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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

(750)

Attribute Ratings

Reviews

(1-25 of 47)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
Tableau CRM is really useful when processing with simple data sources. It will generate attractive and so meaningful dashboards and graphs. As I mentioned earlier, for example it was really helpful to solve one of the issues of preparing skills matrix for all the employees in the department. But on the other hand, when retrieving data from ServiceNow MIrror DB and coming up with MTTR it was not that easy and we had some questions about that.
Shreya Sharma | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
If using Salesforce CRM solution then Tableau CRM is the best-suited reporting analytic tool. Or if you have a centralized warehousing solution with all the business logic implemented, then Einstein Analytics (tableau CRM) could be a feasible solution. Tableau CRM has limited capabilities to handle complex logic (Snapshot building). Also, we face issues while integrating with other tools such as SAP, etc.
Shiv Shrotriya | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Tableau CRM is very good reporting tool if you want to do sales/service/marketing reporting and your data source is Salesforce. Salesforce connectivity and data refresh is very easy and also very quick. but in case you want to pull the data from other data sources then its very difficult to build dashboard. Also you can not write very complex logics such as snapshot creation etc.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
Tony Phan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Every year, the procurement department would set target for saving through negotiation with suppliers in Salesforce across the region. All of the saving generated will be record in Salesforce Einstein Analytics after validation. The project owner would track their own project in Salesforce to achieve saving target and easily can review, compare and assess the effectiveness of his/her own project through Salesforce.
Shefali Sethia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
[Salesforce Einstein Analytics (formerly Wave Analytics)] is very suitable to see revenue vs targets. Which representative [is below] some targets [and] what is the current status of that particular rep. Security can be applied such that reps and their Managers can easily see the information.
It can also be used to see what it is status of particular opportunity. It is in which stage. How many opportunities are won in one particular fiscal year or any other time.
We can gather information of contacts and their associated accounts.

It is very difficult to have business hour calculations, so it is good to have calculation in salesforce org and then use that information is Einstein. Till now real time data is not supported, so it is not suitable for OLAP.


Score 9 out of 10
Vetted Review
Verified User
Incentivized
The integration enabled by Salesforce with the traditional BI capabilities of EA is still industry leading and new users looking for a BI platform and a sales team aid when they are in the field - this is your go-to software. The catch here is that you should have a team which has past Salesforce experience. It makes the integrations and initial set up tasks easier. The dashboard, user experience with UI features is simply worth your money. Reporting module with ability to export, import reports, multi-format support. Another feature to look out for and be careful is that the data that you feed in needs to be fully cleaned in most cases as there is less room for flexibility with raw data for the full ETL capabilities to show their results in EA.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Einstein Analytics is well suited for any environment, which consists of large accounts and lengthy sales cycles. Also, in any organization which sales forecasting and reporting are required for upper management, Salesforce Einstein Analytics can be a crucial component in this process. This is true because it is much easier for leadership to determine the effectiveness of a deal and the likelihood that it will close.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Einstein Analytics is a great software to be used in an enterprise setting where digital transformation is necessary. It is one of the latest and best tools out there that will integrate natively with the Salesforce suite of business tools.
Duncan Hernandez | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
For small data sizes and on the go dashboards, this is a great tool and presents reports well. It's a challenge to learn the product, but not as challenging as other data visualization tools out there. Reporting within an existing Salesforce platform is the easiest way to use the tool and I'd recommend it above others reporting on top of Salesforce data.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Well suited for a company trying to create more predictability with their revenue. Its more accurate the more deals that are analyzed, so not sure how well suited it would be for smaller sales organizations/how accurate it would be.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
I am a fan of Tableau so would always recommend that over other analytics platforms. Like everything with Salesforce, you need a pretty in-depth Salesforce knowledge to be able to get things connected and see what you need to see. In my organization, access was pretty limited as well so there wasn't a lot that I could do on my own.
Score 2 out of 10
Vetted Review
Verified User
Incentivized
The fact that Salesforce is so hard to integrate with WordPress is really the biggest bummer of all the negatives. I also think the UI of other competitors are way more preferred by the people in our organization. I've used Salesforce in many organizations, and that's some feedback that has stood the tests of the past two years.
July 01, 2019

Crystal clear

Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is great when we having a contest or having stack rankings. The representative can hit refresh and see exactly where they stand in real time. The ability to change the way information is presented is really nice - pie graph, bar graph, line chart, etc.

It is not as well suited if you are the only person in a specific department and therefore all the data doesn't apply to you.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I like being able to customize for what I need, sometimes it is dizzying as there are so many possibilities to chart and visualize data, can get overwhelmed. eg, reporting for the sake of reporting, just because you can...But for large sets of data, complex, where you wish to identify trends and opportunities, there is much to mine here.
April 20, 2019

Great!

David McCoy | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Best way to use it is to keep up with sales leads in your company, it gives the best information in graphs and how much the client will help thrive the business. It does give sales team opportunity to compair themselves to other sales team members when they are stumped at how to get the next sale.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is well suited in any business environment where it is important to track customers/leads. We have a bunch of sales funnels and Salesforce has been extremely important for us to track how people are flowing through the funnel.

Salesforce is not a tool to directly send emails or create landing pages. It is more of a database for keeping track of leads.
MEGAN BOATWRIGHT | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I was tasked to get get some very detailed reporting done 15 minutes before a meeting that I was just invited to. No lie, I was at a very well known coffee shop relaxing and enjoying the day. I whipped out Salesforce Analytics, drilled down and produced (what I considered a B+) report to share with two minutes to spare. Lifesaver!
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Analytics Cloud is well suited for organizations already using Salesforce and wishes to have all the data from Salesforce and other data sources presented to them in a visually appealing way. Especially organizations that don't want a heavy enterprise BI tool like Microstrategy, and want something a little more lightweight, that has basic dashboards that are ready to be used out of the box with little configuration.
Viswam Srinivasan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Excels in:
  • Pictorial/graphical/chart representation.
  • Data messaging and filtering.
  • Very much suited for marketing Salesforce to other customers.
  • Smartphones and tablets.
  • Mobile compatibility to make things work faster.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's perfect for startups. It's also perfect for businesses that are starting to use new ideas such as cloud, etc. Companies that maybe have been around for years but are changing the way they do business. This is really helpful when there are small sales teams for different markets and businesses.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Analytics Cloud is suited for mid to large organization because most people can get started with little training. It is not suited for a small organization since it requires much more development in the beginning.
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