In the busy world of business data management, leveraging data as a core element of strategy is not just important, it has become an imperative. Salesforce CRM Analytics and Tableau are great tools. Salesforce provides advanced solutions that surpass standard lightning reports and dashboards, offering profound insights into your data.
CRM Analytics is an integral part of the Salesforce platform, enabling the utilization of Salesforce data and external data sources to integrate analytics seamlessly within Salesforce. Users must possess Salesforce licenses to access this data.
Acquired by Salesforce in 2019 to expand into the broader business intelligence landscape, Tableau remains an off-platform solution, ideal for comprehensive data analysis across the entire business. Users are not required to have Salesforce licenses, and there is an option for Tableau to operate on-premise.
CRM Analytics was formerly known as Einstein Analytics and Tableau CRM, before earning its current name.
CRM Analytics is all about the Salesforce user experience, enabling the user to go quickly from data to insight to action without leaving CRM – goodbye swivel chair and spreadsheets! Tableau extends this capability outside of Salesforce to all users anywhere with all data.
Salesforce CRM Analytics and Tableau – which one is right for you?