What is Tableau CRM Analytics?

Discover the story your data has to tell. CRM Analytics (formerly Tableau CRM) empowers your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow. Find patterns and experience actionable insights specific to your business, and infuse them into every process. Drive better outcomes with a full understanding of what happened, why it happened, and what you should do next, right in the flow of your work. It’s a complete intelligence experience built for Salesforce.

Company Details


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Awards & Recognition

Tableau CRM Analytics won the following awards in the Customer Intelligence category

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Tableau CRM Analytics Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Tableau CRM Analytics.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

82 Likeliness to Recommend

92 Plan to Renew

86 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+84 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Tableau CRM Analytics?

2% Negative
18% Neutral
80% Positive

Pros

  • Acts with Integrity
  • Respectful
  • Security Protects
  • Saves Time

Feature Ratings

Average 81

Predictive Analytics

83

API Framework

83

Real Time Workflow Automation

82

Audience Segmentation

81

Audience Demographics

81

Customer Journey Modelling

81

Conversion Analysis

79

Data Visualization

79

Metadata Management

78

Cross Channel Attribution Analysis

77

Anomaly Detection

74

Vendor Capability Ratings

Average 79

Business Value Created

84

Ease of Customization

81

Ease of Implementation

81

Quality of Features

81

Breadth of Features

81

Usability and Intuitiveness

80

Ease of IT Administration

79

Availability and Quality of Training

78

Product Strategy and Rate of Improvement

77

Ease of Data Integration

77

Vendor Support

75

Tableau CRM Analytics Reviews

Seth P.

  • Role: Sales Marketing
  • Industry: Food and Beverage
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jan 2024

Tableau CRM Analytics is functional and useful

Likeliness to Recommend

6 /10

What differentiates Tableau CRM Analytics from other similar products?

Having only used Tableau CRM Analytics I am unable to review this aspect.

What is your favorite aspect of this product?

The pipeline tracking and analytics along with forecasting.

What do you dislike most about this product?

SRs do not always flow properly or have errors and other issues without proper notification.

What recommendations would you give to someone considering this product?

it is a functional platform for sales management and CRM but not perfect.

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Saves Time

Cons

  • Leverages Incumbent Status

Prateek P.

  • Role: Information Technology
  • Industry: Media
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Jul 2023

Good product easy to use

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Automation of CRM and the quick easy to use features is the best part

What is your favorite aspect of this product?

The customer Relationship Management features provided gives a good help in managing the relations.

What do you dislike most about this product?

Takes time to get used to. Hard for new users to start.

What recommendations would you give to someone considering this product?

Native solution. The best of salesforce and tableau together. Really much more powerful than dashboards with the filter drop down

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Ivan ..

  • Role: Sales Marketing
  • Industry: Finance
  • Involvement: Vendor Management and Renewal
Validated Review
Verified Reviewer

Submitted Jun 2023

Tableau CRM Analytics

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau CRM is integrated with Salesforce, which allows easily access and analyse data from Salesforce without having to export it to another system. It is easy to use even for users with no prior experience with data analytics.

What is your favorite aspect of this product?

My favourite aspect of this product is, Self-service data discovery, means it makes easy for users to explore their data and discover insights on their own. It makes easy to Collaborate on data insights.

What do you dislike most about this product?

Tableau CRM Analytics is a relatively expensive platform, especially for small businesses. It does not support all data types, which limits the types of data that we can analyse.

What recommendations would you give to someone considering this product?

Overall, Tableau CRM Analytics is a good platform as it provides Salesforce analytics, easy to use. But, for small businesses it an expensive platform and it does not support all data types.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Performance Enhancing
  • Unique Features

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