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.

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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

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

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