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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 8.0

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

(747)

Attribute Ratings

Reviews

(26-47 of 47)
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December 06, 2018

If you’ve already invested in the Salesforce ecosystem, the cloud analytics tool is more than capable of deriving solutions from data

Verified User
Manager in Product Management
Building Materials Company, 1001-5000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Well suited for tracking sales, customer funnels, segmenting products to analyze trends, and track customer records to determine how they should be tagged internally.
August 22, 2018

Salesforce Analytics Review

Verified User
Analyst in Information Technology
Higher Education Company, 1001-5000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It would be well suited for companies with a lot of data that their current analytics tools won't suffice. It allows for more control to be given to the users as well as being rather simple to set up.

It would be less suited for a company that could get by with the reports and dashboard features already in Salesforce.
June 19, 2018

Great Software for data analysis

Verified User
Professional in Information Technology
Airlines/Aviation Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Salesforce Analytics is a perfect software for enterprise and also for medium sized companies. For small companies Salesforce is also good, but small companies do not need most of the features and end up paying for them anyway, so I would say that Salesforce Analytics software is not well suited for small companies/teams.
May 08, 2018

Important to any sales org

Verified User
Employee in Sales
Computer Software Company, 501-1000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I think Salesforce is bread and butter for any sales organization. The analytics piece provides critical visual insight that I haven't been able to glean from any other CRM. It's well suited for all organizations, but large organizations especially, where organizing and managing customer data and relationships is critical for success.
April 12, 2018

Salesforce Analytics Review

Mallesh Kanakam | TrustRadius Reviewer
Mallesh Kanakam
PRINCIPAL CPQ ENGINEER
Aspect Software (Computer Software, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I like that Salesforce Analytics Cloud comes out of the box ready to go, but I think some of the customizable functionality is missing. People want to be able to customize a product without it being too complicated to set up. Additionally, the cost is high. Automation and response can be done more efficiently from competitors at a lower cost.
February 13, 2018

SF Review

Robyn Jepson | TrustRadius Reviewer
Robyn Jepson
Executive Assistant to CEO
Multiple Companies owned or operated by Entrepreneur Nick Friend (Computer Software, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I have yet to see salesforce utilized for a larger scale operation and am curious about performance at that level. It is completely well suited for our business at this point and we would hope that with our solid growth salesforce will remain our client and information database.
February 07, 2018

Boom! Analytics!

Verified User
Employee in Customer Service
Computer Software Company, 51-200 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
This is well suited for tracking the life span of sales that your team is making. You get a nice overview of sales in all stages of their progress. As a manager, you can gain insight into how your team is doing and potentially step in to help if the reps aren't moving along their sales.
January 30, 2018

Salesforce Analytics Cloud from a marketing professional in a massive sales-driven organisation

Anuja Sheth | TrustRadius Reviewer
Anuja Sheth
Marketing Specialist - Financial & Risk, Europe North & NeNo
Thomson Reuters (Financial Services, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Well suited: to massive organizations where sales are critical, and analysis of sales even more important. Less appropriate for smaller organizations where the same is possible for a lower price point and perhaps detailed analytics aren't as useful.
November 29, 2017

Salesforce Analytics Cloud Review

Verified User
Analyst in Finance and Accounting
Insurance Company, 1001-5000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Salesforce Analytics Cloud is excellent at pulling together your sales numbers into one application. It breaks those numbers down into easy to understand reports. You can manipulate those reports in various ways to look at a certain level of detail or product. Viewing the data on multiple devices makes Analytics Cloud helpful when employees are on the go.
October 25, 2017

A Great Addition to any Salesforce Solution

Jeffrey Smith | TrustRadius Reviewer
Jeffrey Smith
Director of Marketing
Abacus Life Settlements, LLC (Financial Services, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
The biggest selling point that Salesforce Analytics has is its simplicity. If you are already utilizing Salesforce it is incredibly easy to roll Salesforce Analytics into your CRM solution and start visualizing data in an actionable way. Plus it never hurts to get your entire bill rolled into a single invoice. I am a big fan of hosting as many solutions as possible in a single ecosystem. Which is why I also utilize Salesforce for our large-scale email solution.
September 06, 2017

Selling made easy

Zoltan Ilyes | TrustRadius Reviewer
Zoltan Ilyes
Financial Planning Analyst
Mitchell International (Computer Software, 1001-5000 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It is a cloud based platform, and it can be easily be accessed from anywhere. On the other hand still a clustered type of data visualization and not so much a user-friendly tool. You will still need to study and learn more about the product before you can start using it easily.
August 01, 2017

Why this is your only and BEST option to go with

Verified User
Team Lead in Human Resources
Internet Company, 501-1000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Salesforce Analytics Cloud is well suited when it comes to the relationship between the marketing and sales team. The ability for these two to be on the same page and mind-wave allows the teams to work in unison, not just in house by virtually anywhere. When you bridge the gap and reduce down the communication, this heads the way for companies to make decisive decisions early on.
July 25, 2017

Salesforce Analytics Cloud Review

Verified User
Project Manager in Product Management
Research Company, 51-200 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I like that Salesforce Analytics Cloud comes out of the box ready to go, but I think some of the customizable functionality is missing. People want to be able to customize a product without it being too complicated to set up. I like that you can access the Salesforce Analytics Cloud from your Apple Watch!
July 19, 2017

Salesforce Analytics for Measuring Business Outcomes

Verified User
Engineer in Engineering
Telecommunications Company, 51-200 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Salesforce Analytics Cloud is well suited for scenarios where you're using Salesforce to gather information on your customer base. This tool is designed to be a high powered business intelligence tool which leverages existing data to give greater insight into user activity and drivers. It is not suited for companies who are not using Salesforce.
March 20, 2017

The Salesforce is Not With You

Verified User
Manager in Social Media
Research Company, 51-200 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Salesforce works great for a large team since everyone sees the same screen and easily sees questions and comments that have already been addressed, so "double responses" are minimal. For new businesses starting out on Twitter or Facebook this works for automation but more advanced users will want something that supports Instagram, high quality images, and video. Additionally, the cost is high. Automation and response can be done more efficiently from competitors at a lower cost.
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
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.
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