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 Customer Intelligence 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.

86 Likeliness to Recommend

94 Plan to Renew

85 Satisfaction of Cost Relative to Value

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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

84

Audience Demographics

84

Conversion Analysis

83

Predictive Analytics

82

API Framework

82

Real Time Workflow Automation

82

Metadata Management

81

Customer Journey Modelling

81

Anomaly Detection

79

Data Visualization

78

Cross Channel Attribution Analysis

72

Vendor Capability Ratings

Average 81

Business Value Created

86

Breadth of Features

85

Ease of Customization

84

Availability and Quality of Training

83

Ease of IT Administration

82

Quality of Features

82

Ease of Data Integration

81

Usability and Intuitiveness

80

Ease of Implementation

78

Product Strategy and Rate of Improvement

77

Vendor Support

77

Tableau CRM Analytics Reviews

Doug S.

  • Role: Sales Marketing
  • Industry: Media
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Apr 2024

Tool that visualizes and analyzes business data.

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

It stands out from the competition because of its graphical user interface, which makes learning the application a breeze and speeds up the process.

What is your favorite aspect of this product?

Before anything else, if this is your first data visualization tool, it's really simple. Besides its extensive feature set, it can manage almost all your tasks associated with creating and delivering interactive and user-friendly dashboards.

What do you dislike most about this product?

The inability to construct direct SQL queries is one drawback. When problems with data synchronization arise, the dashboards can become unresponsive. Additionally, there are market alternatives that are less expensive.

What recommendations would you give to someone considering this product?

This program is highly recommended because it serves as an excellent starting point for data visualization and presentation.

Pros

  • Helps Innovate
  • Reliable
  • Trustworthy
  • Efficient Service

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

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

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