Why look beyond Tableau CRM (Einstein Analytics)

Tableau CRM, known as Einstein Analytics until 2021, is Salesforce's integrated analytics and business intelligence platform, designed to provide AI-powered insights directly within the Salesforce ecosystem (Salesforce Product Overview). Its primary strength lies in its deep integration with Salesforce data and workflows, making it a suitable choice for organizations heavily invested in the Salesforce CRM.

However, organizations may seek alternatives due to several factors. For businesses with diverse data landscapes that extend beyond Salesforce, Tableau CRM's focus on its native ecosystem can be a limiting factor, requiring complex data integration strategies. Its pricing model, often bundled with Salesforce licenses, may also present cost considerations for enterprises with extensive user bases or specific budget constraints. Furthermore, while it offers predictive capabilities through Einstein Discovery and Prediction Builder, some enterprises might require more advanced, customizable machine learning operations (MLOps) platforms for bespoke model development and deployment. Data governance and compliance requirements, especially in highly regulated industries, might also prompt a search for platforms offering different approaches to data residency or security controls.

Top alternatives ranked

  1. 1. Microsoft Power BI — Data visualization and business intelligence for Microsoft ecosystems

    Microsoft Power BI is a business intelligence platform offering interactive visualizations and self-service analytics capabilities (Power BI Official Site). It allows users to connect to hundreds of data sources, both on-premises and in the cloud, transform data, and create reports and dashboards. Power BI integrates deeply with other Microsoft products, including Excel, Azure, and Microsoft 365, making it a strong contender for organizations already using Microsoft's enterprise suite. Its capabilities extend to natural language query (Q&A), allowing users to ask questions about their data in plain language and receive immediate visual answers.

    Best for: Organizations with existing Microsoft infrastructure, self-service BI, broad data source connectivity, cost-effective scaling for large user bases.

  2. 2. Looker (Google Cloud) — Data exploration and embedded analytics for diverse data sources

    Looker, now part of Google Cloud, is an enterprise platform for data exploration and business intelligence (Looker Official Site). It operates on an in-database architecture, directly querying data in a user's data warehouse or database, rather than requiring data extraction. Looker's proprietary modeling language, LookML, enables developers to define data models, metrics, and relationships, ensuring consistency across reports. It supports embedded analytics, allowing organizations to integrate data experiences directly into their applications and websites. Looker also provides advanced analytics features through its marketplace and custom integrations.

    Best for: Data-driven organizations requiring consistent data definitions, embedded analytics, real-time data exploration, and strong governance over data models.

  3. 3. ThoughtSpot — AI-powered search and AI-generated insights for data analysis

    ThoughtSpot is an analytics platform that offers AI-powered search and AI-generated insights to enable business users to perform data analysis (ThoughtSpot Official Site). Its primary interface is a search bar, where users can type questions in natural language to instantly get insights from their data. ThoughtSpot also provides SpotIQ, an AI engine that automatically surfaces relevant insights, anomalies, and trends without requiring manual exploration. The platform supports live querying of cloud data warehouses, ensuring that users are always working with the most current data. ThoughtSpot aims to democratize data access and analysis across an organization.

    Best for: Business users without deep technical skills, organizations prioritizing self-service analytics, real-time data exploration, and automated insight generation.

  4. 4. Amazon SageMaker — End-to-end machine learning platform for custom models

    Amazon SageMaker is a fully managed service that provides developers and data scientists with the ability to build, train, and deploy machine learning models at scale (AWS SageMaker Documentation). Unlike BI tools, SageMaker focuses on the entire machine learning lifecycle, offering capabilities for data labeling, data preparation, feature engineering, algorithm selection, model training, tuning, and deployment. It supports a wide range of ML frameworks, including TensorFlow, PyTorch, and Apache MXNet, and provides tools like SageMaker Studio for an integrated development environment. SageMaker is suitable for organizations that need to develop custom AI/ML solutions beyond pre-built analytics functions.

    Best for: Data science teams, MLOps, custom machine learning model development and deployment, large-scale model training, and integration with AWS services.

  5. 5. Google Cloud AI Platform — Managed services for custom AI/ML development

    Google Cloud AI Platform provides a suite of managed services for machine learning development and deployment (Google Cloud AI Platform Documentation). It offers tools for data labeling, model training (using custom code or AutoML), model deployment, and monitoring. The platform integrates with other Google Cloud services like BigQuery and Cloud Storage, facilitating end-to-end ML workflows. Google Cloud AI Platform supports various frameworks and provides managed Jupyter notebooks for collaborative development. It is designed for developers and data scientists who need a flexible and scalable environment to build and manage custom AI solutions.

    Best for: Custom machine learning development, MLOps on Google Cloud, integration with Google Cloud data services, and organizations requiring scalable AI infrastructure.

  6. 6. Azure OpenAI Service — Secure integration of OpenAI models into enterprise applications

    Azure OpenAI Service provides access to OpenAI's powerful language models, including GPT-3, GPT-4, and DALL-E 2, with the enterprise-grade security and compliance features of Microsoft Azure (Azure OpenAI Service Overview). This service allows organizations to integrate advanced AI capabilities into their applications while benefiting from Azure's private networking, regional availability, and responsible AI content filtering. It supports fine-tuning models with custom data and offers a secure environment for deploying and managing AI solutions. Azure OpenAI Service is distinct from general BI platforms, focusing on generative AI and natural language processing applications.

    Best for: Enterprises integrating advanced generative AI into applications, secure deployment of OpenAI models, custom model fine-tuning, and organizations leveraging Azure infrastructure.

  7. 7. Microsoft 365 Copilot — AI-powered productivity for Microsoft 365 users

    Microsoft 365 Copilot is an AI-powered productivity tool integrated across Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams (Microsoft 365 Copilot Documentation). It leverages large language models (LLMs) to assist users with tasks such as drafting documents, summarizing emails, creating presentations, and analyzing data. Copilot acts as an intelligent assistant, enhancing user productivity by automating routine tasks and providing contextual insights. While not a traditional BI platform, its ability to analyze and summarize data within documents and spreadsheets provides a different approach to deriving insights from enterprise data, particularly unstructured data within the Microsoft 365 ecosystem.

    Best for: Enhancing productivity for Microsoft 365 users, automating tasks within office applications, summarization and content generation from enterprise data, and knowledge workers.

Side-by-side

Feature Tableau CRM (Einstein Analytics) Microsoft Power BI Looker (Google Cloud) ThoughtSpot Amazon SageMaker Google Cloud AI Platform Azure OpenAI Service Microsoft 365 Copilot
Primary Focus Salesforce-native AI analytics & BI Interactive BI & data visualization Data exploration & embedded analytics AI-powered search & self-service BI End-to-end ML lifecycle management Managed ML development & deployment Enterprise access to OpenAI models AI-powered productivity for M365
Data Sources Primarily Salesforce data; limited external Hundreds of data sources (cloud & on-prem) In-database querying (cloud data warehouses) Live query of cloud data warehouses AWS data sources, custom data Google Cloud data sources, custom data Integrates with Azure data sources Microsoft 365 content (documents, emails)
AI/ML Capabilities Einstein Discovery (predictive, prescriptive) AutoML, natural language Q&A Custom metrics, marketplace integrations SpotIQ (automated insights), natural language search Full custom ML model development Custom ML models, AutoML GPT-3/4, DALL-E 2, custom fine-tuning Generative AI for content, summarization
Deployment Model SaaS (Salesforce Cloud) SaaS (Power BI Service), On-prem (Report Server) SaaS (Google Cloud) SaaS (Cloud-native) PaaS (AWS Cloud) PaaS (Google Cloud) PaaS (Azure Cloud) SaaS (Microsoft 365)
Target User Salesforce users, business analysts Business users, data analysts Data analysts, developers, business users Business users, non-technical analysts Data scientists, ML engineers Data scientists, ML engineers Developers, enterprise IT Microsoft 365 users, knowledge workers
Integration Depth Deep with Salesforce CRM Deep with Microsoft ecosystem Deep with cloud data warehouses, Google Cloud Deep with cloud data warehouses Deep with AWS services Deep with Google Cloud services Deep with Azure services Deep with Microsoft 365 applications
Pricing Model Custom enterprise pricing Per-user, premium capacity, embedded Per-user, instance-based Subscription-based Pay-as-you-go, resource-based Pay-as-you-go, resource-based Consumption-based Add-on subscription for M365

How to pick

Selecting an alternative to Tableau CRM (Einstein Analytics) requires evaluating your organization's specific needs, existing technology stack, and strategic objectives. Consider the following factors:

  • Primary Use Case:

    • If your core need is general business intelligence, interactive dashboards, and broad data connectivity, Microsoft Power BI is a strong contender, especially if you already use Microsoft products (Power BI Features).
    • For deep data exploration, consistent data definitions across your organization, and embedded analytics within custom applications, Looker (Google Cloud) offers robust capabilities through its LookML modeling language (Looker Data Modeling).
    • If self-service analytics for non-technical business users is paramount, with a focus on natural language querying and automated insights, ThoughtSpot is designed for this purpose (ThoughtSpot AI Capabilities).
    • For organizations requiring custom machine learning model development, training, and deployment at scale, Amazon SageMaker and Google Cloud AI Platform provide comprehensive MLOps environments for data scientists and ML engineers (SageMaker MLOps) (Google Cloud AI Platform Developer Docs).
    • If your goal is to integrate advanced generative AI capabilities (like large language models) into enterprise applications with Azure's security and compliance, Azure OpenAI Service is the appropriate choice (Azure OpenAI Service Security).
    • For enhancing productivity and automating tasks within the Microsoft 365 ecosystem using AI, Microsoft 365 Copilot offers direct integration and generative AI assistance (Microsoft 365 Copilot Productivity).
  • Existing Ecosystem and Data Sources:

    • If your data primarily resides in Microsoft Azure or you utilize Microsoft 365 extensively, Power BI and Microsoft 365 Copilot will offer the most seamless integration and potentially lower total cost of ownership.
    • For Google Cloud users with data in BigQuery or other Google Cloud data services, Looker and Google Cloud AI Platform will integrate natively.
    • AWS users developing custom ML models will find Amazon SageMaker a natural extension of their existing cloud infrastructure.
  • Technical Expertise and Resources:

    • Platforms like Power BI and ThoughtSpot are designed for business users with varying technical skills, offering self-service capabilities.
    • Looker requires some technical expertise for LookML development but empowers business users for data exploration once models are defined.
    • Amazon SageMaker and Google Cloud AI Platform are geared towards data scientists and ML engineers who have programming skills in Python and experience with machine learning frameworks.
    • Azure OpenAI Service requires developer expertise to integrate APIs into applications.
  • Scalability and Performance:

    • Consider the volume and velocity of your data. Cloud-native platforms like Looker, SageMaker, and Google Cloud AI Platform are built for scalability.
    • Ensure the chosen platform can handle your current and projected data loads and user concurrency without performance degradation.
  • Cost:

    • Evaluate the pricing models, which can range from per-user subscriptions to consumption-based pricing for cloud resources. Factor in not only software licenses but also infrastructure costs, training, and ongoing maintenance.
  • Compliance and Governance:

    • For industries with strict regulatory requirements, verify that the alternative platform meets necessary compliance standards (e.g., HIPAA, GDPR, SOC 2) and offers robust data governance features.