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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

(1-25 of 47)
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May 22, 2022

Technical Review for Tableau CRM

Verified User
Manager in Information Technology
E-Learning Company, 10,001+ employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
March 03, 2022

Cloud based attractive GUI, Analytics tool

Shreya Sharma | TrustRadius Reviewer
Shreya Sharma
Advertising - Data Analyst
Demandbase (Marketing & Advertising, 501-1000 employees)
Score 7 out of 10
Vetted Review
Verified User
Likelihood to Recommend
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.
November 03, 2021

AI based reporting tool for sales/service/marketing data

Shiv Shrotriya | TrustRadius Reviewer
Shiv Shrotriya
datawarehousing/BI developer
Varian Medical system (Hospital & Health Care, 10,001+ employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
July 01, 2021

Salesforce Einstein Analytics is useful visualization tool

Verified User
Analyst in Professional Services
Financial Services Company, 10,001+ employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
April 27, 2021

Amazing Tool To Keep Track Of Your Project / Performance

Tony Phan | TrustRadius Reviewer
Tony Phan
Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
Diageo (Retail, 10,001+ employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
April 22, 2021

Interactive and Secure

Shefali Sethia | TrustRadius Reviewer
Shefali Sethia
Consultant
Atrium (Computer Software, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
[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.


December 05, 2019

A great BI tool especially if there is pervious Salesforce experience, don't think twice.

Verified User
Analyst in Information Technology
Education Management Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
November 21, 2019

Salesforce Einstein Analytics

JM
Jeffrey Mullin
Regional Sales Director
Adecco (Staffing & Recruiting, 1001-5000 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
November 06, 2019

Analytics for customer relationship management done right!

Verified User
Consultant in Information Technology
Internet Company, 51-200 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
October 24, 2019

Easy on-the-go Analytics!

Duncan Hernandez | TrustRadius Reviewer
Duncan Hernandez
Product Owner, Business Intelligence
Answer Financial Inc. (Insurance, 201-500 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
October 17, 2019

Solid tool for predicting revenue

Verified User
Account Manager in Sales
Information Technology and Services Company, 201-500 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
August 15, 2019

A fine analytics tool for Salesforce gurus

Verified User
Account Manager in Customer Service
Computer Software Company, 51-200 employees
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
August 14, 2019

Salesforce is on the wrong course

NF
Nicholas Farmen
Digital Marketer
Spire Digital (Marketing and Advertising, 51-200 employees)
Score 2 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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

JW
Joel Williams
Small Business Consultant
Groupon (Retail, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
June 20, 2019

Smart cookie and very pretty ;)

Verified User
C-Level Executive in Professional Services
Medical Practice Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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
David McCoy
Provisioning Engineer
Fuse.Cloud (Computer Networking, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
March 29, 2019

A must have for any growing business

Verified User
Manager in Marketing
Computer Software Company, 201-500 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
March 19, 2019

Mobile-ready reports ready in a Jif!

MEGAN BOATWRIGHT | TrustRadius Reviewer
MEGAN BOATWRIGHT
Customer Care Representative II
Helix (Biotechnology, 51-200 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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!
February 27, 2019

Great BI tool if you are already using Salesforce as your CRM

Verified User
Manager in Information Technology
Higher Education Company, 1001-5000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
February 21, 2019

Salesforce Analytics is the gateway for representation

Viswam Srinivasan | TrustRadius Reviewer
Viswam Srinivasan
Salesforce Application Development Assoc Manager
Accenture (Telecommunications, 10,001+ employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
December 23, 2018

Salesforce Analytics review

Verified User
Representative in Sales
Food & Beverages Company, 201-500 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
December 13, 2018

Salesforce Analytics Cloud: it's easy to get started with little training

Verified User
Analyst in Product Management
Consumer Services Company, 201-500 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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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