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 Cloud
Score 8.1 out of 10
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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.
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Pricing
Tableau CRM
Tableau Cloud
Editions & Modules
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Offerings
Pricing Offerings
Tableau CRM
Tableau Cloud
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Community Pulse
Tableau CRM
Tableau Cloud
Considered Both Products
Tableau CRM
Verified User
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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 …
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…
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.
We just need to refresh our data once a day for our unique use case, which allows the complete online system to run on extracts. For us, this is critical because our daylight hours are spent focusing on new updates and implementations rather than worrying about excessive database traffic (which would be required with a direct connection to the online system). The process of importing extracts is straightforward and sturdy enough to handle massive amounts of data.
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.
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.
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.
From an end user perspective Tableau Online is overall very easy to navigate once you get used to it, my only complaint is that when expanding or contracting a graph, the "plus" and "minus" on the bottom left is sometimes hidden, and should always be visible. From a builder perspective, it can take some getting used to but the sheer depth of customization makes it all worthwhile.
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
In times where the system is down, support has always been quick to notify and keep us apprised of the latest developments. It's crucial for our system to always be available, but when emergencies have arisen, I don't recall a time where the Tableau Online Support hasn't been able to address our concerns in a timely 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
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.
Googles dashboard suite is very user-friendly and anyone can edit and make changes with very little knowledge or practice. But nothing I’ve worked with compares to the customization and multi streams of data in a user-friendly package like tableau does. It’s a really cool piece of software and I would choose that again.
