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 Sales Analytics 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.

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

88

Scenario Analysis

81

Intelligent Alerts and Notifications

80

Visual Pipeline Monitoring

80

Predictive Time-Series Reporting & Analytics

79

Artificial Intelligence-Based Insights

79

Collaboration

79

Data Ingestion and Interoperability

79

Predictive Sales Forecasting

78

Territory Analytics and Management

78

Pipeline Planning

77

Vendor Capability Ratings

Average 79

Quality of Features

82

Ease of Customization

82

Breadth of Features

81

Ease of IT Administration

81

Ease of Implementation

80

Ease of Data Integration

79

Business Value Created

79

Usability and Intuitiveness

79

Vendor Support

78

Product Strategy and Rate of Improvement

76

Availability and Quality of Training

76

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

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