TrustRadius Insights for Tableau CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Ease of Use: Users have praised the Cloud-based Interactive GUI for its simplicity and quick data handling, especially when dealing with a large amount of data from Salesforce. The intuitive design allows users to navigate effortlessly through different features, resulting in a smooth user experience.
Data Visualization: Many reviewers appreciate the interactive dashboards with a variety of charts that allow easy integration of data from different sources, enhancing the overall visualization experience. The wide range of visualization options enables users to present complex data in a clear and concise manner, making it easier for stakeholders to understand key insights.
Security Features: The tool's security measures have been highlighted by users as providing an easy way to secure and share information, along with supporting actions like opening hyperlinks. With robust security protocols in place, users feel confident in sharing sensitive data while maintaining control over access permissions within the platform.
We are using Salesforce CRM Analytics in order to track all the information that we have in Salesforce, which is our main repository for all the information related with customers, prospects and partners, All our revenue is tracked there, so it´s very easy to see the return of the investment of each single campaign.
Pros
Check the return of investment
Track marketing activities
Track customer interactions
Cons
Personalization
Implementation
Likelihood to Recommend
In every organization that has a complex infraestructure with different data sources it makes sense to have a tool like this. Itñs very important to track everything to have a good control of all the information that the organization has.
We are using Salesforce CRM Analytics as reporting tool, and this serving our purpose as we are travel industry company we use to report the the bookings against each travel agency and related services subscription details, these all details we can track in single page with the reports and dashboards creation.
Pros
Accounts with Bookings details
Products and related services offerings
Subscription details of the customers
Cons
Dynamic dashboards
Color pallets
Custom report types
Likelihood to Recommend
For our business it suited well as we are able report all the booking details and related accounts information and also related the products and service offerings by business , In the analytical snaps shots and dashboards it could have been little more effective , there is a space for improvement in this area.
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
Likelihood to Recommend
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.
VU
Verified User
Manager in Information Technology (10,001+ employees)
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
Cloud based Interactive GUI
Predictive Analysis
Analytic and Reporting tool
Cons
Integration with additional data sources
Snapshot logic developement
Automatic report bursting
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.
Tableau CRM is Salesforce business intelligence tools used for reporting purpose, with great GUI experience and drag and drop functionality. Currently its being used as a business and analytics team for marketing and sales teams. If you have Salesforce as CRM tool and you want to do CRM reporting then Tableau CRM is the best solution. It has better GUI then any other existing reporting tool, you can build really eye catching dashboards using Tableau CRM. Also as its Salesforce tool so it would provide additional functionality to directly open quote or order from dashboard to CRM tool.
Pros
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
Cons
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
Likelihood to Recommend
Tableau CRM is very good reporting tool if you want to do sales/service/marketing reporting and your data source is Salesforce. Salesforce connectivity and data refresh is very easy and also very quick. but in case you want to pull the data from other data sources then its very difficult to build dashboard. Also you can not write very complex logics such as snapshot creation etc.
Salesforce Einstein Analytics [(formerly Wave Analytics)] is used as a legacy visualization tool to perform analysis and monitoring in my department. The usage is similar to Tableau and Quicksight to visualize the result. Therefore, it shares the same problem as the alternative options and in the future, we will be using open source tools instead.
Pros
Connection
Easy to use
Support
Cons
Expensive
Not open source
Specific learning required
Likelihood to Recommend
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
VU
Verified User
Analyst in Professional Services (10,001+ employees)
Salesforce Einstein Analytics is used in my organization as a tool to record saving incurred from procurement activities. All saving generated from negotiation with suppliers are validated and record in Salesforce for tracking and analyzing performance of procurement department. In addition, the tools allow us to quickly analyze past data in purchasing and from there making decision in putting target for next year saving.
Pros
User-friendly interface
Ability to record and quickly review data when needed
Fit to be used in project with multiple internal stakeholder involved
Cons
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
Likelihood to Recommend
Every year, the procurement department would set target for saving through negotiation with suppliers in Salesforce across the region. All of the saving generated will be record in Salesforce Einstein Analytics after validation. The project owner would track their own project in Salesforce to achieve saving target and easily can review, compare and assess the effectiveness of his/her own project through Salesforce.
We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streaming, Medical Research, Education, Data storage etc. It is very efficient and effective as it is very secure, interactive and very user friendly. We can easily bring data from salesforce org, external files or even from external sources like snowflake. Also different [users] can see different type of information on the same dashboard. Hence no need to create different [dashboards] [or] datasets for different set of users. Also it almost [has] all types of charts for every business requirement. It also [supports] hyperlinks and actions.
Pros
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.
Cons
Dashboard to not support hide and show functionality on clicking the button
Real time data is not supported
Right join become problematic in dataflow
Likelihood to Recommend
[Salesforce Einstein Analytics (formerly Wave Analytics)] is very suitable to see revenue vs targets. Which representative [is below] some targets [and] what is the current status of that particular rep. Security can be applied such that reps and their Managers can easily see the information.
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.
We bought onboard the Einstein (formerly Wave) Analytics software back in 2017 for our incumbent sales team with a goal to further an ecosystem that can give our field officers answers to critical and real-time data needing questions related to business, our clients, our operations, how our products have been doing, short summary of latest features in our products in the education domain that we operate in. We needed a way to get answers for them all at once to move our customers with quick and good data. This would help us extract good questions out of our customers and thus helps us to innovate and scale at industry's speed or even faster at times. The business intelligence and the dashboard designs that Salesforce brought to Wave Analytics/Einstein did make us stick using this platform even longer than we originally intended to in our department.
Pros
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.
Cons
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.
Likelihood to Recommend
The integration enabled by Salesforce with the traditional BI capabilities of EA is still industry leading and new users looking for a BI platform and a sales team aid when they are in the field - this is your go-to software. The catch here is that you should have a team which has past Salesforce experience. It makes the integrations and initial set up tasks easier. The dashboard, user experience with UI features is simply worth your money. Reporting module with ability to export, import reports, multi-format support. Another feature to look out for and be careful is that the data that you feed in needs to be fully cleaned in most cases as there is less room for flexibility with raw data for the full ETL capabilities to show their results in EA.
VU
Verified User
Analyst in Information Technology (10,001+ employees)
Salesforce Einstein Analytics allows my company to analyze data more efficiently, it even allows us to visualize our business in realtime which gives us the opportunity to make informed decisions without compromising the company. The whole organization currently uses it and it is money well spent!
Pros
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.
Cons
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?
Likelihood to Recommend
It is a powerful tool in collaborating with colleagues and Salesforce Einstein Analytics is the go-to solution for such. When it comes to Agtech, it isn't really friendly.
