We use the tool's dashboard for reporting purposes.
Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,400 reviews
from
and
External reviews are not included in the AWS star rating for the product.
Tableau is a perfect reporting tool
What do you like best about the product?
reporting capabilities, user friendly, and excellent graphs and charts
What do you dislike about the product?
nothing I dislike particularly, may be more intregration
What problems is the product solving and how is that benefiting you?
analyzing information and deriving insights
'Tableau unveils secure, trusted Data where one needs it'
What do you like best about the product?
I rate how it discovers Data easily, availing it for sharing, collaboration, exploration and analytics. It enables limitless scalability plus optimal efficiency where Data is concerned.
What do you dislike about the product?
Its hardly dislikeable. That's because it's easy-to-use, scalable, resourceful. Exceptional at mission-critical analytics. Integrates superbly with productivity applications.
What problems is the product solving and how is that benefiting you?
It's been key in building and scaling mission-critical analytics that come through in insightful decision making. It enriches data.
The Core
What do you like best about the product?
CRM is our main tool to access customers account. Without this tool we cannot help our customer resolves their issue. Their family cannot receive the funds that they need so it really our main tool that we use to everyday. It is easy to use. There are a lot of features on it that is very useful.
What do you dislike about the product?
None that I dislike to this tool because it is very useful.
What problems is the product solving and how is that benefiting you?
It benefits us customer protection analyst and our customer because without this tool we cannot function well.
Salesforce Review
What do you like best about the product?
You can easily browse through the articles, and extract the data needed.
What do you dislike about the product?
SF has a lag or delay to tag the correct aux
What problems is the product solving and how is that benefiting you?
It helps us extract the data needed without compromising the accuracy of the extracted data
Salesforce CRM Analytics
What do you like best about the product?
A lot of data is visible that can be used for reports.
What do you dislike about the product?
Navigating data takes some getting used to.
What problems is the product solving and how is that benefiting you?
Evaluating performance. We can use the tool for root cause analysis of why KPIs are rising/falling.
Pros and Cons of using Salesforces
What do you like best about the product?
What I like with Salesforce CRM Analytics is that we can call or chat with our customers using the app. Also we can send email and when we received a document from our customer it can easily be forwarded to our customers account in CRM. We are actually using it everyday as Risk Investigator we were able to communicate with our customer and being customer centric.
What do you dislike about the product?
When we encounter internet connection problem we lost our call and our chat and there were times that the account got close as well. So if you don´t take note of the customers account and the information you talked about you will be lost.
What problems is the product solving and how is that benefiting you?
We were able to talk with out customer when they call us and do outbound call if we needed more information from our customers. Also it allows us to send out email and we were provided with several email templates to choose from so it will be easy for us to compose our email.
Easy to use
What do you like best about the product?
It is user friendly and it is very easy to work in it. I don't have much technical skills still i learned it very fast as it is very easy to operate. I frequently use it in my day to day work.
What do you dislike about the product?
Nothing is there to dislike about tableau.
What problems is the product solving and how is that benefiting you?
It is making it very easy to present the data in presentable form.
A complete visualization tool for all industries
What do you like best about the product?
Tableau efffectively describes the story that data have through distinctive colourful visualization.
What do you dislike about the product?
At times the procedures in Tableau appear to be a bit too complicated.
What problems is the product solving and how is that benefiting you?
Once a dataset or a set of datasets are uploaded in Tableau I can use it to join them and accordingly process, clean the data in order to make it analyze ready. In the dashboard section, I use different plots to analyze data and draw proper interpretation from those.
Best data visualization and analysis tool ever
What do you like best about the product?
Tableau has been a time saver for organising various data related tasks. It has offered us with efficient ways of organizing data which was a Herculean task for us
What do you dislike about the product?
There is not much to dislike about tableau but I consider there could have been AI integration for better data visualization than manual work which can be automated using AI
What problems is the product solving and how is that benefiting you?
Tableau has solved problem of data analysis for us earlier it was difficult using just Microsoft Excel to do predictive analytics but now integrating Bluesky Statistics with it has made us derive actionable insights
Useful for data summarizing and dashboarding
What is our primary use case?
What is most valuable?
Tableau's most valuable features are its ability to summarize data, provide dynamic controls for navigating different charts, and showcase historical data trends. I appreciate the option to colour-code different charts for improved customer experience.
Tableau has influenced our decision-making process. With its ability to create conditional views and filter data easily, we can quickly analyze information and make informed decisions. It saves us time by providing a concise business performance summary, allowing us to focus rather than sorting through extensive Excel files.
What needs improvement?
Tableau could be improved by introducing a data manipulation layer within the tool itself. Currently, data manipulations require using additional tools like Alteryx. If Tableau included these capabilities, it would reduce the need for external dependencies. The tool gets slower when we feed huge amounts of data.
For how long have I used the solution?
I have been working with the product for four months.
What do I think about the stability of the solution?
I rate the solution's stability a nine out of ten since it gets slower whenever huge data is added.
What do I think about the scalability of the solution?
The tool's scalability is easy. I rate it a ten out of ten. My company has thousands of users for Tableau.
How are customer service and support?
We've got a dedicated support. It's easy to reach out to them, and they respond promptly.
How would you rate customer service and support?
Positive
How was the initial setup?
I rate the tool's deployment a six out of ten. It depends on the individual's technical background. Someone with a technical background could learn it in about a week or ten days. However, for someone from a non-technical background, it might take them longer, maybe a month, to grasp the more complex aspects of the tool.
What was our ROI?
Tableau has provided a return on investment for our company. It has helped us manage critical information such as outstanding payments and trade details. With Tableau, we have gained visibility into outstanding rates and payment dues, enabling us to follow up on penalties or payments from clients.
What's my experience with pricing, setup cost, and licensing?
The solution's licensing is based on user-basis. It depends on the business ROI it offers. It's not on the higher side or too cheap; it falls in the medium-cost range. The price is determined by user usage, so the cost will also increase as the number of users increases.
What other advice do I have?
For data analysis, we primarily use Tableau for basic tasks like creating pie charts or calculating averages. However, it lacks extensive or complex data analysis capabilities.
Tableau's data planning capabilities are somewhat limited. To compensate, we rely on other tools like Alteryx for data manipulation. Once we've prepared the data, we create hyperfiles and use Tableau for dashboarding.
I would recommend Tableau for advanced visualization tools. Still, I must mention that other powerful options are available in the market, such as Power BI. Power BI, which offers extensive data manipulation and dashboarding capabilities, while Tableau is old. Additionally, Power BI has newer versions, enhanced capabilities, and better integrations.
Right now, there are no talks on replacing it. So, my company will continue to rely on Tableau because it has many users. If we have to move to another tool, there must be a migration plan and many logistical changes, which could be a challenge.
I rate the overall product an eight out of ten. I advise those considering using Tableau to analyze their needs beforehand. Tableau can be a valuable data analysis and visualization tool, but it's important to understand what you want to achieve with it.
showing 1,101 - 1,110