Item: Tableau CRM
Rating: 9
Author: Jeffrey Mullin

Use Cases and Deployment Scope

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.

Pros and Cons

Sales Analytics.
Deal Management.
Deal closing effectiveness.

Integration with outside platforms.
Ease of use.
Reporting.

Alternatives Considered

Affinity

Salesforce Einstein Analytics is the leader in the CRM industry when it comes to capturing and understanding the relative date. Therefore, many sales leaders and professionals are accustomed to utilizing the tool. Because of this factor, there is a more exceptional comfortability and familiarity with the platform that leads to ease of use and adoption.

Other Software Used

Skype for Business (formerly Lync), Microsoft Teams, Microsoft Power BI

Likelihood to Recommend

Salesforce Einstein Analytics is well suited for any environment, which consists of large accounts and lengthy sales cycles. Also, in any organization which sales forecasting and reporting are required for upper management, Salesforce Einstein Analytics can be a crucial component in this process. This is true because it is much easier for leadership to determine the effectiveness of a deal and the likelihood that it will close.

Salesforce Einstein Analytics

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