Tableau CRM Analytics Logo
Tableau CRM Analytics Logo
Salesforce.com Inc

Tableau CRM Analytics

Composite Score
7.6 /10
CX Score
8.1 /10
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Tableau CRM Analytics
7.6 /10

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 Business Intelligence & Analytics – Enterprise 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.

87 Likeliness to Recommend

100 Plan to Renew

4
Since last award

85 Satisfaction of Cost Relative to Value

2
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.

+91 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
7% Neutral
91% Positive

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Includes Product Enhancements

Feature Ratings

Average 80

Real-Time Visualization

92

Data Exploration and Visualization

90

Dashboard

87

Operational Reporting Capabilities

84

BI Platform Administration

84

Advanced Analytics and Data Science

84

Data Connectors and Data Mashup

83

Self Service and Ad Hoc Capabilities

82

Data Modelling Tools

81

BI Security

80

Spatial Analysis

80

Vendor Capability Ratings

Average 79

Business Value Created

85

Ease of Data Integration

83

Quality of Features

82

Vendor Support

81

Usability and Intuitiveness

81

Breadth of Features

80

Ease of Implementation

80

Ease of IT Administration

79

Ease of Customization

79

Product Strategy and Rate of Improvement

73

Availability and Quality of Training

71

Tableau CRM Analytics Reviews

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

shubhangi ..

  • Role: Information Technology
  • Industry: Retail
  • Involvement: IT Leader or Manager
Validated Review
Verified Reviewer

Submitted Mar 2022

Best Visualization Tool

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau gives the best features to visualize and analyze the dataset. It consists of different kind of graphs, charts which can be implemented by simple drag and drop in our dataset. The best part about Tableau is it can hold multiple files types to have in the datasets and we can create the graphs on top of it. Also it allows to customize and draw different graphs, chart.

What is your favorite aspect of this product?

The ability to query the data using SQL operations and join multiple tables and visualize the same is the best part on the fly. Second, Tableau having one of the best technical support teams which are always ready to help whenever we encounter problems, they were very remarkable which compared to other we need to setup a meeting and invest time.

What do you dislike most about this product?

Nothing of now to say there is any drawback in the tool as it give the best feature and visualization. Also the amount of data is excellent.

What recommendations would you give to someone considering this product?

Definitely I will recommend to use this tool as its very dynamic and provide good graphs which help to analyses the business and increase the productivity or revenue based on what figures.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Enables Productivity
  • Effective Service

Ritu D.

  • Role: Consultant
  • Industry: Finance
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Feb 2022

Lot of features and functionalities but bit pricey

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

1. Features like dataflow and recipe are only in Tableau CRM 2. It is good option if all your data is in Salesforce. 3. There is already embedded AI and Machine learning so we don't have to much in Salesforce Discovery.

What is your favorite aspect of this product?

1. Visualization of 50Million data is possible. 2. Data transformation is there with the help of dataflow. There are so many features available in the recipe which make data transformation so easy.

What do you dislike most about this product?

1. Limitation of features. But It has been continuously growing since the launch. They keep adding cool features quarterly.

What recommendations would you give to someone considering this product?

It has limited features compared to other BI software but it also new tool as compared to other. It has grown exponentially since 2016.

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Trustworthy