Item: Tableau CRM
Rating: 5
Author: Verified User

Use Cases and Deployment Scope

Sales uses it primarily to track data. My department used it to track churn.

Pros and Cons

Reporting.
BI
Data visualization.

Limited access.
Need a dedicated engineer.
Pricey.

Have used Tableau before which is my all-time favorite. I would recommend Tableau over any other BI tool. It is widely known, widely used, and easily imported into your business no matter what other software or tools you use.

Other Software Used

Tableau Desktop, Cvent Event Management, NetSuite, Shopify Plus

Likelihood to Recommend

I am a fan of Tableau so would always recommend that over other analytics platforms. Like everything with Salesforce, you need a pretty in-depth Salesforce knowledge to be able to get things connected and see what you need to see. In my organization, access was pretty limited as well so there wasn't a lot that I could do on my own.

A fine analytics tool for Salesforce gurus

Overall Satisfaction with Salesforce Einstein Analytics (formerly Wave Analytics)

Use Cases and Deployment Scope

Pros and Cons

Alternatives Considered

Other Software Used

Likelihood to Recommend

Tableau CRM Feature Ratings