Salesforce CRM Analytics vs. Tableau Desktop

Salesforce CRM Analytics has amazing user interface and very responsive customer services providers.

The product has brilliant artificial intelligence systems that enhance its usability.

Software integration with other tools is perfect.

Ease in setting up and availability of unlimited tutorials and demos.

Incentivized

The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).

Incentivized

• 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.

Incentivized

• The Visualizations graphics are really good and the color options help in designing attractive charts. They help to convey more information and can be made interactive.
• You can add filters with offer you to plug and play with values and understand different outcomes.
• You can drag and drop options while creating charts and dashboards. also it is a very fluid layout.

Incentivized

• 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.

Incentivized

• Formatting the data to work correctly in graphical presentations can be time consuming
• Daily data extracts can run slowly depending on how much data is required and the source of the data
• The desktop version is required for advanced functionality, editing on [the] Tableau server allows only limited features

Incentivized

Because right now its the best option out there (disclosure: I haven't used Qlikview or some of the other direct competitors of Tableau). The big investment is in Tableau Server not desktop. For the cost of the license of Tableau desktop, its a pretty good deal. You can hook it up to pretty much any data source easily. You can easily share the visualizations with your team/colleagues easily. Tableau Desktop is generally easy to use for business users. But the more advanced stuff is better suited for a analyst or someone with a IT/CS background.

Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.

Incentivized

Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.

When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.

Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast

Incentivized

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

Incentivized

The Tableau Desktop's support team has been very helpful and tend to response very quickly. After all you have paid very premium price for the product and it goes to the services. This makes using the tool much easier for these who doesn't have such experience to get help quickly.

Incentivized

It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.

I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems

Incentivized

An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes

Incentivized

Time needs to be spent ahead of implementation to make sure data sources are set up and ready. Consultants need to understand the data sources and the goals before setting foot on-site. Installation is easy, learning to use it takes time. The training resources available are great.

Incentivized

Compared to Tableau and quicksight, [Salesforce Einstein Analytics (formerly Wave Analytics)] is quite similar and the preference depends on which database you use. Quicksight is more useful if you are using aws service and Salesforce Einstein Analytics is better if you are planning to use the data in salesforce. Also, that is under the assumption no further transformation is needed.

Incentivized

Tableau Desktop is clearly one of the best in the business. It has incredible capabilities, and many features are extremely useful. The intuitiveness of the dashboards and the graphical nature of the visualizations are widely used features and super helpful. One of the other benefits is that both programmers and non-programmers can equally explore and create their own opportunities, and seamless integration is possible.

Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.

• Sales CRM analytics enable us to conduct correlation analytics and real-time performance metrics.
• Use of the product enabled us to drive more revenue by the help of actionable insights leading to informed decisions making.
• The software has made it possible for us to automate administrative tasks and improve performance.

Incentivized

• Easy to share and manage viewer access on a different level to help identify fraud.
• Faster report generation, increased revenue, better decision-making, and data storytelling.
• One-click access to business health and the ability to build/maintain more effective and efficient reports.
• It's easy to share and even manage access to viewers on a different level, and reports are done in a more visual and storytelling manner.

Incentivized