Salesforce.com Inc

Tableau CRM Analytics

Composite Score

7.6 /10

CX Score

8.1 /10

24 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.

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Awards & Recognition

Tableau CRM Analytics won the following awards in the Business Intelligence & Analytics – Enterprise category

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2 Top Rated Capabilities

0 Top Rated Features

2024

3 Top Rated Capabilities

2 Top Rated Features

2023

3 Top Rated Capabilities

0 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.

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

Data Exploration and Visualization

Dashboard

Operational Reporting Capabilities

BI Platform Administration

Advanced Analytics and Data Science

Data Connectors and Data Mashup

Self Service and Ad Hoc Capabilities

Data Modelling Tools

BI Security

Spatial Analysis

Vendor Capability Ratings

Average 79

Business Value Created

Ease of Data Integration

Quality of Features

Vendor Support

Usability and Intuitiveness

Breadth of Features

Ease of Implementation

Ease of IT Administration

Ease of Customization

Product Strategy and Rate of Improvement

Availability and Quality of Training

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)

Customer Intelligence

Score 7.4

View Tableau CRM Analytics in this category (opens in a new tab)

Tableau CRM Analytics Reviews

Hector P.

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

Validated Review

Verified Reviewer

Submitted May 2021

Great tool integrated into SFDC

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

You can integrate dashboards and other metrics into SFDC. Improving the workflow, plus you can can blend SFDC data with outside data.

What is your favorite aspect of this product?

The ability to mix data outside SFDC and integrate it in a dashboard that shows in SFDC pages.

What do you dislike most about this product?

there is a limited amount of charts that you can use. However that is imporving each update.

What recommendations would you give to someone considering this product?

Consider if you want to have everything into SFDC so that vendores have the info in one place or do you want them to go somewhere else.

Pros

Continually Improving Product
Reliable
Enables Productivity
Efficient Service

Sanath P.

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

Validated Review

Verified Reviewer

Submitted Jan 2021

Fantastic product for data analysis in salesforce

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

No need of external integration of IDE

What is your favorite aspect of this product?

The accuracy and the performance is very high

What do you dislike most about this product?

UI takes long time to load

What recommendations would you give to someone considering this product?

The licenses cost us alot. If the project budget is limited I recommend you to go with alteryx or power bi

Pros

Trustworthy
Efficient Service
Effective Service
Inspires Innovation

Aliyu S.

Role: C-Level
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2020

Features are Extraordinary

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

It's different from other similar products because The solution has a wide range of features that gives us a wide range of possibilities.

What is your favorite aspect of this product?

I like that SFDC is consistent in the experience and ability to track and run a business.

What do you dislike most about this product?

I am not sure if I dislike anything about this product. Everything is okay for me.

What recommendations would you give to someone considering this product?

I use salesforce for business development, therefore salesforce is a great way to keep track of your live opportunities and understand why some opps are lost. It is a good tool for creating reports which can be used as a base of information to plan your next development strategy.

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Caring

Cons

Less Respectful

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Book a Free Demo Today!

Awards & Recognition

Tableau CRM Analytics Ratings

87 Likeliness to Recommend

100 Plan to Renew

4 Since last award

85 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+91 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

Real-Time Visualization Ability to analyze and visualize data as soon as it becomes available via data-streaming pipelines.

Data Exploration and Visualization Ability to visually manipulate, interact with, and explore data, and perform basic descriptive statistics and pattern detection.

Dashboard Includes alerts and notifications, KPIs, visual analytics, and interactive features.

Operational Reporting Capabilities Real-time detailed reporting to support operational business processes.

BI Platform Administration Centralized console to manage BI portal administration. Management metrics and reports on usage, resource utilization, security, and other activities.

Advanced Analytics and Data Science Techniques including predictive, data and text mining, machine learning, forecasting, what-if analysis, sentiment analysis etc.

Data Connectors and Data Mashup Connect to, merge and clean data from multiple diverse data sources.

Self Service and Ad Hoc Capabilities Selected user groups are able to interact with BI data, slice and dice, and find answers on their own.

Data Modelling Tools Includes ability to model complex relationships between internal application sources and other parties.

BI Security Data access control management, including access permissions management, user authentication and enforcement of access permissions via technology.

Spatial Analysis Ability to natively visualize and analyze spatial data out of the box tied to postcode, zipcode or spacial co-ordinates.

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

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.

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.

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.

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.

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.

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.

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.

Also Featured in...

Sales Analytics

Business Intelligence & Analytics - Midmarket

Customer Intelligence

Tableau CRM Analytics Reviews

Hector P.

Great tool integrated into SFDC

Likeliness to Recommend

Pros

Sanath P.

Fantastic product for data analysis in salesforce

Likeliness to Recommend

Pros

Aliyu S.

Features are Extraordinary

Likeliness to Recommend

Pros

Cons

4
Since last award

2
Since last award

Feature Ratings

Real-Time Visualization

Data Exploration and Visualization

Dashboard

Operational Reporting Capabilities

BI Platform Administration

Advanced Analytics and Data Science

Data Connectors and Data Mashup

Self Service and Ad Hoc Capabilities

Data Modelling Tools

BI Security

Spatial Analysis

Vendor Capability Ratings

Business Value Created

Ease of Data Integration

Quality of Features

Vendor Support

Usability and Intuitiveness

Breadth of Features

Ease of Implementation

Ease of IT Administration

Ease of Customization

Product Strategy and Rate of Improvement

Availability and Quality of Training