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 …
Starting at $125 per month
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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.
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Popular Features
- Report Formatting Templates (44)9.292%
- Formatting capabilities (46)8.484%
- Drill-down analysis (46)7.777%
- Customizable dashboards (46)7.676%
Pricing
Entry-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
Product Demos
Business Days in Salesforce CRM Analytics (Tableau CRM)
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Salesforce Tableau CRM (Einstein Analytics) Training Demo
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Predictive Pricing Model for Retail using Einstein Discovery and Tableau CRM
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Webinar: Demoing Salesforce and Tableau for Nonprofits
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AI-Powered Sales w/ Tableau CRM for Communications | Salesforce Demo
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Product Details
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- FAQs
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 |
Frequently Asked Questions
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.
Tableau CRM starts at $125.
Reviewers rate Publish to Web highest, with a score of 9.3.
The most common users of Tableau CRM are from Mid-sized Companies (51-1,000 employees).
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Reviews
(26-47 of 47)Companies can't remove reviews or game the system. Here's why
December 06, 2018
If you’ve already invested in the Salesforce ecosystem, the cloud analytics tool is more than capable of deriving solutions from data
Salesforce analytics is used across all divisions of our company, mainly by product managers, accounting managers, and marketing managers. It’s mainly used to address how successful our salesforce is across regions nationally as well as determining the financial or customer funnel for target growth products and new innovations.
- Building dynamic tables - you can easily categorize and adjust reports.
- Creating valuable graphics for key data.
- Migrating sales or part information from most major POS systems
- More robust, modern selection of graphics. Specifically, expand the current selection of funnels or create a sub-funnel feature.
- Ability to dynamically link graphics to data tables realtime
November 26, 2018
Another great Salesforce hit
At our marketing firm we are using several Salesforce products like the Marketing Cloud and Sales cloud. We needed a solution to allow us access to the myriad of data in a mobile friendly way and provide us insights into our key business performance indicators. Choosing Salesforce Analytics Cloud was a no-brainer in that regard. It is used company-wide to access data regarding our marketing clients as well as financial performance.
- With native integration to the Sales and Marketing clouds, the data exploration and predictive trends become way easier to manage and access.
- The mobile first design and pre-built dashboards allow the access of data securely from any device.
- With the power of Einstein discovery we are able to receive contextual answers and recommendations regarding our performance.
- In our implementation we did not see any major drawbacks in the product. However, the data loading aspect into the software seemed fairly error prone. Once again that might have been an artifact of some incorrect data mapping at our end as well.
August 22, 2018
Salesforce Analytics Review
Salesforce Analytics will be used across our departments for a myriad of data analysis purposes. It allows us to report on data and see problem points and various informative charts.
- It is mobile friendly
- Visually represents massive amounts of data
- Search based reporting opens up use to the users.
- It may be too expensive for smaller companies
- Reports and Dashboards in Salesforce might serve the majority of users needs making Analytics less necessary
June 19, 2018
Great Software for data analysis
In our organization Salesforce Analytics is used by marketers and data analysts, and some other colleagues, such as sales sometimes, to login to Salesforce to find or check out some information. We use Salesforce Analytics to gather, store, analyze and manage the data so that we can find insights, make predictions and learn more about our clients, sales and market.
- Lots and lots of features: Salesforce has it all, any feature you can think of Salesforce Analytics offers.
- Data visualization: Salesforce Analytics does a great job visualizing the data, it is clean and very easy to understand.
- Lots of integration options: Almost any analytics software can be easily integrated with Salesforce.
- Mobile version: I do not like the mobile version at all, it is not adaptive, very hard to operate and even missing some features.
- User interface: the UI looks a bit old and it is not very user friendly.
- Too many features: I like that Salesforce Analytics has a lot of features, but for a new user it could be overwhelming.
May 08, 2018
Important to any sales org
Salesforce is our company's primary source of truth for organizing and managing new and existing customer accounts. My team primarily uses Salesforce to reference for account info, track deals in pipeline, log activities, and create reports. The analytics portion allows us to get info that we can't otherwise glean from standard Salesforce reports.
- Easily track opportunities and their stages in pipeline
- Create reports and glean data and information that we can't get out of any other tool
- Can easily identify and track leads and log their activity
- The UI is not always user-friendly or intuitive - if I haven't used something before, I tend to have to do quite a bit of digging or refer to support for help.
- Reporting can be a little clunky and tedious to create
- Too many mandatory fields to enter in - not all are necessary
- Because there's so much data and information in Salesforce, it can be cluttered with too much on one single page (ie an account page can contain a lot of unnecessary information to sort through)
April 12, 2018
Salesforce Analytics Review
Salesforce Analytics is a great tool to leverage if you're already leveraging the reporting power of Salesforce. Our company is currently using Salesforce Analytics Cloud to create and manage all our customers and we need something better than the standard Salesforce reports and dashboards to provide better information to our clients We are able to run reports and get a better understanding of our performance, as well as get a better grasp on customer management.
- We are able to run reports and increase our overall sales performance as a company
- It brings over the data that we need to provide to our sales team.
- Manipulate data into visual graphs
- UI doesn't look that modern
- Images larger than 3mb cannot be automated
March 14, 2018
Salesforce Analytics Cloud, why not?
Our company is currently using SalesForce analytics cloud to create and manage all our customers and we need something better than the standard salesforce reports and dashboards to provide better information to our clients. We implemented SalesForce Analytics Cloud as a part of the salesforce tech stack.
- This product is part of the salesforce platform.
- It brings over the data that we need to provide to our sales team.
- End user experience is top of the line.
- There are limitations to the product which have seemed to diminish as Wave was acquired by salesforce and is now finally part of the Einstein stack.
- Simple things like data binding in the JSON layer can be cumbersome to a non-super technical user.
February 15, 2018
Analytics are everything.
It is being used for our sales data and integration with our ERP system. We use the data to budget and forecast.
- The interface is clean.
- It allows you to manipulate data easily.
- It integrates with other tools seamlessly.
- Initial setup requires some use of the product.
February 13, 2018
SF Review
Salesforce is our all in one data management and analytics platform for sales/customer success/technical support. We store lead opportunity and then client info, recorded telephone calls and plan information.
- We are able to track where our leads come from at first touch.
- We can analyze the demographic information of sales and correctly target areas of opportunity.
- We can monitor employee metrics across all departments.
- This is our total financial reporting center.
- We would like more storage space for less money.
- We plan on switching to lightening dialer once call monitoring is added, and if we can solve the storage expense issue.
February 13, 2018
Solid product fulfilling expectations
Salesforce helped us keep track of our assigned tasks. My contacts information is in one system, and it's convenient to contact them when needed. Reports and dashboards are a breeze as well, very user-friendly and easy to filter results. Creating graphs from the data into visual graphs is also very useful. It is easy to create graphs and manipulate your data into a visual form.
Also, it's convenient that different people within an organization can see whether anyone interacted with any customer so they can stay coordinated.
Also, it's convenient that different people within an organization can see whether anyone interacted with any customer so they can stay coordinated.
- Manipulate data into visual graphs
- Transparency into team workflow
- Mobile version intuitive
- Not suitable to handle multiple campaign changes
- Onboarding is a bit rough in the beginning
- Only useful with clean data. Tidy up your data if you need proper insights.
February 07, 2018
Boom! Analytics!
We use Salesforce Analytics to track all our opportunities across all our different accounts, including stages and decision makers!
This helps us keep track of where a sale is in its cycle and what else needs to be done to close out the sale! The life cycle of a sale a great visual our reps for keeping up a good cadence!
This helps us keep track of where a sale is in its cycle and what else needs to be done to close out the sale! The life cycle of a sale a great visual our reps for keeping up a good cadence!
- Helps supervisors glean visuals on what their sales reps are doing for each account.
- Shows you great visuals for where you are in the sales cycle.
- Helps sales forecast accurately on the status of a sale or sales.
- Sometimes the way information is showcased can be too much. It's a bit messy.
- Takes a while to set up.
- You sometimes get lost in the interface. It's a little clunky.
January 30, 2018
Salesforce Analytics Cloud from a marketing professional in a massive sales-driven organisation
Thomson Reuters uses SalesForce to track leads and sales for our financial and risk products in the financial and risk sector of TR but also across the legal, tax and accounting section -and I think Reuters news use it too.
- Opportunity tracking
- Leads overview
- Account details
- Comparison metrics
- Sales dashboard
- Customized user base for companies
- Search engine
- Navigation difficulty
- Training videos
- Too many mandatory fields to enter
November 29, 2017
Salesforce Analytics Cloud Review
Our business uses Salesforce Analytics Cloud to analyze our monthly sales numbers. It connects our Sales, Finance and HR department. Everyone is on the same page in terms of our sales numbers. It also is used when having conversations about variable compensation. Analytics Cloud makes it fast and simple to look at sales numbers from a various views easily.
- Salesforce Analytics Cloud provides reports that make viewing your monthly sales numbers easy to understand for any user.
- Salesforce Analytics Cloud allows you to manipulate the data to a different view depending on your audience.
- It is very easy to view the data from a number of different devices, which I know is particularly beneficial for our Sales team.
- Our Sales team sometimes has a hard time getting to the level of detail that they need or want.
- Mobile app isn't particularly easy to use for those that aren't tech savvy.
October 25, 2017
A Great Addition to any Salesforce Solution
We utilize Salesforce analytics in our marketing and case management departments. In each department, we have a single person with a license that manages all the platform and parses data as it is needed. Realistically, we don't see much of a use in having Salesforce Analytics activated for every user that makes contact with data, it is overkill in our use case.
Prior to adopting Salesforce Analytics, we had an issue parsing the sheer amount of lead and opportunity information that our staff went through daily. We utilize well over 100 custom fields, 10+ complex custom objects, and our pipeline is, on average, 45-60 days from initial contact to close. Even after a close, we service our accounts indefinitely, which is also tracked in Salesforce.
Salesforce Analytics allows specific users to handle and parse our giant loads of data so we can come to actionable conclusions.
Prior to adopting Salesforce Analytics, we had an issue parsing the sheer amount of lead and opportunity information that our staff went through daily. We utilize well over 100 custom fields, 10+ complex custom objects, and our pipeline is, on average, 45-60 days from initial contact to close. Even after a close, we service our accounts indefinitely, which is also tracked in Salesforce.
Salesforce Analytics allows specific users to handle and parse our giant loads of data so we can come to actionable conclusions.
- Multi-device support, I am able to access our data nearly anywhere so long as I have access to wi-fi or data.
- Data Visualization.
- Extremely easy to deploy.
- Trailhead support, so it's easy and free to learn.
- $75 per user on top of the already steep cost of a CRM license per user can be an extremely steep barrier to entry for small businesses.
- Built on Salesforces new Lightning platform, which is still very much a work in progress. Be prepared for some occasionally sluggish response times and odd UI choices.
- Like most visualization platforms, some of the information feels like it is there for the sake of being there, rather than being functional.
October 16, 2017
Salesforce Analytics provides the key to analyzing performance!
Salesforce is being used by my eCommerce Fulfillment department. We are able to run reports and get a better understanding of our performance, as well as get a better grasp on customer management.
- We are able to better analyze how our reps are performing
- We are able to run reports and increase our overall sales performance as a company
- The only downside of Salesforce in general is the price
September 06, 2017
Selling made easy
It is primarily used by our sales department for building and tracking sales, however it is present across the whole organization. Within FP&A, we are using the platform mostly for reports building and data extraction that helps us further analyze and plan. It gives us the ability to easily sync in with other departments across our organization.
- It's a cloud based platform that gives you the ability to easily access the information from anywhere.
- The keyed in values are easily and thoughtfully grouped.
- Efficient workflow.
- Not a user-friendly display.
- Clustered visualization.
- Not so much of an innovative type of product.
August 01, 2017
Why this is your only and BEST option to go with
Salesforce Analytics is being used cross functionally throughout the entire company. Ranging from recruiting, sales, marketing and even within our people operations team. This is allowing us to gather and bring in the right data across multiple departments to make sure we have a unified communication line. With that, this allows us to be on the same page when it comes to making company wide decisions.
- Ease of access and the ability to manage throughout multiple teams
- User-friendly
- Allows other users to add in comments and build on top of material instead of having one generic user
- Missing functionality
- Ability to migrate with other internal systems
- Expanding out of one dimension preferences
July 25, 2017
Salesforce Analytics Cloud Review
My organization uses Salesforce to track business decisions and see how the company is doing as a whole. It is mainly used by the business analytics team, but other people in the company have access to it. It provides important information on how the company is doing and maybe where some weaknesses are.
- Easy to use interface
- Easy to look up clients
- Lots of valuable information
- Better integration with the normal Salesforce CRM
- Better training on how the app works
- Missing ability to truly customize the reports you want
July 19, 2017
Salesforce Analytics for Measuring Business Outcomes
Salesforce Analytics is a great tool to leverage if you're already leveraging the reporting power of Salesforce. Depending on how data is recorded within your Salesforce CRM, you can use Analytics to gain greater insight into service or sales decision making within your customer base. As a business intelligence tool, Salesforce Analytics allows you to measure change and create actionable insight.
- Quicker, faster decision making
- Providers actionable insight
- Understanding Sales and Service analytics
- Price
- Plugins
March 20, 2017
The Salesforce is Not With You
Currently, myself and the team of 5 people that I manage primarily use Salesforce to respond to users, track conversations among users, and delete comments as necessary on 6+ social media platforms for an audience of 2M+. The lack of an Instagram DM response is a challenge and requires that a team member is always logged in. This could be a cause of Facebooks frequent back-end changes but direct messaging on Salesforce to Facebook consistently spits out an error. Again, requiring support to be on native.
- Scheduling content across platforms is simple and most platforms integrate easily. Authorization and login info is the only thing needed.
- Monitoring and engagement for a team is easily seen since comments and questions that come in can be marked as positive, check marked as received, or deleted.
- Support is fast and efficient. While I have emailed my rep directly to escalate a concern, support has typically already responded asking for more information.
- The lack of Instagram integration is crippling. Again, a team member must be logged in on their phone making accountability hard.
- Images larger than 3mb cannot be automated so professional shots must be reduced or screen shot and uploaded again.
- Video post automation is shaky at best. Frequently my video content has "failed to post" which is frustrating.
February 01, 2017
Great baseline product
Salesforce Analytics is being used to keep track of all aspects of sales and marketing in conjunction with several apps. It has helped with forecasting and keeping historically accurate data.
- Easy to use
- Very secure
- Surprisingly good on mobile
- Cost
- Could be better out of the box
- A lot of time spent building dashboards
July 13, 2016
Salesforce Wave Analytics in Higher Ed
Salesforce Analytics is being used as the primary means of analytical research and reporting visualization for the enrollment management division of Taylor University. This user-friendly product allows for non-technical staff to have immediate access to data and draw actionable insights from data visualization. The real benefit of this product is that it is built on the Salesforce platform, which enables native integration with all of our enrollment data at the hands of our entire team on desktop and mobile devices.
- Non-technical set-up: ability to integrate Salesforce.com data right within the user interface
- External data sources: upload non-Salesforce data via the built-in JSON data integration tool
- Data Visualization: easy to create graphs, charts, and dashboards for regular multi-data set faceting and reporting
- Integration: more native built-in integration partnerships
- Export data and dashboards to Excel or PDF
- Ability to drive back into an individual Salesforce.com account/contact/lead