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What is Tableau CRM?

Reveal the story concealed within your information. Tableau CRM, formerly called Einstein Analytics, empowers users of Salesforce CRM with insightful and actionable analytics driven by artificial intelligence, seamlessly integrated into their everyday activities. This powerful tool not only boosts productivity but also speeds up the detection of trends, predicts future results, and provides AI-driven suggestions for the best subsequent actions, all while keeping users actively engaged in their workflows. Utilize the action framework to interact with records—whether collaborating through Chatter, updating entries, or sharing visual data with teammates. Being inherently tied to Salesforce, Tableau CRM guarantees that every action and decision is deeply connected to the underlying data within the platform. Additionally, it delivers robust predictive models throughout your Tableau processes, enabling swift and informed decision-making. With Tableau CRM at your disposal, potential opportunities can be easily pinpointed, and future outcomes anticipated, facilitating more strategic planning and execution. By harnessing the advantages of data-driven insights, your business operations can be significantly improved, leading to greater success. Ultimately, the integration of these analytics into your daily practices can transform how your organization approaches challenges and leverages opportunities.

What is ORM Technologies?

ORM provides an intuitive cloud-based platform that leverages its extensive expertise in optimization and statistical analytics. Their cloud offerings are tailored to enhance Sales and Marketing functions within businesses. Notable among these solutions are the Optimized Sales Management and Optimized Marketing Management options, both of which feature predictive analytics and optimization, along with sophisticated reporting and data analysis features. One of the main benefits of these solutions is the potential for cost reductions ranging from 5% to 15% or even greater, along with notably improved reporting and data management. Furthermore, ORM uniquely positions itself as the only platform dedicated to sales and marketing performance analytics that delivers actionable strategies, providing you with the insights needed to accelerate revenue growth. ORM Technologies advocates for the belief that data should streamline decision-making processes, functioning as a committed data scientist embedded within your team. This dedication to boosting operational efficiency not only empowers businesses to make well-informed decisions but also fosters a culture of data-driven success. Ultimately, ORM's innovative approach sets them apart in a competitive landscape.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Salesforce
Amazon Redshift
Boomi
Data Sentinel
Eloqua
Google Cloud BigQuery
Heroku
HubSpot CRM
HubSpot Customer Platform
HubiFi
Jitterbit
Octane11
SalesDirector.ai
Salesforce Marketing Cloud
Talend Data Fabric
Verint AI Blueprint
Zoho Directory
revVana

Integrations Supported

Microsoft Dynamics 365
Salesforce
Amazon Redshift
Boomi
Data Sentinel
Eloqua
Google Cloud BigQuery
Heroku
HubSpot CRM
HubSpot Customer Platform
HubiFi
Jitterbit
Octane11
SalesDirector.ai
Salesforce Marketing Cloud
Talend Data Fabric
Verint AI Blueprint
Zoho Directory
revVana

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tableau

Date Founded

2003

Company Location

United States

Company Website

www.tableau.com/products/tableau-crm

Company Facts

Organization Name

ORM Technologies

Date Founded

2011

Company Location

United States

Company Website

orm-tech.com/#solutions

Categories and 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

Categories and Features

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Marketing Attribution

Attribution Modeling
Audience Segmentation
Conversion Tracking
Cross-Channel Attribution
Customer Journey Mapping
Multi-Touch Attribution
Predictive Analytics
ROI Tracking

Sales Analytics

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

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

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