List of Tableau CRM (formerly Einstein Analytics) Customers
Tableau Software
1621 N 34th St.,
Seattle, 98103, WA,
United States
Seattle, 98103, WA,
United States
1 206-633-3400
Professional Services
4500
$2.0B
Since 2010, our global team of researchers has been studying Tableau CRM (formerly Einstein Analytics) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Tableau CRM (formerly Einstein Analytics) for Customer Analytics from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Tableau CRM (formerly Einstein Analytics) for Customer Analytics include: UniCredit, a Italy based Banking and Financial Services organisation with 75265 employees and revenues of $31.83 billion, NextEra Energy, a United States based Utilities organisation with 16800 employees and revenues of $24.75 billion, RBC Wealth Management United States, a United States based Banking and Financial Services organisation with 8000 employees and revenues of $6.08 billion, Avaya, a United States based Professional Services organisation with 8000 employees and revenues of $2.50 billion, HydraFacial, a United States based Manufacturing organisation with 900 employees and revenues of $200.0 million and many others.
Contact us if you need a completed and verified list of companies using Tableau CRM (formerly Einstein Analytics), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Tableau CRM (formerly Einstein Analytics) customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Avaya | Professional Services | 8000 | $2.5B | United States | Tableau Software | Tableau CRM (formerly Einstein Analytics) | Customer Analytics | 2019 | Atrium |
In 2019 Avaya implemented Tableau CRM (formerly Einstein Analytics) to embed AI driven forecasting and analytics into Sales and Service Cloud workflows, adopting the platform as a Customer Analytics capability. The deployment centralized analytics for sellers and service agents and established a single analytics layer for quota and forecast visibility.
Functional configuration focused on AI driven forecasting, predictive analytics lenses, and interactive dashboards, consolidating thousands of ad hoc reports into a small set of managed dashboards. Tableau CRM (formerly Einstein Analytics) was configured to surface forecast signals inside Sales Cloud and to provide service trend analytics inside Service Cloud workflows. The implementation emphasized dashboard interactivity, analytics orchestration, and role based access controls to align insights with sales and service processes.
The United States deployment integrated CRM Analytics datasets and dashboards with Salesforce workflows, and Atrium served as the implementation partner coordinating data modeling, ETL cadence, and dashboard standardization. Operational scope concentrated on Sales and Service organizations and seller workflows, with dataset refresh and dashboard embedding designed to support day to day forecasting and pipeline management. Data modeling and centralized dataset refresh reduced report sprawl and simplified operational reporting.
Governance shifted from a dispersed reporting model to a governed catalog of dashboards, which halved reporting maintenance and produced higher dashboard adoption among high adoption users. Avaya reported improved forecast accuracy and increased quota attainment for high adoption cohorts as outcomes tied to the rollout. The program formalized analytics ownership, a smaller reporting footprint, and a repeatable governance process for ongoing dashboard maintenance and enhancements.
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HydraFacial | Manufacturing | 900 | $200M | United States | Tableau Software | Tableau CRM (formerly Einstein Analytics) | Customer Analytics | 2023 | Jade Global |
In 2023, HydraFacial implemented Tableau CRM (formerly Einstein Analytics) to provide sales teams with a single, role-based set of analytics dashboards, addressing navigation, KPI visibility, and scheduled data refresh needs. The Customer Analytics deployment was led by Jade Global in the United States and focused on unifying sales reporting and dashboard access for field and corporate sellers.
Configuration emphasized role-based dashboards and navigation flows within Tableau CRM (formerly Einstein Analytics), including KPI widgets, scheduled data refreshes, and embedded forecasting analyses to support sales cadence and pipeline inspection. The implementation leveraged standard Customer Analytics capabilities for real-time sales visibility and configurable lens views to surface role-specific metrics for account executives, sales managers, and revenue operations.
The solution integrated with the company CRM to centralize sales data and reporting for commercial teams, extending operational coverage across sales, revenue operations, and reporting functions in the United States. Deployment scope targeted sales workflow instrumentation and reporting consolidation, positioning Tableau CRM as the authoritative analytics layer for commercial performance.
Governance was established around centralized dashboard ownership, role-based access controls, and refresh scheduling to maintain KPI integrity and navigation consistency. Jade Global led the rollout and delivered stated outcomes of real-time sales visibility, improved forecasting, and role-specific KPI access that streamlined the sales cycle and reporting processes.
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NextEra Energy | Utilities | 16800 | $24.8B | United States | Tableau Software | Tableau CRM (formerly Einstein Analytics) | Customer Analytics | 2020 | n/a |
In 2020 NextEra Energy implemented Tableau CRM, formerly Einstein Analytics, to centralize Customer Analytics for Florida Power and Light field operations and broader enterprise analytics. The deployment targeted field operations use cases tied to scheduling, dispatching and time tracking for 5K plus field workers and supported over 2K affected users across mobile and office roles, while also contributing to planning for a 2022 merger that required analysis across 30 different applications.
Tableau CRM was configured to deliver interactive dashboards, self service analytics and predictive insight workflows aligned to scheduling and dispatch processes, vegetation management visualization and mobile field reporting. The implementation integrated LiDAR visualization, AI-assisted analytics and newly built cloud based mobile tools so analysts and field crews could access operational intelligence through Tableau CRM alongside mobile applications.
Architecturally the implementation connected Tableau CRM into an enterprise integration fabric, leveraging Mulesoft for connectivity to Salesforce Field Service and Service Cloud, and ingesting operational and analytic data into an AWS Enterprise Data Platform. The solution architecture referenced Maps capabilities, PowerBI, Esri ArcGIS, GE Visual Intelligence and Java based services as part of the broader analytics and mapping ecosystem supporting customer facing and field planning workflows.
Governance and rollout were managed through an Agile operating model with centralized Salesforce platform stewardship and a shared governance structure, emphasizing change management and cross functional negotiation between vision and execution. The strategic program was cited as part of initiatives delivering annual business savings in excess of $70M, and efforts included vendor coordination, operational team alignment and executive level planning for merger related integration activities.
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RBC Wealth Management United States | Banking and Financial Services | 8000 | $6.1B | United States | Tableau Software | Tableau CRM (formerly Einstein Analytics) | Customer Analytics | 2021 | n/a |
In 2021, RBC Wealth Management United States embedded Tableau CRM (formerly Einstein Analytics) within Salesforce Financial Services Cloud to give advisors a single, consistent view of client data and AI-driven, actionable insights across 26 legacy data sources. The deployment used Tableau Software’s Tableau CRM as the Customer Analytics layer inside the CRM to surface client metrics and predictive signals directly where advisors work.
The implementation produced hundreds of CRM Analytics data flows that consolidated and transformed source records into advisor-facing datasets. Configurations delivered real-time, contextual dashboards and AI-driven lenses that advisors could consume without leaving the Salesforce Financial Services Cloud environment, enabling analytics to be operationalized inside sales and service workflows.
Integrations centered on embedding Tableau CRM into Salesforce Financial Services Cloud and ingesting data from 26 legacy data sources into CRM Analytics pipelines. The operational scope was the U.S. program for advisor-facing teams, orienting analytics to client management, portfolio conversations, and relationship workflows used by wealth advisors.
Governance emphasized making analytics directly actionable in the CRM workflow, which required reworking advisor processes so insights triggered client engagement and follow up inside Salesforce Financial Services Cloud. The rollout focused on advisor adoption and operationalization, and it improved advisor efficiency as analytics were brought into daily CRM activity.
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UniCredit | Banking and Financial Services | 75265 | $31.8B | Italy | Tableau Software | Tableau CRM (formerly Einstein Analytics) | Customer Analytics | 2021 | n/a |
In 2021, UniCredit implemented Tableau CRM (formerly Einstein Analytics) to provide Customer Analytics capabilities for its Retail Network Italy commercial and CRM programs. The deployment was driven by functional design work tied to Salesforce platform initiatives, including campaign management and a client infosheet migration to Financial Service Cloud, and it aligned with ongoing product management for UniCredit appointment booking platform Ubook.
The Tableau CRM (formerly Einstein Analytics) implementation concentrated on analytics and visualization modules, configured dashboards, client 360 analytics, campaign performance reporting, and customer segmentation workflows. Functional design emphasized embedded analytics in Salesforce, reusable dashboard templates, and analytic datasets that support sales process implementation and UX-driven dashboards for retail relationship managers.
Integrations were explicitly centered on the Salesforce platform and Financial Service Cloud, with Tableau CRM consuming CRM records and campaign objects for campaign management and client infosheet use cases. Operational coverage included Retail Network Italy and the CRM and commercial teams responsible for campaign execution, appointment booking coordination, and frontline sales enablement.
Governance and rollout were organized around cross-functional team leadership and project coordination roles, with UniCredit staff leading functional requirements, change management, and dashboard design activities. The program emphasized CRM side responsibility for campaign management and client infosheet migration while coordinating with Salesforce implementation efforts and supporting product management activities for Ubook.
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Buyer Intent: Companies Evaluating Tableau CRM (formerly Einstein Analytics)
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FAQ - APPS RUN THE WORLD Tableau CRM (formerly Einstein Analytics) Coverage
Tableau CRM (formerly Einstein Analytics) is a Customer Analytics solution from Tableau Software.
Companies worldwide use Tableau CRM (formerly Einstein Analytics), from small firms to large enterprises across 21+ industries.
Organizations such as UniCredit, NextEra Energy, RBC Wealth Management United States, Avaya and HydraFacial are recorded users of
Tableau CRM (formerly Einstein Analytics) for Customer Analytics.
Companies using Tableau CRM (formerly Einstein Analytics) are most concentrated in Banking and Financial Services, Utilities and Professional Services, with adoption spanning over 21 industries.
Companies using Tableau CRM (formerly Einstein Analytics) are most concentrated in Italy and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Tableau CRM (formerly Einstein Analytics) across Americas, EMEA, and APAC.
Companies using Tableau CRM (formerly Einstein Analytics) range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 20%, large organizations with 1,001-10,000 employees - 40%, and global enterprises with 10,000+ employees - 40%.
Customers of Tableau CRM (formerly Einstein Analytics) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Tableau CRM (formerly Einstein Analytics) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Customer Analytics.