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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

(755)

Attribute Ratings

Reviews

(1-25 of 47)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Shreya Sharma | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified 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 the business requirement from the different clients such as Sales dashboard, Install based, Marketing dashboards, etc.
Shiv Shrotriya | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Tony Phan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Shefali Sethia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Chike Igwegbe | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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!
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Duncan Hernandez | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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 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.
Score 7 out of 10
Vetted Review
Verified User
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 closing. It helps us determine which deals to prioritize, which ones we have let slip for too long, etc.
Score 2 out of 10
Vetted Review
Verified User
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 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.
July 01, 2019

Crystal clear

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
April 20, 2019

Great!

David McCoy | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
MEGAN BOATWRIGHT | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Viswam Srinivasan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized

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.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
All analysts use Salesforce Analytics Cloud. As an analyst, I create reports either for myself or for stakeholders who request them. It hosts the majority of the data for our organization.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
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