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Salesforce.com Inc

Tableau CRM Analytics

Composite Score

8.4 /10

CX Score

8.4 /10

66 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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2025 Data Quadrant Champion

Latest Award, 2025

2024 Data Quadrant Champion

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.

84 Likeliness to Recommend

1
Since last award

100 Plan to Renew

76 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.

+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?

4% Negative

10% Neutral

86% Positive

Pros

Respectful
Inspires Innovation
Saves Time
Client Friendly Policies

Feature Ratings

Average 80

Dashboard

Visual Pipeline Monitoring

Predictive Sales Forecasting

Collaboration

Intelligent Alerts and Notifications

Scenario Analysis

Predictive Time-Series Reporting & Analytics

Artificial Intelligence-Based Insights

Territory Analytics and Management

Data Ingestion and Interoperability

Pipeline Planning

Vendor Capability Ratings

Average 80

Quality of Features

Breadth of Features

Ease of IT Administration

Ease of Customization

Business Value Created

Ease of Data Integration

Ease of Implementation

Usability and Intuitiveness

Availability and Quality of Training

Vendor Support

Product Strategy and Rate of Improvement

Also Featured in...

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

Farjana L.

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

Validated Review

Verified Reviewer

Submitted Apr 2022

Tableau CRM is a useful tool for businesses.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

I can create custom dashboards and reports using Salesforce data by leveraging Tableau CRM. Moreover, it assists me in shortening the amount of time I spend developing dashboards. From a KeyPoint Indicators perspective, the visual experience is impressive—the dashboards are good, and the data is clearly understood. Every useful feature of Einstein Wave Analytics has been preserved and enhanced by the team at Salesforce in the process. It's desirable.

What is your favorite aspect of this product?

Tableau CRM, a Salesforce business intelligence tool, is used for reporting purposes. In addition, it includes drag-and-drop functionality and a user-friendly graphical user interface (GUI). I find most valuable about it is the ability to embed analytics components directly into Salesforce records. It could also be used as a Salesforce tool to allow customers to order or open quotes from Salesforce.

What do you dislike most about this product?

Some of the updates are not performing as expected at this time. Creating data flow diagrams was not always an easy task when it came to creating data flow diagrams. It was necessary to have access to a resource that possessed specific expertise. Finding other charts was difficult because of the chart form's limited functionality.

What recommendations would you give to someone considering this product?

Rather than choosing chart types based on their appearance or variety, choose them based on the characteristics of the data being displayed. It's possible to achieve almost anything with faceting, as an example. If the binding doesn't work the first time, don't panic. The text widget allows you to run tests on the data. It is possible to share folders, dataflow, and dashboards with a specific user or group of users. I strongly urge you to see it!

Pros

Reliable
Inspires Innovation
Saves Time
Acts with Integrity

Saksit S.

Role: Sales Marketing
Industry: Gaming and Hospitality
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2022

One of the best tool to visualize your data

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

make a dashboard easily

What is your favorite aspect of this product?

Data integration

What do you dislike most about this product?

Pricing, a little bit hard to learn, in the non-IT point of view.

What recommendations would you give to someone considering this product?

It's one of the best data visualization out there.

Pros

Enables Productivity
Unique Features
Efficient Service
Caring

James B.

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

Validated Review

Verified Reviewer

Submitted Mar 2022

Does its job as advertised and much more!

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

I think to be frank, it differs from other similar products simply by not overpromising what they are capable of doing. In my field, which is banking, it's pretty straightforward what I need it for, and it does that job and then some!

What is your favorite aspect of this product?

I think the expectation that daily I am going to have a unique experience with it, which is not only important to me in the monotonous world of banking, it allows me to play to my strengths when getting things done!

What do you dislike most about this product?

Honestly, the product does what it says... I guess for me the speed of certain processes led me to be upset a couple times, but honestly, I would chalk that up to my company's computers

What recommendations would you give to someone considering this product?

Does it fit the type of project you need it for? Not all financial institutions or companies are created equal, and my company needed it simply to streamline the sheer amount of data we have, but if you are a smaller entity you may not need it. Do your homework before diving head first.

Pros

Effective Service
Inspires Innovation
Saves Time
Generous Negotitation

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

2025 Data Quadrant Champion

2024 Data Quadrant Champion

Tableau CRM Analytics Ratings

84 Likeliness to Recommend

1 Since last award

100 Plan to Renew

76 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+82 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.

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

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.

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

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.

Scenario Analysis The solution provides the ability to create and model different projected revenue and growth scenarios based on multivariate, user-defined conditions.

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

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

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

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.

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.

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.

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.

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.

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.

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.

Also Featured in...

Business Intelligence & Analytics - Midmarket

Customer Intelligence

Tableau CRM Analytics Reviews

Farjana L.

Tableau CRM is a useful tool for businesses.

Likeliness to Recommend

Pros

Saksit S.

One of the best tool to visualize your data

Likeliness to Recommend

Pros

James B.

Does its job as advertised and much more!

Likeliness to Recommend

Pros

Most Popular Tableau CRM Analytics Comparisons

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Feature Ratings

Dashboard

Visual Pipeline Monitoring

Predictive Sales Forecasting

Collaboration

Intelligent Alerts and Notifications

Scenario Analysis

Predictive Time-Series Reporting & Analytics

Artificial Intelligence-Based Insights

Territory Analytics and Management

Data Ingestion and Interoperability

Pipeline Planning

Vendor Capability Ratings

Quality of Features

Breadth of Features

Ease of IT Administration

Ease of Customization

Business Value Created

Ease of Data Integration

Ease of Implementation

Usability and Intuitiveness

Availability and Quality of Training

Vendor Support

Product Strategy and Rate of Improvement