Tag: CRM

Posted in technology

Tableau integrates with Salesforce’s Einstein Analytics, now called Tableau CRM

(Tableau Image)

Tableau announced that it is combining its software with Salesforce’s Einstein Analytics arm. The new offering will be known as “Tableau CRM.” It’s the latest integration between the two companies following Salesforce’s $15.7 billion acquisition last year.

“By bringing together the Tableau and Einstein Analytics teams earlier this year, and tapping into the power of the overall Salesforce ecosystem, we are putting rocket boosters on our innovation and accelerating our mission to help people see and understand data,” Tableau CEO Adam Selipsky said in a statement.

Tableau CRM will be part of the Salesforce CRM workflow. Initial integrations include “Einstein Discovery in Tableau,” which lets users identify patterns based on their datasets and enables predictive modeling and recommendations capabilities.

“Augmented analytics” is becoming more prevalent in the business intelligence software market, ZDNet noted, with competitors such as Microsoft and Qlik also rolling out similar products.

The announcement was part of Tableau’s annual conference, this year known as Tableau Conference-ish due to it being held virtually for the first time as the pandemic forces companies to cancel in-person events. Tableau also said today that is donating $1.4 million to PolicyLink, a national organization advancing racial and economic equity.

Salesforce cut about 1.8% of its workforce in August following record quarterly earnings. The layoffs included some Tableau employees, though Tableau continues to hire in areas including sales, product development and marketing. The pandemic has accelerated the digital transformation at many large companies, fueling new demand for technology including data analytics and visualization.

For the quarter ended July 31, Salesforce reported total revenue of $5.15 billion, up 29%, and profits of $2.6 billion.

Tableau is part of its “Platform and Other” category, which grew to $1.5 billion in quarterly revenue from $912 million

Posted in software

Top CRM Software Services for Small Businesses

Attracting new customers while satisfying and retaining current customers requires a personal connection. CRM services tap into the power of the cloud to give SMBs a competitive edge.


Image: iStock/HAKINMHAN

For many businesses, small and large, attracting new customers while satisfying and retaining current customers, requires the establishment of a personal connection in a world where there is increasingly less personal contact. Typically, these personal connections come through the use of a customer relationship management (CRM) systems and their ability to tap into the power of the cloud and business digitization.

Rather than reinvent the wheel, many small businesses rely on Software as a Service (SaaS) vendors to provide the CRM software and the infrastructure needed to deploy their CRM tool. While there are dozens of available CRM software platforms to choose from, several vendors seem to rise to the top of review lists more often than the rest. These seven vendors and their CRM platforms are not rated and are presented in alphabetical order.


Image: Apptivo

Apptivo is a complete cloud-based CRM solution with included applications that run the gamut from lead generation to competitor tracking to contract writing. The CRM services can be modified and developed to satisfy whatever CRM solution your business needs. The Starter level of this CRM software can be used for free, but most small businesses will likely want to opt for at least the Premium level, which is priced at $8/month/user when billed annually.

Key features:

  • Lead management
  • Email marketing creation features and services
  • Segmentation and personalization
  • Marketing automation workflows
  • Detailed analytics reports
  • Mobile apps
  • 24/7 support
  • Trial period

$8 at Apptivo


Image: Freshworks

Freshsales CRM software is part of the Freshworks suite of applications. The emphasis for Freshsales CRM is to simplify customer relationship management, in terms of interface and pricing models.