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
Technical Review for Tableau CRM
7 years of experienceCloud based attractive GUI, Analytics tool
AI based reporting tool for sales/service/marketing data
3 years of experienceSalesforce Einstein Analytics is useful visualization tool
2 years of experienceAmazing Tool To Keep Track Of Your Project / Performance
2 years of experienceInteractive and Secure
A great BI tool especially if there is pervious Salesforce experience, don't think twice.
2 years of experienceSalesforce Einstein Analytics is your dream collaboration tool!!
2 years of experienceSalesforce Einstein Analytics
Analytics for customer relationship management done right!
2 years of experienceEasy on-the-go Analytics!
2 years of experienceSolid tool for predicting revenue
1 year of experienceA fine analytics tool for Salesforce gurus
2 years of experienceSalesforce is on the wrong course
Crystal clear
Awards
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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)
Salesforce Tableau CRM (Einstein Analytics) Training Demo
Predictive Pricing Model for Retail using Einstein Discovery and Tableau CRM
Webinar: Demoing Salesforce and Tableau for Nonprofits
AI-Powered Sales w/ Tableau CRM for Communications | Salesforce Demo
Features
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
Tableau CRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(747)
Community Insights
- Pros
- Cons
Ease of Use: Users have praised the Cloud-based Interactive GUI for its simplicity and quick data handling, especially when dealing with a large amount of data from Salesforce. The intuitive design allows users to navigate effortlessly through different features, resulting in a smooth user experience.
Data Visualization: Many reviewers appreciate the interactive dashboards with a variety of charts that allow easy integration of data from different sources, enhancing the overall visualization experience. The wide range of visualization options enables users to present complex data in a clear and concise manner, making it easier for stakeholders to understand key insights.
Security Features: The tool's security measures have been highlighted by users as providing an easy way to secure and share information, along with supporting actions like opening hyperlinks. With robust security protocols in place, users feel confident in sharing sensitive data while maintaining control over access permissions within the platform.
Limited Data Integration: Some users have expressed dissatisfaction with the tool's inability to seamlessly integrate with additional data sources and handle very complex data integrations and logical requests. This limitation hinders their ability to work efficiently across various datasets.
Steep Learning Curve: Reviewers have noted specific learning requirements, numerous overwhelming features, and suggest more training for mastering the data analytics section. New users may find it challenging to navigate through the tool due to its complexity.
Expensive Pricing: Several users find the tool expensive and mention not only the cost but also recommend cheaper pricing options, especially catering to startups seeking cost-effective solutions.
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