Overall Satisfaction with Tableau CRM (formerly Einstein Analytics)
Tableau CRM is Salesforce business intelligence tools used for reporting purpose, with great GUI experience and drag and drop functionality. Currently its being used as a business and analytics team for marketing and sales teams. If you have Salesforce as CRM tool and you want to do CRM reporting then Tableau CRM is the best solution. It has better GUI then any other existing reporting tool, you can build really eye catching dashboards using Tableau CRM. Also as its Salesforce tool so it would provide additional functionality to directly open quote or order from dashboard to CRM tool.
- Attractive GUI for CRM reporting
- Dashboard data load are very quick, can handle huge amount of data from Salesforce
- Provide functionality to navigate to Salesforce from dashboard
- Connection to other Sources such as SAP missing
- Different type of joins such as inner full outer missing
- complex logic and snapshot creation not posible
- Along Salesforce a combined package for attractive Reporting
- Customer focused reporting
- Cost reduces as already existing license with salesforce
Tableau CRM no doubt has best GUI compare to any other existing BI tools we are currently working on. We are already using Salesforce as a CRM tool for sales/services/marketing and Tableau CRM has easy connectivity and development with Salesforce data. After demo the sample dashboard with different business team we came out with results that all want to go with Tableau CRM.
Do you think Tableau CRM delivers good value for the price?
Not sure
Are you happy with Tableau CRM's feature set?
No
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?
No