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 Desktop
Score 8.3 out of 10
N/A
Tableau Desktop is a data visualization product from Tableau. It connects to a variety of data sources for combining disparate data sources without coding. It provides tools for discovering patterns and insights, data calculations, forecasts, and statistical summaries and visual storytelling.
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 …
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…
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.
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 …
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.
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 …
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 …
[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 …
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 …
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.
Tableau Desktop is the market leader when it comes to creating interactive and appealing graphs and charts. The beauty of the tool is that is can work with almost any kind of back-end source and in real-time take the data and present you with an amazing insight based on the …
Most companies are going towards visualization tools and products like Tableau. It's user-friendly, offers unlimited options and, best of all, looks pretty!
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.
Tableau Desktop is one the finest tool available in the market with such a wide range of capabilities in its suite that makes it easy to generate insights. Further, if optimally designed, then its reports are fairly simple to understand, yet capable enough to make changes at the required levels. One can create a variety of visualizations as required by the business or the clients. The data pipelines in the backend are very robust. The tableau desktop also provides options to develop the reports in developer mode, which is one of the finest features to embed and execute even the most complex possible logic. It's easier to operate, simple to navigate, and fluent to understand by the users.
An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.
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.
Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.
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.
Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.
When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.
Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast
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
I have never really used support much, to be honest. I think the support is not as user-friendly to search and use it. I did have an encounter with them once and it required a bit of going back and forth for licensing before reaching a resolution. They did solve my issue though
It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.
The training for new users are quite good because it covers topic wise training and the best part was that it also had video tutorials which are very helpful
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
Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.
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.
If we do not have legacy tools which have already been set up, I would switch the visualization method to open source software via PyCharm, Atom, and Visual Studio IDE. These IDEs cannot directly help you to visualize the data but you can use many python packages to do so through these IDEs.
Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.
Tableau was acquired years ago, and has provided good value with the content created.
Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.