Item: Tableau CRM
Rating: 8
Author: Tony Phan

Use Cases and Deployment Scope

Salesforce Einstein Analytics is used in my organization as a tool to record saving incurred from procurement activities. All saving generated from negotiation with suppliers are validated and record in Salesforce for tracking and analyzing performance of procurement department. In addition, the tools allow us to quickly analyze past data in purchasing and from there making decision in putting target for next year saving.

Pros and Cons

User-friendly interface
Ability to record and quickly review data when needed
Fit to be used in project with multiple internal stakeholder involved

Numerous features available could overwhelm new users
Will need intense training in order to master data analytic section
Would be great if can produce more chart / graph for viewing data

Return on Investment

Absolutely a must-have tool if you are working on saving project
Create a centralized database to track project target across region
Easily create chart to showcase data / performance

Alternatives Considered

Navisite Productivity and Collaboration (Microsoft Office 365 and MDM)

Before this our company have been using lots of other tracking tools but mostly it is very manual when it comes to generating reporting view which is resolved when using Salesforce Einstein Analytics since reporting feature is automated. Tons of time have been saved from working on raw data from traditional excel file.

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

Coupa, Microsoft Teams, OneDrive

Usability

Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.

Support Rating

I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.

Likelihood to Recommend

Every year, the procurement department would set target for saving through negotiation with suppliers in Salesforce across the region. All of the saving generated will be record in Salesforce Einstein Analytics after validation. The project owner would track their own project in Salesforce to achieve saving target and easily can review, compare and assess the effectiveness of his/her own project through Salesforce.

Amazing Tool To Keep Track Of Your Project / Performance

Overall Satisfaction with Salesforce Einstein Analytics (formerly Wave Analytics)