Salesforce.com Inc

Tableau CRM Analytics

Composite Score

7.6 /10

CX Score

8.1 /10

22 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.

88 Likeliness to Recommend

1
Since last award

100 Plan to Renew

4
Since last award

84 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.

+94 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?

3% Negative

8% Neutral

89% Positive

Pros

Continually Improving Product
Reliable
Performance Enhancing
Trustworthy

Feature Ratings

Average 80

Real-Time Visualization

Data Exploration and Visualization

Dashboard

BI Platform Administration

Data Connectors and Data Mashup

Operational Reporting Capabilities

Advanced Analytics and Data Science

Self Service and Ad Hoc Capabilities

Data Modelling Tools

BI Security

Spatial Analysis

Vendor Capability Ratings

Average 79

Business Value Created

Quality of Features

Ease of Data Integration

Ease of Customization

Breadth of Features

Ease of Implementation

Ease of IT Administration

Vendor Support

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Availability and Quality of Training

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)

Customer Intelligence

Score 7.3

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

Tableau CRM Analytics Reviews

Michael H.

Role: Finance
Industry: Insurance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jan 2024

Fantastic data visualization and graph product

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau takes data visualization to the next level

What is your favorite aspect of this product?

The aesthetics of the data visualization options

What do you dislike most about this product?

Nothing really

What recommendations would you give to someone considering this product?

Try it out for your reporting needs

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

ANUROOP N.

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

Validated Review

Verified Reviewer

Submitted Nov 2023

Excellent Analytical Tool

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

its key differentiators are AI driven Insights, predictive analytics, and dynamic dashboard. Tableau CRM emphasizes business intelligence tailored for salesforce users, providing a cohesive platform for data exploration and decision-making within the salesforce ecosystem.

What is your favorite aspect of this product?

Tableau CRM's intuitive interface, powerful analytics, and the ability to derive actionable insights from Salesforce data. Its integration features and AI-driven capabilities contribute to its popularity among those seeking a comprehensive analytics solution within the Salesforce environment.

What do you dislike most about this product?

its pricing is relatively high compared to other analytics tools. Additionally, while it excels in Salesforce integration, it might require some extra learnings who are unfamiliar with the tool.

What recommendations would you give to someone considering this product?

Tableau CRM is a strong choice anyways, consider your specific analytics needs and budget. Alternatives like power BI or Looker may offer competitive features and pricing, but if you are deeply embedded in the Salesforce ecosystem and prioritize seamless integration. it is the best option.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

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

Validated Review

Anonymous Reviewer

Submitted Nov 2023

universal tool

Likeliness to Recommend

6 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Book a Free Demo Today!

Awards & Recognition

Tableau CRM Analytics Ratings

88 Likeliness to Recommend

1 Since last award

100 Plan to Renew

4 Since last award

84 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+94 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.

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

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

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

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

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.

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

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.

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.

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

Michael H.

Fantastic data visualization and graph product

Likeliness to Recommend

Pros

ANUROOP N.

Excellent Analytical Tool

Likeliness to Recommend

Pros

universal tool

Likeliness to Recommend

Pros

1
Since last award

4
Since last award

1
Since last award

Feature Ratings

Real-Time Visualization

Data Exploration and Visualization

Dashboard

BI Platform Administration

Data Connectors and Data Mashup

Operational Reporting Capabilities

Advanced Analytics and Data Science

Self Service and Ad Hoc Capabilities

Data Modelling Tools

BI Security

Spatial Analysis

Vendor Capability Ratings

Business Value Created

Quality of Features

Ease of Data Integration

Ease of Customization

Breadth of Features

Ease of Implementation

Ease of IT Administration

Vendor Support

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Availability and Quality of Training