Salesforce.com Inc

Tableau CRM Analytics

Composite Score

7.3 /10

CX Score

7.6 /10

30 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

91 Plan to Renew

1
Since last award

87 Satisfaction of Cost Relative to Value

1
Since last award

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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.

+83 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

19% Neutral

79% Positive

Pros

Acts with Integrity
Respectful
Security Protects
Saves Time

Feature Ratings

Average 80

API Framework

Predictive Analytics

Audience Demographics

Real Time Workflow Automation

Audience Segmentation

Customer Journey Modelling

Metadata Management

Conversion Analysis

Data Visualization

Cross Channel Attribution Analysis

Anomaly Detection

Vendor Capability Ratings

Average 78

Business Value Created

Quality of Features

Ease of Customization

Breadth of Features

Ease of Implementation

Ease of IT Administration

Usability and Intuitiveness

Availability and Quality of Training

Ease of Data Integration

Product Strategy and Rate of Improvement

Vendor Support

Also Featured in...

Sales Analytics

Score 8.4

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

Ruth S.

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

Validated Review

Verified Reviewer

Submitted Jun 2022

Fantastic customer relations Product.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Best geographical user interfaced in the cloud. Great in predictive analysis. Navigation to salesforce is easy and great.

What is your favorite aspect of this product?

Great interactive dashboards. Easy to use and configure. Ability to integrate with different data sources.

What do you dislike most about this product?

Lack of AI features. Ability to execute sql queries.

What recommendations would you give to someone considering this product?

When you have a huge customer base it is the best to manage customers.

Pros

Helps Innovate
Performance Enhancing
Enables Productivity
Trustworthy

Farjana L.

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

Validated Review

Verified Reviewer

Submitted Apr 2022

Tableau CRM is a useful tool for businesses.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

I can create custom dashboards and reports using Salesforce data by leveraging Tableau CRM. Moreover, it assists me in shortening the amount of time I spend developing dashboards. From a KeyPoint Indicators perspective, the visual experience is impressive—the dashboards are good, and the data is clearly understood. Every useful feature of Einstein Wave Analytics has been preserved and enhanced by the team at Salesforce in the process. It's desirable.

What is your favorite aspect of this product?

Tableau CRM, a Salesforce business intelligence tool, is used for reporting purposes. In addition, it includes drag-and-drop functionality and a user-friendly graphical user interface (GUI). I find most valuable about it is the ability to embed analytics components directly into Salesforce records. It could also be used as a Salesforce tool to allow customers to order or open quotes from Salesforce.

What do you dislike most about this product?

Some of the updates are not performing as expected at this time. Creating data flow diagrams was not always an easy task when it came to creating data flow diagrams. It was necessary to have access to a resource that possessed specific expertise. Finding other charts was difficult because of the chart form's limited functionality.

What recommendations would you give to someone considering this product?

Rather than choosing chart types based on their appearance or variety, choose them based on the characteristics of the data being displayed. It's possible to achieve almost anything with faceting, as an example. If the binding doesn't work the first time, don't panic. The text widget allows you to run tests on the data. It is possible to share folders, dataflow, and dashboards with a specific user or group of users. I strongly urge you to see it!

Pros

Reliable
Inspires Innovation
Saves Time
Acts with Integrity

JONATHAN H.

Role: Human Resources
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Jan 2022

Really easy to use and we love it.

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

Great visualization that really stands out

What is your favorite aspect of this product?

Love how easy it is used

What do you dislike most about this product?

Sometimes it is not intuitive

What recommendations would you give to someone considering this product?

Learn how to use it to maxamize it

Pros

Reliable
Performance Enhancing
Trustworthy
Unique Features

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

Tableau CRM Analytics Ratings

82 Likeliness to Recommend

91 Plan to Renew

1 Since last award

87 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+83 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

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.

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

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

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.

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

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

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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

Ruth S.

Fantastic customer relations Product.

Likeliness to Recommend

Pros

Farjana L.

Tableau CRM is a useful tool for businesses.

Likeliness to Recommend

Pros

JONATHAN H.

Really easy to use and we love it.

Likeliness to Recommend

Pros

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Feature Ratings

API Framework

Predictive Analytics

Audience Demographics

Real Time Workflow Automation

Audience Segmentation

Customer Journey Modelling

Metadata Management

Conversion Analysis

Data Visualization

Cross Channel Attribution Analysis

Anomaly Detection

Vendor Capability Ratings

Business Value Created

Quality of Features

Ease of Customization

Breadth of Features

Ease of Implementation

Ease of IT Administration

Usability and Intuitiveness

Availability and Quality of Training

Ease of Data Integration

Product Strategy and Rate of Improvement

Vendor Support