Tableau CRM Reviews & Ratings 2024

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.

Learn from top reviewers

Cloud based attractive GUI, Analytics tool

Rating: 7 out of 10

March 3, 2022

Vetted ReviewVerified 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 t...

Shreya Sharma

Analyst - Marketing

Advertising - Data Analyst

Demandbase

2 years of experience

AI based reporting tool for sales/service/marketing data

Rating: 7 out of 10

November 3, 2021

IncentivizedVetted ReviewVerified User

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 busi...

Shiv Shrotriya

Analyst - Information Technology

datawarehousing/BI developer

Varian Medical system

3 years of experience

Amazing Tool To Keep Track Of Your Project / Performance

Rating: 8 out of 10

April 27, 2021

IncentivizedVetted ReviewVerified User

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 ...

Tony Phan

Analyst - Corporate

Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team

Diageo

2 years of experience

Interactive and Secure

Rating: 9 out of 10

April 22, 2021

IncentivizedVetted ReviewVerified User

We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streamin...

Shefali Sethia

Consultant - Engineering

Consultant

Atrium

2 years of experience

Salesforce Einstein Analytics is your dream collaboration tool!!

Rating: 10 out of 10

December 4, 2019

IncentivizedVetted ReviewVerified User

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 mak...

Chike Igwegbe

Director - Information Technology

Founder

Green City Solutions (PTY) Ltd

2 years of experience

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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

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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 8.1

Ad-hoc Reporting

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

8

Avg 8.0

7.6
Drill-down analysis
(46) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
8.4
Formatting capabilities
(46) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
6.8
Integration with R or other statistical packages
(35) Ratings
Integration with the open-source R predictive modeling environment.
9
Report sharing and collaboration
(44) Ratings
Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Ability to schedule and manager report output.

8.5

Avg 8.3

9.3
Publish to Web
(35) Ratings
9
Publish to PDF
(42) Ratings
8.5
Report Versioning
(41) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
8
Report Delivery Scheduling
(38) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
7.7
Delivery to Remote Servers
(32) Ratings
Ability to deliver reports to remote servers

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.

8.3

Avg 8.0

8.6
Pre-built visualization formats (heatmaps, scatter plots etc.)
(40) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
8.9
Location Analytics / Geographic Visualization
(38) Ratings
Location analytics is the visualization of geographical or spatial data.
7.5
Predictive Analytics
(40) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.

Access Control and Security

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

8.4

Avg 8.5

8.6
Multi-User Support (named login)
(44) Ratings
Named model access means that users have access based on name and password.
8.1
Role-Based Security Model
(44) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
8.1
Multiple Access Permission Levels (Create, Read, Delete)
(40) Ratings
Multiple access permission levels means that different levels of users have different rights.
8.6
Single Sign-On (SSO)
(39) Ratings
Allows users to use one set of login credentials to access multiple applications

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 7.8

7.3
REST API
(29) Ratings
REST is an architecture style for designing networked applications
7.9
Javascript API
(27) Ratings
A Javascript API is a type of API
6.9
iFrames
(23) Ratings
An iFrame is an HTML document embedded inside another HTML document on a website
7.9
Java API
(26) Ratings
A Java application programming interface (API) is a list of all classes that are part of the Java development kit (JDK)
8.5
Themeable User Interface (UI)
(26) Ratings
A themeable user interface means that a specific visual them can be applied to it
5.1
Customizable Platform (Open Source)
(25) Ratings
A customizable, open source API Gateway is a fast and scalable type of API

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Product Details

About
Integrations
Tech Details
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

MindTouch

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 Enterprises (1,001+ employees).

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Comparisons

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Compare with

Reviews From Top Reviewers

View all reviews

(1-5 of 37)

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Cloud based attractive GUI, Analytics tool

Rating: 7 out of 10

March 03, 2022

SS

Shreya Sharma

Advertising - Data Analyst

Demandbase (Marketing & Advertising, 501-1000 employees)

Vetted Review

Verified User

2 years of experience

Alternatives Considered

QlikView

Compare to other solutions Tableau CRM provides more attractive GUI and interactive dashboards. Cost and integration are still a challenge as It cost around $150 per user license cost.

AI based reporting tool for sales/service/marketing data

Rating: 7 out of 10

Incentivized

November 03, 2021

SS

Shiv Shrotriya

datawarehousing/BI developer

Varian Medical system (Hospital & Health Care, 10,001+ employees)

Vetted Review

Verified User

3 years of experience

Alternatives Considered

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.

Amazing Tool To Keep Track Of Your Project / Performance

Rating: 8 out of 10

Incentivized

April 27, 2021

TP

Tony Phan

Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team

Diageo (Retail, 10,001+ employees)

Vetted Review

Verified User

2 years of experience

View profile

Alternatives Considered

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.

Interactive and Secure

Rating: 9 out of 10

Incentivized

April 22, 2021

SS

Shefali Sethia

Consultant

Atrium (Computer Software, 51-200 employees)

Vetted Review

Verified User

2 years of experience

View profile

Alternatives Considered

Tableau Public, Snowflake and Microsoft Powerpoint

[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.