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.

86 Likeliness to Recommend

1
Since last award

100 Plan to Renew

74 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.

+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?

2% Negative
12% Neutral
86% Positive

Pros

  • Respectful
  • Continually Improving Product
  • Client Friendly Policies
  • Inspires Innovation

Feature Ratings

Average 80

Dashboard

87

Scenario Analysis

80

Visual Pipeline Monitoring

80

Intelligent Alerts and Notifications

80

Predictive Time-Series Reporting & Analytics

80

Collaboration

79

Territory Analytics and Management

79

Artificial Intelligence-Based Insights

79

Predictive Sales Forecasting

79

Data Ingestion and Interoperability

78

Pipeline Planning

77

Vendor Capability Ratings

Average 79

Quality of Features

81

Ease of IT Administration

81

Breadth of Features

81

Ease of Customization

81

Ease of Implementation

79

Business Value Created

79

Ease of Data Integration

79

Usability and Intuitiveness

79

Vendor Support

78

Product Strategy and Rate of Improvement

77

Availability and Quality of Training

76

Tableau CRM Analytics Reviews

Juned A.

  • Role: Sales Marketing
  • Industry: Consulting
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Jun 2022

Bit Complicated but worth a try- It is a new age..

Likeliness to Recommend

7 /10

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

Rose M.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2022

Great tool for customer management.

Likeliness to Recommend

9 /10

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

Farjana L.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Apr 2022

Tableau CRM is a useful tool for businesses.

Likeliness to Recommend

9 /10

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

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