Tableau CRM Analytics
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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Real user data aggregated to summarize the product performance and customer experience.
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87 Likeliness to Recommend
95 Plan to Renew
84 Satisfaction of Cost Relative to Value
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Emotional Footprint Overview
+86 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?
Pros
- Security Protects
- Performance Enhancing
- Acts with Integrity
- Reliable
Feature Ratings
Dashboard
Data Exploration and Visualization
Real-Time Visualization
BI Security
Advanced Analytics and Data Science
Self Service and Ad Hoc Capabilities
Data Connectors and Data Mashup
Collaboration
Spatial Analysis
Intelligent Alerts and Notifications
Metadata Management
Vendor Capability Ratings
Business Value Created
Vendor Support
Breadth of Features
Ease of Customization
Ease of IT Administration
Quality of Features
Ease of Data Integration
Ease of Implementation
Product Strategy and Rate of Improvement
Availability and Quality of Training
Usability and Intuitiveness
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Tableau CRM Analytics Reviews
ANUROOP N.
- Role: Information Technology
- Industry: Technology
- Involvement: End User of Application
Submitted Nov 2023
Excellent Analytical Tool
Likeliness to Recommend
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
Submitted Oct 2023
Great solution to provide data analytics
Likeliness to Recommend
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
Sifa E.
- Role: Sales Marketing
- Industry: Consulting
- Involvement: End User of Application
Submitted Jul 2023
Great Tool with Good Insights
Likeliness to Recommend
What differentiates Tableau CRM Analytics from other similar products?
Tableau is one of the oldest data analysis, reporting and monitoring tools, I know that I can always rely on it.
What is your favorite aspect of this product?
I like the way I can visulize the data with many different alternative mechanisms
What do you dislike most about this product?
This tool is not native to any platform that's why integrations are sometimes difficult.
What recommendations would you give to someone considering this product?
I'd recommend them to use this tool even with a freemium version
Pros
- Acts with Integrity
- Appreciates Incumbent Status
- Helps Innovate
- Continually Improving Product
