Overall Satisfaction with Tableau CRM (formerly Einstein Analytics)
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.
- 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
- 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
[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.
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
Tableau CRM Feature Ratings
Using Tableau CRM (formerly Einstein Analytics)
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 |
- Data extraction
- Security features
- Interactive Charts
- 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
Yes - Mobile interface is well designed for different mobile devices. It also have same features that desktop have.