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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 Sales Analysis & Forecasting Tool?

SAFIO Solutions offers a cloud-based forecasting software designed specifically for optimizing inventory, providing a robust platform that enhances insight, efficiency, and analytics to facilitate strategic decision-making for better operational outcomes. Their unique Sales Analysis & Forecasting tool consolidates client data into a streamlined and user-friendly interface, thoughtfully designed by a planner to ensure it meets the essential needs of those involved in planning. This approach allows users to access crucial analytics and reporting, helping them to recognize emerging trends, seize opportunities, and manage potential risks effectively. With SAFIO, forecasting becomes a straightforward, efficient, and reliable process, accessible from any device, whether at home or on the go, ensuring that users can always stay connected and informed. The flexibility and user-centric design make it a valuable asset for any organization looking to enhance its operational performance.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Boomi
Celigo
Data Sentinel
Epicor Eagle
Google Cloud BigQuery
Heroku
HubiFi
Informatica MDM
Jitterbit
Octane11
QuickBooks Online
Sage 300
SalesDirector.ai
Salesforce
Shopify
SyteLine ERP (CloudSuite Industrial)
Tableau
Talend Data Fabric
revVana

Integrations Supported

Microsoft Dynamics 365
Boomi
Celigo
Data Sentinel
Epicor Eagle
Google Cloud BigQuery
Heroku
HubiFi
Informatica MDM
Jitterbit
Octane11
QuickBooks Online
Sage 300
SalesDirector.ai
Salesforce
Shopify
SyteLine ERP (CloudSuite Industrial)
Tableau
Talend Data Fabric
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

SAFIO Solutions

Date Founded

2017

Company Location

Brookfield, WI

Company Website

safiosolutions.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

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

Demand Planning

Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Multi-Channel eCommerce

Catalog Management
Channel Management
Data Synchronization
Email Marketing
Inventory Management
Marketplace Integration
Mobile Commerce
Order Management
Promotions Management
Returns Management
SEO Management
Shopping Cart
Social Commerce

Purchasing

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

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

Sales Analytics

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

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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