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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Tableau Server

    Score7.8 out of 10
    N/ATableau 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

    Zoho CRM

    Score8.4 out of 10
    N/AZoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

    $14

    per month

    Pricing
    Tableau ServerZoho CRM
    Editions & Modules
    Viewer
    $12.00
    Per User Per Month
    Explorer
    $35.00
    Per User Per Month
    Creator
    $70.00
    Per User Per Month
    Standard
    $14.00
    Per User/Per Month
    Professional
    $23.00
    Per User/Per Month
    Enterprise
    $40.00
    Per User/Per Month
    Ultimate
    $52.00
    Per User/Per Month
    Plus
    $57.00
    Per User/Per Month
    Offerings
    Pricing Offerings
    Tableau ServerZoho CRM
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup fee$14 /user/month
    Additional Details——
    More Pricing Information
    Community Pulse
    Tableau ServerZoho CRM
    Considered Both Products
    Tableau
    No answer on this topic
    Zoho
    No answer on this topic
    Key User Insights
    Would buy again
    75%
    Would buy again
    6 Answers
    93%
    Would buy again
    232 Answers
    Delivers good value for the price
    75%
    Delivers good value for the price
    6 Answers
    97%
    Delivers good value for the price
    233 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    7 Answers
    96%
    Happy with the feature set
    238 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    95%
    Lived up to sales and marketing promises
    189 Answers
    Implementation went as expected
    71%
    Implementation went as expected
    5 Answers
    87%
    Implementation went as expected
    187 Answers
    Features
    Tableau ServerZoho CRM
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    8.4
    95 Ratings
    3% above category average
    Zoho CRM
    -
    Ratings
    Pixel Perfect reports9.129 Ratings00 Ratings
    Customizable dashboards7.094 Ratings00 Ratings
    Report Formatting Templates9.081 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    7.8
    95 Ratings
    3% below category average
    Zoho CRM
    -
    Ratings
    Drill-down analysis8.095 Ratings00 Ratings
    Formatting capabilities8.093 Ratings00 Ratings
    Integration with R or other statistical packages8.059 Ratings00 Ratings
    Report sharing and collaboration7.089 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    7.2
    91 Ratings
    13% below category average
    Zoho CRM
    -
    Ratings
    Publish to Web8.085 Ratings00 Ratings
    Publish to PDF7.084 Ratings00 Ratings
    Report Versioning8.070 Ratings00 Ratings
    Report Delivery Scheduling8.077 Ratings00 Ratings
    Delivery to Remote Servers5.19 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    8.3
    90 Ratings
    3% above category average
    Zoho CRM
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)9.086 Ratings00 Ratings
    Location Analytics / Geographic Visualization8.085 Ratings00 Ratings
    Predictive Analytics8.064 Ratings00 Ratings
    Pattern Recognition and Data Mining8.01 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    10.0
    95 Ratings
    16% above category average
    Zoho CRM
    -
    Ratings
    Multi-User Support (named login)10.093 Ratings00 Ratings
    Role-Based Security Model10.090 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)10.092 Ratings00 Ratings
    Report-Level Access Control10.01 Ratings00 Ratings
    Single Sign-On (SSO)10.062 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    8.1
    79 Ratings
    4% above category average
    Zoho CRM
    -
    Ratings
    Responsive Design for Web Access10.077 Ratings00 Ratings
    Mobile Application7.061 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.068 Ratings00 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    6.4
    46 Ratings
    19% below category average
    Zoho CRM
    -
    Ratings
    REST API8.040 Ratings00 Ratings
    Javascript API8.037 Ratings00 Ratings
    iFrames6.040 Ratings00 Ratings
    Java API5.57 Ratings00 Ratings
    Themeable User Interface (UI)6.19 Ratings00 Ratings
    Customizable Platform (Open Source)4.67 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.8
    289 Ratings
    12% above category average
    Customer data management / contact management00 Ratings8.8280 Ratings
    Workflow management00 Ratings8.7267 Ratings
    Territory management00 Ratings8.9197 Ratings
    Opportunity management00 Ratings8.3254 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings8.3249 Ratings
    Contract management00 Ratings8.9204 Ratings
    Quote & order management00 Ratings9.2204 Ratings
    Interaction tracking00 Ratings9.2250 Ratings
    Channel / partner relationship management00 Ratings8.8193 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    9.0
    222 Ratings
    16% above category average
    Case management00 Ratings8.8214 Ratings
    Call center management00 Ratings8.7173 Ratings
    Help desk management00 Ratings9.5190 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.5
    267 Ratings
    9% above category average
    Lead management00 Ratings8.8262 Ratings
    Email marketing00 Ratings8.2220 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.6
    264 Ratings
    11% above category average
    Task management00 Ratings8.2249 Ratings
    Billing and invoicing management00 Ratings8.7181 Ratings
    Reporting00 Ratings8.8243 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.6
    259 Ratings
    12% above category average
    Forecasting00 Ratings8.8217 Ratings
    Pipeline visualization00 Ratings8.2236 Ratings
    Customizable reports00 Ratings8.8250 Ratings
    Customization
    Comparison of Customization features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.4
    278 Ratings
    9% above category average
    Custom fields00 Ratings8.7276 Ratings
    Custom objects00 Ratings8.1223 Ratings
    Scripting environment00 Ratings9.4179 Ratings
    API for custom integration00 Ratings7.6204 Ratings
    Security
    Comparison of Security features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.2
    267 Ratings
    2% below category average
    Single sign-on capability00 Ratings7.6232 Ratings
    Role-based user permissions00 Ratings8.8262 Ratings
    Social CRM
    Comparison of Social CRM features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.6
    166 Ratings
    13% above category average
    Social data00 Ratings8.8165 Ratings
    Social engagement00 Ratings8.4157 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.9
    211 Ratings
    17% above category average
    Marketing automation00 Ratings8.9208 Ratings
    Compensation management00 Ratings8.9139 Ratings
    Platform
    Comparison of Platform features of Tableau Server and Zoho CRM
    Feature
    Tableau Server
    -
    Ratings
    Zoho CRM
    8.3
    231 Ratings
    8% above category average
    Mobile access00 Ratings8.3231 Ratings
    Best Alternatives
    Tableau ServerZoho CRM
    Small Businesses
    Cyfe
    Score4 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Zendesk Explore
    Score8.1 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Sisense
    Score6.7 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Tableau ServerZoho CRM
    Likelihood to Recommend
    8.0
    (111 ratings)
    9.3
    (312 ratings)
    Likelihood to Renew
    10.0
    (20 ratings)
    7.6
    (42 ratings)
    Usability
    8.0
    (17 ratings)
    7.8
    (172 ratings)
    Availability
    9.0
    (9 ratings)
    8.8
    (7 ratings)
    Performance
    8.1
    (8 ratings)
    8.5
    (8 ratings)
    Support Rating
    3.0
    (18 ratings)
    6.1
    (69 ratings)
    In-Person Training
    8.0
    (4 ratings)
    8.0
    (1 ratings)
    Online Training
    9.0
    (9 ratings)
    5.5
    (8 ratings)
    Implementation Rating
    9.1
    (13 ratings)
    5.6
    (16 ratings)
    Configurability
    8.0
    (1 ratings)
    5.1
    (114 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    9.5
    (21 ratings)
    Data Sharing and Collaboration
    5.1
    (79 ratings)
    -
    (0 ratings)
    Data Sources
    6.6
    (82 ratings)
    -
    (0 ratings)
    Ease of integration
    -
    (0 ratings)
    7.2
    (5 ratings)
    Product Scalability
    -
    (0 ratings)
    5.7
    (6 ratings)
    Professional Services
    -
    (0 ratings)
    8.3
    (7 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.7
    (13 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.7
    (13 ratings)
    User Testimonials
    Tableau ServerZoho CRM
    Likelihood to Recommend
    Tableau
    Whole funnel and specific channel performance from upper to lower funnel metrics. The ability to view full channel performance for some time, such as weekly, monthly, or quarterly, has truly been monumental in how my team optimizes specific channels and campaigns. Daily performance tracking is a bit overwhelming, with load times and having to refresh specific live views over time. It can be challenging to do so at times, as extensive dashboards take much longer to load.
    Incentivized
    Read full review
    Zoho
    Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
    Incentivized
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    Pros
    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
    Incentivized
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    Zoho
    • Hooks into our website and can import data from forms.
    • Has great automation tools built in.
    • Reporting features are great.
    • Easy to learn, makes it easy for us to onboard new users onto it.
    • Fairly customizable. We have fine tuned it to work the way we need it to.
    Incentivized
    Read full review
    Cons
    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
    Incentivized
    Read full review
    Zoho
    • Need some way to switch a field type without losing the pre-existing data.
    • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
    • Frustrating that only 3 custom lookup fields are allowed per module in our license.
    Incentivized
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    Likelihood to Renew
    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.
    Incentivized
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    Zoho
    i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
    Incentivized
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    Usability
    Tableau
    Tableau Server takes training and experience in order to unlock the application's full potential. This is best handled by a qualified data scientist or data analytics manager. Tableau user interface layout, nomenclature, and command structure take time and training to become proficient with. Integration and connectivity require proper IT developer support.
    Incentivized
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    Zoho
    The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
    Incentivized
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    Reliability and Availability
    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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    Zoho
    In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
    Incentivized
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    Performance
    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
    Zoho
    I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
    Incentivized
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    Support Rating
    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
    Incentivized
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    Zoho
    We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
    Incentivized
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    In-Person Training
    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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    Zoho
    I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
    Incentivized
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    Online Training
    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
    Zoho
    There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
    Incentivized
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    Implementation Rating
    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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    Zoho
    When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
    Incentivized
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    Alternatives Considered
    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.
    Incentivized
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    Zoho
    Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
    Incentivized
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    Contract Terms and Pricing Model
    Tableau
    No answers on this topic
    Zoho
    I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
    Incentivized
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    Scalability
    Tableau
    No answers on this topic
    Zoho
    We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
    Incentivized
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    Professional Services
    Tableau
    No answers on this topic
    Zoho
    In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
    Incentivized
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    Return on Investment
    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.
    Incentivized
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    Zoho
    • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
    • we have found a much higher customer engagement rate and ROI
    • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
    Incentivized
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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.

    Zoho CRM Screenshots

    Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.