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Description
If you prefer a platform crafted by a small team at a single organization, you might want to look elsewhere. However, if you're interested in a platform that evolves every day, reflecting the workflows your colleagues rely on to exceed their goals, reach out to us. Incorporate forecasting processes that span from sales representatives to executive leadership, enhanced with various AI and analytical techniques for unparalleled insight. Have you ever received a notification from your bank regarding a significant transaction? We provide similar alerts for any shifts in activity and pipeline that could affect your revenue for the upcoming quarter. If you want to explore the data further, leverage our interactive tools to curate your ideal outcomes, while setting KPI targets for your team to monitor their progress in real time. Eliminate the need to waste your evenings creating screenshots and presentations. Instead, streamline your reporting to management and facilitate your team's updates to you through dynamic, interactive dashboards. Our platform is built on community-driven best practices tailored for everyone in the revenue function, ensuring everyone benefits from collective expertise. With such a collaborative approach, your team can cultivate a culture of accountability and achievement.
Description
Uncover the narrative hidden within your data. Tableau CRM, previously known as Einstein Analytics, equips Salesforce CRM users with insightful, actionable intelligence and analytics powered by artificial intelligence, seamlessly integrated into their daily tasks. This tool enhances efficiency, accelerates trend identification, forecasts results, and provides AI-informed recommendations on optimal next steps, all while keeping users engaged in their workflow. Leverage the action framework to interact with records—whether by collaborating through Chatter, modifying entries, or sharing visual data with your colleagues. Being native to Salesforce, Tableau CRM ensures that data is intricately connected to every action and decision made within the platform. Moreover, it offers reliable predictive models within your Tableau processes, facilitating rapid and informed decision-making. With Tableau CRM, you can easily identify potential opportunities and anticipate future outcomes, allowing for strategic planning and execution. Embrace the power of data-driven insights to enhance your business operations effectively.
API Access
Has API
API Access
Has API
Integrations
Bonfire
Contractbook
GoCardless
Google Cloud BigQuery
Heroku
HubiFi
Informatica MDM
Jitterbit
LeadIQ
Microsoft Dynamics 365
Integrations
Bonfire
Contractbook
GoCardless
Google Cloud BigQuery
Heroku
HubiFi
Informatica MDM
Jitterbit
LeadIQ
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$50 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Kluster
Country
United Kingdom
Website
www.kluster.com/why-kluster
Vendor Details
Company Name
Tableau
Founded
2003
Country
United States
Website
www.tableau.com/products/tableau-crm
Product Features
Revenue Intelligence
Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions
Revenue Operations
AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Predictive Analytics
AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Revenue Operations
AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting