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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 Pega Sales Automation?

Keep track of changes in your forecasts, analyze engagement metrics, and understand the overall health of your business. Recognize and address opportunities across multiple channels to improve closing ratios and facilitate seamless customer interactions. Streamline sales procedures by utilizing flexible opportunity management and thorough automation solutions. Eliminate any blind spots in the sales journey while promoting engagement. Pega provides valuable insights into potential opportunities, ideal next actions, guided selling strategies, and genuine AI, enabling sales professionals to capitalize on the best moments. This forward-thinking strategy not only boosts efficiency but also guarantees that sales teams have the essential resources needed for achieving their goals, ultimately driving better results for the organization. By adopting these practices, businesses can create a more dynamic and responsive sales environment.

Media

Media

Integrations Supported

Amazon Redshift
Boomi
Data Sentinel
Google Cloud BigQuery
Heroku
HubiFi
Informatica MDM
Jitterbit
Microsoft Dynamics 365
Octane11
PROCESIO
QuerySurge
SalesDirector.ai
Salesforce
Salesforce Marketing Cloud
Talend Data Fabric
Zoho Directory
revVana

Integrations Supported

Amazon Redshift
Boomi
Data Sentinel
Google Cloud BigQuery
Heroku
HubiFi
Informatica MDM
Jitterbit
Microsoft Dynamics 365
Octane11
PROCESIO
QuerySurge
SalesDirector.ai
Salesforce
Salesforce Marketing Cloud
Talend Data Fabric
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

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.com

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

Sales Analytics

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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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