Item: Tableau CRM
Rating: 7
Author: Shreya Sharma

Use Cases and Deployment Scope

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 and Cons

Cloud based Interactive GUI
Predictive Analysis
Analytic and Reporting tool

Integration with additional data sources
Snapshot logic developement
Automatic report bursting

Return on Investment

Analytic Solution for CRM
Attractive GUI as per client satisfaction
tool cost is high compare to other solutions

Alternatives Considered

QlikView

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.

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?

Other Software Used

Qlik Sense

Usability

Integration with SAP and other tools is a challenge and Snapshot logic and complex logic need to be supported.

Support Rating

Tool is evolving very fast in market, it provide most attractive GUI. Tableau CRM still has long way to improve and fix current issues.

Likelihood to Recommend

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.

Cloud based attractive GUI, Analytics tool

Overall Satisfaction with Tableau CRM (formerly Einstein Analytics)