Technical Review for Tableau CRM
Tableau CRM has been really useful with so many data visualization requirements for the organization. Especially when there is a …
Starting at $125 per month
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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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Popular Features
- Report Formatting Templates (44)9.292%
- Formatting capabilities (46)8.484%
- Drill-down analysis (46)7.777%
- Customizable dashboards (46)7.676%
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
Product Demos
Business Days in Salesforce CRM Analytics (Tableau CRM)
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Salesforce Tableau CRM (Einstein Analytics) Training Demo
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Predictive Pricing Model for Retail using Einstein Discovery and Tableau CRM
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Webinar: Demoing Salesforce and Tableau for Nonprofits
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AI-Powered Sales w/ Tableau CRM for Communications | Salesforce Demo
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Product Details
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- 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
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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May 22, 2022
Technical Review for Tableau CRM
- Data Analyzing and Visualization
- Various Dashboard implementations
- Complex calculations and graphs
- Would love to if there are more support when executing complex SQL type Queries
- Should enhance to handle very complex data integrations and Logical requests
March 03, 2022
Cloud based attractive GUI, Analytics tool
Score 7 out of 10
Vetted Review
Verified User
- Cloud based Interactive GUI
- Predictive Analysis
- Analytic and Reporting tool
- Integration with additional data sources
- Snapshot logic developement
- Automatic report bursting
November 03, 2021
AI based reporting tool for sales/service/marketing data
- Attractive GUI for CRM reporting
- Dashboard data load are very quick, can handle huge amount of data from Salesforce
- Provide functionality to navigate to Salesforce from dashboard
- Connection to other Sources such as SAP missing
- Different type of joins such as inner full outer missing
- complex logic and snapshot creation not posible
- Connection
- Easy to use
- Support
- Expensive
- Not open source
- Specific learning required
April 27, 2021
Amazing Tool To Keep Track Of Your Project / Performance
- User-friendly interface
- Ability to record and quickly review data when needed
- Fit to be used in project with multiple internal stakeholder involved
- Numerous features available could overwhelm new users
- Will need intense training in order to master data analytic section
- Would be great if can produce more chart / graph for viewing data
April 22, 2021
Interactive and Secure
- Interactive Dashboards, it [consists] of wide variety of charts
- Data from different sources can be easily integrated with it
- Security, it provides easy way to secure and share the information with the users
- Support actions like opening hyperlink etc
- Almost everything can be done from configuration
- Data can easily be managed from dataflow.
- Dashboard to not support hide and show functionality on clicking the button
- Real time data is not supported
- Right join become problematic in dataflow
December 05, 2019
A great BI tool especially if there is pervious Salesforce experience, don't think twice.
- The Visual experience is amazing - dashboards are so good, data is clearly understood from the Key Point Indicators point of view.
- From a basic BI platform to the level it has come to today, the user experience is elegant and design is wonderful.
- A thing of beauty is how Salesforce has kept all the useful features of Einstein Wave Analytics and brought it up to date with most modern features: The reporting feature is one example of that.
- The documentation available for using various features is good but has room for improvement on troubleshooting scenarios.
- It is easy to configure/provision the users but sometimes maintenance of an end-user's attributes in relation to accessing the resources that are available in one or more systems is tough, creating new users is very easy and user friendly though.
December 04, 2019
Salesforce Einstein Analytics is your dream collaboration tool!!
- We can connect various platforms under Salesforce Einstein Analytics.
- It makes collaboration with other colleagues easy.
- It reduces workload, giving us the opportunity to do other things.
- One can easily get lost with the amount of data, is there a way to simplify even further?
- Can you guys offer cheaper pricing for startups?
- Can you guys make it Agtech friendly?
November 21, 2019
Salesforce Einstein Analytics
- Sales Analytics.
- Deal Management.
- Deal closing effectiveness.
- Integration with outside platforms.
- Ease of use.
- Reporting.
November 06, 2019
Analytics for customer relationship management done right!
- Analytics
- Insight generation
- Artificial intelligence
- Business predictions
- Interface
- Integrations
- Support
October 24, 2019
Easy on-the-go Analytics!
- For mobile, it is great. The usability on a phone is fluid and the reports look really nice.
- Customization of the tool on different platforms is very cool. It is very simple to use and even non-developers can use it.
- Very easy to set up. There were no difficulties with implementation.
- One thing that I noticed is its data limitations. For very large files, the tool struggles unlike other software like Tableau (which Salesforce owns).
- Learning curve could take some time because of the product's uniqueness, which is always frustrating.
- Customization is good, but compared to other data visualization tools like Power BI or Tableau, Salesforce falls short.
October 17, 2019
Solid tool for predicting revenue
- Insights into what makes up the scoring.
- Easy to see the view on the apps kanban view.
- It is not always portraying an accurate description of the deal.
- Some of the analytics, I am not sure how they can predict a deal's likelihood to close.
August 15, 2019
A fine analytics tool for Salesforce gurus
- Reporting.
- BI
- Data visualization.
- Limited access.
- Need a dedicated engineer.
- Pricey.
August 14, 2019
Salesforce is on the wrong course
- Email opens.
- Email clicks.
- Email unsubscribes.
- Pages visited by a user. This is one is done better by SharpSpring.
- Simplifying their UI.
- Allowing for easier integrations with WordPress.
- Allowing a more collaborative sales space, like JIRA for sales.
July 01, 2019
Crystal clear
- Provides a visual breakdown of daily activity
- Gives detailed analytics to your day to day progress
- Allows sales representative to see exactly where they stand in comparison to their peers
- I guess the ability to add color coordination in the bar graphs so it's easier to find your name
- A better way to solely focus on your progress and cut out everyone else
June 20, 2019
Smart cookie and very pretty ;)
- Clear and colorful depiction of the data
- Can present multiple sets of data clearly even on one page
- And just thrilled they bought Tableau because it just keeps getting better
- Sometimes lower the volumes of lightning page views
- Sometimes baffling error messages
April 20, 2019
Great!
- Helps optimize
- Helps improve productivity
- Easy to maintain
- Need more customization
- Needs better API
March 29, 2019
A must have for any growing business
- Easy drag and drop report builder. This makes it very easy to pull reports quickly.
- Easily manage sales cycles. It was very easy to set up the sales cycle with very little help from our devs.
- Easily manage everything from one place such as social, chat, behavior, etc.
- Having direct access to client information helps us solve problems quickly. I love how it creates a record. No more going through email chains.
- It can be confusing when you first start using it due to the many features it offers.
- Support is lacking. Getting a hold of someone that knows what they are talking about can be a challenge.
- Sometimes the app can be slow and crash.
March 19, 2019
Mobile-ready reports ready in a Jif!
- You can import other CRM data.
- It works like a search tool (engine) which allows me to look at all aspects of reporting.
- Almost anyone can use it ... no special degree or advanced courses are needed to get the information to calculate correctly.
- Uploading large data can take A LONG TIME!
- The customization is okay but could use some more enhanced features.
February 27, 2019
Great BI tool if you are already using Salesforce as your CRM
- It has dashboards that, out of the box, can be useful for people who do not want to put in much effort in creating custom dashboards. It also has the ability to customize dashboards so you can add more info and functionality to your dashboards if the need arises.
- The developers are continually investing in the platform and providing improvements, and listen to customer feedback and feature requests. They regularly update the app and provide more functionality which has been beneficial to our institution.
- Native integration and natural connection if your organization is already using Salesforce. Super easy to set up and works well with Salesforce. Very smooth and natural when connecting it to your Salesforce instance.
- Excellent visual experience for presenting data. Users find it so much easier to navigate and view data in a visual way, which allows them to drive their performance in the right directions.
- Has the ability to pull data not only from Salesforce but from other external systems and databases, making it an all-around BI tool. Mixing data from Salesforce and other third-party systems puts all your data in one place which can easily be ingested by decision-makers and executives.
- Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
- Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
- Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
- More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
February 21, 2019
Salesforce Analytics is the gateway for representation
- Integration with other Salesforce.com clouds, including the Marketing cloud and community cloud.
- Very flashy charts and simple to use pictorial representation.
- A lot of filters within this and the data can be analyzed and filtered out very easily.
- Compatible for mobile platforms and Ipads.
- Agile efficiency is the only thing it needs to improve.
- Licensing seems like an issue which affects the cost.
- The ability to connect with all objects in Salesforce makes this kept apart and not able to integrate completely for all tables.
December 23, 2018
Salesforce Analytics review
- Money made.
- Unique leads touched.
- One-call closes.
- Could use video.
- Could use more notifications.
- Could use a better interface.
December 21, 2018
Reliable with a huge learning curve
- Dashboards are relatively easy to build once you get used to it.
- Engagement monitoring.
- The Accuracy of data.
- Support of Unlimited Edition.
- Cost is quite high if you don’t immediately begin to customize it to your individual department and even roles.
- Must have a trusted Salesforce Admin who knows simple coding and setting formula criteria.
- Not fully functional with Salesforce Classic.
- The user interface is easy to use. Most people in the organization can get started and use the product after a bit of training.
- It is easy to share reports across the organization. The site also allows other users to edit and save reports created by others.
- The report export function is not optimal. Sometimes, it will not export to a specific format.
- The platform does not allow the advanced user to query directly from the backend database.
December 10, 2018
Great for data driven analytics
- Salesforce Analytics Cloud is designed with a mobile-first approach and offers dynamic visualization over underlying data sets.
- Salesforce Analytics Cloud comes equipped with lots of external data connectors making it possible to integrate it with numerous back-end data sources.
- Salesforce uses multi-tenant cloud operations. However, we have seen that certain cloud instances are more performant than others.