Technical Review for Tableau CRM
Rating: 7 out of 10
May 22, 2022
Verified User
Vetted Review
Verified User
7 years of experience
- Data Analyzing and Visualization
- Various Dashboard implementations
- Complex calculations and graphs
Starting at $125 per month
View Pricing 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.
Learn from top reviewers
Technical Review for Tableau CRM
Rating: 7 out of 10
May 22, 2022Tableau 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...
Verified user
Manager
7 years of experienceCloud based attractive GUI, Analytics tool
Rating: 7 out of 10
March 3, 2022Tableau 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...
AI based reporting tool for sales/service/marketing data
Rating: 7 out of 10
November 3, 2021Tableau 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...
Shiv Shrotriya
Analyst - Information Technology
datawarehousing/BI developer
Varian Medical system
3 years of experienceSalesforce Einstein Analytics is useful visualization tool
Rating: 6 out of 10
July 1, 2021Salesforce 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...
Verified user
Analyst
2 years of experienceAmazing Tool To Keep Track Of Your Project / Performance
Rating: 8 out of 10
April 27, 2021Salesforce Einstein Analytics is used in my organization as a tool to record saving incurred from procurement activities. All saving generated from negotiation with suppliers ...
Tony Phan
Analyst - Corporate
Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
Diageo
2 years of experienceInteractive and Secure
Rating: 9 out of 10
April 22, 2021We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streamin...
A great BI tool especially if there is pervious Salesforce experience, don't think twice.
Rating: 9 out of 10
December 5, 2019We 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...
Verified user
Analyst
2 years of experienceSalesforce Einstein Analytics is your dream collaboration tool!!
Rating: 10 out of 10
December 4, 2019Salesforce 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...
Chike Igwegbe
Director - Information Technology
Founder
Green City Solutions (PTY) Ltd
2 years of experienceSalesforce Einstein Analytics
Rating: 9 out of 10
November 21, 2019Salesforce 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...
Analytics for customer relationship management done right!
Rating: 9 out of 10
November 6, 2019Salesforce Einstein Analytics allows our organization to drive business intelligence insights like never before, paired with artificial intelligence. This allows us to do busi...
Verified user
Consultant
2 years of experienceEasy on-the-go Analytics!
Rating: 7 out of 10
October 24, 2019This 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 ...
Duncan Hernandez
Consultant - Product Management
Product Owner, Business Intelligence
Answer Financial Inc.
2 years of experienceSolid tool for predicting revenue
Rating: 7 out of 10
October 17, 2019this 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 ...
Verified user
Account Manager
1 year of experienceA fine analytics tool for Salesforce gurus
Rating: 5 out of 10
August 15, 2019Sales uses it primarily to track data. My department used it to track churn.
Verified user
Account Manager
2 years of experienceSalesforce is on the wrong course
Rating: 2 out of 10
August 14, 2019We 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....
Crystal clear
Rating: 9 out of 10
July 1, 2019Salesforce 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...
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Awards
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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)
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
Features
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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
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).
Comparisons
Compare with
Reviews and Ratings
(744)
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!
- Pros
- Cons
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
Cloud based attractive GUI, Analytics tool
Rating: 7 out of 10
March 03, 2022
SS
Vetted Review
Verified User
2 years of experience
- Cloud based Interactive GUI
- Predictive Analysis
- Analytic and Reporting tool
AI based reporting tool for sales/service/marketing data
Rating: 7 out of 10
November 03, 2021
SS
Vetted Review
Verified User
3 years of experience
- 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
Salesforce Einstein Analytics is useful visualization tool
Rating: 6 out of 10
July 01, 2021
Verified User
Vetted Review
Verified User
2 years of experience
- Connection
- Easy to use
- Support
Amazing Tool To Keep Track Of Your Project / Performance
Rating: 8 out of 10
April 27, 2021
TP
Vetted Review
Verified User
2 years of experience
- User-friendly interface
- Ability to record and quickly review data when needed
- Fit to be used in project with multiple internal stakeholder involved
Interactive and Secure
Rating: 9 out of 10
April 22, 2021
SS
Vetted Review
Verified User
2 years of experience
- 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.
A great BI tool especially if there is pervious Salesforce experience, don't think twice.
Rating: 9 out of 10
December 05, 2019
Verified User
Vetted Review
Verified User
2 years of experience
- 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.
Salesforce Einstein Analytics is your dream collaboration tool!!
Rating: 10 out of 10
December 04, 2019
CI
Vetted Review
Verified User
2 years of experience
- 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.
Salesforce Einstein Analytics
Rating: 9 out of 10
November 21, 2019
JM
Vetted Review
Verified User
7 years of experience
- Sales Analytics.
- Deal Management.
- Deal closing effectiveness.
Analytics for customer relationship management done right!
Rating: 9 out of 10
November 06, 2019
Verified User
Vetted Review
Verified User
2 years of experience
- Analytics
- Insight generation
- Artificial intelligence
- Business predictions
Easy on-the-go Analytics!
Rating: 7 out of 10
October 24, 2019
DH
Vetted Review
Verified User
2 years of experience
- 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.
Solid tool for predicting revenue
Rating: 7 out of 10
October 17, 2019
Verified User
Vetted Review
Verified User
1 year of experience
- Insights into what makes up the scoring.
- Easy to see the view on the apps kanban view.
A fine analytics tool for Salesforce gurus
Rating: 5 out of 10
August 15, 2019
Verified User
Vetted Review
Verified User
2 years of experience
- Reporting.
- BI
- Data visualization.
Salesforce is on the wrong course
Rating: 2 out of 10
August 14, 2019
NF
Vetted Review
Verified User
1 year of experience
- Email opens.
- Email clicks.
- Email unsubscribes.
- Pages visited by a user. This is one is done better by SharpSpring.
Crystal clear
Rating: 9 out of 10
July 01, 2019
JW
Vetted Review
Verified User
4 years of experience
- 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
Smart cookie and very pretty ;)
Rating: 9 out of 10
June 20, 2019
Verified User
Vetted Review
Verified User
1 year of experience
- 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
Great!
Rating: 9 out of 10
April 20, 2019
DM
Vetted Review
Verified User
1 year of experience
- Helps optimize
- Helps improve productivity
- Easy to maintain
A must have for any growing business
Rating: 10 out of 10
March 29, 2019
Verified User
Vetted Review
Verified User
1 year of experience
- 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.
Mobile-ready reports ready in a Jif!
Rating: 8 out of 10
March 19, 2019
MB
Vetted Review
Verified User
7 years of experience
- 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.
Great BI tool if you are already using Salesforce as your CRM
Rating: 7 out of 10
February 27, 2019
Verified User
Vetted Review
Verified User
1 year of experience
- 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.
Salesforce Analytics is the gateway for representation
Rating: 8 out of 10
February 21, 2019
VS
Vetted Review
Verified User
2 years of experience
- 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.
Salesforce Analytics review
Rating: 10 out of 10
December 23, 2018
Verified User
Vetted Review
Verified User
1 year of experience
- Money made.
- Unique leads touched.
- One-call closes.
Reliable with a huge learning curve
Rating: 8 out of 10
December 21, 2018
PM
Vetted Review
Verified User
6 years of experience
- Dashboards are relatively easy to build once you get used to it.
- Engagement monitoring.
- The Accuracy of data.
- Support of Unlimited Edition.
Salesforce Analytics Cloud: it's easy to get started with little training
Rating: 8 out of 10
December 13, 2018
Verified User
Vetted Review
Verified User
2 years of experience
- 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.
Great for data driven analytics
Rating: 7 out of 10
December 10, 2018
Verified User
Vetted Review
Verified User
2 years of experience
- 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.