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.

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

87

Visual Pipeline Monitoring

81

Predictive Sales Forecasting

80

Collaboration

80

Intelligent Alerts and Notifications

80

Scenario Analysis

80

Predictive Time-Series Reporting & Analytics

80

Artificial Intelligence-Based Insights

79

Territory Analytics and Management

79

Data Ingestion and Interoperability

78

Pipeline Planning

77

Vendor Capability Ratings

Average 80

Quality of Features

83

Breadth of Features

83

Ease of IT Administration

83

Ease of Customization

82

Business Value Created

81

Ease of Data Integration

80

Ease of Implementation

79

Usability and Intuitiveness

79

Availability and Quality of Training

78

Vendor Support

77

Product Strategy and Rate of Improvement

76

Tableau CRM Analytics Reviews

Vishal G.

  • Role: Sales Marketing
  • Industry: Insurance
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Mar 2025

Best Software to review the summary

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau CRM Analytics differentiates itself by being native to the Salesforce ecosystem which offers seamless data integration and actionable within the CRM, while also providing powerful data visualization and analysis capabilities.

What is your favorite aspect of this product?

The favorite aspect of Tableau is their ability to provide clear, interactive, and customizable data visualizations, enabling users to quickly grasp complex information and make informed decisions.

What do you dislike most about this product?

Some of our users dislike Tableau dashboards due to perceived limitations in data transformation and cleaning capabilities, complex custom visual imports and challenges with navigating the interface and managing worksheets

What recommendations would you give to someone considering this product?

Focus on its strengths in data visualization and interactive dashboards

Pros

  • Helps Innovate
  • Trustworthy
  • Saves Time
  • Fair

Chandrashekhar K.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Feb 2025

Excellent product for data visualization

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Better tools for data visualization

What is your favorite aspect of this product?

Dashboard creation

What do you dislike most about this product?

Nothing to dislike really

What recommendations would you give to someone considering this product?

Play with the product to understand how it works

Pros

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

Shashwat T.

  • Role: Consultant
  • Industry: Technology
  • Involvement: IT Leader or Manager
Validated Review
Verified Reviewer

Submitted Jan 2024

Delightful Features, Intuitive UI

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau handles big data very well.

What is your favorite aspect of this product?

Features & UX

What do you dislike most about this product?

I don't its pricing, i think they need to change it

What recommendations would you give to someone considering this product?

100% Recommended

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Trustworthy

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