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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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

Shubham M.

  • Role: Finance
  • Industry: Banking
  • Involvement: Vendor Management and Renewal
Validated Review
Verified Reviewer

Submitted Jan 2024

Highly user friendly reporting

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

It has better user interface. More ergonomical in nature. Easily accomodates data.

What is your favorite aspect of this product?

Its Dashboarding is much better than most of the tools in the market

What do you dislike most about this product?

Its not for beginners you need atleast basics before building your reports

What recommendations would you give to someone considering this product?

Always see the feasibility of the usage you are able to do. If you are able to do the economies of scale and need a product that manages your reporting, its the perfect tool.

Pros

  • Client Friendly Policies
  • Acts with Integrity
  • Client's Interest First
  • Helps Innovate

Nick R.

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

Submitted Oct 2023

Great solution to provide data analytics

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Ability to pull data into separate datasets from multiple products with native integration to Salesforce. Its a great solution and is also embedded directly into Salesforce with great capabilities and separate permissions for users

What is your favorite aspect of this product?

Exploring data on dashboards is extremely good, the fact you can link components on the dashboard to filter based on other selections means the whole dashboard works together. Very strong functionality in this area. The ability to pull data into datasets and report on this outside the other systems is very useful. With a bit of work trending can also be configured.

What do you dislike most about this product?

Not many external products have standard integrations, no where near as many as tableau itself. There is ability to import CSV but this requires using other ETL tools if you want this automated.

What recommendations would you give to someone considering this product?

Definitely consider doing a PoV and consider having some sort of training or using a third party to implement as there is a lot of understand required before jumping in. KPI's also need to be clearly established before designing dashboard and recipie's (data jobs)

Pros

  • Trustworthy
  • Unique Features
  • Saves Time
  • Client Friendly Policies

Prateek P.

  • Role: Information Technology
  • Industry: Media
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Jul 2023

Good product easy to use

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Automation of CRM and the quick easy to use features is the best part

What is your favorite aspect of this product?

The customer Relationship Management features provided gives a good help in managing the relations.

What do you dislike most about this product?

Takes time to get used to. Hard for new users to start.

What recommendations would you give to someone considering this product?

Native solution. The best of salesforce and tableau together. Really much more powerful than dashboards with the filter drop down

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

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