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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

(749)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
July 13, 2016

Salesforce Wave Analytics in Higher Ed

Verified User
Director in Sales
Higher Education Company, 201-500 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
Salesforce Analytics is being used as the primary means of analytical research and reporting visualization for the enrollment management division of Taylor University. This user-friendly product allows for non-technical staff to have immediate access to data and draw actionable insights from data visualization. The real benefit of this product is that it is built on the Salesforce platform, which enables native integration with all of our enrollment data at the hands of our entire team on desktop and mobile devices.
Pros and Cons
  • Non-technical set-up: ability to integrate Salesforce.com data right within the user interface
  • External data sources: upload non-Salesforce data via the built-in JSON data integration tool
  • Data Visualization: easy to create graphs, charts, and dashboards for regular multi-data set faceting and reporting
  • Integration: more native built-in integration partnerships
  • Export data and dashboards to Excel or PDF
  • Ability to drive back into an individual Salesforce.com account/contact/lead
Likelihood to Recommend
Salesforce Analytics Cloud is usable across all industries, just like Salesforce's Sales Cloud, Marketing Cloud, Community Cloud, etc. This product is best suited for a individual or team devoted to data analysis with a foot in business processes. Knowing the SFDC data architecture and business processes are a big plus for effective analytics research and reporting.
Alternatives Considered
Salesforce Analytics Cloud is in its infancy, but the fact that it is built on the Salesforce.com platform is a big plus for any institution/organization using Salesforce as its primary CRM. The ability to natively report and build analytics components on top of existing SFDC data is a huge plus without the need for any integration tools. Knowledge of JSON is also invaluable to integrate other data sources and edit the SFDC data upload.
Other Software Used
Tableau CRM Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (2)
90%
9.0
Customizable dashboards
100%
10.0
Report Formatting Templates
80%
8.0
Ad-hoc Reporting (3)
83.33333333333334%
8.3
Drill-down analysis
100%
10.0
Formatting capabilities
100%
10.0
Report sharing and collaboration
50%
5.0
Report Output and Scheduling
N/A
N/A
Data Discovery and Visualization (1)
70%
7.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
70%
7.0
Access Control and Security (3)
83.33333333333334%
8.3
Multi-User Support (named login)
80%
8.0
Role-Based Security Model
80%
8.0
Multiple Access Permission Levels (Create, Read, Delete)
90%
9.0
Mobile Capabilities (3)
100%
10.0
Responsive Design for Web Access
100%
10.0
Mobile Application
100%
10.0
Dashboard / Report / Visualization Interactivity on Mobile
100%
10.0
Application Program Interfaces (APIs) / Embedding
N/A
N/A
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was a small part of the implementation and was well-handled
Implementation was a sole-person effort so took dedicated time for about three weeks. Additional team members would have expedited output. I also did not know JSON prior to implementation so had to teach myself JSON while implementing. Expertise with JSON would be a great benefit for any team to implement Wave efficiently.
Implementation Issues
  • JSON knowledge (lack of)
  • Cross dataset faceting
  • Non-native integration with Marketo
Implementation Rating
6
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes.
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