Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,434 reviews
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Cloud based Analytics and reporting tool
What do you like best about the product?
Tableau CRM is Salesforce business intelligence tool used for reporting purposes, with great GUI experience and drag and drops functionality. Currently, it's being used as a business and analytics team for marketing and sales teams. If you have Salesforce as a CRM tool and you want to do CRM reporting, then Tableau CRM is the best solution. It has a better GUI than 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 open quotes or order from dashboard to CRM tool directly.
What do you dislike about the product?
Connection to other Sources such as SAP missing.
Different types of joins such as inner full outer missing.
Complex logic and snapshot creation kind of logic are not possible.
Different types of joins such as inner full outer missing.
Complex logic and snapshot creation kind of logic are not possible.
What problems is the product solving and how is that benefiting you?
Tableau CRM is perfect reporting tool if you want to do sales/service/marketing reporting and your data source is Salesforce. Salesforce connectivity and data refresh are straightforward and also very quick. But in case you want to pull the data from other data sources, then it isn't very easy to build a dashboard. Also, you can not write very complex logic such as snapshot creation, etc.
Recommendations to others considering the product:
Tableau CRM is a good reporting tool, but it's limited to salesforce data mainly. Also, there are many limitations to performing complex calculations. If your perfect data model is ready in salesforce, it's a good tool for reporting. Else, it's an average tool. Please first understand your business need then go for implementation.
Tableau: For Better Data Driven Decision Making
What do you like best about the product?
The Simplicity of data fetching and the kind of custom filters that can be created is truly awesome
This would help lot with business decisions
This would help lot with business decisions
What do you dislike about the product?
Tableau reports actually looking on the boring side.. visually enticing designing could've made the product much better
What problems is the product solving and how is that benefiting you?
Sometimes server doesn't respond and reports can't be opened
Benefits mostly include simpler data driven decision making
Benefits mostly include simpler data driven decision making
Best Visualization and Analytics Application
What do you like best about the product?
Tableau provides the best features to visualize and analyze the dataset. It consists of different graphs, charts, plots, and maps that can be implemented in our dataset in a few clicks. The best part about it is that it accepts multiple files types for visualizing the datasets. You can connect the Tableau desktop to the server to import data from the server. It provides a premium experience to the user working with the dataset.
What do you dislike about the product?
There are lots of features in tableau so, you will need devote time to master it. It is very tough to work with Tableau for the newcomers. One demerit of Tableau is that there is no functionality for data extraction and preprocessing of the data.
What problems is the product solving and how is that benefiting you?
I am using Tableau to create a unique dashboard of the dataset. And I am using Tableau to generate and analyze data reports. Its advanced visualization tool gives a clear view and insight into the data. And to find the most valuable aspect in our record.
Great for data visualization
What do you like best about the product?
The amount of information that you can visualize using Tableu is impressive.
What do you dislike about the product?
Sometimes it can be hard to merge tables
What problems is the product solving and how is that benefiting you?
We use Tableua specially for health programs evaluation.
Decent web alternative for Tableau Desktop
What do you like best about the product?
The UI is similar to Tableau Desktop, so it gets pretty easy to transition from desktop to server.
What do you dislike about the product?
Some functionalities like data source blending, addition, etc. are absent from Tableau server.
What problems is the product solving and how is that benefiting you?
It's pretty easy to modify report in the server end of Tableau which i greatly appreciate as Power BI lacks that functionality. So, most times I prefer Tableau over Power BI.
It's a masterclass in data storytelling!
What do you like best about the product?
When it comes to delivering data stories of the process, I had a great experience. There's an advantage to using operations analytics on a dashboard that has been customised to the nth degree. It forces us to go deeper into our important indicators in order to better comprehend the various KPIs. Power BI has been employed in a number of applications when datasets are restricted and intricate linkages aren't depicted, and the consumers prefer simplified representations. Tableau, on the other hand, provides a premium experience for both the user and the audience.
What do you dislike about the product?
Aside from the fact that it's quite strong, Tableau exudes an air of professionalism that's easy to detect when using it. Additionally, Tableau has a steep learning curve, so you'll need to put in the time to master all that it has to offer. If you have more than 50 licences, the price is on the high end, at $xx per user, compared to comparable BI products like Power BI, which costs $xx per person.
What problems is the product solving and how is that benefiting you?
A clear picture of an agent's performance can be gleaned from an awareness of KPIs and metrics. Tableau proved to be a suitable solution due to the size of the dataset and the variety of data sources. In an unprecedented manner, user stories may be built using analytics and their comparison.
Recommendations to others considering the product:
Your alternatives in the market are wide if your data source is minimal and doesn't include complex cardinality and is also limited in length and breath. Other products, such as Power BI and Google, offer a similar technique at significantly lower and less complicated pricing conditions, given that the visualisations are straightforward and do not require numerous adjustments.
Best BI tool with multiple data connectivity along with ample features for visualization.
What do you like best about the product?
Tableau Desktop enables us to connect to our various data streams within the company. Its best feature is its ability to link data from multiple sources together in meaningful ways. It is cloud-based, which makes it simple to add new plugins. Organizing and scalability are simplified. Tableau Desktop is essential to use data visualization to analyze our business performance and help it meet its objectives. Excel reports offer a data summary to make visuals for presentations and sales reporting more efficient. With these features, we can create a data-driven presentation. It provides the ability to convert between different formats and supports multiple data sources. We can use identical data sources to create multiple sheets, such as Amazon Redshift/Google Sheets.
What do you dislike about the product?
Data prep and data cleaning features, Custom formatting options, date functions.Also,It is strictly a visualization tool, hence no data preprocessing is possible
What problems is the product solving and how is that benefiting you?
Tableau Desktop is a critical piece in support of our Customer Success department and across the entire organization. Tableau Desktop allows clear, concise, and valuable visualization of our massive data sets. Our many dashboards provide tables, charts, and graphs to track customer interactions, sales, and support. Some of our dashboards are even used to predict customer churn, acceptance, and retention.
Perfect software to visualise data
What do you like best about the product?
From cleaning data to making it visualized can be done on Tableau. It is one of the best BI software used so far.
What do you dislike about the product?
Sometimes if I lose an excel datasheet, I have to create a new one manually. But it can be overcome by using Google sheets.
What problems is the product solving and how is that benefiting you?
Visualizing the data for reports presenting it to the concerned authorities are some usage of Tableau.
Tableau is an awesome visualization tool
What do you like best about the product?
Tableau desktop is super user-friendly even a beginner can use it as it has a drag and drop feature, moreover tableau desktop is clean and easy to present to clients
What do you dislike about the product?
Tableau is not an ETL engine for cleaning-up bad data, although it can be very helpful in identifying missing or erroneous data in your existing data sources. The software comes with high cost and inflexible pricing.
What problems is the product solving and how is that benefiting you?
I use Tableau within our organization to make publicly-available data dashboards and visualizations for public consumption. I do internal data analysis and then publish to Tableau Public's servers; additionally, I use its sharing features to distribute our visualizations to other organizations, as well as embed the visualizations on our own content on our site and publication sites we work with.
Great software
What do you like best about the product?
I like that it is a lot more potent than regular SFDC reporting. It gives you the flexibility to create something visually pleasing and helpful.
What do you dislike about the product?
There is a need for more types of charts, and there is very little documentation on technical aspects. Plus, it is not as powerful as Tableau
What problems is the product solving and how is that benefiting you?
It allows you to join multiple objects that are not possible in SFDC CRM. Also, we have created custom dashboards for KPIs tracking and have started using Discovery
Recommendations to others considering the product:
It is best to use Tableau CRM to enhance the workflow inside SFDC. So you users will be more effective.
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