Salesforce.com Inc

Tableau CRM Analytics

8.4 /10

49 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.

Company Details

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Awards & Recognition

Tableau CRM Analytics won the following awards in the Sales Analytics category

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2024 Data Quadrant Gold Medalist

Latest Award, 2024

0 Top Rated Capabilities

1 Top Rated Features

Latest Award, 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.

87 Likeliness to Recommend

100 Plan to Renew

75 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+83 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
Continually Improving Product
Client Friendly Policies
Helps Innovate

Feature Ratings

Average 81

Dashboard

Scenario Analysis

Visual Pipeline Monitoring

Collaboration

Territory Analytics and Management

Data Ingestion and Interoperability

Intelligent Alerts and Notifications

Predictive Time-Series Reporting & Analytics

Predictive Sales Forecasting

Artificial Intelligence-Based Insights

Pipeline Planning

Vendor Capability Ratings

Average 80

Ease of IT Administration

Product Strategy and Rate of Improvement

Quality of Features

Ease of Data Integration

Vendor Support

Breadth of Features

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Availability and Quality of Training

Business Value Created

Also Featured in...

Customer Intelligence

Score 7.6

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Tableau CRM Analytics Reviews

Seth P.

Role: Sales Marketing
Industry: Food and Beverage
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2024

Tableau CRM Analytics is functional and useful

Likeliness to Recommend

6 /10

What differentiates Tableau CRM Analytics from other similar products?

Having only used Tableau CRM Analytics I am unable to review this aspect.

What is your favorite aspect of this product?

The pipeline tracking and analytics along with forecasting.

What do you dislike most about this product?

SRs do not always flow properly or have errors and other issues without proper notification.

What recommendations would you give to someone considering this product?

it is a functional platform for sales management and CRM but not perfect.

Pros

Continually Improving Product
Reliable
Performance Enhancing
Saves Time

Cons

Leverages Incumbent Status

Mitesh S.

Role: Information Technology
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jan 2024

I am impressed with its user friendly interface

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

It is different from other similar products due to its seamless integration due to its ecosystem, providing a complete end-to-end analytics solution. Its user interface completely impressed me, its data visualization capabilities, and the ability to derive actionable insights and monitoring very easily. This platform's focus on user-friendly analytics helps a wide range of users, from beginners to advanced analysts.

What is your favorite aspect of this product?

My Favourite aspect is its ease of use capability. The intuitive interface and drag-and-drop functionality make data analysis and visualization very easy, even for someone without extensive technical skills can use this product.

What do you dislike most about this product?

not offering any support in offline mode is what is dislike about this product.

What recommendations would you give to someone considering this product?

I suggest that this product should also offer the features for mobile application!

Pros

Reliable
Performance Enhancing
Enables Productivity
Unique Features

Role: Information Technology
Industry: Telecommunications
Involvement: IT Leader or Manager

Validated Review

Anonymous Reviewer

Submitted Jan 2024

must use software for better results

Likeliness to Recommend

8 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Unique Features

Cons

Less Performance Enhancing
Less Productive
Less Caring

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

2024 Data Quadrant Gold Medalist

Tableau CRM Analytics Ratings

87 Likeliness to Recommend

100 Plan to Renew

75 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+83 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.

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

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

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

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.

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.

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

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.

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

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

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

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.

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.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

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.

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 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.

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.

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.

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.

Also Featured in...

Customer Intelligence

Tableau CRM Analytics Reviews

Seth P.

Tableau CRM Analytics is functional and useful

Likeliness to Recommend

Pros

Cons

Mitesh S.

I am impressed with its user friendly interface

Likeliness to Recommend

Pros

must use software for better results

Likeliness to Recommend

Pros

Cons

Most Popular Tableau CRM Analytics Comparisons

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Feature Ratings

Dashboard

Scenario Analysis

Visual Pipeline Monitoring

Collaboration

Territory Analytics and Management

Data Ingestion and Interoperability

Intelligent Alerts and Notifications

Predictive Time-Series Reporting & Analytics

Predictive Sales Forecasting

Artificial Intelligence-Based Insights

Pipeline Planning

Vendor Capability Ratings

Ease of IT Administration

Product Strategy and Rate of Improvement

Quality of Features

Ease of Data Integration

Vendor Support

Breadth of Features

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Availability and Quality of Training

Business Value Created