Item: Tableau CRM
Rating: 9
Author: Shefali Sethia

Use Cases and Deployment Scope

We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streaming, Medical Research, Education, Data storage etc. It is very efficient and effective as it is very secure, interactive and very user friendly. We can easily bring data from salesforce org, external files or even from external sources like Snowflake. Also different [users] can see different type of information on the same dashboard. Hence no need to create different [dashboards] [or] datasets for different set of users. Also it almost [has] all types of charts for every business requirement. It also [supports] hyperlinks and actions.

Pros and Cons

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

Return on Investment

Suitable for every business requirement
Dashboards can be made interactive and informative
Sharing of data becomes easy along with the security
Data manipulation and formatting is easy and fast

Alternatives Considered

Tableau Public, Snowflake and Microsoft Powerpoint

[Salesforce Einstein Analytics (formerly Wave Analytics)] is far far better than these alternatives as everything can be done on single platform from data extraction to data transformation. Sharing of data is very easy and secure. One dashboard is suitable for different users who need to see different level of information as row level security can be applied. It supports wide variety of user friendly charts. Also there are many template dashboards.

Key Insights

Do you think Tableau CRM delivers good value for the price?

Yes

Are you happy with Tableau CRM's feature set?

Yes

Did Tableau CRM live up to sales and marketing promises?

Yes

Did implementation of Tableau CRM go as expected?

Yes

Would you buy Tableau CRM again?

Yes

Other Software Used

Google Drive, Zoom, Skype

Usability

[Salesforce Einstein Analytics (formerly Wave Analytics)] is very user friendly. Almost everything can be done from configuration level. It is useful to solve real business problems in health care industry, research and development, Education etc. As data loading and transformation is easy it is used regularly. Information can be obtained in a very [easy] way from the dashboards.

Support Rating

If there is any problem or any enhancement we need, we can contact the support team for help. They are available at all [times] and help us resolve almost all the requirements. If we need any help for some particular scenario there is lot of online help and documents available both from the company as well as from the personal blogs.

Likelihood to Recommend

[Salesforce Einstein Analytics (formerly Wave Analytics)] is very suitable to see revenue vs targets. Which representative [is below] some targets [and] what is the current status of that particular rep. Security can be applied such that reps and their Managers can easily see the information.
It can also be used to see what it is status of particular opportunity. It is in which stage. How many opportunities are won in one particular fiscal year or any other time.
We can gather information of contacts and their associated accounts.

It is very difficult to have business hour calculations, so it is good to have calculation in salesforce org and then use that information is Einstein. Till now real time data is not supported, so it is not suitable for OLAP.

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using	None

Easy Tasks

Data extraction
Security features
Interactive Charts

Difficult Tasks

Right join in data loading from dataflow
Using some functions like first, last etc
Conditional formatting doesnt copy when copying the JSON file of the dashboards from one org to another

Mobile Interface Availability and Impressions

Yes - Mobile interface is well designed for different mobile devices. It also have same features that desktop have.

Interactive and Secure

Overall Satisfaction with Tableau CRM (formerly Einstein Analytics)