Tableau CRM vs. Tableau Server

Overview
ProductRatingMost Used ByProduct SummaryStarting 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
Tableau Server
Score 8.2 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
Tableau CRMTableau Server
Editions & Modules
No answers on this topic
Viewer
$12.00
Per User Per Month
Explorer
$35.00
Per User Per Month
Creator
$70.00
Per User Per Month
Offerings
Pricing Offerings
Tableau CRMTableau Server
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Tableau CRMTableau Server
Considered Both Products
Tableau CRM
Chose Tableau CRM
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 Server

No answer on this topic

Top Pros
Top Cons
Features
Tableau CRMTableau Server
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
Tableau Server
9.3
95 Ratings
13% above category average
Pixel Perfect reports8.639 Ratings9.129 Ratings
Customizable dashboards7.646 Ratings9.494 Ratings
Report Formatting Templates9.244 Ratings9.381 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
Tableau Server
8.9
95 Ratings
9% above category average
Drill-down analysis7.746 Ratings8.795 Ratings
Formatting capabilities8.446 Ratings8.593 Ratings
Integration with R or other statistical packages6.835 Ratings8.959 Ratings
Report sharing and collaboration9.044 Ratings9.589 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
Tableau Server
8.0
91 Ratings
4% below category average
Publish to Web9.335 Ratings9.685 Ratings
Publish to PDF8.942 Ratings9.384 Ratings
Report Versioning8.541 Ratings8.270 Ratings
Report Delivery Scheduling8.038 Ratings7.677 Ratings
Delivery to Remote Servers7.732 Ratings5.19 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
Tableau Server
8.5
90 Ratings
5% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)8.640 Ratings8.886 Ratings
Location Analytics / Geographic Visualization8.938 Ratings8.885 Ratings
Predictive Analytics7.540 Ratings7.864 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
Tableau Server
7.5
95 Ratings
14% below category average
Multi-User Support (named login)8.744 Ratings7.593 Ratings
Role-Based Security Model8.144 Ratings7.590 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.140 Ratings7.592 Ratings
Single Sign-On (SSO)8.639 Ratings7.562 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Tableau CRM
6.6
43 Ratings
19% below category average
Tableau Server
7.7
79 Ratings
3% below category average
Responsive Design for Web Access7.341 Ratings7.377 Ratings
Mobile Application6.032 Ratings7.261 Ratings
Dashboard / Report / Visualization Interactivity on Mobile7.237 Ratings8.068 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
Tableau Server
7.2
46 Ratings
10% below category average
REST API7.329 Ratings9.040 Ratings
Javascript API7.927 Ratings9.137 Ratings
iFrames6.923 Ratings9.140 Ratings
Java API7.926 Ratings5.57 Ratings
Themeable User Interface (UI)8.526 Ratings6.19 Ratings
Customizable Platform (Open Source)5.125 Ratings4.67 Ratings
Best Alternatives
Tableau CRMTableau Server
Small Businesses
BrightGauge
BrightGauge
Score 8.9 out of 10
BrightGauge
BrightGauge
Score 8.9 out of 10
Medium-sized Companies
Reveal
Reveal
Score 9.9 out of 10
Reveal
Reveal
Score 9.9 out of 10
Enterprises
Jaspersoft Community Edition
Jaspersoft Community Edition
Score 9.7 out of 10
Jaspersoft Community Edition
Jaspersoft Community Edition
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Tableau CRMTableau Server
Likelihood to Recommend
7.0
(47 ratings)
7.2
(111 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(20 ratings)
Usability
7.6
(6 ratings)
5.4
(17 ratings)
Availability
-
(0 ratings)
9.0
(9 ratings)
Performance
-
(0 ratings)
8.1
(8 ratings)
Support Rating
7.7
(6 ratings)
3.3
(18 ratings)
In-Person Training
-
(0 ratings)
8.0
(4 ratings)
Online Training
-
(0 ratings)
9.0
(9 ratings)
Implementation Rating
6.0
(1 ratings)
9.1
(13 ratings)
Configurability
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Tableau CRMTableau Server
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.
Read full review
Tableau
Tableau Server is well suited for a data warehouse build and handling big data. Tableau data aggregation, transformation, clustering capability is powerful and easy to implement. The choice of charts and visualisation tools is outstanding. Customisation and dynamic data visualisation capability is superb. The user interface takes some time getting used to.
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.
Read full review
Tableau
  • 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
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.
Read full review
Tableau
  • 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
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Likelihood to Renew
Salesforce
No answers on this topic
Tableau
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.
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.
Read full review
Tableau
Tableau Server is unbeatable at creating easy to use, interactive dashboards for busy executives. The software also saves time for the busy analyst that is tired of always using Excel. Tableau Server is a head and shoulders improvement over Excel.
Read full review
Reliability and Availability
Salesforce
No answers on this topic
Tableau
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
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Performance
Salesforce
No answers on this topic
Tableau
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.
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
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Tableau
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
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In-Person Training
Salesforce
No answers on this topic
Tableau
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.
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Online Training
Salesforce
No answers on this topic
Tableau
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.
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
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Tableau
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
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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.
Read full review
Tableau
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.
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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
Read full review
Tableau
  • 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.
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ScreenShots

Tableau Server Screenshots

Screenshot of Tableau Server interface and administration view 1.Screenshot of Tableau Server interface and administration view 2.Screenshot of Tableau Server permissions view.Screenshot of Tableau Services Manager (TSM) view 1.Screenshot of Tableau Services Manager (TSM) view 2.