Salesforce.com Inc

Tableau CRM Analytics

Composite Score

8.3 /10

CX Score

8.3 /10

56 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 Sales Analytics category

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2024 Data Quadrant Gold Medalist

2024

0 Top Rated Capabilities

1 Top Rated Features

2024

5 Top Rated Capabilities

2 Top Rated Features

2023

2 Top Rated Capabilities

5 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.

85 Likeliness to Recommend

2
Since last award

100 Plan to Renew

75 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.

+82 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

13% Neutral

85% Positive

Pros

Respectful
Client Friendly Policies
Continually Improving Product
Helps Innovate

Feature Ratings

Average 80

Dashboard

Scenario Analysis

Intelligent Alerts and Notifications

Visual Pipeline Monitoring

Predictive Time-Series Reporting & Analytics

Artificial Intelligence-Based Insights

Collaboration

Data Ingestion and Interoperability

Predictive Sales Forecasting

Territory Analytics and Management

Pipeline Planning

Vendor Capability Ratings

Average 79

Quality of Features

Ease of Customization

Breadth of Features

Ease of IT Administration

Ease of Implementation

Ease of Data Integration

Business Value Created

Usability and Intuitiveness

Vendor Support

Product Strategy and Rate of Improvement

Availability and Quality of Training

Also Featured in...

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

Peter W.

Role: Operations
Industry: Banking
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2024

AI powered insights

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Combines Salesforce data with external sources for comprehensive view.

What is your favorite aspect of this product?

It provides robust security models including role based access control and compliance

What do you dislike most about this product?

New users may require training to fully leverage advanced analytics

What recommendations would you give to someone considering this product?

Provides highly interactive and customizable dashboard

Pros

Helps Innovate
Continually Improving Product
Inspires Innovation
Fair

Zain K.

Role: Finance
Industry: Insurance
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Oct 2024

Best visuals, Never disappoints.

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

User friendly Data integration is easy Data visualisation is top notch.

What is your favorite aspect of this product?

Visulizations

What do you dislike most about this product?

Data modelling.

What recommendations would you give to someone considering this product?

Easy to use, User friendly UI, Data integration is pretty easy, Visuals are the best.

Pros

Reliable
Performance Enhancing
Effective Service
Inspires Innovation

Bricco B.

Role: Sales Marketing
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2024

Make Rational Decisions using The Program

Likeliness to Recommend

7 /10

What differentiates Tableau CRM Analytics from other similar products?

The inclusion of digital sales management through solid analytics

What is your favorite aspect of this product?

The impression of customer help is vibrant

What do you dislike most about this product?

The coordination between sales and marketing is not fully harmonious

What recommendations would you give to someone considering this product?

The competent sales progressive option

Pros

Continually Improving Product
Reliable
Efficient Service
Acts with Integrity

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

2024 Data Quadrant Gold Medalist

Tableau CRM Analytics Ratings

85 Likeliness to Recommend

2 Since last award

100 Plan to Renew

75 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+82 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

Dashboard Generate presentation ready QBRs, reports and dashboards. Includes progress to goal, growth forecasts, average sales cycle and ACV, and lead source analysis.

Scenario Analysis The solution provides the ability to create and model different projected revenue and growth scenarios based on multivariate, user-defined conditions.

Intelligent Alerts and Notifications Includes notifications across a range of channels including in-platform (tray notification), SMS and email customized to trigger in specific circumstances.

Visual Pipeline Monitoring Includes customizable visualizations of the sales pipeline for monitoring pipeline health, risk, quality and goal progression.

Predictive Time-Series Reporting & Analytics Includes time-series analytics on critical sales metrics, including forecasts, pipeline, activity, and quota attainment.

Artificial Intelligence-Based Insights Includes predictive insights and forecasted on artificial intelligence rather than purely historical data.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Data Ingestion and Interoperability Includes bidirectional connections with external sources of data i.e. CRM Systems and Marketing Automation Tools, to improve the breadth of contact information.

Predictive Sales Forecasting Includes the ability to project sales/revenue over a specified period of time, using a combination of historical performance and/or external signals.

Territory Analytics and Management Includes the ability to analyze capacity and allocate resources for targeting key segments in a given territory or market.

Pipeline Planning Determine how much pipeline is necessary to meet revenue targets, specifically, understand if there is sufficient pipeline coverage for a given quarter.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

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

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

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.

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.

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.

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...

Business Intelligence & Analytics - Midmarket

Customer Intelligence

Tableau CRM Analytics Reviews

Peter W.

AI powered insights

Likeliness to Recommend

Pros

Zain K.

Best visuals, Never disappoints.

Likeliness to Recommend

Pros

Bricco B.

Make Rational Decisions using The Program

Likeliness to Recommend

Pros

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Feature Ratings

Dashboard

Scenario Analysis

Intelligent Alerts and Notifications

Visual Pipeline Monitoring

Predictive Time-Series Reporting & Analytics

Artificial Intelligence-Based Insights

Collaboration

Data Ingestion and Interoperability

Predictive Sales Forecasting

Territory Analytics and Management

Pipeline Planning

Vendor Capability Ratings

Quality of Features

Ease of Customization

Breadth of Features

Ease of IT Administration

Ease of Implementation

Ease of Data Integration

Business Value Created

Usability and Intuitiveness

Vendor Support

Product Strategy and Rate of Improvement

Availability and Quality of Training