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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

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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
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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 7.9

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 Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(754)

Attribute Ratings

Reviews

(1-25 of 37)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Shiv Shrotriya | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Tableau CRM no doubt has best GUI compare to any other existing BI tools we are currently working on. We are already using Salesforce as a CRM tool for sales/services/marketing and Tableau CRM has easy connectivity and development with Salesforce data. After demo the sample dashboard with different business team we came out with results that all want to go with Tableau CRM.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Tony Phan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Navisite Productivity and Collaboration (Microsoft Office 365 and MDM)
Before this our company have been using lots of other tracking tools but mostly it is very manual when it comes to generating reporting view which is resolved when using Salesforce Einstein Analytics since reporting feature is automated. Tons of time have been saved from working on raw data from traditional excel file.
Shefali Sethia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
[Salesforce Einstein Analytics (formerly Wave Analytics)] is far far better than these alternatives as everything can be done on single platform from data extraction to data transformation. Sharing of data is very easy and secure. One dashboard is suitable for different users who need to see different level of information as row level security can be applied. It supports wide variety of user friendly charts. Also there are many template dashboards.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce needs fully baked data for its architecture and design to give you the best results you deserve. Teams not having used Salesforce previously take some time getting used to EA. But its ability to give the data points for KPIs to the sales team in real time and to the most finest detail and pinpoint areas is really a thing which works well for most of the teams. Our teams were very good with Salesforce and were looking for a tool which leveraged Salesforce capabilities or easily integrated with SFDC. Thus they were quickly off the mark with the BI capabilities and reporting and extracting other key data at the times of need.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Einstein Analytics is the leader in the CRM industry when it comes to capturing and understanding the relative date. Therefore, many sales leaders and professionals are accustomed to utilizing the tool. Because of this factor, there is a more exceptional comfortability and familiarity with the platform that leads to ease of use and adoption.
Duncan Hernandez | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Have used Tableau before which is my all-time favorite. I would recommend Tableau over any other BI tool. It is widely known, widely used, and easily imported into your business no matter what other software or tools you use.
Score 2 out of 10
Vetted Review
Verified User
Incentivized
The analytics from Salesforce doesn't stack up against competitors. I'd love a one-stop platform, where I could get all of my email automation, CRM, and website KPI data tracking done, but that isn't Salesforce. I really like the website analytics from FullStory, and I like the analytics from SharpSpring a lot better than those from Salesforce.
July 01, 2019

Crystal clear

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Analytics Cloud was chosen by the higher ups and I had no say in it. And it's really the only analytics tool we use. But from what I have heard from my co-workers, the Salesforce Analytics Cloud is by far the best in its class. But I have not personally used any other similar products.
April 20, 2019

Great!

David McCoy | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our company chose it while trying to use other analytics software. The team all agree that this is a very good product and that it deserves to be put up against all others. Managers were very happy with the way it helped promote the sales team to better themselves. Highly recommended.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Cloud has a much more robust system compared to Zoho and HubSpot. HubSpot is easier to use but Salesforce can do way more once you learn how to use it. Salesforce can easily scale with your growing company. I found Zoho very complicated to use. They are a growing company and it shows. Salesforce is a little complicated at first but is very intuitive once you get it down.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Analytics Cloud is easier to integrate with Salesforce since it has a native integration and connection point. It does lack in functionality compared to heavy tools like Tableau and Microstrategy. If you want more functionality and are not currently using Salesforce as your CRM tool then I would go with an alternative. It does do better than super lightweight tools like Google Data Studio, which we also use in our organization.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Well it's backed by a really big name, so that always helps. People are already comfortable using Salesforce, so switching to the analytics software makes it even simpler to excel and really do well. This platform is perfect for the average person. It's very easy to learn. It's great for everyone.
Pedram Mizani, MD, MHSA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Microsoft Dynamics CRM has more modern user interface. However, Salesforce Analytics Cloud is more smooth in terms of functionality and user support.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce analytics cloud was selected for its client management capabilities that were already setup internally. As an analysis tool, Tableau was the most valuable tool, but it didn’t have the CRM capabilities of the Salesforce ecosystem.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Tableau is a great product that becomes better every year, but Salesforce is more popular and has more integration options and we had used Salesforce before, so most of our team members already knew how to use it and what features it has. Maybe in the future we will consider Tableau again.
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