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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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Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
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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.
85 Likeliness to Recommend
2
Since last award
100 Plan to Renew
75 Satisfaction of Cost Relative to Value
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?
Pros
- Respectful
- Client Friendly Policies
- Continually Improving Product
- Helps Innovate
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
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
Also Featured in...
Tableau CRM Analytics Reviews
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James B.
- Role: Sales Marketing
- Industry: Banking
- Involvement: End User of Application
Submitted Mar 2022
Does its job as advertised and much more!
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
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Mohamed G.
- Role: Sales Marketing
- Industry: Media
- Involvement: End User of Application
Submitted Mar 2022
Great CRM tool. Pricey with a lot of potential.
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
- Role: Information Technology
- Industry: Other
- Involvement: Initial Implementation
Submitted Mar 2022
Easy to use, but a bit pricey. Helpfull service
Likeliness to Recommend
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
Cons
- Commodity Features
- Vendor's Interest First
- Less Generous
Please tell us why you think this review should be flagged.
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