Item: Tableau CRM
Rating: 2
Author: Nicholas Farmen

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.

Pros and Cons

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.

Alternatives Considered

SharpSpring and FullStory

The analytics from Salesforce doesn't stack up against competitors. I'd love a one-stop platform, where I could get all of my email automation, CRM, and website KPI data tracking done, but that isn't Salesforce. I really like the website analytics from FullStory, and I like the analytics from SharpSpring a lot better than those from Salesforce.

Likelihood to Recommend

The fact that Salesforce is so hard to integrate with WordPress is really the biggest bummer of all the negatives. I also think the UI of other competitors are way more preferred by the people in our organization. I've used Salesforce in many organizations, and that's some feedback that has stood the tests of the past two years.

Salesforce is on the wrong course

Overall Satisfaction with Salesforce Einstein Analytics (formerly Wave Analytics)

Use Cases and Deployment Scope

Pros and Cons

Alternatives Considered

Likelihood to Recommend

Tableau CRM Feature Ratings