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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 Report Sender?

Easily organize and send your Salesforce reports without any hassle. You can conveniently deliver reports in a straightforward Excel format to any email address, including those belonging to non-Salesforce users, which means you can skip the cumbersome tasks of email forwarding or manually copying and pasting information. There are no restrictions on the objects or fields that you can employ, and all Salesforce sharing rules and user field-level security will be respected. The Report Sender feature has become a highly desired tool among Salesforce users, providing a simple way to schedule reports effortlessly. With dedicated customer support and a stellar five-star rating on Salesforce AppExchange, this feature is fully compatible with Lightning as well. However, Salesforce reporting comes with its own set of challenges, including time-consuming and repetitive manual processes. Those lacking development skills may find it difficult to join Salesforce data effectively. Moreover, numerous individuals within and outside your organization may need access to Salesforce reports, but generating and sending reports is limited to users with Salesforce accounts. Users can send a maximum of 200 reports each month, and reports may still get sent even if no data records are present, which can lead to misunderstandings. To mitigate these challenges, consider exploring solutions that simplify the reporting process and improve accessibility for all users involved, ultimately fostering better collaboration and communication.

Media

Media

Integrations Supported

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

Integrations Supported

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

$100 per month
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

CloudAnswers

Date Founded

2009

Company Location

United States

Company Website

www.cloudanswers.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

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

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