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

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

ABRAHAM P.

  • Role: Sales Marketing
  • Industry: Media
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Nov 2021

User Friendly and a must for all companies

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

Visualize the sales funnel on from MQL to Closed won/lost accounts to determinate action on each step, guiding this strategy to achieve our goals of yoy growth.

What is your favorite aspect of this product?

How easy is to view the data on Tableau has very huge capabilities for import/export data and is very user friendly.

What do you dislike most about this product?

Sometimes it struggles when exporting huge data sets, also sometimes when there is a customization it turns hard to deploy them.

What recommendations would you give to someone considering this product?

Dont think on the DATA, think on what decisions you want to get from the data that you have and sit with your teams to discuss on whats important for each one of them.

Pros

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

Cons

  • Vendor Friendly Policies
  • Vendor's Interest First

Joselle E.

  • Role: Operations
  • Industry: Healthcare
  • Involvement: Vendor Management and Renewal
Validated Review
Verified Reviewer

Submitted Oct 2021

Fantastic product, but a bit pricey

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

The features offered by Tableau. Amount of data accessibility and storage.

What is your favorite aspect of this product?

Easy to use. No complexing, easy user interface.

What do you dislike most about this product?

Price. It is expensive.

What recommendations would you give to someone considering this product?

I would highly recommend this product. But if you are buying bulk licenses do not forget to negotiate.

Pros

  • Efficient Service
  • Effective Service
  • Respectful
  • Altruistic

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