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Salesforce.com Inc

Tableau CRM Analytics

Composite Score

7.9 /10

CX Score

8.2 /10

36 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 Customer Intelligence category

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2 Top Rated Capabilities

0 Top Rated Features

Latest Award, 2025

0 Top Rated Capabilities

2 Top Rated Features

2024

Conflict Resolution

2024

0 Top Rated Capabilities

1 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.

86 Likeliness to Recommend

2
Since last award

94 Plan to Renew

1
Since last award

86 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.

+87 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?

1% Negative

13% Neutral

86% Positive

Pros

Acts with Integrity
Respectful
Saves Time
Security Protects

Feature Ratings

Average 82

Audience Segmentation

Audience Demographics

Conversion Analysis

Predictive Analytics

API Framework

Real Time Workflow Automation

Metadata Management

Customer Journey Modelling

Anomaly Detection

Data Visualization

Cross Channel Attribution Analysis

Vendor Capability Ratings

Average 81

Business Value Created

Breadth of Features

Ease of Customization

Availability and Quality of Training

Ease of IT Administration

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Product Strategy and Rate of Improvement

Vendor Support

Also Featured in...

Business Intelligence & Analytics - Midmarket

Score 8.3

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

Sales Analytics

Score 7.8

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

Tableau CRM Analytics Reviews

Gowtham B.

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

Validated Review

Verified Reviewer

Submitted Mar 2024

User friendly capabilities.

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

Diverse analytical tools with in thic CRM.

What is your favorite aspect of this product?

User friendly and ggreat functionalities.

What do you dislike most about this product?

UI seems a little too complex with too many options.

What recommendations would you give to someone considering this product?

One of the best tools in the CRM space.

Pros

Effective Service
Caring
Respectful
Efficient Service

Marcello L.

Role: Operations
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2026

Transforms CRM data to Predictive Insights

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

It is possible to directly embed dashboards and insights into CRM pages and this makes analytics more actionable within workflow and this is an added advantage as there no switching apps to find reports

What is your favorite aspect of this product?

Providing actionable analytics whose insights are inside CRM interface ensuring that CRM analyst sees among others the top-performing segments, pipeline dashboard and the lead conversion prediction

What do you dislike most about this product?

To enjoy advanced analytics and the Einstein abilities, you have to get a premium license and this always affects a firm’s ROI if it was not budgeted correctly

What recommendations would you give to someone considering this product?

When beginning, start with the descriptive dashboards and later expand to the predictive models for easier adoption and best analytics outcomes

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Amir H.

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

Validated Review

Verified Reviewer

Submitted May 2025

useful for role-based dashboards

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

each department in our org sees a customized view execs get topline metrics, reps see tasks and deals, and finance sees revenue trends.

What is your favorite aspect of this product?

role-based filters and permissions make sure everyone sees only what they need.

What do you dislike most about this product?

managing complex sharing rules can get tricky at scale.

What recommendations would you give to someone considering this product?

if your team spans multiple functions, tableau crm personalizes insights without duplicating work.

Pros

Helps Innovate
Continually Improving Product
Reliable
Caring

Cons

Less Efficient Service

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

Tableau CRM Analytics Ratings

86 Likeliness to Recommend

2 Since last award

94 Plan to Renew

1 Since last award

86 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+87 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

Audience Segmentation The ability to create and analyze discrete customer audience segments based on user-defined criteria or variables.

Audience Demographics Capture, analyze and display demographic data from customer interaction channels.

Conversion Analysis Capture and analyze conversion data and conversion paths from multiple channels.

Predictive Analytics The ability to make predictions about audience behavior based on historical data and machine learning.

API Framework The platform provides the ability to move data to and from the solution and other customer interaction applications (i.e. CRM) with ease.

Real Time Workflow Automation The ability to create rules-based workflows and trigger certain actions (i.e. re-marketing) based on audience segments or behavioural cues.

Metadata Management Easily manage metadata associated with customer data or audience segments.

Customer Journey Modelling Model and display customer behaviors or journeys through multiple channels (web, e-mail, social).

Anomaly Detection The ability to identify and classify anomalous patterns in customer or transactional datasets.

Data Visualization Visualize customer data in configurable dashboards or reports, and easily share these visualizations with decision makers.

Cross Channel Attribution Analysis The ability to estimate and report on conversion contributions to revenue.

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.

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 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.

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.

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

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.

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.

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.

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.

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.

Also Featured in...

Business Intelligence & Analytics - Midmarket

Sales Analytics

Tableau CRM Analytics Reviews

Gowtham B.

User friendly capabilities.

Likeliness to Recommend

Pros

Marcello L.

Transforms CRM data to Predictive Insights

Likeliness to Recommend

Pros

Amir H.

useful for role-based dashboards

Likeliness to Recommend

Pros

Cons

Most Popular Tableau CRM Analytics Comparisons

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Feature Ratings

Audience Segmentation

Audience Demographics

Conversion Analysis

Predictive Analytics

API Framework

Real Time Workflow Automation

Metadata Management

Customer Journey Modelling

Anomaly Detection

Data Visualization

Cross Channel Attribution Analysis

Vendor Capability Ratings

Business Value Created

Breadth of Features

Ease of Customization

Availability and Quality of Training

Ease of IT Administration

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Product Strategy and Rate of Improvement

Vendor Support