Technical Review for Tableau CRM
Tableau CRM has been really useful with so many data visualization requirements for the organization. Especially when there is a …
Tableau CRM
Tableau CRM
Starting at $125 per month
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Top Rated
2020
Popular Features
View all 28 featuresFormatting capabilities (47)
7.8
78%
Drill-down analysis (47)
7.2
72%
Customizable dashboards (47)
7.0
70%
Mobile Application (66)
5.6
56%
Reviewer Pros & Cons
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Pricing
View all pricingEntry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $125 per month
Features Scorecard
BI Standard Reporting
7.7
77%
Ad-hoc Reporting
7.3
73%
Report Output and Scheduling
7.8
78%
Data Discovery and Visualization
7.6
76%
Access Control and Security
8.0
80%
Mobile Capabilities
6.4
64%
Application Program Interfaces (APIs) / Embedding
6.3
63%
Product Details
What is Tableau CRM?
Tableau CRM (formerly Einstein Analytics) is a cloud-based business intelligence solutions and analytics service from San Francisco-based software company, Salesforce. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
Tableau CRM allows users to explore data quickly and easily by providing AI-powered
analytics while working in Salesforce, its CRM management offering. Manage datasets, query data with Salesforce Analytics Query Language (SAQL), and
customize dashboards, all programmatically.
In addition to offering pre-built apps for Sales, Service, and Marketing, the platform provides:
- Customizable intelligent analytics apps, including templates, dashboards, and widgets
- Utilization of Tableau CRM's APIs and SDKs for improving apps
- Connection to outside data sources to see all data in one place
- Buildable widgets for summarizing data
- Built-in data visualization features
Tableau CRM Integrations
Tableau CRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Comparisons
View all alternatives
Frequently Asked Questions
What is Tableau CRM?
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.
How much does Tableau CRM cost?
Tableau CRM starts at $125.
What is Tableau CRM's best feature?
Reviewers rate Publish to Web and Single Sign-On (SSO) highest, with a score of 8.5.
Who uses Tableau CRM?
The most common users of Tableau CRM are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.
Reviews and Ratings
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May 22, 2022
Technical Review for Tableau CRM
Tableau CRM has been really useful with so many data visualization requirements for the organization. Especially when there is a requirement from leadership,for example, to come up with Skills Matrics for team members and analyze monthly incident counts. When calculating complex MTTR/MTTD, and MTTA requirements this has come to play and it was really worth having such a tool.
- Data Analyzing and Visualization
- Various Dashboard implementations
- Complex calculations and graphs
- Would love to if there are more support when executing complex SQL type Queries
- Should enhance to handle very complex data integrations and Logical requests
March 03, 2022
Cloud based attractive GUI, Analytics tool
Tableau CRM is being used as a predictive analytics capability tool for CRM reporting. We already have salesforce in use as a CRM tool. We have built a few dashboards as per the business requirement from the different clients such as Sales dashboard, Install based, Marketing dashboards, etc.
- Cloud based Interactive GUI
- Predictive Analysis
- Analytic and Reporting tool
- Integration with additional data sources
- Snapshot logic developement
- Automatic report bursting
November 03, 2021
AI based reporting tool for sales/service/marketing data
Tableau CRM is Salesforce business intelligence tools used for reporting purpose, with great GUI experience and drag and drop functionality. Currently its being used as a business and analytics team for marketing and sales teams. If you have Salesforce as CRM tool and you want to do CRM reporting then Tableau CRM is the best solution. It has better GUI then any other existing reporting tool, you can build really eye catching dashboards using Tableau CRM. Also as its Salesforce tool so it would provide additional functionality to directly open quote or order from dashboard to CRM tool.
- Attractive GUI for CRM reporting
- Dashboard data load are very quick, can handle huge amount of data from Salesforce
- Provide functionality to navigate to Salesforce from dashboard
- Connection to other Sources such as SAP missing
- Different type of joins such as inner full outer missing
- complex logic and snapshot creation not posible
Salesforce Einstein Analytics [(formerly Wave Analytics)] is used as a legacy visualization tool to perform analysis and monitoring in my department. The usage is similar to Tableau and Quicksight to visualize the result. Therefore, it shares the same problem as the alternative options and in the future, we will be using open source tools instead.
- Connection
- Easy to use
- Support
- Expensive
- Not open source
- Specific learning required
May 18, 2021
Data Visualization and Prediction made easy
We use Salesforce Einstein Analytics to collect and analyze campaign data using Dashboard. As well as, to optimize future email campaign open and click rates using historical ads data. This prediction tool also helps us determine which customers will add items to [the] cart and which ones will buy. So, we can target those customers with either retargeting or conversion campaigns. We are able to analyze email send times too to know what is the best time to schedule and send an email or social ad to our customers. So, our campaigns generate high engagement and case sales.
- Great tool for historical campaign data collection to predict future outcomes.
- Salesforce Einstein Analytics helps visualize campaign trends to determine success.
- Another useful feature is its ability to integrate with multiple data sources to track customer journey or marketing funnel from start to finish.
- Salesforce Einstein Analytics tool adoption involves a steep learning curve for someone who is not an analyst.
- Salesforce Einstein Analytics tool custom data integration and reporting is not as robust as some other players in the market such as Tableau or PowerBI.
- Salesforce Einstein Analytics tool documentation is great for configuration but not effective for fixing data integration issues.
April 27, 2021
Amazing Tool To Keep Track Of Your Project / Performance
Salesforce Einstein Analytics is used in my organization as a tool to record saving incurred from procurement activities. All saving generated from negotiation with suppliers are validated and record in Salesforce for tracking and analyzing performance of procurement department. In addition, the tools allow us to quickly analyze past data in purchasing and from there making decision in putting target for next year saving.
- User-friendly interface
- Ability to record and quickly review data when needed
- Fit to be used in project with multiple internal stakeholder involved
- Numerous features available could overwhelm new users
- Will need intense training in order to master data analytic section
- Would be great if can produce more chart / graph for viewing data
April 22, 2021
Interactive and Secure
We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streaming, Medical Research, Education, Data storage etc. It is very efficient and effective as it is very secure, interactive and very user friendly. We can easily bring data from salesforce org, external files or even from external sources like Snowflake. Also different [users] can see different type of information on the same dashboard. Hence no need to create different [dashboards] [or] datasets for different set of users. Also it almost [has] all types of charts for every business requirement. It also [supports] hyperlinks and actions.
- 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.
- Dashboard to not support hide and show functionality on clicking the button
- Real time data is not supported
- Right join become problematic in dataflow
December 05, 2019
A great BI tool especially if there is pervious Salesforce experience, don't think twice.
We bought onboard the Einstein (formerly Wave) Analytics software back in 2017 for our incumbent sales team with a goal to further an ecosystem that can give our field officers answers to critical and real-time data needing questions related to business, our clients, our operations, how our products have been doing, short summary of latest features in our products in the education domain that we operate in. We needed a way to get answers for them all at once to move our customers with quick and good data. This would help us extract good questions out of our customers and thus helps us to innovate and scale at industry's speed or even faster at times. The business intelligence and the dashboard designs that Salesforce brought to Wave Analytics/Einstein did make us stick using this platform even longer than we originally intended to in our department.
- The Visual experience is amazing - dashboards are so good, data is clearly understood from the Key Point Indicators point of view.
- From a basic BI platform to the level it has come to today, the user experience is elegant and design is wonderful.
- A thing of beauty is how Salesforce has kept all the useful features of Einstein Wave Analytics and brought it up to date with most modern features: The reporting feature is one example of that.
- The documentation available for using various features is good but has room for improvement on troubleshooting scenarios.
- It is easy to configure/provision the users but sometimes maintenance of an end-user's attributes in relation to accessing the resources that are available in one or more systems is tough, creating new users is very easy and user friendly though.
December 04, 2019
Salesforce Einstein Analytics is your dream collaboration tool!!
Salesforce Einstein Analytics allows my company to analyze data more efficiently, it even allows us to visualize our business in realtime which gives us the opportunity to make informed decisions without compromising the company. The whole organization currently uses it and it is money well spent!
- We can connect various platforms under Salesforce Einstein Analytics.
- It makes collaboration with other colleagues easy.
- It reduces workload, giving us the opportunity to do other things.
- One can easily get lost with the amount of data, is there a way to simplify even further?
- Can you guys offer cheaper pricing for startups?
- Can you guys make it Agtech friendly?
November 21, 2019
Salesforce Einstein Analytics
Salesforce Einstein Analytics is currently used by Adecco to gain a clear and accurate understanding of the entire sales pipeline of the National Accounts Sales Team. This product helps the leadership team to understand the quality of deals in the pipeline better and gain a clearer understanding of when deals are most likely to close.
- Sales Analytics.
- Deal Management.
- Deal closing effectiveness.
- Integration with outside platforms.
- Ease of use.
- Reporting.
November 06, 2019
Analytics for customer relationship management done right!
Salesforce Einstein Analytics allows our organization to drive business intelligence insights like never before, paired with artificial intelligence. This allows us to do business in ways previously not imagined. I think the core business problems it addresses are forecasting and understanding our customers better to ensure better service.
- Analytics
- Insight generation
- Artificial intelligence
- Business predictions
- Interface
- Integrations
- Support
October 24, 2019
Easy on-the-go Analytics!
This is mainly part of our initiative to retire our legacy reporting and to get our company to use Salesforce as the one-stop shop for data. We use it for getting raw numbers and just replacing our old reports for now. In the future, we are committing to using this as our full-fledged analytics tool for looking at trends or doing forecasting.
- For mobile, it is great. The usability on a phone is fluid and the reports look really nice.
- Customization of the tool on different platforms is very cool. It is very simple to use and even non-developers can use it.
- Very easy to set up. There were no difficulties with implementation.
- One thing that I noticed is its data limitations. For very large files, the tool struggles unlike other software like Tableau (which Salesforce owns).
- Learning curve could take some time because of the product's uniqueness, which is always frustrating.
- Customization is good, but compared to other data visualization tools like Power BI or Tableau, Salesforce falls short.
October 17, 2019
Solid tool for predicting revenue
this tool is used by our sales, sales management, and sales operations teams to track the progress of our deals and the likelihood of the closing. It helps us determine which deals to prioritize, which ones we have let slip for too long, etc.
- Insights into what makes up the scoring.
- Easy to see the view on the apps kanban view.
- It is not always portraying an accurate description of the deal.
- Some of the analytics, I am not sure how they can predict a deal's likelihood to close.
August 15, 2019
A fine analytics tool for Salesforce gurus
Sales uses it primarily to track data. My department used it to track churn.
- Reporting.
- BI
- Data visualization.
- Limited access.
- Need a dedicated engineer.
- Pricey.
August 14, 2019
Salesforce is on the wrong course
We used to use Salesforce as our CRM but found it to be very annoying. We much prefer our new solution, SharpSpring, even though it's a much more simple email automation tool. Salesforce just became too complicated for us in our day-to-day. It can address email, CRM, and more, however and is good at what it does.
- Email opens.
- Email clicks.
- Email unsubscribes.
- Pages visited by a user. This is one is done better by SharpSpring.
- Simplifying their UI.
- Allowing for easier integrations with WordPress.
- Allowing a more collaborative sales space, like JIRA for sales.
July 01, 2019
Crystal clear
Salesforce is being used across the entire organization. This is the main CRM for sourcing and organizing all of the accounts received by the sales team. It lets sales representatives know exactly where they stand in terms of statistics and goals. The main problem it addresses is confusion when it comes to picking up exactly where you left off the day before.
- Provides a visual breakdown of daily activity
- Gives detailed analytics to your day to day progress
- Allows sales representative to see exactly where they stand in comparison to their peers
- I guess the ability to add color coordination in the bar graphs so it's easier to find your name
- A better way to solely focus on your progress and cut out everyone else
June 20, 2019
Smart cookie and very pretty ;)
We have corporate clients and individual clients we service over time. Who are the most profitable, what size clients are most tailored to our services, where are the clues as to where to develop future markets and clients. With SAC, the results are beautiful and very illuminating
- Clear and colorful depiction of the data
- Can present multiple sets of data clearly even on one page
- And just thrilled they bought Tableau because it just keeps getting better
- Sometimes lower the volumes of lightning page views
- Sometimes baffling error messages
April 20, 2019
Great!
It helps to be able to see how many sales specific people make in what part of the country. It is a very effective system and I highly recommend it. Most organizations I have spoken to that use it recommend it as well, if you have any questions they will answer those as well.
- Helps optimize
- Helps improve productivity
- Easy to maintain
- Need more customization
- Needs better API
March 29, 2019
A must have for any growing business
We use Salesforce Analytics Cloud for all of our data analytics. This is our main analytic tool and it is used across multiple departments throughout the company. We have it tied into multiple third-party software such as Marketo, HubSpot, 6connect, etc. It allows us to easily pull reports for any type of data you can imagine. We use the sync between Marketo and Salesforce to easily segment emails based on Salesforce fields.
- Easy drag and drop report builder. This makes it very easy to pull reports quickly.
- Easily manage sales cycles. It was very easy to set up the sales cycle with very little help from our devs.
- Easily manage everything from one place such as social, chat, behavior, etc.
- Having direct access to client information helps us solve problems quickly. I love how it creates a record. No more going through email chains.
- It can be confusing when you first start using it due to the many features it offers.
- Support is lacking. Getting a hold of someone that knows what they are talking about can be a challenge.
- Sometimes the app can be slow and crash.
March 19, 2019
Mobile-ready reports ready in a Jif!
Having a very specific role in my company, I struggled to find a reason not to work remotely. That being said, I enjoy that the analytics can be used on my mobile and with just a few clicks I can drill down to a specific marker. This has created ease in my life because, let's be real, not always do I want to bring my laptop with me? The ability and flexibility it provided is top notch
- You can import other CRM data.
- It works like a search tool (engine) which allows me to look at all aspects of reporting.
- Almost anyone can use it ... no special degree or advanced courses are needed to get the information to calculate correctly.
- Uploading large data can take A LONG TIME!
- The customization is okay but could use some more enhanced features.
February 27, 2019
Great BI tool if you are already using Salesforce as your CRM
Salesforce Analytics Cloud, or Salesforce Wave, is a great BI tool and optimized for mobile access and data visualization, especially if your organization is currently using Salesforce. Our University is currently using Salesforce for Student Relations Management and this tool is great for pulling data and presenting that data in an easy to ingest format in a visually pleasing way. It is used by our Enrollment departments on campus.
- It has dashboards that, out of the box, can be useful for people who do not want to put in much effort in creating custom dashboards. It also has the ability to customize dashboards so you can add more info and functionality to your dashboards if the need arises.
- The developers are continually investing in the platform and providing improvements, and listen to customer feedback and feature requests. They regularly update the app and provide more functionality which has been beneficial to our institution.
- Native integration and natural connection if your organization is already using Salesforce. Super easy to set up and works well with Salesforce. Very smooth and natural when connecting it to your Salesforce instance.
- Excellent visual experience for presenting data. Users find it so much easier to navigate and view data in a visual way, which allows them to drive their performance in the right directions.
- Has the ability to pull data not only from Salesforce but from other external systems and databases, making it an all-around BI tool. Mixing data from Salesforce and other third-party systems puts all your data in one place which can easily be ingested by decision-makers and executives.
- 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.
February 21, 2019
Salesforce Analytics is the gateway for representation
Salesforce Wave Analytics from Salesforce is optimized for mobile access and data visualization/chart representation.
The Wave mobile app allows our users to work with large data files and create graphs, charts and other pictorial representations of data from them. The platform allows users to drill down into key parts of the business with only a few clicks and little or no training in this data analytics field. That is why we primarily use this in our organization for data massaging and pictorial representation.
- Integration with other Salesforce.com clouds, including the Marketing cloud and community cloud.
- Very flashy charts and simple to use pictorial representation.
- A lot of filters within this and the data can be analyzed and filtered out very easily.
- Compatible for mobile platforms and Ipads.
- Agile efficiency is the only thing it needs to improve.
- Licensing seems like an issue which affects the cost.
- The ability to connect with all objects in Salesforce makes this kept apart and not able to integrate completely for all tables.
December 23, 2018
Salesforce Analytics review
We use it to monitor sales growth and improvement. We mainly use Salesforce Analytics to see which changes we have to make to the sales process - which leads are being held onto for too long, etc. This is also helpful to show investors and potential employees, as well. It's a great tool.
- Money made.
- Unique leads touched.
- One-call closes.
- Could use video.
- Could use more notifications.
- Could use a better interface.
December 21, 2018
Reliable with a huge learning curve
Management of daily employee activities, a summary of work performances and setting goals. Identifying inefficiencies in an effort to automate operations where it makes sense to do so.
- Dashboards are relatively easy to build once you get used to it.
- Engagement monitoring.
- The Accuracy of data.
- Support of Unlimited Edition.
- Cost is quite high if you don’t immediately begin to customize it to your individual department and even roles.
- Must have a trusted Salesforce Admin who knows simple coding and setting formula criteria.
- Not fully functional with Salesforce Classic.
All analysts use Salesforce Analytics Cloud. As an analyst, I create reports either for myself or for stakeholders who request them. It hosts the majority of the data for our organization.
- The user interface is easy to use. Most people in the organization can get started and use the product after a bit of training.
- It is easy to share reports across the organization. The site also allows other users to edit and save reports created by others.
- The report export function is not optimal. Sometimes, it will not export to a specific format.
- The platform does not allow the advanced user to query directly from the backend database.