Tableau vs CRM Analytics: A Comparison of Business Intelligence Giants
Business intelligence tools are software applications that extract, transform, analyze, and visualize business data to support informed decision-making. These tools convert large volumes of raw data into actionable insights, facilitating understanding of business trends and performance.
They offer reporting, interactive dashboards, ad hoc analysis, data mining, forecasting, and other analytical techniques. Primarily used by management teams, business analysts, and industry professionals to explore data, identify patterns, and monitor performance over time.
After Salesforce’s acquisition of Tableau in 2019, Einstein Analytics was rebranded as Tableau CRM and subsequently renamed CRM Analytics.
What is Tableau?
Tableau is a data visualization and analytics software that enables users to create interactive dashboards and dynamic reports using data from various sources. This user-friendly tool offers a wide range of analytical capabilities, allowing intuitive exploration and visualization of data through charts, tables, and interactive maps.
CRM Analytics by Salesforce
Salesforce’s CRM Analytics capabilities enable users to analyze customer interaction data stored in the Salesforce CRM system. These tools allow monitoring and evaluation of sales team performance, customer service analysis, sales trend analysis, pipeline tracking, customer satisfaction evaluation, and more. Salesforce provides a range of tools and predefined models to create customized reports and dashboards based on CRM data, including the integrated AI-based CRM Analytics technology.
Similarities Between Both BI Tools
There are several similarities between Tableau and Salesforce CRM Analytics that deserve highlighting:
- Data Visualization: Both tools offer powerful data visualization capabilities, allowing users to create interactive charts, tables, and maps to explore and analyze business data;
- Advanced Analysis: Both Tableau and Salesforce CRM Analytics enable users to perform advanced analytics, such as identifying trends, patterns, and correlations in data;
- Custom Dashboards: Both tools allow users to create customized dashboards to monitor business performance and gain real-time insights;
- Decision Support: Both Tableau and Salesforce CRM Analytics support informed decision-making by providing detailed and relevant information on business data;
- Analysis Sharing: Both Tableau and Salesforce offer features for sharing analyses and reports with team members or stakeholders, facilitating collaboration and communication within the organization;
Key Differences Between the Two BI Tools
It is important to examine the differences that distinguish these two tools, analyzing their purposes and functions to ensure optimal integration into business operations:
1 – Primary Focus and Purpose:
- Tableau: A data visualization and analysis software designed to create interactive dashboards, reports, and advanced analytics from data from diverse sources.
- Salesforce CRM Analytics: Specifically focuses on analyzing data related to customer interactions stored in the Salesforce CRM system, enabling businesses to track and analyze sales, marketing, and customer service performance.
2 – Target Users:
- Tableau: Used by a wide range of professionals, including business analysts, management teams, and industry professionals, to analyze business data and make informed decisions
- Salesforce CRM Analytics: Primarily used by sales, marketing, and customer service professionals to monitor and optimize the performance of their activities.
3 – Customization and Flexibility
- Tableau: Offers greater flexibility and customization in data analysis and visualization, allowing users to create highly personalized reports and dashboards according to their needs.
- Salesforce CRM Analytics: Provides specific analysis capabilities tailored to CRM needs, with predefined models and reporting tools designed to track key CRM metrics.
In summary, both Tableau and Salesforce CRM Analytics are powerful tools for business data analysis and decision support, offering a range of similar functionalities for effective data exploration, analysis, and visualization, each with its own accessibility and flexibility.
As a partner on the way to digital maturity, Amplize strives to boost its business expansion through the long-term Salesforce adoption and thanks to the support of Salesforce Ventures, the global investment arm of Salesforce focused on partnering with the most ambitious enterprise technology companies at every stage in their journey.