Salesforce CRM Analytics (formerly Tableau CRM) 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 Cloud
Score 8.0 out of 10
N/A
Tableau Cloud (formerly Tableau Online) is a self-service analytics platform that is fully hosted in the cloud. Tableau Cloud enables users to publish dashboards and invite colleagues to explore hidden opportunities with interactive visualizations and accurate data, from any browser or mobile device.
$15
per month per user
Tableau Server
Score 7.8 out of 10
N/A
Tableau Server allows Tableau Desktop users to publish dashboards to a central server to be shared across their organizations. The product is designed to facilitate collaboration across the organization. It can be deployed on a server in the data center, or it can be deployed on a public cloud.
$12
Per User Per Month
Pricing
Salesforce CRM Analytics
Tableau Cloud
Tableau Server
Editions & Modules
No answers on this topic
Tableau Viewer
$15
per month billed annually per user
Enterprise Viewer
$35
per month billed annually per user
Tableau Explorer
$42
per month billed annually per user
Enterprise Explorer
$70
per month billed annually per user
Tableau Creator
$75
per month billed annually per user
Enterprise Creator
$115
per month billed annually per user
Tableau+
Contact Sales
Viewer
$12.00
Per User Per Month
Explorer
$35.00
Per User Per Month
Creator
$70.00
Per User Per Month
Offerings
Pricing Offerings
Salesforce CRM Analytics
Tableau Cloud
Tableau Server
Free Trial
No
No
Yes
Free/Freemium Version
No
No
No
Premium Consulting/Integration Services
No
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Salesforce CRM Analytics
Tableau Cloud
Tableau Server
Considered Multiple Products
Salesforce CRM Analytics
Verified User
Employee
Chose Salesforce CRM Analytics
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.
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 …
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 …
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 …
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…
Tableau Desktop is great because it has much more extensive capabilities. Tableau Prep is great for ETL. It makes it easy to aggregate multiple data sources, union, clean, etc. It is easy to QA within Prep, and takes a lot of the guesswork out of troubleshooting issues with …
Tableau Online is much better at presenting and visualizing and manipulating your data. While Host Analytics is second to none in data consolidation, Tableau has much greater flexibility in exploring that data.
Both Tableau Online and BI solutions provide visualizations. In Power BI we choose the visualization first, then drag the data into it. In Tableau, we select the data and switch between visualizations on the fly. It’s easier to jump between visualizations in Tableau. Power BI …
Verified User
Analyst
Chose Tableau Cloud
From an analyst point of view, Tableau is the most intuitive tool and it's really easy to use. It's simply the most convenient product and gives the biggest possibilities. Of course, it's more expensive and not all features are necessary for some users. I have chosen Tableau …
The choice to use Tableau Server is really made for you if you already have adopted Tableau Desktop. If you're focused on an on-premise solution, Tableau is probably the way that you'll have to go. Looker and Mode are cloud-based (so is Tableau Online) and offer a true …
For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.
If you're using Tableau as the primary BI tool, then Tableau Cloud is well suited to publish and share the results with a wide(r) audience. It is well suited for various degrees of self-service proficiency, from pure consumers of analytical work to more advanced users who can use web editing for smaller or larger adjustments, and even for desktop power users who will publish their work to Tableau Cloud. It has many good ways to organize the content and make it easily accessible via search, favorites, folders, collections ("playlists for your data"), or history ("recents"). It might not be ideally suited if there are many on-prem sources to be used (even though there are options to connect them) or if you have very special requirements regarding custom server setup, which is limited in a shared cloud environment like Tableau Cloud.
Whole funnel and specific channel performance from upper to lower funnel metrics. The ability to view full channel performance for some time, such as weekly, monthly, or quarterly, has truly been monumental in how my team optimizes specific channels and campaigns. Daily performance tracking is a bit overwhelming, with load times and having to refresh specific live views over time. It can be challenging to do so at times, as extensive dashboards take much longer to load.
Tableau Online is completely cloud based and that's why the reports and dashboards are accessible even on the go. One doesn't always need to access the office laptop to access the reports.
The visualizations are interactive and one can quickly change the level at which they want to view the information. For example, one person might be more interested in looking at the country level performances rather than client level. This is intuitive and one doesn't need to create multiple reports for the same.
The feature to ask questions in plain vanilla English language is great and helpful. For quick adhoc fact checks one can simply type what they are looking for and the Natural Language Programming algorithms under the hood parse the query, interpret it and then fetch the results accordingly in a visual form.
It's good at doing what it is designed for: accessing visualizations without having to download and open a workbook in Tableau Desktop. The latter would be a very inefficient method for sharing our metrics, so I am glad that we have Tableau Server to serve this function.
Publishing to Tableau Server is quick and easy. Just a few clicks from Tableau Desktop and a few seconds of publishing through an average speed network, and the new visualizations are live!
Seeing details on who has viewed the visualization and when. This is something particularly useful to me for trying to drive adoption of some new pages, so I really appreciate the granularity provided in Tableau Server
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.
Tableau Server has had some issue handling some of our larger data sets. Our extract refreshes fail intermittently with no obvious error that we can fix
Tableau Server has been hard to work with before they launched their new Rest API, which is also a little tricky to work with
It simply is used all the time by more and more people. Migrating to something else would involve lots of work and lots of training. The renewal fee being fair, it simply isn't worth migrating to a different tool for now.
For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
Based on comments from our clients, I awarded it this grade. Non-technical customers frequently compliment us on the ease with which they can utilize Tableau Online. Usability is rarely a source of contention amongst our customers. Few complaints have come from me as a user of our internal products.
Tableau Server takes training and experience in order to unlock the application's full potential. This is best handled by a qualified data scientist or data analytics manager. Tableau user interface layout, nomenclature, and command structure take time and training to become proficient with. Integration and connectivity require proper IT developer support.
Our instance of Tableau Server was hosted on premises (I believe all instances are) so if there were any outages it was normally due to scheduled maintenance on our end. If the Tableau server ever went down, a quick restart solved most issues
While there are definitely cases where a user can do things that will make a particular worksheet or dashboard run slowly, overall the performance is extremely fast. The user experience of exploratory analysis particularly shines, there's nothing out there with the polish of Tableau.
I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.
I have not had any issues that require customer support from Tableau at this time, which speaks well to Tableau. I have taken an online course with Tableau and it was very professional and well done, so based on that I would assume a similar level of quality for their customer service.
We have consistently had highly satisfactory results every time we've reached out for help. Our contractor, used for Tableau server maintenance and dashboard development is very technically skilled. When he hits a roadblock on how to do something with Tableau, the support staff have provided timely and useful guidance. He frequently compares it to Cognos and says that while Cognos has capabilities Tableau doesn't, the bottom line value for us is a no-brainer
In our case, they hired a private third party consultant to train our dept. It was extremely boring and felt like it dragged on. Everything I learned was self taught so I was not really paying attention. But I do think that you can easily spend a week on the tool and go over every nook and cranny. We only had the consultant in for a day or two.
The Tableau website is full of videos that you can follow at your own pace. As a very small company with a Tableau install, access to these free resources was incredibly useful to allowing me to implement Tableau to its potential in a reasonable and proportionate manner.
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
Implementation was over the phone with the vendor, and did not go particularly well. Again, think this was our fault as our integration and IT oversight was poor, and we made errors. Would they have happened had a vendor been onsite? Not sure, probably not, but we probably wouldn't have paid for that either
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.
In determining whether to go with Tableau Online versus Alteryx, two important factors stood out in determining our go-to solution. First, while Alteryx is an impressive tool for data cleansing, it did not stack up in terms of data visualization capabilities. Tableau, on the other hand, provided us everything we needed in terms of visualizing our data and analytics. The second factor is cost. Well neither solution would be considered cheap, Tableau was the more cost effective solution for our needs.
Today, if my shop is largely Microsoft-centric, I would be hard pressed to choose a product other than Power BI. Tableau was the visualization leader for years, but Microsoft has caught up with them in many areas, and surpassed them in some. Its ability to source, transform, and model data is superior to Tableau. Tableau still has the lead in some visualizations, but Power BI's rise is evidenced by its ever-increasing position in the leadership section of the Gartner Magic Quadrant.
I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
Tableau does take dedicated FTE to create and analyze the data. It's too complex (and powerful) a product not to have someone dedicated to developing with it.
There are some significant setup for the server product.
Once sever setup is complete, it's largely "fire and forget" until an update is necessary. The server update process is cumbersome.
