Tableau CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting 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

Pricing

Tableau CRM

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
Tableau CRM
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

—

More Pricing Information

Community Pulse
	Tableau CRM
Considered Both Products	Tableau CRM Verified User Manager Chose Tableau CRM Tableau CRM is capable of providing powerful data visualization and analytical insights into your data set. Also, it produces a simple and understandable graphical representation of data. When compared to PowerBI, If you are an enterprise Microsoft user, there may be a clear … Incentivized Helpful? Shreya Sharma Advertising - Data Analyst Chose Tableau CRM Compare to other solutions Tableau CRM provides more attractive GUI and interactive dashboards. Cost and integration are still a challenge as It cost around $150 per user license cost. Helpful? Shiv Shrotriya datawarehousing/BI developer Chose Tableau CRM Tableau CRM no doubt has best GUI compare to any other existing BI tools we are currently working on. We are already using Salesforce as a CRM tool for sales/services/marketing and Tableau CRM has easy connectivity and development with Salesforce data. After demo the sample … Incentivized Helpful? Verified User Analyst 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 … Incentivized Helpful? Tony Phan Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team Chose Tableau CRM Before this our company have been using lots of other tracking tools but mostly it is very manual when it comes to generating reporting view which is resolved when using Salesforce Einstein Analytics since reporting feature is automated. Tons of time have been saved from … Incentivized Helpful? Shefali Sethia Consultant 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 … Incentivized Helpful? Verified User Analyst 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 … Incentivized Helpful? Chike Igwegbe Founder Chose Tableau CRM The collaboration feature is second to none, and the way we can assess our business in real-time is really nifty! Incentivized Helpful? JM Jeffrey Mullin Regional Sales Director Chose Tableau CRM Salesforce Einstein Analytics is the leader in the CRM industry when it comes to capturing and understanding the relative date. Therefore, many sales leaders and professionals are accustomed to utilizing the tool. Because of this factor, there is a more exceptional … Incentivized Helpful? Duncan Hernandez Product Owner, Business Intelligence 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 … Incentivized Helpful? Verified User Account Manager 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. Incentivized Helpful? NF Nicholas Farmen Digital Marketer Chose Tableau CRM The analytics from Salesforce doesn't stack up against competitors. I'd love a one-stop platform, where I could get all of my email automation, CRM, and website KPI data tracking done, but that isn't Salesforce. I really like the website analytics from FullStory, and I like the … Incentivized Helpful? JW Joel Williams Small Business Consultant Chose Tableau CRM Salesforce Analytics Cloud was chosen by the higher ups and I had no say in it. And it's really the only analytics tool we use. But from what I have heard from my co-workers, the Salesforce Analytics Cloud is by far the best in its class. But I have not personally used any … Incentivized Helpful? Verified User C-Level Executive Chose Tableau CRM Salesforce is the leader and the giant. I did not know so much about analytics before employing in our enterprise, so went with known name. The brand and what it stands for is imperative to me. Incentivized Helpful? David McCoy Provisioning Engineer Chose Tableau CRM Our company chose it while trying to use other analytics software. The team all agree that this is a very good product and that it deserves to be put up against all others. Managers were very happy with the way it helped promote the sales team to better themselves. Highly … Incentivized Helpful? Verified User Manager Chose Tableau CRM Salesforce Cloud has a much more robust system compared to Zoho and HubSpot. HubSpot is easier to use but Salesforce can do way more once you learn how to use it. Salesforce can easily scale with your growing company. I found Zoho very complicated to use. They are a growing … Incentivized Helpful? MEGAN BOATWRIGHT Customer Care Representative II Chose Tableau CRM I have not used any other products. Incentivized Helpful? Verified User Manager 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 … Incentivized Helpful? Viswam Srinivasan Salesforce Application Development Assoc Manager Chose Tableau CRM The reason is that this requires less development and is more of a point and click system that every user will enjoy more. Incentivized Helpful? Verified User Representative Chose Tableau CRM Well it's backed by a really big name, so that always helps. People are already comfortable using Salesforce, so switching to the analytics software makes it even simpler to excel and really do well. This platform is perfect for the average person. It's very easy to learn. It's … Incentivized Helpful? Pedram Mizani, MD, MHSA Chief Clinical Officer Chose Tableau CRM Very strong, but again once you’re tied into Salesforce, you’re quite stuck so begin learning how to optimize its use personally very quickly. Otherwise, you’ll be depending on very expensive consultants who don’t always have your best interest in mind. Incentivized Helpful? Verified User Analyst Chose Tableau CRM Microsoft Dynamics CRM has more modern user interface. However, Salesforce Analytics Cloud is more smooth in terms of functionality and user support. Incentivized Helpful? Verified User Manager 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. Incentivized Helpful? Verified User Professional 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… Incentivized Helpful?
Top Pros	Pro Analytics cloud Pro Sales team Pro Data visualization
Top Cons	Minus Analytics tool Minus Little clunky Minus Learning curve

Features

Tableau CRM

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
Pixel Perfect reports	8.639 Ratings
Customizable dashboards	7.646 Ratings
Report Formatting Templates	9.244 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
Drill-down analysis	7.746 Ratings
Formatting capabilities	8.446 Ratings
Integration with R or other statistical packages	6.835 Ratings
Report sharing and collaboration	9.044 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
Publish to Web	9.335 Ratings
Publish to PDF	8.942 Ratings
Report Versioning	8.541 Ratings
Report Delivery Scheduling	8.038 Ratings
Delivery to Remote Servers	7.732 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
Pre-built visualization formats (heatmaps, scatter plots etc.)	8.640 Ratings
Location Analytics / Geographic Visualization	8.938 Ratings
Predictive Analytics	7.540 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
Multi-User Support (named login)	8.744 Ratings
Role-Based Security Model	8.144 Ratings
Multiple Access Permission Levels (Create, Read, Delete)	8.140 Ratings
Single Sign-On (SSO)	8.639 Ratings

Mobile Capabilities

Comparison of Mobile Capabilities features of Product A and Product B
	Tableau CRM 6.6 43 Ratings 19% below category average
Responsive Design for Web Access	7.341 Ratings
Mobile Application	6.032 Ratings
Dashboard / Report / Visualization Interactivity on Mobile	7.237 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
REST API	7.329 Ratings
Javascript API	7.927 Ratings
iFrames	6.923 Ratings
Java API	7.926 Ratings
Themeable User Interface (UI)	8.526 Ratings
Customizable Platform (Open Source)	5.125 Ratings

Best Alternatives
	Tableau CRM
Small Businesses	BrightGauge Score 8.9 out of 10
Medium-sized Companies	Reveal Score 9.9 out of 10
Enterprises	Jaspersoft Community Edition Score 9.7 out of 10
All Alternatives	View all alternatives

User Ratings
	Tableau CRM
Likelihood to Recommend	7.0 (47 ratings)
Usability	7.6 (6 ratings)
Support Rating	7.7 (6 ratings)
Implementation Rating	6.0 (1 ratings)

User Testimonials
	Tableau CRM
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. Incentivized Verified User Anonymous 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. Incentivized Shefali Sethia Consultant 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. Incentivized Verified User Anonymous 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. Incentivized Tony Phan Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team 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 Incentivized Verified User Anonymous 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 Incentivized Verified User Anonymous 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. Incentivized Jeffrey Smith Director of Marketing 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 Incentivized Tony Phan Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team Read full review
ScreenShots