Cloud based attractive GUI, Analytics tool
March 03, 2022

Cloud based attractive GUI, Analytics tool

Shreya Sharma | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Tableau CRM (formerly Einstein Analytics)

Tableau CRM is being used as a predictive analytics capability tool for CRM reporting. We already have salesforce in use as a CRM tool. We have built a few dashboards as per the business requirement from the different clients such as Sales dashboard, Install based, Marketing dashboards, etc.

Pros

  • Cloud based Interactive GUI
  • Predictive Analysis
  • Analytic and Reporting tool

Cons

  • Integration with additional data sources
  • Snapshot logic developement
  • Automatic report bursting
  • Analytic Solution for CRM
  • Attractive GUI as per client satisfaction
  • tool cost is high compare to other solutions
Compare to other solutions Tableau CRM provides more attractive GUI and interactive dashboards. Cost and integration are still a challenge as It cost around $150 per user license cost.

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?

No

Integration with SAP and other tools is a challenge and Snapshot logic and complex logic need to be supported.
Tool is evolving very fast in market, it provide most attractive GUI. Tableau CRM still has long way to improve and fix current issues.
If using Salesforce CRM solution then Tableau CRM is the best-suited reporting analytic tool. Or if you have a centralized warehousing solution with all the business logic implemented, then Einstein Analytics (tableau CRM) could be a feasible solution. Tableau CRM has limited capabilities to handle complex logic (Snapshot building). Also, we face issues while integrating with other tools such as SAP, etc.

Tableau CRM Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
9.0
Pixel Perfect reports
10
Customizable dashboards
7
Report Formatting Templates
10
8.5
Drill-down analysis
9
Formatting capabilities
9
Integration with R or other statistical packages
7
Report sharing and collaboration
9
9.0
Publish to Web
10
Publish to PDF
9
Report Versioning
10
Delivery to Remote Servers
7
9.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
9
Predictive Analytics
9
9.3
Multi-User Support (named login)
10
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
10
5.0
Responsive Design for Web Access
5
Dashboard / Report / Visualization Interactivity on Mobile
5
5.5
REST API
6
Customizable Platform (Open Source)
5

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