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Salesforce.com Inc

Tableau CRM Analytics

Composite Score

7.6 /10

CX Score

8.0 /10

24 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.

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Awards & Recognition

Tableau CRM Analytics won the following awards in the Business Intelligence & Analytics – Enterprise category

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2 Top Rated Capabilities

0 Top Rated Features

2024

3 Top Rated Capabilities

2 Top Rated Features

2023

Service Experience
Product Impact

2022

3 Top Rated Capabilities

0 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.

87 Likeliness to Recommend

100 Plan to Renew

4
Since last award

85 Satisfaction of Cost Relative to Value

2
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.

+91 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

7% Neutral

91% Positive

Pros

Continually Improving Product
Reliable
Performance Enhancing
Includes Product Enhancements

Feature Ratings

Average 80

Real-Time Visualization

Data Exploration and Visualization

Dashboard

Advanced Analytics and Data Science

BI Security

Data Modelling Tools

BI Platform Administration

Self Service and Ad Hoc Capabilities

Collaboration

Spatial Analysis

Operational Reporting Capabilities

Vendor Capability Ratings

Average 79

Business Value Created

Ease of Data Integration

Quality of Features

Usability and Intuitiveness

Vendor Support

Ease of Implementation

Breadth of Features

Ease of IT Administration

Ease of Customization

Product Strategy and Rate of Improvement

Availability and Quality of Training

Also Featured in...

Sales Analytics

Score 8.4

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

Business Intelligence & Analytics - Midmarket

Score 8.1

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

Customer Intelligence

Score 7.8

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

Tableau CRM Analytics Reviews

ANUROOP N.

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Nov 2023

Excellent Analytical Tool

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

its key differentiators are AI driven Insights, predictive analytics, and dynamic dashboard. Tableau CRM emphasizes business intelligence tailored for salesforce users, providing a cohesive platform for data exploration and decision-making within the salesforce ecosystem.

What is your favorite aspect of this product?

Tableau CRM's intuitive interface, powerful analytics, and the ability to derive actionable insights from Salesforce data. Its integration features and AI-driven capabilities contribute to its popularity among those seeking a comprehensive analytics solution within the Salesforce environment.

What do you dislike most about this product?

its pricing is relatively high compared to other analytics tools. Additionally, while it excels in Salesforce integration, it might require some extra learnings who are unfamiliar with the tool.

What recommendations would you give to someone considering this product?

Tableau CRM is a strong choice anyways, consider your specific analytics needs and budget. Alternatives like power BI or Looker may offer competitive features and pricing, but if you are deeply embedded in the Salesforce ecosystem and prioritize seamless integration. it is the best option.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

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

Role: Information Technology
Industry: Other
Involvement: End User of Application

Validated Review

Anonymous Reviewer

Submitted Nov 2023

universal tool

Likeliness to Recommend

6 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Book a Free Demo Today!

Awards & Recognition

Tableau CRM Analytics Ratings

87 Likeliness to Recommend

100 Plan to Renew

4 Since last award

85 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+91 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

Real-Time Visualization Ability to analyze and visualize data as soon as it becomes available via data-streaming pipelines.

Data Exploration and Visualization Ability to visually manipulate, interact with, and explore data, and perform basic descriptive statistics and pattern detection.

Dashboard Includes alerts and notifications, KPIs, visual analytics, and interactive features.

Advanced Analytics and Data Science Techniques including predictive, data and text mining, machine learning, forecasting, what-if analysis, sentiment analysis etc.

BI Security Data access control management, including access permissions management, user authentication and enforcement of access permissions via technology.

Data Modelling Tools Includes ability to model complex relationships between internal application sources and other parties.

BI Platform Administration Centralized console to manage BI portal administration. Management metrics and reports on usage, resource utilization, security, and other activities.

Self Service and Ad Hoc Capabilities Selected user groups are able to interact with BI data, slice and dice, and find answers on their own.

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

Spatial Analysis Ability to natively visualize and analyze spatial data out of the box tied to postcode, zipcode or spacial co-ordinates.

Operational Reporting Capabilities Real-time detailed reporting to support operational business processes.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

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.

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.

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.

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.

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

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.

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...

Sales Analytics

Business Intelligence & Analytics - Midmarket

Customer Intelligence

Tableau CRM Analytics Reviews

ANUROOP N.

Excellent Analytical Tool

Likeliness to Recommend

Pros

Nick R.

Great solution to provide data analytics

Likeliness to Recommend

Pros

universal tool

Likeliness to Recommend

Pros

4
Since last award

2
Since last award

Feature Ratings

Real-Time Visualization

Data Exploration and Visualization

Dashboard

Advanced Analytics and Data Science

BI Security

Data Modelling Tools

BI Platform Administration

Self Service and Ad Hoc Capabilities

Collaboration

Spatial Analysis

Operational Reporting Capabilities

Vendor Capability Ratings

Business Value Created

Ease of Data Integration

Quality of Features

Usability and Intuitiveness

Vendor Support

Ease of Implementation

Breadth of Features

Ease of IT Administration

Ease of Customization

Product Strategy and Rate of Improvement

Availability and Quality of Training