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Tableau CRM

Tableau CRM
Formerly Einstein Analytics

Overview

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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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 28 features
  • Report Formatting Templates (44)
    9.2
    92%
  • Formatting capabilities (46)
    8.4
    84%
  • Drill-down analysis (46)
    7.7
    77%
  • Customizable dashboards (46)
    7.6
    76%
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Pricing

View all 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
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Product Demos

Business Days in Salesforce CRM Analytics (Tableau CRM)

YouTube

Salesforce Tableau CRM (Einstein Analytics) Training Demo

YouTube

Predictive Pricing Model for Retail using Einstein Discovery and Tableau CRM

YouTube

Webinar: Demoing Salesforce and Tableau for Nonprofits

YouTube

AI-Powered Sales w/ Tableau CRM for Communications | Salesforce Demo

YouTube
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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

8.5
Avg 8.2

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

8
Avg 8.1

Report Output and Scheduling

Ability to schedule and manager report output.

8.5
Avg 8.4

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

8.4
Avg 8.1

Access Control and Security

Access control means being able to determine who has access to which data.

8.4
Avg 8.6

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

6.6
Avg 8.0

Application Program Interfaces (APIs) / Embedding

APIs are a set of routines, protocols, and tools for used for embedding one application in another

7.3
Avg 7.9
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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 SystemsUnspecified
Mobile ApplicationNo

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 Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(747)

Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
May 22, 2022

Technical Review for Tableau CRM

Verified User
Manager in Information Technology
E-Learning Company, 10,001+ employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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
Likelihood to Recommend
Tableau CRM is really useful when processing with simple data sources. It will generate attractive and so meaningful dashboards and graphs. As I mentioned earlier, for example it was really helpful to solve one of the issues of preparing skills matrix for all the employees in the department. But on the other hand, when retrieving data from ServiceNow MIrror DB and coming up with MTTR it was not that easy and we had some questions about that.
Tableau CRM Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
83.33333333333334%
8.3
Pixel Perfect reports
80%
8.0
Customizable dashboards
80%
8.0
Report Formatting Templates
90%
9.0
Ad-hoc Reporting (4)
77.5%
7.8
Drill-down analysis
70%
7.0
Formatting capabilities
80%
8.0
Integration with R or other statistical packages
70%
7.0
Report sharing and collaboration
90%
9.0
Report Output and Scheduling (5)
84%
8.4
Publish to Web
90%
9.0
Publish to PDF
90%
9.0
Report Versioning
80%
8.0
Report Delivery Scheduling
80%
8.0
Delivery to Remote Servers
80%
8.0
Data Discovery and Visualization (3)
80%
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Location Analytics / Geographic Visualization
90%
9.0
Predictive Analytics
70%
7.0
Access Control and Security (4)
80%
8.0
Multi-User Support (named login)
80%
8.0
Role-Based Security Model
80%
8.0
Multiple Access Permission Levels (Create, Read, Delete)
80%
8.0
Single Sign-On (SSO)
80%
8.0
Mobile Capabilities (3)
53.33333333333333%
5.3
Responsive Design for Web Access
80%
8.0
Mobile Application
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
80%
8.0
Application Program Interfaces (APIs) / Embedding (6)
51.66666666666667%
5.2
REST API
80%
8.0
Javascript API
80%
8.0
iFrames
70%
7.0
Java API
80%
8.0
Themeable User Interface (UI)
N/A
N/A
Customizable Platform (Open Source)
N/A
N/A
Return on Investment
  • Really useful when Analyzing data from different Sources
  • Meaningful and attractive Dashboards for Organization
  • Cost for the license is not that much reliable
Alternatives Considered
Tableau CRM is capable of providing powerful data visualization and analytical insights into your data set. Also, it produces a simple and understandable graphical representation of data. When compared to PowerBI, If you are an enterprise Microsoft user, there may be a clear benefit when comparing the cost as it comes with a bunch of solutions.
Other Software Used
Usability
8
The first reason is the embedded simplicity of the tool. You should be an expert to use Tableau CRM. It will be kinda a self-explanatory tool where anyone can get familiar with a simple learning curve. Also, Tableau CRM has a wide range of options provided to analyze data. Connecting with Data sources is not a hectic task. Tableau CRM provides so many templates and you can just use one of them to your organization's requirements.
Support Rating
8
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread.
July 01, 2021

Salesforce Einstein Analytics is useful visualization tool

Verified User
Analyst in Professional Services
Financial Services Company, 10,001+ employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • Connection
  • Easy to use
  • Support
  • Expensive
  • Not open source
  • Specific learning required
Likelihood to Recommend
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.
Tableau CRM Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
60%
6.0
Pixel Perfect reports
70%
7.0
Customizable dashboards
40%
4.0
Report Formatting Templates
70%
7.0
Ad-hoc Reporting (4)
52.5%
5.3
Drill-down analysis
50%
5.0
Formatting capabilities
50%
5.0
Integration with R or other statistical packages
60%
6.0
Report sharing and collaboration
50%
5.0
Report Output and Scheduling (5)
64%
6.4
Publish to Web
60%
6.0
Publish to PDF
60%
6.0
Report Versioning
60%
6.0
Report Delivery Scheduling
70%
7.0
Delivery to Remote Servers
70%
7.0
Data Discovery and Visualization (3)
56.66666666666667%
5.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
60%
6.0
Location Analytics / Geographic Visualization
60%
6.0
Predictive Analytics
50%
5.0
Access Control and Security (4)
55%
5.5
Multi-User Support (named login)
50%
5.0
Role-Based Security Model
50%
5.0
Multiple Access Permission Levels (Create, Read, Delete)
50%
5.0
Single Sign-On (SSO)
70%
7.0
Mobile Capabilities (3)
56.66666666666667%
5.7
Responsive Design for Web Access
50%
5.0
Mobile Application
60%
6.0
Dashboard / Report / Visualization Interactivity on Mobile
60%
6.0
Application Program Interfaces (APIs) / Embedding (6)
55%
5.5
REST API
60%
6.0
Javascript API
50%
5.0
iFrames
50%
5.0
Java API
50%
5.0
Themeable User Interface (UI)
60%
6.0
Customizable Platform (Open Source)
60%
6.0
Return on Investment
  • Quick result
  • Create legacy systems
  • Costly
Alternatives Considered
Compared to Tableau and quicksight, [Salesforce Einstein Analytics (formerly Wave Analytics)] is quite similar and the preference depends on which database you use. Quicksight is more useful if you are using aws service and Salesforce Einstein Analytics is better if you are planning to use the data in salesforce. Also, that is under the assumption no further transformation is needed.
Other Software Used
Acoustic Analytics (formerly IBM Watson Customer Experience Analytics), Acoustic Campaign (formerly IBM Watson Campaign Automation), Slack, Discord
Usability
7
For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
Support Rating
8
As a quite expense tool, the overall support is pretty well and whenever you have problem you can always reach out to get support on that. On the other hand, stack over flow support is much less than other open source tools and users base is a little bit lacking.
October 24, 2019

Easy on-the-go Analytics!

Duncan Hernandez | TrustRadius Reviewer
Duncan Hernandez
Product Owner, Business Intelligence
Answer Financial Inc. (Insurance, 201-500 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
For small data sizes and on the go dashboards, this is a great tool and presents reports well. It's a challenge to learn the product, but not as challenging as other data visualization tools out there. Reporting within an existing Salesforce platform is the easiest way to use the tool and I'd recommend it above others reporting on top of Salesforce data.
Alternatives Considered
Tableau is more of a developer tool and for non-technical workers, it is hard to learn. The product is superior to Einstein Analytics, but if the first goal is to get this out to an entire company, then Salesforce is the way to go. For the technical workers, the limitations of Einstein will be known right away and creative solutions will have to taken place in order to get the more customized stuff into Salesforce.
Tableau CRM Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
70%
7.0
Pixel Perfect reports
70%
7.0
Customizable dashboards
80%
8.0
Report Formatting Templates
60%
6.0
Ad-hoc Reporting (4)
65%
6.5
Drill-down analysis
60%
6.0
Formatting capabilities
70%
7.0
Integration with R or other statistical packages
50%
5.0
Report sharing and collaboration
80%
8.0
Report Output and Scheduling (5)
60%
6.0
Publish to Web
60%
6.0
Publish to PDF
50%
5.0
Report Versioning
60%
6.0
Report Delivery Scheduling
60%
6.0
Delivery to Remote Servers
70%
7.0
Data Discovery and Visualization (3)
80%
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
90%
9.0
Location Analytics / Geographic Visualization
80%
8.0
Predictive Analytics
70%
7.0
Access Control and Security (4)
72.5%
7.3
Multi-User Support (named login)
80%
8.0
Role-Based Security Model
60%
6.0
Multiple Access Permission Levels (Create, Read, Delete)
80%
8.0
Single Sign-On (SSO)
70%
7.0
Mobile Capabilities (3)
70%
7.0
Responsive Design for Web Access
80%
8.0
Mobile Application
60%
6.0
Dashboard / Report / Visualization Interactivity on Mobile
70%
7.0
Application Program Interfaces (APIs) / Embedding (6)
63.33333333333333%
6.3
REST API
60%
6.0
Javascript API
60%
6.0
iFrames
70%
7.0
Java API
70%
7.0
Themeable User Interface (UI)
50%
5.0
Customizable Platform (Open Source)
70%
7.0
Other Software Used
December 21, 2018

Reliable with a huge learning curve

Pedram Mizani, MD, MHSA | TrustRadius Reviewer
Pedram Mizani, MD, MHSA
Chief Clinical Officer
AmeriClerkships Medical Society (Hospital & Health Care, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
It is well suited for:

  • Using dashboards
  • Engagement monitoring
  • Accuracy of data

It is lacking in the following areas:

  • Cost
  • Coding knowledge required
  • Functionality
Alternatives Considered
Very strong, but again once you’re tied into Salesforce, you’re quite stuck so begin learning how to optimize its use personally very quickly. Otherwise, you’ll be depending on very expensive consultants who don’t always have your best interest in mind.
Tableau CRM Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (2)
50%
5.0
Customizable dashboards
50%
5.0
Report Formatting Templates
50%
5.0
Ad-hoc Reporting (3)
63.33333333333333%
6.3
Drill-down analysis
80%
8.0
Formatting capabilities
60%
6.0
Report sharing and collaboration
50%
5.0
Report Output and Scheduling (2)
70%
7.0
Publish to PDF
70%
7.0
Report Delivery Scheduling
70%
7.0
Data Discovery and Visualization
N/A
N/A
Access Control and Security (4)
80%
8.0
Multi-User Support (named login)
60%
6.0
Role-Based Security Model
90%
9.0
Multiple Access Permission Levels (Create, Read, Delete)
90%
9.0
Single Sign-On (SSO)
80%
8.0
Mobile Capabilities (1)
50%
5.0
Dashboard / Report / Visualization Interactivity on Mobile
50%
5.0
Application Program Interfaces (APIs) / Embedding
N/A
N/A
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