Salesforce.com Inc

Tableau CRM Analytics

Composite Score

8.4 /10

CX Score

8.4 /10

52 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.

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

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

Average 79

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

Also Featured in...

Business Intelligence & Analytics - Midmarket

Score 8.3

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Customer Intelligence

Score 7.3

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

Tableau CRM Analytics Reviews

Indrajeet S.

Role: Information Technology
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Jan 2024

One of the best tools to derive insights

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Helps create visually stunning dashboards with data insights, visualization options include pie charts, maps, bar graphs & more allows us to communicate insights more effectively it has helped me understand datasets better.

What is your favorite aspect of this product?

Tableau comes with a really intuitive design which is fairly simple to set up, overall accessibility and support for the product are some key features that I liked for tableau. The learning curve for using tableau is really less.

What do you dislike most about this product?

Though tableau provides a lot of customizations in dashboard but some users noticed that there are some limitations on using predefined presets, there is definitely some potential for improvement in that aspect. Functionalities related to intricate analysis can be a little difficult to understand initially

What recommendations would you give to someone considering this product?

The interface is simple to understand for people who understand insights, but completely new people can make use of few initial guidelines for help, just like simple pop-ups, or we can integrate a chatbot inside app UI itself for help.

Pros

Trustworthy
Fair
Client's Interest First
Appreciates Incumbent Status

Karim M.

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

Validated Review

Verified Reviewer

Submitted Jan 2024

easy to use

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

very intuitive and easy to use

What is your favorite aspect of this product?

the ease of use

What do you dislike most about this product?

need a bit of knowledge at the begining

What recommendations would you give to someone considering this product?

more explaination

Pros

Reliable
Helps Innovate
Enables Productivity
Efficient Service

Shiv Dutt S.

Role: Information Technology
Industry: Healthcare
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Jan 2024

AI based Analytic solution for CRM data

Likeliness to Recommend

7 /10

What differentiates Tableau CRM Analytics from other similar products?

Best reporting solution for your CRM data if CRM data lies in salesforce. Beautiful dashboards which can beat any reporting tools. Easy integration with Salesforce data to provide accurate insights and analytical solution.

What is your favorite aspect of this product?

Eye catching dashboards can be build combining multiple data sources, development is quick and detail reports can be build. Robust security feature for user validation. It works on could based platform hence single page login logout and accessed from CRM app for business.

What do you dislike most about this product?

Compare to other BI solutions, license Cost is higher. Also integration to vast majority of data sources is not supported. Limited connectors are provided.. Also there is no way to implement snapshot data kind of logic using CRM analytics. you need to maintained history data in source system in order to build report.

What recommendations would you give to someone considering this product?

If you have CRM data in salesforce then you can opt for CRM analytics for sales/service reporting to build beautiful dashboards but if you have other data sources like SAP HANA, SQL server, DB2 etc. then you may need data lake to build quality dashboards.

Pros

Continually Improving Product
Reliable
Generous Negotitation
Trustworthy

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

2024 Data Quadrant Gold Medalist

Tableau CRM Analytics Ratings

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

+83 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.

Visual Pipeline Monitoring Includes customizable visualizations of the sales pipeline for monitoring pipeline health, risk, quality and goal progression.

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.

Predictive Time-Series Reporting & Analytics Includes time-series analytics on critical sales metrics, including forecasts, pipeline, activity, and quota attainment.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Territory Analytics and Management Includes the ability to analyze capacity and allocate resources for targeting key segments in a given territory or market.

Artificial Intelligence-Based Insights Includes predictive insights and forecasted on artificial intelligence rather than purely historical data.

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.

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.

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 IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

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 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.

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.

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.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

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

Indrajeet S.

One of the best tools to derive insights

Likeliness to Recommend

Pros

Karim M.

easy to use

Likeliness to Recommend

Pros

Shiv Dutt S.

AI based Analytic solution for CRM data

Likeliness to Recommend

Pros

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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