custom implementation or troubleshoot data integration issues.
Anonymous | TrustRadius Reviewer

In-Person Training

Salesforce

Salesforce 7.9
Based on 11 answers
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
Anonymous | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

No score
No answers yet
No answers on this topic

Online Training

Salesforce

Salesforce 9.1
Based on 15 answers
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Anonymous | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

No score
No answers yet
No answers on this topic

Implementation Rating

Salesforce

Salesforce 9.4
Based on 32 answers
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Anonymous | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

Tableau CRM (formerly Einstein Analytics) 6.0
Based on 2 answers
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
Anonymous | TrustRadius Reviewer

Alternatives Considered

Salesforce

When evaluating a CRM solution for our company we had a fairly simple decision process. We had to decide to buy vs build an internal solution - which we found for the cost Salesforce would save from development / IT perspective and provide a more robust solution. The closest out of the box competitor we looked at was the Microsoft Dynamics CRM product -and again, we found Salesforce to be a more robust / cost effective solution.
Anonymous | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

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.
Jeffrey Smith | TrustRadius Reviewer

Contract Terms and Pricing Model

Salesforce

Salesforce 9.2
Based on 5 answers
Salesforce has never been able to answer a question I've had, but I've heard from colleagues that they respond quickly. Market leaders tend to be more professional when things go awry. For CRM systems, Salesforce is by far the most popular. I've used CRM systems before Salesforce, and they weren't even close. Salesforce has such a monopoly on the market that they consider us as users. Inextricably linked, the two are one.
Aononna Tazin | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

No score
No answers yet
No answers on this topic

Scalability

Salesforce

Salesforce 10.0
Based on 2 answers
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Anonymous | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

No score
No answers yet
No answers on this topic

Professional Services

Salesforce

Salesforce 9.0
Based on 4 answers
I believe it is the best customer relationship management system available. We use it for everything and have integrated other platforms to give customers/accounts a 360-degree view. According to Salesforce customer service, it is beneficial for tracking all information, and the reporting/dashboards are unique. It's where we keep track of every sale.
Al Mubassir Muin | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

No score
No answers yet
No answers on this topic

Return on Investment

Salesforce

  • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
  • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
Quentin Goin | TrustRadius Reviewer

Tableau CRM (formerly Einstein Analytics)

  • Salesforce Einstein Analytics helped lift roi of email marketing campaigns funded by our suppliers or category teams by improving their open and click rates
  • Salesforce Einstein Analytics helped reduce cart abandonments and improved conversion rates of our product campaigns.
  • Salesforce Einstein Analytics was not that effective in improving adoption of AI tools such as chatbot, voice assistant tool or mobile app. Because of lower sample data.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce Editions & Modules

Edition
Essentials$25.001
Professional$75.001
Enterprise$150.001
Unlimited$300.002
  1. Per User/Per Month
  2. Per user/Per month
Additional Pricing Details

Tableau CRM (formerly Einstein Analytics)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Tableau CRM (formerly Einstein Analytics) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesforce
7.9
Tableau CRM (formerly Einstein Analytics)
7.5

Likelihood to Renew

Salesforce
10.0
Tableau CRM (formerly Einstein Analytics)

Usability

Salesforce
8.2
Tableau CRM (formerly Einstein Analytics)
7.4

Reliability and Availability

Salesforce
9.8
Tableau CRM (formerly Einstein Analytics)

Performance

Salesforce
9.0
Tableau CRM (formerly Einstein Analytics)

Support Rating

Salesforce
7.8
Tableau CRM (formerly Einstein Analytics)
7.8

In-Person Training

Salesforce
7.9
Tableau CRM (formerly Einstein Analytics)

Online Training

Salesforce
9.1
Tableau CRM (formerly Einstein Analytics)

Implementation Rating

Salesforce
9.4
Tableau CRM (formerly Einstein Analytics)
6.0

Contract Terms and Pricing Model

Salesforce
9.2
Tableau CRM (formerly Einstein Analytics)

Scalability

Salesforce
10.0
Tableau CRM (formerly Einstein Analytics)

Professional Services

Salesforce
9.0
Tableau CRM (formerly Einstein Analytics)

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