Skip to main content
TrustRadius
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.

Read more

Learn from top reviewers

Technical Review for Tableau CRM

Rating: 7 out of 10
May 22, 2022
IncentivizedVetted ReviewVerified User
Tableau CRM has been really useful with so many data visualization requirements for the organization. Especially when there is a requirement from leadership,for example, to co...
Continue reading
Verified user
Manager
Tableau CRM7 years of experience

Cloud based attractive GUI, Analytics tool

Rating: 7 out of 10
March 3, 2022
Vetted ReviewVerified User
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 have built a few dashboards as per t...
Continue reading
Shreya Sharma
Analyst - Marketing
Advertising - Data Analyst
Demandbase
Tableau CRM2 years of experience

AI based reporting tool for sales/service/marketing data

Rating: 7 out of 10
November 3, 2021
IncentivizedVetted ReviewVerified User
Tableau CRM is Salesforce business intelligence tools used for reporting purpose, with great GUI experience and drag and drop functionality. Currently its being used as a busi...
Continue reading
Shiv Shrotriya
Analyst - Information Technology
datawarehousing/BI developer
Varian Medical system
Tableau CRM3 years of experience

Salesforce Einstein Analytics is useful visualization tool

Rating: 6 out of 10
July 1, 2021
IncentivizedVetted ReviewVerified User
Salesforce Einstein Analytics [(formerly Wave Analytics)] is used as a legacy visualization tool to perform analysis and monitoring in my department. The usage is similar to T...
Continue reading
Verified user
Analyst
Tableau CRM2 years of experience

Amazing Tool To Keep Track Of Your Project / Performance

Rating: 8 out of 10
April 27, 2021
IncentivizedVetted ReviewVerified User
Salesforce Einstein Analytics is used in my organization as a tool to record saving incurred from procurement activities. All saving generated from negotiation with suppliers ...
Continue reading
Tony Phan
Analyst - Corporate
Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
Diageo
Tableau CRM2 years of experience

Interactive and Secure

Rating: 9 out of 10
April 22, 2021
IncentivizedVetted ReviewVerified User
We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streamin...
Continue reading
Shefali Sethia
Consultant - Engineering
Consultant
Atrium
Tableau CRM2 years of experience

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

Rating: 9 out of 10
December 5, 2019
IncentivizedVetted ReviewVerified User
We bought onboard the Einstein (formerly Wave) Analytics software back in 2017 for our incumbent sales team with a goal to further an ecosystem that can give our field officer...
Continue reading
Verified user
Analyst
Tableau CRM2 years of experience

Salesforce Einstein Analytics is your dream collaboration tool!!

Rating: 10 out of 10
December 4, 2019
IncentivizedVetted ReviewVerified User
Salesforce Einstein Analytics allows my company to analyze data more efficiently, it even allows us to visualize our business in realtime which gives us the opportunity to mak...
Continue reading
Chike Igwegbe
Director - Information Technology
Founder
Green City Solutions (PTY) Ltd
Tableau CRM2 years of experience

Salesforce Einstein Analytics

Rating: 9 out of 10
November 21, 2019
IncentivizedVetted ReviewVerified User
Salesforce Einstein Analytics is currently used by Adecco to gain a clear and accurate understanding of the entire sales pipeline of the National Accounts Sales Team. This pro...
Continue reading
Jeffrey Mullin
Director - Sales
Regional Sales Director
Adecco
Tableau CRM7 years of experience

Analytics for customer relationship management done right!

Rating: 9 out of 10
November 6, 2019
IncentivizedVetted ReviewVerified User
Salesforce Einstein Analytics allows our organization to drive business intelligence insights like never before, paired with artificial intelligence. This allows us to do busi...
Continue reading
Verified user
Consultant
Tableau CRM2 years of experience

Easy on-the-go Analytics!

Rating: 7 out of 10
October 24, 2019
IncentivizedVetted ReviewVerified User
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 data. We use it for getting raw numbers ...
Continue reading
Duncan Hernandez
Consultant - Product Management
Product Owner, Business Intelligence
Answer Financial Inc.
Tableau CRM2 years of experience

Solid tool for predicting revenue

Rating: 7 out of 10
October 17, 2019
IncentivizedVetted ReviewVerified User
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 closing. It helps us determine which ...
Continue reading
Verified user
Account Manager
Tableau CRM1 year of experience

A fine analytics tool for Salesforce gurus

Rating: 5 out of 10
August 15, 2019
IncentivizedVetted ReviewVerified User
Sales uses it primarily to track data. My department used it to track churn.
Continue reading
Verified user
Account Manager
Tableau CRM2 years of experience

Salesforce is on the wrong course

Rating: 2 out of 10
August 14, 2019
IncentivizedVetted ReviewVerified User
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 much more simple email automation tool....
Continue reading
Nicholas Farmen
Director - Marketing
Digital Marketer
Spire Digital
Tableau CRM1 year of experience

Crystal clear

Rating: 9 out of 10
July 1, 2019
IncentivizedVetted ReviewVerified User
Salesforce is being used across the entire organization. This is the main CRM for sourcing and organizing all of the accounts received by the sales team. It lets sales represe...
Continue reading
Joel Williams
Account Manager - Sales
Small Business Consultant
Groupon
Tableau CRM4 years of experience
Log in with LinkedIn to see content from your network

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

Return to navigation

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
Return to navigation

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
Return to navigation

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 8.3

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 8.0

Access Control and Security

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

8.4
Avg 8.5

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
Return to navigation

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(742)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Ease of Use: Users have praised the Cloud-based Interactive GUI for its simplicity and quick data handling, especially when dealing with a large amount of data from Salesforce. The intuitive design allows users to navigate effortlessly through different features, resulting in a smooth user experience.

Data Visualization: Many reviewers appreciate the interactive dashboards with a variety of charts that allow easy integration of data from different sources, enhancing the overall visualization experience. The wide range of visualization options enables users to present complex data in a clear and concise manner, making it easier for stakeholders to understand key insights.

Security Features: The tool's security measures have been highlighted by users as providing an easy way to secure and share information, along with supporting actions like opening hyperlinks. With robust security protocols in place, users feel confident in sharing sensitive data while maintaining control over access permissions within the platform.

Limited Data Integration: Some users have expressed dissatisfaction with the tool's inability to seamlessly integrate with additional data sources and handle very complex data integrations and logical requests. This limitation hinders their ability to work efficiently across various datasets.

Steep Learning Curve: Reviewers have noted specific learning requirements, numerous overwhelming features, and suggest more training for mastering the data analytics section. New users may find it challenging to navigate through the tool due to its complexity.

Expensive Pricing: Several users find the tool expensive and mention not only the cost but also recommend cheaper pricing options, especially catering to startups seeking cost-effective solutions.

Reviews

(1-25 of 47)
Companies can't remove reviews or game the system. Here's why

Technical Review for Tableau CRM

Rating: 7 out of 10
Incentivized
May 22, 2022
Verified User
Vetted Review
Verified User
Tableau CRM
7 years of experience
Use Cases and Deployment Scope
Tableau CRM has been really useful with so many data visualization requirements for the organization. Especially when there is a requirement from leadership,for example, to come up with Skills Matrics for team members and analyze monthly incident counts. When calculating complex MTTR/MTTD, and MTTA requirements this has come to play and it was really worth having such a tool.

Cloud based attractive GUI, Analytics tool

Rating: 7 out of 10
March 03, 2022
SS
Shreya Sharma
Advertising - Data Analyst
Demandbase (Marketing & Advertising, 501-1000 employees)
Vetted Review
Verified User
Tableau CRM
2 years of experience
Use Cases and Deployment Scope
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 have built a few dashboards as per the business requirement from the different clients such as Sales dashboard, Install based, Marketing dashboards, etc.

AI based reporting tool for sales/service/marketing data

Rating: 7 out of 10
Incentivized
November 03, 2021
SS
Shiv Shrotriya
datawarehousing/BI developer
Varian Medical system (Hospital & Health Care, 10,001+ employees)
Vetted Review
Verified User
Tableau CRM
3 years of experience
Use Cases and Deployment Scope
Tableau CRM is Salesforce business intelligence tools used for reporting purpose, with great GUI experience and drag and drop functionality. Currently its being used as a business and analytics team for marketing and sales teams. If you have Salesforce as CRM tool and you want to do CRM reporting then Tableau CRM is the best solution. It has better GUI then any other existing reporting tool, you can build really eye catching dashboards using Tableau CRM. Also as its Salesforce tool so it would provide additional functionality to directly open quote or order from dashboard to CRM tool.

Salesforce Einstein Analytics is useful visualization tool

Rating: 6 out of 10
Incentivized
July 01, 2021
Verified User
Vetted Review
Verified User
Tableau CRM
2 years of experience
Use Cases and Deployment Scope
Salesforce Einstein Analytics [(formerly Wave Analytics)] is used as a legacy visualization tool to perform analysis and monitoring in my department. The usage is similar to Tableau and Quicksight to visualize the result. Therefore, it shares the same problem as the alternative options and in the future, we will be using open source tools instead.

Amazing Tool To Keep Track Of Your Project / Performance

Rating: 8 out of 10
Incentivized
April 27, 2021
TP
Tony Phan
Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
Diageo (Retail, 10,001+ employees)
Vetted Review
Verified User
Tableau CRM
2 years of experience
View profile
Use Cases and Deployment Scope
Salesforce Einstein Analytics is used in my organization as a tool to record saving incurred from procurement activities. All saving generated from negotiation with suppliers are validated and record in Salesforce for tracking and analyzing performance of procurement department. In addition, the tools allow us to quickly analyze past data in purchasing and from there making decision in putting target for next year saving.

Interactive and Secure

Rating: 9 out of 10
Incentivized
April 22, 2021
Use Cases and Deployment Scope
We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streaming, Medical Research, Education, Data storage etc. It is very efficient and effective as it is very secure, interactive and very user friendly. We can easily bring data from salesforce org, external files or even from external sources like Snowflake. Also different [users] can see different type of information on the same dashboard. Hence no need to create different [dashboards] [or] datasets for different set of users. Also it almost [has] all types of charts for every business requirement. It also [supports] hyperlinks and actions.

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

Rating: 9 out of 10
Incentivized
December 05, 2019
Verified User
Vetted Review
Verified User
Tableau CRM
2 years of experience
Use Cases and Deployment Scope
We bought onboard the Einstein (formerly Wave) Analytics software back in 2017 for our incumbent sales team with a goal to further an ecosystem that can give our field officers answers to critical and real-time data needing questions related to business, our clients, our operations, how our products have been doing, short summary of latest features in our products in the education domain that we operate in. We needed a way to get answers for them all at once to move our customers with quick and good data. This would help us extract good questions out of our customers and thus helps us to innovate and scale at industry's speed or even faster at times. The business intelligence and the dashboard designs that Salesforce brought to Wave Analytics/Einstein did make us stick using this platform even longer than we originally intended to in our department.

Salesforce Einstein Analytics is your dream collaboration tool!!

Rating: 10 out of 10
Incentivized
December 04, 2019
CI
Chike Igwegbe
Founder
Green City Solutions (PTY) Ltd (Food & Beverages, 11-50 employees)
Vetted Review
Verified User
Tableau CRM
2 years of experience
View profile
Use Cases and Deployment Scope
Salesforce Einstein Analytics allows my company to analyze data more efficiently, it even allows us to visualize our business in realtime which gives us the opportunity to make informed decisions without compromising the company. The whole organization currently uses it and it is money well spent!

Salesforce Einstein Analytics

Rating: 9 out of 10
Incentivized
November 21, 2019
JM
Jeffrey Mullin
Regional Sales Director
Adecco (Staffing & Recruiting, 1001-5000 employees)
Vetted Review
Verified User
Tableau CRM
7 years of experience
Use Cases and Deployment Scope
Salesforce Einstein Analytics is currently used by Adecco to gain a clear and accurate understanding of the entire sales pipeline of the National Accounts Sales Team. This product helps the leadership team to understand the quality of deals in the pipeline better and gain a clearer understanding of when deals are most likely to close.

Analytics for customer relationship management done right!

Rating: 9 out of 10
Incentivized
November 06, 2019
Verified User
Vetted Review
Verified User
Tableau CRM
2 years of experience
Use Cases and Deployment Scope
Salesforce Einstein Analytics allows our organization to drive business intelligence insights like never before, paired with artificial intelligence. This allows us to do business in ways previously not imagined. I think the core business problems it addresses are forecasting and understanding our customers better to ensure better service.

Easy on-the-go Analytics!

Rating: 7 out of 10
Incentivized
October 24, 2019
DH
Duncan Hernandez
Product Owner, Business Intelligence
Answer Financial Inc. (Insurance, 201-500 employees)
Vetted Review
Verified User
Tableau CRM
2 years of experience
View profile
Use Cases and Deployment Scope
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 data. We use it for getting raw numbers and just replacing our old reports for now. In the future, we are committing to using this as our full-fledged analytics tool for looking at trends or doing forecasting.

Solid tool for predicting revenue

Rating: 7 out of 10
Incentivized
October 17, 2019
Verified User
Vetted Review
Verified User
Tableau CRM
1 year of experience
Use Cases and Deployment Scope
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 closing. It helps us determine which deals to prioritize, which ones we have let slip for too long, etc.

Salesforce is on the wrong course

Rating: 2 out of 10
Incentivized
August 14, 2019
NF
Nicholas Farmen
Digital Marketer
Spire Digital (Marketing and Advertising, 51-200 employees)
Vetted Review
Verified User
Tableau CRM
1 year of experience
Use Cases and Deployment Scope
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 much more simple email automation tool. Salesforce just became too complicated for us in our day-to-day. It can address email, CRM, and more, however and is good at what it does.

Crystal clear

Rating: 9 out of 10
Incentivized
July 01, 2019
JW
Joel Williams
Small Business Consultant
Groupon (Retail, 10,001+ employees)
Vetted Review
Verified User
Tableau CRM
4 years of experience
View profile
Use Cases and Deployment Scope
Salesforce is being used across the entire organization. This is the main CRM for sourcing and organizing all of the accounts received by the sales team. It lets sales representatives know exactly where they stand in terms of statistics and goals. The main problem it addresses is confusion when it comes to picking up exactly where you left off the day before.

Smart cookie and very pretty ;)

Rating: 9 out of 10
Incentivized
June 20, 2019
Verified User
Vetted Review
Verified User
Tableau CRM
1 year of experience
Use Cases and Deployment Scope
We have corporate clients and individual clients we service over time. Who are the most profitable, what size clients are most tailored to our services, where are the clues as to where to develop future markets and clients. With SAC, the results are beautiful and very illuminating

Great!

Rating: 9 out of 10
Incentivized
April 20, 2019
DM
David McCoy
Provisioning Engineer
Fuse.Cloud (Computer Networking, 11-50 employees)
Vetted Review
Verified User
Tableau CRM
1 year of experience
Use Cases and Deployment Scope
It helps to be able to see how many sales specific people make in what part of the country. It is a very effective system and I highly recommend it. Most organizations I have spoken to that use it recommend it as well, if you have any questions they will answer those as well.

A must have for any growing business

Rating: 10 out of 10
Incentivized
March 29, 2019
Verified User
Vetted Review
Verified User
Tableau CRM
1 year of experience
Use Cases and Deployment Scope
We use Salesforce Analytics Cloud for all of our data analytics. This is our main analytic tool and it is used across multiple departments throughout the company. We have it tied into multiple third-party software such as Marketo, HubSpot, 6connect, etc. It allows us to easily pull reports for any type of data you can imagine. We use the sync between Marketo and Salesforce to easily segment emails based on Salesforce fields.

Mobile-ready reports ready in a Jif!

Rating: 8 out of 10
Incentivized
March 19, 2019
MB
MEGAN BOATWRIGHT
Customer Care Representative II
Helix (Biotechnology, 51-200 employees)
Vetted Review
Verified User
Tableau CRM
7 years of experience
View profile
Use Cases and Deployment Scope
Having a very specific role in my company, I struggled to find a reason not to work remotely. That being said, I enjoy that the analytics can be used on my mobile and with just a few clicks I can drill down to a specific marker. This has created ease in my life because, let's be real, not always do I want to bring my laptop with me? The ability and flexibility it provided is top notch

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

Rating: 7 out of 10
Incentivized
February 27, 2019
Verified User
Vetted Review
Verified User
Tableau CRM
1 year of experience
Use Cases and Deployment Scope
Salesforce Analytics Cloud, or Salesforce Wave, is a great BI tool and optimized for mobile access and data visualization, especially if your organization is currently using Salesforce. Our University is currently using Salesforce for Student Relations Management and this tool is great for pulling data and presenting that data in an easy to ingest format in a visually pleasing way. It is used by our Enrollment departments on campus.

Salesforce Analytics is the gateway for representation

Rating: 8 out of 10
Incentivized
February 21, 2019
VS
Viswam Srinivasan
Salesforce Application Development Assoc Manager
Accenture (Telecommunications, 10,001+ employees)
Vetted Review
Verified User
Tableau CRM
2 years of experience
View profile
Use Cases and Deployment Scope

Salesforce Wave Analytics from Salesforce is optimized for mobile access and data visualization/chart representation.

The Wave mobile app allows our users to work with large data files and create graphs, charts and other pictorial representations of data from them. The platform allows users to drill down into key parts of the business with only a few clicks and little or no training in this data analytics field. That is why we primarily use this in our organization for data massaging and pictorial representation.

Salesforce Analytics review

Rating: 10 out of 10
Incentivized
December 23, 2018
Verified User
Vetted Review
Verified User
Tableau CRM
1 year of experience
Use Cases and Deployment Scope
We use it to monitor sales growth and improvement. We mainly use Salesforce Analytics to see which changes we have to make to the sales process - which leads are being held onto for too long, etc. This is also helpful to show investors and potential employees, as well. It's a great tool.

Great for data driven analytics

Rating: 7 out of 10
Incentivized
December 10, 2018
Verified User
Vetted Review
Verified User
Tableau CRM
2 years of experience
Use Cases and Deployment Scope
At our cybersecurity firm, we have a wide myriad of solutions being used to provide valuable services to our clients. We have accumulated large amounts of data sets pertaining to our clients and needed a viable technology for building intelligent data-driven metrics. Salesforce Analytics Cloud us offers that capability. It is being used by our sales, marketing, and finance departments.
Return to navigation