![]() Tableau CRM will have an easier learning curve for current salesforce users and will provide the easiest transition to understanding the benefits of the system. As Tableau CRM is an application built on top of the Salesforce platform, existing Salesforce users will be open to utilize every single capability that the tool offers. ![]() In most cases, the recommendation would be to get Tableau CRM. The Questions: I'm a current Salesforce customer. Tableau CRM has Einstein Predictions, Tableau CRM Growth, Tableau CRM Plus.ĭepending on what stage your business is at in the analytic spectrum each of these packages serves a purpose. In addition to all of that, you’re offered data management tools and a bunch of supported apps/dashboard designs with prebuilt templates. It’s meant to highlight and make discoveries of possible trends. With Tableau CRM you’re offered new views to understand your pipeline, end-to-end customer insights, as well as predictive insights using historical data to plan your next action. Tableau CRM is designed as a discovery/predictive analytics tool so you get deeper insight into your data. That’s an excellent question! Tableau CRM (depending on what license you take) offers a couple of different features.
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