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 7.9 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 CRM
Tableau 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 CRM
Tableau Server
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Tableau CRM
Tableau Server
Considered Both Products
Tableau CRM
Verified User
Employee
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.
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 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.
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.
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.
I think the use case we described earlier about a non-technical user that was copying/pasting data into Word during emergencies is our best reason. This person had little technical ability, and the Tableau mobile solution powered by Tableau server completely resolved the issues. She has since become one of the most vocal proponents of 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
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 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 think the folks that work in support are generally pretty good at what they do (when you get them on a WebEx). But the process of reporting issues to them and waiting for a response (via email only) is a hassle. I never understood why you can't just call them up and discuss the issues with them. It would take a handful of email exchanges before they would agree to a WebEx session. That was frustrating.
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.
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.
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.