687 Ratings
34 Ratings
687 Ratings
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Score 8.1 out of 100
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

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

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

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

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

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

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

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

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.
Anonymous | TrustRadius Reviewer

Yellowfin

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
Luis Alcalá | TrustRadius Reviewer

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.
Shefali Sethia | TrustRadius Reviewer

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
Samir Kumar Sahoo | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Yellowfin

  • 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.
Nicky Downing | TrustRadius Reviewer

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.
Tony Phan | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Reliability 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
Samir Kumar Sahoo | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Yellowfin

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.
Anonymous | TrustRadius Reviewer

In-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 :
  1. Yellowfin BI Training - Level 1 (Exploration)
  2. Yellowfin BI Training - Level 2 (Advanced)
  3. Yellowfin BI Training - Level 3(Expert)
Samir Kumar Sahoo | TrustRadius Reviewer

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
Samir Kumar Sahoo | TrustRadius Reviewer

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
Anonymous | TrustRadius Reviewer

Yellowfin

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
Samir Kumar Sahoo | TrustRadius Reviewer

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.
Jeffrey Smith | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Scalability

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
Samir Kumar Sahoo | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Yellowfin

  • 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.
Anonymous | TrustRadius Reviewer

Screenshots

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