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%
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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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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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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
Score 7 out of 10
Vetted Review
Verified User
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
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.
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.
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
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.
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 10, 2018
Great for data driven analytics
At our cybersecurity firm, we have a wide myriad of solutions being used to provide valuable services to our clients. We have accumulated large amounts of data sets pertaining to our clients and needed a viable technology for building intelligent data-driven metrics. Salesforce Analytics Cloud us offers that capability. It is being used by our sales, marketing, and finance departments.
- Salesforce Analytics Cloud is designed with a mobile-first approach and offers dynamic visualization over underlying data sets.
- Salesforce Analytics Cloud comes equipped with lots of external data connectors making it possible to integrate it with numerous back-end data sources.
- Salesforce uses multi-tenant cloud operations. However, we have seen that certain cloud instances are more performant than others.
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.
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.