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

Himani M.

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

Validated Review

Verified Reviewer

Submitted Nov 2022

Fantastic Tool To Analyze Data

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

I am really good at managing my Lead. I can keep an eye on every lead and, for better management, I can allocate a certain lead to a specific sales agent. I can get reports that meet my needs, which makes my work easier and boosts productivity.

What is your favorite aspect of this product?

I suggest using the sales cloud to boost sales and manage sales on a single screen within reports and dashboards. The sales team can handle everything with all customers on a single screen, which helps to enhance sales.

What do you dislike most about this product?

The order object and the quote are not connected in any way. As a result, we must generate an order independently; yet, the order is related to the contract. In order to practice, cpq must also be permitted in the developer edition.

What recommendations would you give to someone considering this product?

We are able to manage all leads coming from various sources, including campaigns and the web. From the reports and dashboard, we may create graphs. Additionally, we may manage products utilizing the sales cloud's assets object. Using opportunity objects, we can quickly track client requests.

Pros

Continually Improving Product
Efficient Service
Effective Service
Transparent

Role: Operations
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Anonymous Reviewer

Submitted Oct 2022

All in one stop shop for Data

Likeliness to Recommend

8 /10

Pros

Reliable
Performance Enhancing
Enables Productivity
Unique Features

Alex S.

Role: Human Resources
Industry: Telecommunications
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jul 2022

Fantastic tool for customer management.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Highly interactive interface. A variety of dashboards implementation. Enables complex calculations and computations.

What is your favorite aspect of this product?

Predictive analysis hence easy resource application. Does both analytics and reporting. Great as integration with other tools is enabled.

What do you dislike most about this product?

Cannot be integrated with some applications. Lack of quality training. Metadata is not clearly defined.

What recommendations would you give to someone considering this product?

Great tool for customer intelligence and customer management

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

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

Himani M.

Fantastic Tool To Analyze Data

Likeliness to Recommend

Pros

All in one stop shop for Data

Likeliness to Recommend

Pros

Alex S.

Fantastic tool for customer management.

Likeliness to Recommend

Pros

Most Popular Tableau CRM Analytics Comparisons

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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