Salesforce.com Inc

Tableau CRM Analytics

Composite Score

7.4 /10

CX Score

7.6 /10

31 Reviews Write a Review

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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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0 Top Rated Capabilities

2 Top Rated Features

Latest Award, 2024

0 Top Rated Capabilities

1 Top Rated Features

2022

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

API Framework

Real Time Workflow Automation

Audience Segmentation

Audience Demographics

Customer Journey Modelling

Conversion Analysis

Data Visualization

Metadata Management

Cross Channel Attribution Analysis

Anomaly Detection

Vendor Capability Ratings

Average 79

Business Value Created

Ease of Customization

Ease of Implementation

Quality of Features

Breadth of Features

Usability and Intuitiveness

Ease of IT Administration

Availability and Quality of Training

Product Strategy and Rate of Improvement

Ease of Data Integration

Vendor Support

Also Featured in...

Sales Analytics

Score 8.3

View Tableau CRM Analytics in this category (opens in a new tab)

Business Intelligence & Analytics - Midmarket

Score 8.3

View Tableau CRM Analytics in this category (opens in a new tab)

Tableau CRM Analytics Reviews

Tharanka S.

Role: Information Technology
Industry: Manufacturing
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Feb 2025

Nice and easy to use

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Its mobile capabilities are good

What is your favorite aspect of this product?

Its interactive dashboard specially for business users

What do you dislike most about this product?

Price is too high

What recommendations would you give to someone considering this product?

Good product and help should be improved

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Nicole G.

Role: Operations
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Apr 2024

We follow our projects with Tableau CRM

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

This is a major step in our plan to eliminate traditional reporting and make Salesforce our company's data hub. For the time being, we are only using it to replace our previous reports and to acquire raw statistics. Our long-term goal is to make this our primary analytics platform for studying patterns and making predictions.

What do you dislike most about this product?

One issue I have with it is that clicking on a link in the information article takes you to a different tab, which means you lose hours of work since you are either signed out or disconnected from Salesforce. As an additional issue that requires improvement, it takes a few minutes for responses from clients or emails to show up, and you have to refresh several times before you can see them. This causes customers frustration, especially when you're in the middle of a talk with a customer.

What recommendations would you give to someone considering this product?

This is an excellent application that displays reports nicely for modest data amounts and on-the-go dashboards. The product's learning curve is steep, although it's not quite as steep as some other data visualization tools. The simplest approach to utilize the tool is to integrate it into an existing Salesforce platform. I advocate this method above others that report on top of Salesforce data.

Pros

Reliable
Unique Features
Efficient Service
Inspires Innovation

Jasleen K.

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2022

Amazing platform for managing and leveraging data

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Making data visualization simpler by integrating tableau analytics with it has already helped to simplify everything and assisted in automation. It is simple to manage and update data on it.

What is your favorite aspect of this product?

Salesforce is a cloud-based CRM solution, thus there is no need to keep up with databases and systems. we don't have to be concerned about security when using it from any place. You may consolidate all of your company's data in one location and use its built-in features to streamline your operations. There are numerous customizing and automation options offered by the Salesforce sales cloud. It's also possible to integrate it with other clouds, making it, in my opinion, one of the better solutions.

What do you dislike most about this product?

When you have a lot of background processes and extremely complicated business logic, the organization tends to become sluggish.

What recommendations would you give to someone considering this product?

The built-in capabilities of Salesforce greatly aid in this, and on top of that, customization helped to match the unique requirements of each customer in terms of UI, backend logic, and database. We also created a service cloud integration, which aids in the post-sale process.

Pros

Efficient Service
Effective Service
Generous Negotitation
Continually Improving Product

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

Tableau CRM Analytics Ratings

82 Likeliness to Recommend

92 Plan to Renew

86 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+84 Net Emotional Footprint

How much do users love Tableau CRM Analytics?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Predictive Analytics The ability to make predictions about audience behavior based on historical data and machine learning.

API Framework The platform provides the ability to move data to and from the solution and other customer interaction applications (i.e. CRM) with ease.

Real Time Workflow Automation The ability to create rules-based workflows and trigger certain actions (i.e. re-marketing) based on audience segments or behavioural cues.

Audience Segmentation The ability to create and analyze discrete customer audience segments based on user-defined criteria or variables.

Audience Demographics Capture, analyze and display demographic data from customer interaction channels.

Customer Journey Modelling Model and display customer behaviors or journeys through multiple channels (web, e-mail, social).

Conversion Analysis Capture and analyze conversion data and conversion paths from multiple channels.

Data Visualization Visualize customer data in configurable dashboards or reports, and easily share these visualizations with decision makers.

Metadata Management Easily manage metadata associated with customer data or audience segments.

Cross Channel Attribution Analysis The ability to estimate and report on conversion contributions to revenue.

Anomaly Detection The ability to identify and classify anomalous patterns in customer or transactional datasets.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Also Featured in...

Sales Analytics

Business Intelligence & Analytics - Midmarket

Tableau CRM Analytics Reviews

Tharanka S.

Nice and easy to use

Likeliness to Recommend

Pros

Nicole G.

We follow our projects with Tableau CRM

Likeliness to Recommend

Pros

Jasleen K.

Amazing platform for managing and leveraging data

Likeliness to Recommend

Pros

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Feature Ratings

Predictive Analytics

API Framework

Real Time Workflow Automation

Audience Segmentation

Audience Demographics

Customer Journey Modelling

Conversion Analysis

Data Visualization

Metadata Management

Cross Channel Attribution Analysis

Anomaly Detection

Vendor Capability Ratings

Business Value Created

Ease of Customization

Ease of Implementation

Quality of Features

Breadth of Features

Usability and Intuitiveness

Ease of IT Administration

Availability and Quality of Training

Product Strategy and Rate of Improvement

Ease of Data Integration

Vendor Support