What is Einstein Analytics
Tableau CRM is a product of Salesforce and a cloud-based platform formally called Einstein Analytics. Einstein Analytics is used for data exploration, visualization, and getting insights for business. Einstein Analytics being native of Salesforce is secure and scalable to meet the changing business requirements.
Why Einstein Analytics
Salesforce Einstein Analytics gives deeper insights from large and complex data than pre-built reports and dashboards in Salesforce CRM. Reports and dashboards have limitations but with analytics, we can import data from external sources and Salesforce into datasets where analytics stores data.
Features of Einstein Analytics
Agility Einstein Analytics doesn’t discriminate among data types. It on-boards data by accommodating any data structure, type, or source, and making it available immediately — without a lengthy ETL process.
Search-based exploration Data is searched using an inverted index — similar to the Google search engine — allowing for query results within seconds.
Columnar, in-memory aggregation Quantitative data is spun up and queried in a columnar store in RAM across Salesforce’s cloud instead of in the row structure of a relational database on disk.
Speed Heavy compression, optimization algorithms, parallel processing, and other strategies allow sub-second and highly efficient queries on extremely large datasets.
Actionability Once a user has discovered an insight or made an important decision, they can instantly take the next best action right from within Einstein Analytics.
Interactivity Fast, intuitive, visualization promotes user adoption and contextual understanding — bringing true self-service analytics to every business user.
Mobile-first design Einstein Analytics was designed with smartphones in mind, enabling salespeople and other business users to access information easily from anywhere, in meetings, with customers, and on the go — further promoting user adoption. The platform actually enables data creation right from the mobile device: for example, the ability to ingest an Excel/CSV file using a smartphone and immediately explore the data, and even build an analytical dashboard on the fly.
Open, scalable cloud platform Einstein Analytics is an open, scalable, and extensible platform. With easy-to-use APIs, Einstein Analytics’s architecture enables deep relationships with third-party tools and complements existing BI solutions. It is also deeply integrated with Salesforce so you can see your Sales Cloud and Service Cloud data like never before, collaborate, and take action from within Salesforce.
Security The Einstein Analytics Platform inherits Salesforce’s proven, multilayered approach to data availability, privacy, and security, with the additional benefit that data on the Salesforce platform need not move outside of Salesforce servers to be available for analytics.
Why Move from Tableau to Tableau CRM?
In this case, the primary reasons were that our customers had a strong desire to take action on the insights that surfaced directly from the dashboards, and the dashboard audience spends most of their day in Salesforce. Tableau CRM’s integrated action framework with Salesforce allowed these dashboards to be far more actionable.
Our customer also was seeing performance problems in Tableau; once loaded, things were fine, but most Tableau dashboards took 30-60 seconds to open. With their primary audience being a busy sales team on the road, this was unacceptable. Tableau CRM generally performs better in this area, and we were able to achieve sub-5-second load times in Tableau CRM.
What's unique in Tableau CRM
Built right into the Salesforce Platform & easy to configure & deploy anywhere.
Leverages native Salesforce security & data.
Pre-Built Connectors for many popular services & web connectors.
Pre-Built Insights for Sales, Service, Marketing & Health Analytics, etc.
Smart Notifications for alerts
Looks fantastic on mobile without much configuration
Can store data from external sources without incurring Salesforce Platform fees.
Projects
Portfolio Analytics
Lazard Sales Analytics Project
MFS Distribution analysis
Juniper Networks
Gannett (USA TODAY)