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.

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

88

Scenario Analysis

81

Intelligent Alerts and Notifications

80

Visual Pipeline Monitoring

80

Predictive Time-Series Reporting & Analytics

79

Artificial Intelligence-Based Insights

79

Collaboration

79

Data Ingestion and Interoperability

79

Predictive Sales Forecasting

78

Territory Analytics and Management

78

Pipeline Planning

77

Vendor Capability Ratings

Average 79

Quality of Features

82

Ease of Customization

82

Breadth of Features

81

Ease of IT Administration

81

Ease of Implementation

80

Ease of Data Integration

79

Business Value Created

79

Usability and Intuitiveness

79

Vendor Support

78

Product Strategy and Rate of Improvement

76

Availability and Quality of Training

76

Tableau CRM Analytics Reviews

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

Sagar K.

  • Role: Consultant
  • Industry: Banking
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Jan 2024

Review on tableau crm

Likeliness to Recommend

9 /10

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
  • Role: Finance
  • Industry: Banking
  • Involvement: Vendor Selection and Purchasing
Validated Review
Anonymous Reviewer

Submitted Jan 2024

Great scalability and interface!

Likeliness to Recommend

7 /10

Pros

  • Unique Features
  • Respectful
  • Security Protects
  • Acts with Integrity

Cons

  • Wastes Time

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