What users are saying about
687 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.1 out of 100
Based on 687 reviews and ratings
34 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.1 out of 100
Based on 34 reviews and ratings
Feature Set Ratings
- Tableau CRM ranks higher in 5 feature sets: BI Standard Reporting, Ad-hoc Reporting, Report Output and Scheduling, Data Discovery and Visualization, Access Control and Security
- Yellowfin ranks higher in 2 feature sets: Mobile Capabilities, Application Program Interfaces (APIs) / Embedding
BI Standard Reporting
7.7
Tableau CRM
77%

6.4
Yellowfin
64%
Tableau CRM ranks higher in 3/3 features
Tableau CRM ranks higher in 3/3 features
Pixel Perfect reports
8.1
81%
40 Ratings

6.0
60%
5 Ratings
Customizable dashboards
7.0
70%
47 Ratings

6.5
65%
12 Ratings
Report Formatting Templates
8.1
81%
45 Ratings

6.8
68%
11 Ratings
Ad-hoc Reporting
7.3
Tableau CRM
73%

7.0
Yellowfin
70%
Tableau CRM ranks higher in 3/4 features
Tableau CRM ranks higher in 3/4 features
Drill-down analysis
7.2
72%
47 Ratings

7.0
70%
11 Ratings
Formatting capabilities
7.8
78%
47 Ratings

7.5
75%
12 Ratings
Integration with R or other statistical packages
6.2
62%
36 Ratings

6.6
66%
8 Ratings
Report sharing and collaboration
8.2
82%
45 Ratings

6.8
68%
11 Ratings
Report Output and Scheduling
7.8
Tableau CRM
78%

6.2
Yellowfin
62%
Tableau CRM ranks higher in 5/5 features
Tableau CRM ranks higher in 5/5 features
Publish to Web
8.5
85%
36 Ratings

6.6
66%
11 Ratings
Publish to PDF
8.0
80%
43 Ratings

6.4
64%
11 Ratings
Report Versioning
7.9
79%
42 Ratings

6.2
62%
9 Ratings
Report Delivery Scheduling
7.3
73%
39 Ratings

6.0
60%
11 Ratings
Delivery to Remote Servers
7.0
70%
33 Ratings

5.8
58%
5 Ratings
Data Discovery and Visualization
7.6
Tableau CRM
76%

6.2
Yellowfin
62%
Tableau CRM ranks higher in 3/3 features
Tableau CRM ranks higher in 3/3 features
Pre-built visualization formats (heatmaps, scatter plots etc.)
7.7
77%
41 Ratings

6.3
63%
12 Ratings
Location Analytics / Geographic Visualization
7.7
77%
39 Ratings

6.2
62%
12 Ratings
Predictive Analytics
7.4
74%
41 Ratings

6.2
62%
10 Ratings
Access Control and Security
8.0
Tableau CRM
80%

6.6
Yellowfin
66%
Tableau CRM ranks higher in 4/4 features
Tableau CRM ranks higher in 4/4 features
Multi-User Support (named login)
8.3
83%
45 Ratings

6.6
66%
11 Ratings
Role-Based Security Model
8.0
80%
45 Ratings

6.8
68%
10 Ratings
Multiple Access Permission Levels (Create, Read, Delete)
7.3
73%
41 Ratings

6.6
66%
10 Ratings
Single Sign-On (SSO)
8.5
85%
40 Ratings

6.2
62%
4 Ratings
Mobile Capabilities
6.4
Tableau CRM
64%

6.9
Yellowfin
69%
Tableau CRM ranks higher in 2/3 features
Tableau CRM ranks higher in 2/3 features
Responsive Design for Web Access
7.5
75%
42 Ratings

6.5
65%
5 Ratings
Mobile Application
5.6
56%
66 Ratings

6.7
67%
8 Ratings
Dashboard / Report / Visualization Interactivity on Mobile
6.9
69%
38 Ratings

6.5
65%
8 Ratings
Application Program Interfaces (APIs) / Embedding
6.3
Tableau CRM
63%

6.4
Yellowfin
64%
Tableau CRM ranks higher in 3/6 features
Tableau CRM ranks higher in 3/6 features
REST API
6.5
65%
30 Ratings

6.4
64%
5 Ratings
Javascript API
6.1
61%
28 Ratings

5.6
56%
5 Ratings
iFrames
5.7
57%
24 Ratings

6.2
62%
5 Ratings
Java API
6.1
61%
27 Ratings

6.6
66%
5 Ratings
Themeable User Interface (UI)
7.5
75%
27 Ratings

6.8
68%
5 Ratings
Customizable Platform (Open Source)
5.6
56%
26 Ratings

6.8
68%
5 Ratings
Attribute Ratings
- Tableau CRM is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating
- Yellowfin is rated higher in 1 area: Implementation Rating
Likelihood to Recommend
7.2
Tableau CRM
72%
48 Ratings

6.5
Yellowfin
65%
12 Ratings
Usability
7.4
Tableau CRM
74%
7 Ratings

6.7
Yellowfin
67%
7 Ratings
Availability
Tableau CRM
N/A
0 Ratings

9.1
Yellowfin
91%
2 Ratings
Performance
Tableau CRM
N/A
0 Ratings

8.2
Yellowfin
82%
2 Ratings
Support Rating
7.7
Tableau CRM
77%
7 Ratings

6.0
Yellowfin
60%
8 Ratings
In-Person Training
Tableau CRM
N/A
0 Ratings

9.1
Yellowfin
91%
1 Rating
Online Training
Tableau CRM
N/A
0 Ratings

8.2
Yellowfin
82%
1 Rating
Implementation Rating
6.0
Tableau CRM
60%
2 Ratings

9.1
Yellowfin
91%
2 Ratings
Product Scalability
Tableau CRM
N/A
0 Ratings

8.2
Yellowfin
82%
1 Rating
Likelihood to Recommend
Tableau CRM
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.

Verified User
Analyst in Professional Services
Financial Services Company, 10,001+ employeesYellowfin
We can recommend this software without hesitation, as it has the ability to generate reports and data analysis, as well as process the data automatically, which saves time. It is ideal for small and medium-sized companies that wish to improve their services in the business world
Senior Manager, HR Planning & Talent Management
TruGreenConsumer Services, 5001-10,000 employees
Pros
Tableau CRM
- 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.
Consultant
AtriumComputer Software, 51-200 employees
Yellowfin
- Yellowfin’s Storyboard, Timeline and Collaborative tools make it easy to share data and insights across an organisation.
- Strong Operational and Executive Dashboards that reflect the business KPIs and can send out prompts to people within the business based on rules.
- Yellowfin makes it incredibly easy to create dynamic reports and dashboards which incorporate maps through locational intelligence functionality.
- Yellowfin is a single license and all access is via a web browser making it perfect for both on-premise and cloud deployment. Mobile apps are also available.
- User roles and source filtering allows Admin/IT to offer different functions/views by user group/role.
- Mobile BI applications to support any device ..
- API connectors ( YF 7.2 on the way in Mar16 ) for a range of third-party Web-based applications, data sources, Enterprises CRM/ERP apps & open data platform apps, including Salesforce, Google Analytics, Twitter, Youtube , Zoho CRM, XE.com & more coming to make endusers to integrate their applications for better benefits
- Yellowfin Integration with Predictive analytical and Big Data processing tools like R, UDF, Spark to build rich applications for end users
Co-Founder & Chief Executive
Aptus Data LabsInformation Technology and Services, 11-50 employees
Cons
Tableau CRM
- 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.

Verified User
Manager in Information Technology
Higher Education Company, 1001-5000 employeesYellowfin
- The ability to predefine a colour for a specific graph as a selection option dynamically.
- The ability to customise the label of a chart, especially with respect to performance related reporting graphs we need an increase in dynamic charting options to meet our more specialised requirements.
CEO
Guideline BizTech (Pty) LtdComputer Software, 11-50 employees
Pricing Details
Tableau CRM
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$125 per month
Yellowfin
General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Starting Price
$250 per month
Usability
Tableau CRM
Tableau CRM 7.4
Based on 7 answers
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.
Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
DiageoRetail, 10,001+ employees
Yellowfin
Yellowfin 6.7
Based on 7 answers
As mentioned previously, if a newer company is looking for a strong, polished BI tool, Yellowfin would be a great software vendor to consider. Unfortunately, the high cost might be a barrier to these newer companies who dont have any legacy software/agreements such as an EA agreement with Microsoft.

Verified User
Strategist in Information Technology
Information Technology & Services Company, 5001-10,000 employeesReliability and Availability
Tableau CRM
No score
No answers yet
No answers on this topic
Yellowfin
Yellowfin 9.1
Based on 2 answers
99.9% availability
Co-Founder & Chief Executive
Aptus Data LabsInformation Technology and Services, 11-50 employees
Support Rating
Tableau CRM
Tableau CRM 7.7
Based on 7 answers
I gave Salesforce Einstein Analytics tool a slightly above average rating of 6. Because its trailhead portal has extensive documentation and use cases around how to implement Salesforce tools and how to master their user interface. But it has limited video or human tutorials. Plus, there is not enough background on web analytics, statistical modeling, artificial intelligence or machine learning. So, a user may struggle when leveraging their dashboard or modeling features. Finally, support documents are focused on learning the tool but don't provide enough context on how to do custom implementation or troubleshoot data integration issues.

Verified User
Analyst in Marketing
Food & Beverages Company, 10,001+ employeesYellowfin
Yellowfin 6.0
Based on 8 answers
They have good support in what they provide. But what they provide is not what is promised. I would stay with them if I can. Be very careful before signing up with them. They are not what they seem in the sales pitches. Be very careful and make sure you test and test before you sign up.

Verified User
Account Manager in Information Technology
Retail Company, 51-200 employeesIn-Person Training
Tableau CRM
No score
No answers yet
No answers on this topic
Yellowfin
Yellowfin 9.1
Based on 1 answer
Yellowfin provides 3 levels of training to support consumers, business analytics, developers and Administrations :
- Yellowfin BI Training - Level 1 (Exploration)
- Yellowfin BI Training - Level 2 (Advanced)
- Yellowfin BI Training - Level 3(Expert)
Co-Founder & Chief Executive
Aptus Data LabsInformation Technology and Services, 11-50 employees
Online Training
Tableau CRM
No score
No answers yet
No answers on this topic
Yellowfin
Yellowfin 8.2
Based on 1 answer
Web-based training for large audiences for Level 1 and Level 2 I would suggest
Co-Founder & Chief Executive
Aptus Data LabsInformation Technology and Services, 11-50 employees
Implementation Rating
Tableau CRM
Tableau CRM 6.0
Based on 2 answers
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

Verified User
Director in Sales
Higher Education Company, 201-500 employeesYellowfin
Yellowfin 9.1
Based on 2 answers
Design the data model and views for each dashboard is very important and it is the success factor Configuration of cluster for large implementation
Co-Founder & Chief Executive
Aptus Data LabsInformation Technology and Services, 11-50 employees
Alternatives Considered
Tableau CRM
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.
Director of Marketing
Abacus Life Settlements, LLCFinancial Services, 11-50 employees
Yellowfin
Yellow Fin platform is browser agnostic and is accessible from desktops as well as mobile devices. It is very simple and fast, it is integrated with Big Data, clients do not require a great training. It just works. But it’s easier to have things on the cloud, especially if you need to use different computers. Yellow Fin lacks the cloud feature.

Verified User
Team Lead in Information Technology
Computer Software Company, 5001-10,000 employeesScalability
Tableau CRM
No score
No answers yet
No answers on this topic
Yellowfin
Yellowfin 8.2
Based on 1 answer
- Tested 500 con-current users in Linux platform with 4 cores systems - Tested with cloud based VM - Tested with 1000 reads per minutes
Co-Founder & Chief Executive
Aptus Data LabsInformation Technology and Services, 11-50 employees
Return on Investment
Tableau CRM
- Salesforce Einstein Analytics helped lift roi of email marketing campaigns funded by our suppliers or category teams by improving their open and click rates
- Salesforce Einstein Analytics helped reduce cart abandonments and improved conversion rates of our product campaigns.
- Salesforce Einstein Analytics was not that effective in improving adoption of AI tools such as chatbot, voice assistant tool or mobile app. Because of lower sample data.

Verified User
Analyst in Marketing
Food & Beverages Company, 10,001+ employeesYellowfin
- Yellowfin gives us a BI tool that is incredibly sleek, which leads our data to be clean, concise, and in an "easy-to-digest" format.

Verified User
Strategist in Information Technology
Information Technology & Services Company, 5001-10,000 employees