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

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Customer Intelligence

Score 7.4

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

Tableau CRM Analytics Reviews

James B.

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

Validated Review

Verified Reviewer

Submitted Mar 2022

Does its job as advertised and much more!

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

I think to be frank, it differs from other similar products simply by not overpromising what they are capable of doing. In my field, which is banking, it's pretty straightforward what I need it for, and it does that job and then some!

What is your favorite aspect of this product?

I think the expectation that daily I am going to have a unique experience with it, which is not only important to me in the monotonous world of banking, it allows me to play to my strengths when getting things done!

What do you dislike most about this product?

Honestly, the product does what it says... I guess for me the speed of certain processes led me to be upset a couple times, but honestly, I would chalk that up to my company's computers

What recommendations would you give to someone considering this product?

Does it fit the type of project you need it for? Not all financial institutions or companies are created equal, and my company needed it simply to streamline the sheer amount of data we have, but if you are a smaller entity you may not need it. Do your homework before diving head first.

Pros

Effective Service
Inspires Innovation
Saves Time
Generous Negotitation

Mohamed G.

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

Validated Review

Verified Reviewer

Submitted Mar 2022

Great CRM tool. Pricey with a lot of potential.

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

A very powerful BI tool for CRM data

What is your favorite aspect of this product?

The tool is low-code which makes it super easy to use

What do you dislike most about this product?

Once you need anything that is not pre-built, you will need to build it which will require some coding

What recommendations would you give to someone considering this product?

For the price point, make sure it is utilized to its fullest potential and there is a lot of potential in there.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Role: Information Technology
Industry: Other
Involvement: Initial Implementation

Validated Review

Anonymous Reviewer

Submitted Mar 2022

Easy to use, but a bit pricey. Helpfull service

Likeliness to Recommend

7 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Cons

Commodity Features
Vendor's Interest First
Less Generous

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

James B.

Does its job as advertised and much more!

Likeliness to Recommend

Pros

Mohamed G.

Great CRM tool. Pricey with a lot of potential.

Likeliness to Recommend

Pros

Easy to use, but a bit pricey. Helpfull service

Likeliness to Recommend

Pros

Cons

Most Popular Tableau CRM Analytics Comparisons

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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