Tableau CRM Description

Find out the story your data has. Tableau CRM (formerly Einstein Analytics), empowers Salesforce CRM users with actionable insight and AI-driven analysis right in their workflow. You can work more efficiently, spot trends quicker, predict outcomes, as well as receive AI-based guidance on the best actions to take while you are still in the flow. The action framework allows you to take action on a record, such as updating records, collaborating in Chatter and sharing visualizations with your team. Salesforce is natively integrated with Tableau CRM so data can seamlessly be incorporated into every action and decision made in Salesforce. For fast decision-making, use trusted predictive models in your Tableau workflows. Tableau CRM helps you spot opportunities and predict the outcome.

Pricing

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

Integrations

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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
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Customer Support
Phone Support
Online

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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