Overview
What is Tableau CRM?
Tableau CRM (formerly Einstein Analytics) from Salesforce is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
Cloud based attractive GUI, Analytics tool
AI based reporting tool for sales/service/marketing data
Salesforce Einstein Analytics is useful visualization tool
Amazing Tool To Keep Track Of Your Project / Performance
Interactive and Secure
A great BI tool especially if there is pervious Salesforce experience, don't think twice.
Salesforce Einstein Analytics is your dream collaboration tool!!
Salesforce Einstein Analytics
Analytics for customer relationship management done right!
Easy on-the-go Analytics!
Solid tool for predicting revenue
A fine analytics tool for Salesforce gurus
Salesforce is on the wrong course
Crystal clear
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Report Formatting Templates (44)9.292%
- Formatting capabilities (46)8.484%
- Drill-down analysis (46)7.777%
- Customizable dashboards (46)7.676%
Pricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $125 per month
Product Demos
Business Days in Salesforce CRM Analytics (Tableau CRM)
Salesforce Tableau CRM (Einstein Analytics) Training Demo
Predictive Pricing Model for Retail using Einstein Discovery and Tableau CRM
Webinar: Demoing Salesforce and Tableau for Nonprofits
AI-Powered Sales w/ Tableau CRM for Communications | Salesforce Demo
Features
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
- 8.6Pixel Perfect reports(39) Ratings
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
- 7.6Customizable dashboards(46) Ratings
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
- 9.2Report Formatting Templates(44) Ratings
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
- 7.7Drill-down analysis(46) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
- 8.4Formatting capabilities(46) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
- 6.8Integration with R or other statistical packages(35) Ratings
Integration with the open-source R predictive modeling environment.
- 9Report sharing and collaboration(44) Ratings
Report sharing and collaboration is the ability to easily share reports with others.
Report Output and Scheduling
Ability to schedule and manager report output.
- 9.3Publish to Web(35) Ratings
- 8.9Publish to PDF(42) Ratings
- 8.5Report Versioning(41) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
- 8Report Delivery Scheduling(38) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
- 7.7Delivery to Remote Servers(32) Ratings
Ability to deliver reports to remote servers
Data Discovery and Visualization
Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.
- 8.6Pre-built visualization formats (heatmaps, scatter plots etc.)(40) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
- 8.9Location Analytics / Geographic Visualization(38) Ratings
Location analytics is the visualization of geographical or spatial data.
- 7.5Predictive Analytics(40) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.
Access Control and Security
Access control means being able to determine who has access to which data.
- 8.7Multi-User Support (named login)(44) Ratings
Named model access means that users have access based on name and password.
- 8.1Role-Based Security Model(44) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
- 8.1Multiple Access Permission Levels (Create, Read, Delete)(40) Ratings
Multiple access permission levels means that different levels of users have different rights.
- 8.6Single Sign-On (SSO)(39) Ratings
Allows users to use one set of login credentials to access multiple applications
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
- 7.3Responsive Design for Web Access(41) Ratings
Web design aimed at producing easy-to-read sites across a range of different devices.
- 6Mobile Application(32) Ratings
A dedicated app for iOS and/or Android.
- 7.2Dashboard / Report / Visualization Interactivity on Mobile(37) Ratings
In-app dashboard reports and data visualization.
Application Program Interfaces (APIs) / Embedding
APIs are a set of routines, protocols, and tools for used for embedding one application in another
- 7.3REST API(29) Ratings
REST is an architecture style for designing networked applications
- 7.9Javascript API(27) Ratings
A Javascript API is a type of API
- 6.9iFrames(23) Ratings
An iFrame is an HTML document embedded inside another HTML document on a website
- 7.9Java API(26) Ratings
A Java application programming interface (API) is a list of all classes that are part of the Java development kit (JDK)
- 8.5Themeable User Interface (UI)(26) Ratings
A themeable user interface means that a specific visual them can be applied to it
- 5.1Customizable Platform (Open Source)(25) Ratings
A customizable, open source API Gateway is a fast and scalable type of API
Product Details
- About
- Integrations
- Tech Details
- FAQs
What is Tableau CRM?
Tableau CRM (formerly Einstein Analytics) is a cloud-based business intelligence solutions and analytics service from San Francisco-based software company, Salesforce. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
Tableau CRM allows users to explore data quickly and easily by providing AI-powered
analytics while working in Salesforce, its CRM management offering. Manage datasets, query data with Salesforce Analytics Query Language (SAQL), and
customize dashboards, all programmatically.
In addition to offering pre-built apps for Sales, Service, and Marketing, the platform provides:
- Customizable intelligent analytics apps, including templates, dashboards, and widgets
- Utilization of Tableau CRM's APIs and SDKs for improving apps
- Connection to outside data sources to see all data in one place
- Buildable widgets for summarizing data
- Built-in data visualization features
Tableau CRM Integrations
Tableau CRM Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(741)Attribute Ratings
Reviews
(1-25 of 47)Technical Review for Tableau CRM
- Data Analyzing and Visualization
- Various Dashboard implementations
- Complex calculations and graphs
- 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
Cloud based attractive GUI, Analytics tool
- Cloud based Interactive GUI
- Predictive Analysis
- Analytic and Reporting tool
- Integration with additional data sources
- Snapshot logic developement
- Automatic report bursting
AI based reporting tool for sales/service/marketing data
- 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
- Connection
- Easy to use
- Support
- Expensive
- Not open source
- Specific learning required
Amazing Tool To Keep Track Of Your Project / Performance
- 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
Interactive and Secure
- Interactive Dashboards, it [consists] of wide variety of charts
- Data from different sources can be easily integrated with it
- Security, it provides easy way to secure and share the information with the users
- Support actions like opening hyperlink etc
- Almost everything can be done from configuration
- Data can easily be managed from dataflow.
- Dashboard to not support hide and show functionality on clicking the button
- Real time data is not supported
- Right join become problematic in dataflow
It can also be used to see what it is status of particular opportunity. It is in which stage. How many opportunities are won in one particular fiscal year or any other time.
We can gather information of contacts and their associated accounts.
It is very difficult to have business hour calculations, so it is good to have calculation in salesforce org and then use that information is Einstein. Till now real time data is not supported, so it is not suitable for OLAP.
A great BI tool especially if there is pervious Salesforce experience, don't think twice.
- The Visual experience is amazing - dashboards are so good, data is clearly understood from the Key Point Indicators point of view.
- From a basic BI platform to the level it has come to today, the user experience is elegant and design is wonderful.
- A thing of beauty is how Salesforce has kept all the useful features of Einstein Wave Analytics and brought it up to date with most modern features: The reporting feature is one example of that.
- The documentation available for using various features is good but has room for improvement on troubleshooting scenarios.
- It is easy to configure/provision the users but sometimes maintenance of an end-user's attributes in relation to accessing the resources that are available in one or more systems is tough, creating new users is very easy and user friendly though.
Salesforce Einstein Analytics is your dream collaboration tool!!
- We can connect various platforms under Salesforce Einstein Analytics.
- It makes collaboration with other colleagues easy.
- It reduces workload, giving us the opportunity to do other things.
- One can easily get lost with the amount of data, is there a way to simplify even further?
- Can you guys offer cheaper pricing for startups?
- Can you guys make it Agtech friendly?
Salesforce Einstein Analytics
- Sales Analytics.
- Deal Management.
- Deal closing effectiveness.
- Integration with outside platforms.
- Ease of use.
- Reporting.
Analytics for customer relationship management done right!
- Analytics
- Insight generation
- Artificial intelligence
- Business predictions
- Interface
- Integrations
- Support
Easy on-the-go Analytics!
- For mobile, it is great. The usability on a phone is fluid and the reports look really nice.
- Customization of the tool on different platforms is very cool. It is very simple to use and even non-developers can use it.
- Very easy to set up. There were no difficulties with implementation.
- One thing that I noticed is its data limitations. For very large files, the tool struggles unlike other software like Tableau (which Salesforce owns).
- Learning curve could take some time because of the product's uniqueness, which is always frustrating.
- Customization is good, but compared to other data visualization tools like Power BI or Tableau, Salesforce falls short.
Solid tool for predicting revenue
- Insights into what makes up the scoring.
- Easy to see the view on the apps kanban view.
- It is not always portraying an accurate description of the deal.
- Some of the analytics, I am not sure how they can predict a deal's likelihood to close.
A fine analytics tool for Salesforce gurus
- Reporting.
- BI
- Data visualization.
- Limited access.
- Need a dedicated engineer.
- Pricey.
Salesforce is on the wrong course
- Email opens.
- Email clicks.
- Email unsubscribes.
- Pages visited by a user. This is one is done better by SharpSpring.
- Simplifying their UI.
- Allowing for easier integrations with WordPress.
- Allowing a more collaborative sales space, like JIRA for sales.
Crystal clear
- Provides a visual breakdown of daily activity
- Gives detailed analytics to your day to day progress
- Allows sales representative to see exactly where they stand in comparison to their peers
- I guess the ability to add color coordination in the bar graphs so it's easier to find your name
- A better way to solely focus on your progress and cut out everyone else
It is not as well suited if you are the only person in a specific department and therefore all the data doesn't apply to you.
Smart cookie and very pretty ;)
- Clear and colorful depiction of the data
- Can present multiple sets of data clearly even on one page
- And just thrilled they bought Tableau because it just keeps getting better
- Sometimes lower the volumes of lightning page views
- Sometimes baffling error messages
Great!
- Helps optimize
- Helps improve productivity
- Easy to maintain
- Need more customization
- Needs better API
A must have for any growing business
- Easy drag and drop report builder. This makes it very easy to pull reports quickly.
- Easily manage sales cycles. It was very easy to set up the sales cycle with very little help from our devs.
- Easily manage everything from one place such as social, chat, behavior, etc.
- Having direct access to client information helps us solve problems quickly. I love how it creates a record. No more going through email chains.
- It can be confusing when you first start using it due to the many features it offers.
- Support is lacking. Getting a hold of someone that knows what they are talking about can be a challenge.
- Sometimes the app can be slow and crash.
Salesforce is not a tool to directly send emails or create landing pages. It is more of a database for keeping track of leads.
Mobile-ready reports ready in a Jif!
- You can import other CRM data.
- It works like a search tool (engine) which allows me to look at all aspects of reporting.
- Almost anyone can use it ... no special degree or advanced courses are needed to get the information to calculate correctly.
- Uploading large data can take A LONG TIME!
- The customization is okay but could use some more enhanced features.
Great BI tool if you are already using Salesforce as your CRM
- It has dashboards that, out of the box, can be useful for people who do not want to put in much effort in creating custom dashboards. It also has the ability to customize dashboards so you can add more info and functionality to your dashboards if the need arises.
- The developers are continually investing in the platform and providing improvements, and listen to customer feedback and feature requests. They regularly update the app and provide more functionality which has been beneficial to our institution.
- Native integration and natural connection if your organization is already using Salesforce. Super easy to set up and works well with Salesforce. Very smooth and natural when connecting it to your Salesforce instance.
- Excellent visual experience for presenting data. Users find it so much easier to navigate and view data in a visual way, which allows them to drive their performance in the right directions.
- Has the ability to pull data not only from Salesforce but from other external systems and databases, making it an all-around BI tool. Mixing data from Salesforce and other third-party systems puts all your data in one place which can easily be ingested by decision-makers and executives.
- Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
- Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
- Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
- More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
Salesforce Analytics is the gateway for representation
Salesforce Wave Analytics from Salesforce is optimized for mobile access and data visualization/chart representation.
The Wave mobile app allows our users to work with large data files and create graphs, charts and other pictorial representations of data from them. The platform allows users to drill down into key parts of the business with only a few clicks and little or no training in this data analytics field. That is why we primarily use this in our organization for data massaging and pictorial representation.
- Integration with other Salesforce.com clouds, including the Marketing cloud and community cloud.
- Very flashy charts and simple to use pictorial representation.
- A lot of filters within this and the data can be analyzed and filtered out very easily.
- Compatible for mobile platforms and Ipads.
- Agile efficiency is the only thing it needs to improve.
- Licensing seems like an issue which affects the cost.
- The ability to connect with all objects in Salesforce makes this kept apart and not able to integrate completely for all tables.
- Pictorial/graphical/chart representation.
- Data messaging and filtering.
- Very much suited for marketing Salesforce to other customers.
- Smartphones and tablets.
- Mobile compatibility to make things work faster.
Salesforce Analytics review
- Money made.
- Unique leads touched.
- One-call closes.
- Could use video.
- Could use more notifications.
- Could use a better interface.
Reliable with a huge learning curve
- Dashboards are relatively easy to build once you get used to it.
- Engagement monitoring.
- The Accuracy of data.
- Support of Unlimited Edition.
- Cost is quite high if you don’t immediately begin to customize it to your individual department and even roles.
- Must have a trusted Salesforce Admin who knows simple coding and setting formula criteria.
- Not fully functional with Salesforce Classic.
- Using dashboards
- Engagement monitoring
- Accuracy of data
It is lacking in the following areas:
- Cost
- Coding knowledge required
- Functionality
- The user interface is easy to use. Most people in the organization can get started and use the product after a bit of training.
- It is easy to share reports across the organization. The site also allows other users to edit and save reports created by others.
- The report export function is not optimal. Sometimes, it will not export to a specific format.
- The platform does not allow the advanced user to query directly from the backend database.
Great for data driven analytics
- Salesforce Analytics Cloud is designed with a mobile-first approach and offers dynamic visualization over underlying data sets.
- Salesforce Analytics Cloud comes equipped with lots of external data connectors making it possible to integrate it with numerous back-end data sources.
- Salesforce uses multi-tenant cloud operations. However, we have seen that certain cloud instances are more performant than others.