Salesforce CRM Analytics vs. Tableau Server

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

Tableau Server is well suited for a data warehouse build and handling big data. Tableau data aggregation, transformation, clustering capability is powerful and easy to implement. The choice of charts and visualisation tools is outstanding. Customisation and dynamic data visualisation capability is superb. The user interface takes some time getting used to.

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

• It's good at doing what it is designed for: accessing visualizations without having to download and open a workbook in Tableau Desktop. The latter would be a very inefficient method for sharing our metrics, so I am glad that we have Tableau Server to serve this function.
• Publishing to Tableau Server is quick and easy. Just a few clicks from Tableau Desktop and a few seconds of publishing through an average speed network, and the new visualizations are live!
• Seeing details on who has viewed the visualization and when. This is something particularly useful to me for trying to drive adoption of some new pages, so I really appreciate the granularity provided in Tableau Server

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

• While it took little time for our data analysts to crank out visualizations, it did take some time(longer than I expected) for our technology operations team to configure the server to share the sizes.
• The server update process is rather cumbersome -- requires a full uninstall/re-install.
• Again, while it took our data analysts next to no time to start creating, I've been in other organizations that have struggled with the feature-rich interface and complexity of the Tableau client. So, it requires the right personnel, with dedicated time, to fully leverage the tool.

Incentivized

It simply is used all the time by more and more people. Migrating to something else would involve lots of work and lots of training. The renewal fee being fair, it simply isn't worth migrating to a different tool for now.

Incentivized

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

User experience is the most important factor to consider whenever considering capabilities for non-technical business users. If the learning curve is so steep business users must be advanced users to be productive, you hit the wall of diminishing returns, this is exceptionally true when it comes to analyzing data. Transforming data analysts into BI development experts shifts the focus of the analyst from analyzing data to mastering software. Tableau does a masterful job at minimizing the technology and maximizing the users understanding of their data.

Our instance of Tableau Server was hosted on premises (I believe all instances are) so if there were any outages it was normally due to scheduled maintenance on our end. If the Tableau server ever went down, a quick restart solved most issues

While there are definitely cases where a user can do things that will make a particular worksheet or dashboard run slowly, overall the performance is extremely fast. The user experience of exploratory analysis particularly shines, there's nothing out there with the polish of Tableau.

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

I think the folks that work in support are generally pretty good at what they do (when you get them on a WebEx). But the process of reporting issues to them and waiting for a response (via email only) is a hassle. I never understood why you can't just call them up and discuss the issues with them. It would take a handful of email exchanges before they would agree to a WebEx session. That was frustrating.

In our case, they hired a private third party consultant to train our dept. It was extremely boring and felt like it dragged on. Everything I learned was self taught so I was not really paying attention. But I do think that you can easily spend a week on the tool and go over every nook and cranny. We only had the consultant in for a day or two.

The sales consultants do an amazing job of introducing the tool and its capabilities. They are also helpful in explaining the layout of the desktop client and its different functionality. Keep in mind that they use a sample data source (MS Excel) with a very small amount of data to show off what it can do. What you have to remember is that you are buying the tool so that you can connect to large amounts of data (and possibly blend data together from different databases).

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

Implementation was over the phone with the vendor, and did not go particularly well. Again, think this was our fault as our integration and IT oversight was poor, and we made errors. Would they have happened had a vendor been onsite? Not sure, probably not, but we probably wouldn't have paid for that either

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

Looker and Tableau are quite similar products. I think Tableau's ability to view data visually is more comprehensive. The different breakdowns in UTM level versus first touch and last touch are shown in a visual format, making it much easier to view and interpret the results. Tableau also has faster load times compared to Looker for larger datasets.

Incentivized

• 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

• Tableau Server has had a huge positive impact. It has allowed us to quickly distribute complex dashboards across the company
• Tableau Server has allowed us to easily manage our entire employee base at the company and control the dashboards they view and interact with

Incentivized