Audience

Companies of all sizes that want to the right decision every time using analytics that go beyond business intelligence software

About Tableau CRM

Discover the story your data has to tell. Tableau CRM (formerly Einstein Analytics) empowers your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow. Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow. Use the action framework to take action on a record like collaborating in Chatter, updating records, and sharing visualizations with the team. Tableau CRM is native to Salesforce so data can be seamlessly woven into every action and decision taken in Salesforce. Get trusted predictive models in your Tableau workflows for speedy decision-making. Spot opportunities and predict outcomes with Tableau CRM.

Pricing

Starting Price:
$50 per user per month
Pricing Details:
Billed annually
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Tableau
Founded: 2003
United States
www.tableau.com/products/tableau-crm

Videos and Screen Captures

Tableau CRM Screenshot 1
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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Support
Phone Support
Online

Tableau CRM Frequently Asked Questions

Q: What kinds of users and organization types does Tableau CRM work with?
Q: What languages does Tableau CRM support in their product?
Q: What kind of support options does Tableau CRM offer?
Q: What other applications or services does Tableau CRM integrate with?
Q: Does Tableau CRM have a mobile app?
Q: What type of training does Tableau CRM provide?
Q: Does Tableau CRM offer a free trial?
Q: How much does Tableau CRM cost?

Tableau CRM Product Features

Business Intelligence

Data Analysis
Visual Analytics
Performance Metrics
Strategic Planning
Budgeting & Forecasting
Key Performance Indicators
Profitability Analysis
Dashboard
Ad Hoc Reports
Trend / Problem Indicators
Predictive Analytics
Benchmarking
Natural Language Generation (NLG)

Predictive Analytics

For Education
For Healthcare
Modeling & Simulation
Data Blending
Demand Forecasting
Sentiment Analysis
Data Mining
AI / Machine Learning
Benchmarking

Reporting

Drag & Drop
Sales Reports
Data Source Connectors
OLAP
Drill Down
Marketing Reports
Financial Reports
Scheduled / Automated Reports
Report Export
Forecasting
Customizable Dashboard
Email Reports

Revenue Operations

Contact / Activity Tracking
Sales Forecasting
Sales Analytics
Revenue Intelligence / Reporting
Revenue Dashboard
Account Health Dashboard
Automatic CRM Updates
Third-Party Data Aggregation
AI Insights
RevOps Automation

Sales Analytics

Dashboards
Forecasting Analytics
Lead Analytics
Pipeline Management
Collaboration Tools
Predictive Lead Scoring
Predictive Forecasting
Ideal Customer Profile (ICP)
Sales Intelligence Reporting