Technical Review for Tableau CRM
May 22, 2022

Technical Review for Tableau CRM

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

Overall Satisfaction with Tableau CRM (formerly Einstein Analytics)

Tableau CRM has been really useful with so many data visualization requirements for the organization. Especially when there is a requirement from leadership,for example, to come up with Skills Matrics for team members and analyze monthly incident counts. When calculating complex MTTR/MTTD, and MTTA requirements this has come to play and it was really worth having such a tool.

Pros

  • Data Analyzing and Visualization
  • Various Dashboard implementations
  • Complex calculations and graphs

Cons

  • Would love to if there are more support when executing complex SQL type Queries
  • Should enhance to handle very complex data integrations and Logical requests
  • Really useful when Analyzing data from different Sources
  • Meaningful and attractive Dashboards for Organization
  • Cost for the license is not that much reliable
Tableau CRM is capable of providing powerful data visualization and analytical insights into your data set. Also, it produces a simple and understandable graphical representation of data. When compared to PowerBI, If you are an enterprise Microsoft user, there may be a clear benefit when comparing the cost as it comes with a bunch of solutions.

Do you think Salesforce CRM Analytics delivers good value for the price?

Yes

Are you happy with Salesforce CRM Analytics's feature set?

Yes

Did Salesforce CRM Analytics live up to sales and marketing promises?

Yes

Did implementation of Salesforce CRM Analytics go as expected?

Yes

Would you buy Salesforce CRM Analytics again?

Yes

The first reason is the embedded simplicity of the tool. You should be an expert to use Tableau CRM. It will be kinda a self-explanatory tool where anyone can get familiar with a simple learning curve. Also, Tableau CRM has a wide range of options provided to analyze data. Connecting with Data sources is not a hectic task. Tableau CRM provides so many templates and you can just use one of them to your organization's requirements.
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread.
Tableau CRM is really useful when processing with simple data sources. It will generate attractive and so meaningful dashboards and graphs. As I mentioned earlier, for example it was really helpful to solve one of the issues of preparing skills matrix for all the employees in the department. But on the other hand, when retrieving data from ServiceNow MIrror DB and coming up with MTTR it was not that easy and we had some questions about that.

Salesforce CRM Analytics Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
8.3
Pixel Perfect reports
8
Customizable dashboards
8
Report Formatting Templates
9
7.8
Drill-down analysis
7
Formatting capabilities
8
Integration with R or other statistical packages
7
Report sharing and collaboration
9
8.4
Publish to Web
9
Publish to PDF
9
Report Versioning
8
Report Delivery Scheduling
8
Delivery to Remote Servers
8
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
9
Predictive Analytics
7
8.0
Multi-User Support (named login)
8
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
8
Single Sign-On (SSO)
8
8.0
Responsive Design for Web Access
8
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
8
7.8
REST API
8
Javascript API
8
iFrames
7
Java API
8
Themeable User Interface (UI)
Not Rated
Customizable Platform (Open Source)
Not Rated

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