Tableau CRM Usability, Reviews & Ratings 2024

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.

Technical Review for Tableau CRM

7 out of 10

May 22, 2022

Incentivized

Tableau CRM has been really useful with so many data visualization requirements for the organization. Especially when there is a …

Cloud based attractive GUI, Analytics tool

7 out of 10

March 03, 2022

Tableau CRM is being used as a predictive analytics capability tool for CRM reporting. We already have salesforce in use as a CRM tool. We …

AI based reporting tool for sales/service/marketing data

7 out of 10

November 03, 2021

Incentivized

Tableau CRM is Salesforce business intelligence tools used for reporting purpose, with great GUI experience and drag and drop …

Salesforce Einstein Analytics is useful visualization tool

6 out of 10

July 01, 2021

Incentivized

Salesforce Einstein Analytics [(formerly Wave Analytics)] is used as a legacy visualization tool to perform analysis and monitoring in my …

Amazing Tool To Keep Track Of Your Project / Performance

8 out of 10

April 27, 2021

Incentivized

Salesforce Einstein Analytics is used in my organization as a tool to record saving incurred from procurement activities. All saving …

Interactive and Secure

9 out of 10

April 22, 2021

Incentivized

We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] …

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

9 out of 10

December 05, 2019

Incentivized

We bought onboard the Einstein (formerly Wave) Analytics software back in 2017 for our incumbent sales team with a goal to further an …

Salesforce Einstein Analytics is your dream collaboration tool!!

10 out of 10

December 04, 2019

Incentivized

Salesforce Einstein Analytics allows my company to analyze data more efficiently, it even allows us to visualize our business in realtime …

Salesforce Einstein Analytics

9 out of 10

November 21, 2019

Incentivized

Salesforce Einstein Analytics is currently used by Adecco to gain a clear and accurate understanding of the entire sales pipeline of the …

Analytics for customer relationship management done right!

9 out of 10

November 06, 2019

Incentivized

Salesforce Einstein Analytics allows our organization to drive business intelligence insights like never before, paired with artificial …

Easy on-the-go Analytics!

7 out of 10

October 24, 2019

Incentivized

This is mainly part of our initiative to retire our legacy reporting and to get our company to use Salesforce as the one-stop shop for …

Solid tool for predicting revenue

7 out of 10

October 17, 2019

Incentivized

this tool is used by our sales, sales management, and sales operations teams to track the progress of our deals and the likelihood of the …

A fine analytics tool for Salesforce gurus

5 out of 10

August 15, 2019

Incentivized

Sales uses it primarily to track data. My department used it to track churn.

Salesforce is on the wrong course

2 out of 10

August 14, 2019

Incentivized

We used to use Salesforce as our CRM but found it to be very annoying. We much prefer our new solution, SharpSpring, even though it's a …

Crystal clear

9 out of 10

July 01, 2019

Incentivized

Salesforce is being used across the entire organization. This is the main CRM for sourcing and organizing all of the accounts received by …

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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

View all 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

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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

7.7
Drill-down analysis
(46) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
8.4
Formatting capabilities
(46) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
6.8
Integration with R or other statistical packages
(35) Ratings
Integration with the open-source R predictive modeling environment.
9
Report sharing and collaboration
(44) Ratings
Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Ability to schedule and manager report output.

8.5

Avg 8.4

9.3
Publish to Web
(35) Ratings
8.9
Publish to PDF
(42) Ratings
8.5
Report Versioning
(41) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
8
Report Delivery Scheduling
(38) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
7.7
Delivery to Remote Servers
(32) Ratings
Ability to deliver reports to remote servers

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

8.6
Pre-built visualization formats (heatmaps, scatter plots etc.)
(40) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
8.9
Location Analytics / Geographic Visualization
(38) Ratings
Location analytics is the visualization of geographical or spatial data.
7.5
Predictive Analytics
(40) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.

Access Control and Security

Access control means being able to determine who has access to which data.

8.4

Avg 8.6

8.7
Multi-User Support (named login)
(44) Ratings
Named model access means that users have access based on name and password.
8.1
Role-Based Security Model
(44) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
8.1
Multiple Access Permission Levels (Create, Read, Delete)
(40) Ratings
Multiple access permission levels means that different levels of users have different rights.
8.6
Single Sign-On (SSO)
(39) Ratings
Allows users to use one set of login credentials to access multiple applications

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

7.3
REST API
(29) Ratings
REST is an architecture style for designing networked applications
7.9
Javascript API
(27) Ratings
A Javascript API is a type of API
6.9
iFrames
(23) Ratings
An iFrame is an HTML document embedded inside another HTML document on a website
7.9
Java API
(26) Ratings
A Java application programming interface (API) is a list of all classes that are part of the Java development kit (JDK)
8.5
Themeable User Interface (UI)
(26) Ratings
A themeable user interface means that a specific visual them can be applied to it
5.1
Customizable Platform (Open Source)
(25) Ratings
A customizable, open source API Gateway is a fast and scalable type of API

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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

MindTouch

Tableau CRM Technical Details

Operating Systems	Unspecified
Mobile Application	No

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

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Attribute Ratings

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(1-6 of 6)

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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

Usability

8

The first reason is the embedded simplicity of the tool. You should be an expert to use Tableau CRM. It will be kinda a self-explanatory tool where anyone can get familiar with a simple learning curve. Also, Tableau CRM has a wide range of options provided to analyze data. Connecting with Data sources is not a hectic task. Tableau CRM provides so many templates and you can just use one of them to your organization's requirements.

March 03, 2022

Cloud based attractive GUI, Analytics tool

Shreya Sharma

Advertising - Data Analyst

Demandbase (Marketing & Advertising, 501-1000 employees)

Score 7 out of 10

Vetted Review

Verified User

Usability

7

Integration with SAP and other tools is a challenge and Snapshot logic and complex logic need to be supported.

November 03, 2021

AI based reporting tool for sales/service/marketing data

Shiv Shrotriya

datawarehousing/BI developer

Varian Medical system (Hospital & Health Care, 10,001+ employees)

Score 7 out of 10

Vetted Review

Verified User

Incentivized

Usability

7

Tableau CRM is good reporting tool but its limited to salesforce data mainly. also there are very much limitation to perform complex calculations. If you perfect data model is ready in salesforce then its good tool for reporting else its average tool. please first understand you business need then go for implementation.

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

Usability

7

For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.

April 27, 2021

Amazing Tool To Keep Track Of Your Project / Performance

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

Usability

9

Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.

April 22, 2021

Interactive and Secure

Shefali Sethia

Consultant

Atrium (Computer Software, 51-200 employees)

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Usability

9

[Salesforce Einstein Analytics (formerly Wave Analytics)] is very user friendly. Almost everything can be done from configuration level. It is useful to solve real business problems in health care industry, research and development, Education etc. As data loading and transformation is easy it is used regularly. Information can be obtained in a very [easy] way from the dashboards.

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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

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