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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Real user data aggregated to summarize the product performance and customer experience.
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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.
86 Likeliness to Recommend
1
Since last award
100 Plan to Renew
74 Satisfaction of Cost Relative to Value
1
Since last award
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.
+83 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?
Pros
- Respectful
- Continually Improving Product
- Client Friendly Policies
- Inspires Innovation
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Dashboard
Scenario Analysis
Visual Pipeline Monitoring
Intelligent Alerts and Notifications
Predictive Time-Series Reporting & Analytics
Collaboration
Territory Analytics and Management
Artificial Intelligence-Based Insights
Predictive Sales Forecasting
Data Ingestion and Interoperability
Pipeline Planning
Vendor Capability Ratings
Quality of Features
Ease of IT Administration
Breadth of Features
Ease of Customization
Ease of Implementation
Business Value Created
Ease of Data Integration
Usability and Intuitiveness
Vendor Support
Product Strategy and Rate of Improvement
Availability and Quality of Training
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Tableau CRM Analytics Reviews
Juned A.
- Role: Sales Marketing
- Industry: Consulting
- Involvement: Business Leader or Manager
Submitted Jun 2022
Bit Complicated but worth a try- It is a new age..
Likeliness to Recommend
What differentiates Tableau CRM Analytics from other similar products?
Tableau has an intelligent interface that enables you to create and customize the dashboards according to your requirements. It has an inviting workspace area that encourages you to experiment with data and get smart results. The workspace area has different cards and shelves, toolbarsidebar, data source page, status bar, and sheet tabs.Tableau provides some essential advantages for exploring and visualizing data in detail. Tableau is also incorporating natural language capabilities into its software.Tableau offers a useful image sharing tool. Using a particular key combination, the user can share or publish the visualization on the serve
What is your favorite aspect of this product?
Tableau provides some essential advantages for exploring and visualizing data in detail. Tableau is also incorporating natural language capabilities into its software. This helps in finding solutions to complex problems by understanding the data better Tableau Software has access to numerous data sources and servers such as Excel, Text File, PDF, JSON, statistical file, Amazon Redshift, Cloudera Hadoop, Google Analytics, dropbox, google sheets, google drive and others.Tableau supports powerful data discovery and exploration that enables users to answer important questions in secondsNo prior programming knowledge is needed; users without relev
What do you dislike most about this product?
Tableau offers a useful image sharing tool. Using a particular key combination, the user can share or publish the visualization on the server, and other people will see it. The program supports a large number of data sources. It includes Excel, numerous databases, cloud systems, and more. No prior programming knowledge is needed; users without relevant experience can start immediately with creating visualizations using Tableau It can connect to several data sources that other BI tools do not support. Tableau enables users to create reports by joining and blending different datasets Tableau Server supports a centralized location to manage all
What recommendations would you give to someone considering this product?
No prior programming knowledge is needed; users without relevant experience can start immediately with creating visualizations using Tableau It can connect to several data sources that other BI tools do not support. Tableau enables users to create reports by joining and blending different datasets Tableau Server supports a centralized location to manage all published data sources within an organizationTableau offers a useful image sharing tool.Using a particular key combination, the user can share or publish the visualization on the server, and other people will see it. The program supports a large number of data sources. It includes Excel,
Pros
- Inspires Innovation
- Caring
- Client's Interest First
- Includes Product Enhancements
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Rose M.
- Role: Information Technology
- Industry: Technology
- Involvement: End User of Application
Submitted Jun 2022
Great tool for customer management.
Likeliness to Recommend
What differentiates Tableau CRM Analytics from other similar products?
Best for predictive analysis. Processing of complex data sets. Great UI/UX.
What is your favorite aspect of this product?
Easy to use and implement. Can record data and analysis within a short period of time. Can manage and communicate with several clients at the same time.
What do you dislike most about this product?
Requires intense training to fully understand all features. No clearly defined documentation. Metadata not very clear.
What recommendations would you give to someone considering this product?
When you are dealing with a huge customer base you need this tool to manage customers and sales tracking.
Pros
- Helps Innovate
- Reliable
- Enables Productivity
- Unique Features
Please tell us why you think this review should be flagged.
Farjana L.
- Role: Information Technology
- Industry: Technology
- Involvement: Business Leader or Manager
Submitted Apr 2022
Tableau CRM is a useful tool for businesses.
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
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