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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.
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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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Shiv Dutt S.
- Role: Information Technology
- Industry: Healthcare
- Involvement: IT Leader or Manager
Submitted Jan 2024
AI based Analytic solution for CRM data
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
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Sagar K.
- Role: Consultant
- Industry: Banking
- Involvement: IT Development, Integration, and Administration
Submitted Jan 2024
Review on tableau crm
Likeliness to Recommend
What differentiates Tableau CRM Analytics from other similar products?
Its #1 cloud platform hence very secure and trustworthy. Its analytics is very smart than other products also transparent.
What is your favorite aspect of this product?
It is very user friendly and easy to setup. It makes easy to make custom dashboard.
What do you dislike most about this product?
Its relatively new, very few pre constructed dashboards hence have to build most of the dashboards.
What recommendations would you give to someone considering this product?
Add more pre built dashboards.
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
Cons
- Charges for Enhancements
Please tell us why you think this review should be flagged.
- Role: Finance
- Industry: Banking
- Involvement: Vendor Selection and Purchasing
Submitted Jan 2024
Great scalability and interface!
Likeliness to Recommend
Pros
- Unique Features
- Respectful
- Security Protects
- Acts with Integrity
Cons
- Wastes Time
Please tell us why you think this review should be flagged.
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