Tableau CRM 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.

Pricing

Pricing Starts At:
$50 per user per month
Pricing Information:
Billed annually
Free Trial:
Yes

Integrations

Reviews

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Company Details

Company:
Tableau
Year Founded:
2003
Headquarters:
United States
Website:
www.tableau.com/products/tableau-crm

Media

Tableau CRM Screenshot 1
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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Customer Support
Business Hours
Online Support

Tableau CRM Features and Options

Business Intelligence Software

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 Software

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

Reporting Software

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 Software

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 Software

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

Tableau CRM User Reviews

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