<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
3080 Ratings
717 Ratings

Salesforce

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
3080 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100
717 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.1 out of 100

Feature Set Ratings

    Sales Force Automation

    7.7

    Salesforce

    77%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 9/9 features

    Customer data management / contact management

    8.1
    81%
    188 Ratings
    N/A
    0 Ratings

    Workflow management

    7.8
    78%
    180 Ratings
    N/A
    0 Ratings

    Territory management

    7.6
    76%
    149 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.2
    82%
    184 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    7.5
    75%
    173 Ratings
    N/A
    0 Ratings

    Contract management

    7.6
    76%
    146 Ratings
    N/A
    0 Ratings

    Quote & order management

    7.4
    74%
    138 Ratings
    N/A
    0 Ratings

    Interaction tracking

    7.8
    78%
    159 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    7.7
    77%
    131 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.6

    Salesforce

    86%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Case management

    9.0
    90%
    56 Ratings
    N/A
    0 Ratings

    Call center management

    8.4
    84%
    42 Ratings
    N/A
    0 Ratings

    Help desk management

    8.3
    83%
    46 Ratings
    N/A
    0 Ratings

    Marketing Automation

    7.8

    Salesforce

    78%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Lead management

    7.9
    79%
    171 Ratings
    N/A
    0 Ratings

    Email marketing

    7.7
    77%
    145 Ratings
    N/A
    0 Ratings

    CRM Project Management

    7.4

    Salesforce

    74%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Task management

    7.5
    75%
    163 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    6.7
    67%
    37 Ratings
    N/A
    0 Ratings

    Reporting

    7.9
    79%
    127 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    7.9

    Salesforce

    79%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Forecasting

    7.7
    77%
    160 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    7.9
    79%
    176 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.1
    81%
    184 Ratings
    N/A
    0 Ratings

    Customization

    7.9

    Salesforce

    79%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 4/4 features

    Custom fields

    8.0
    80%
    176 Ratings
    N/A
    0 Ratings

    Custom objects

    8.2
    82%
    168 Ratings
    N/A
    0 Ratings

    Scripting environment

    7.7
    77%
    128 Ratings
    N/A
    0 Ratings

    API for custom integration

    7.8
    78%
    148 Ratings
    N/A
    0 Ratings

    Security

    8.3

    Salesforce

    83%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Single sign-on capability

    8.3
    83%
    146 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.4
    84%
    139 Ratings
    N/A
    0 Ratings

    Social CRM

    7.7

    Salesforce

    77%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Social data

    7.6
    76%
    118 Ratings
    N/A
    0 Ratings

    Social engagement

    7.8
    78%
    115 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.8

    Salesforce

    78%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Marketing automation

    7.8
    78%
    152 Ratings
    N/A
    0 Ratings

    Compensation management

    7.7
    77%
    103 Ratings
    N/A
    0 Ratings

    Platform

    7.9

    Salesforce

    79%

    Tableau CRM

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 1/1 features

    Mobile access

    7.9
    79%
    161 Ratings
    N/A
    0 Ratings

    BI Standard Reporting

    Salesforce

    Feature Set Not Supported
    N/A
    7.9

    Tableau CRM

    79%
    Tableau CRM ranks higher in 3/3 features

    Pixel Perfect reports

    N/A
    0 Ratings
    8.3
    83%
    40 Ratings

    Customizable dashboards

    N/A
    0 Ratings
    7.0
    70%
    47 Ratings

    Report Formatting Templates

    N/A
    0 Ratings
    8.4
    84%
    45 Ratings

    Ad-hoc Reporting

    Salesforce

    Feature Set Not Supported
    N/A
    7.5

    Tableau CRM

    75%
    Tableau CRM ranks higher in 4/4 features

    Drill-down analysis

    N/A
    0 Ratings
    7.4
    74%
    47 Ratings

    Formatting capabilities

    N/A
    0 Ratings
    8.0
    80%
    47 Ratings

    Integration with R or other statistical packages

    N/A
    0 Ratings
    6.2
    62%
    36 Ratings

    Report sharing and collaboration

    N/A
    0 Ratings
    8.4
    84%
    45 Ratings

    Report Output and Scheduling

    Salesforce

    Feature Set Not Supported
    N/A
    7.9

    Tableau CRM

    79%
    Tableau CRM ranks higher in 5/5 features

    Publish to Web

    N/A
    0 Ratings
    8.8
    88%
    36 Ratings

    Publish to PDF

    N/A
    0 Ratings
    8.2
    82%
    43 Ratings

    Report Versioning

    N/A
    0 Ratings
    8.0
    80%
    42 Ratings

    Report Delivery Scheduling

    N/A
    0 Ratings
    7.4
    74%
    39 Ratings

    Delivery to Remote Servers

    N/A
    0 Ratings
    7.1
    71%
    33 Ratings

    Data Discovery and Visualization

    Salesforce

    Feature Set Not Supported
    N/A
    7.8

    Tableau CRM

    78%
    Tableau CRM ranks higher in 3/3 features

    Pre-built visualization formats (heatmaps, scatter plots etc.)

    N/A
    0 Ratings
    8.1
    81%
    41 Ratings

    Location Analytics / Geographic Visualization

    N/A
    0 Ratings
    8.0
    80%
    39 Ratings

    Predictive Analytics

    N/A
    0 Ratings
    7.4
    74%
    41 Ratings

    Access Control and Security

    Salesforce

    Feature Set Not Supported
    N/A
    8.1

    Tableau CRM

    81%
    Tableau CRM ranks higher in 4/4 features

    Multi-User Support (named login)

    N/A
    0 Ratings
    8.5
    85%
    45 Ratings

    Role-Based Security Model

    N/A
    0 Ratings
    7.9
    79%
    45 Ratings

    Multiple Access Permission Levels (Create, Read, Delete)

    N/A
    0 Ratings
    7.4
    74%
    41 Ratings

    Single Sign-On (SSO)

    N/A
    0 Ratings
    8.5
    85%
    40 Ratings

    Mobile Capabilities

    Salesforce

    Feature Set Not Supported
    N/A
    6.4

    Tableau CRM

    64%
    Tableau CRM ranks higher in 3/3 features

    Responsive Design for Web Access

    N/A
    0 Ratings
    7.4
    74%
    42 Ratings

    Mobile Application

    N/A
    0 Ratings
    5.6
    56%
    66 Ratings

    Dashboard / Report / Visualization Interactivity on Mobile

    N/A
    0 Ratings
    6.9
    69%
    38 Ratings

    Application Program Interfaces (APIs) / Embedding

    Salesforce

    Feature Set Not Supported
    N/A
    6.4

    Tableau CRM

    64%
    Tableau CRM ranks higher in 6/6 features

    REST API

    N/A
    0 Ratings
    6.6
    66%
    30 Ratings

    Javascript API

    N/A
    0 Ratings
    6.5
    65%
    28 Ratings

    iFrames

    N/A
    0 Ratings
    6.0
    60%
    24 Ratings

    Java API

    N/A
    0 Ratings
    6.5
    65%
    27 Ratings

    Themeable User Interface (UI)

    N/A
    0 Ratings
    7.6
    76%
    27 Ratings

    Customizable Platform (Open Source)

    N/A
    0 Ratings
    5.5
    55%
    26 Ratings

    Attribute Ratings

    • Salesforce.com is rated higher in 3 areas: Likelihood to Recommend, Usability, Implementation Rating
    • Tableau CRM is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    7.7

    Salesforce

    77%
    305 Ratings
    7.1

    Tableau CRM

    71%
    48 Ratings

    Likelihood to Renew

    9.4

    Salesforce

    94%
    49 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Usability

    8.0

    Salesforce

    80%
    94 Ratings
    7.4

    Tableau CRM

    74%
    7 Ratings

    Availability

    9.8

    Salesforce

    98%
    54 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Performance

    9.0

    Salesforce

    90%
    36 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Support Rating

    7.6

    Salesforce

    76%
    121 Ratings
    7.7

    Tableau CRM

    77%
    7 Ratings

    In-Person Training

    7.9

    Salesforce

    79%
    11 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Online Training

    9.1

    Salesforce

    91%
    15 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Implementation Rating

    9.4

    Salesforce

    94%
    32 Ratings
    6.0

    Tableau CRM

    60%
    2 Ratings

    Configurability

    10.0

    Salesforce

    100%
    2 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Contract Terms and Pricing Model

    9.1

    Salesforce

    91%
    10 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Product Scalability

    10.0

    Salesforce

    100%
    2 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Professional Services

    9.3

    Salesforce

    93%
    8 Ratings

    Tableau CRM

    N/A
    0 Ratings

    Likelihood to Recommend

    Salesforce

    Ability to create dashboards. The project progress can be easily tracked. Tickets can be fed with all the right data and the same can be exported. You can customize the fields as per your usage. Can be used for multiple projects. The reports generated are accurate in nature and can be used for making important decisions and improvements.
    Read full review

    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

    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.
    Read full review

    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

    Cons

    Salesforce

    • Would like easier integration of Einstein data in Salesforce Dashboards so we do not have to navigate to the Analytics Studio.
    • Quicker adoption of custom objects into new offerings like the Pipeline Navigator.
    • Continued expansion of Salesforce Surveys for more features and flexibility.
    Read full review

    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

    Pricing Details

    Salesforce

    Starting Price

    $25 per month

    Editions & Modules

    Salesforce editions and modules pricing
    EditionModules
    Essentials$25.001
    Professional$75.002
    Enterprise$150.003
    Unlimited$300.004

    Footnotes

    1. Per User/Per Month
    2. Per User/Per Month
    3. Per User/Per Month
    4. Per user/Per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Tableau CRM

    Starting Price

    $125 per month

    Editions & Modules

    Tableau CRM editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      Salesforce

      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
      Read full review

      Salesforce

      No answers on this topic

      Usability

      Salesforce

      Compared to the Salesforce Classic layout, the Lightning Experience is very user-friendly. Customize your top navigation bar to include quick links to your most frequently used records, objects, or reports. There are free online courses from Salesforce called "Trail Heads" to help new users get acquainted with the CRM. As a whole, it's a well-designed and user-friendly website. All is well, and there have been no problems so far.
      Read full review

      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

      Reliability and Availability

      Salesforce

      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.
      Read full review

      Salesforce

      No answers on this topic

      Performance

      Salesforce

      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
      Read full review

      Salesforce

      No answers on this topic

      Support Rating

      Salesforce

      Account managers are awesome for the most part but change every year. So just as they are getting to know your business they usually switch accounts. We have premier success now which gives us 24/7 access to support, which has been helpful as we deal with integration issues with APIs and across Salesforce products.
      Read full review

      Salesforce

      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.
      Read full review

      In-Person Training

      Salesforce

      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
      Read full review

      Salesforce

      No answers on this topic

      Online Training

      Salesforce

      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
      Read full review

      Salesforce

      No answers on this topic

      Implementation Rating

      Salesforce

      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.
      Read full review

      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

      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.
      Read full review

      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

      Contract Terms and Pricing Model

      Salesforce

      The contract process was arduous. Some of that was because of the purchasing issues with our university, but as mentioned previously, we got a quote for a package and then they also recommended add-on fees. These were things we did not end up going with because we had budgeted based on the originally quoted amount. This has slowed down our implementation phase and meant we were paying for two CRM software for longer than I would have liked.
      Read full review

      Salesforce

      No answers on this topic

      Scalability

      Salesforce

      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.
      Read full review

      Salesforce

      No answers on this topic

      Professional Services

      Salesforce

      Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
      Read full review

      Salesforce

      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.
      Read full review

      Salesforce

      • 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.
      Read full review

      Screenshots

      Add comparison