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 Customer Intelligence category

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.

82 Likeliness to Recommend

1
Since last award

92 Plan to Renew

5
Since last award

86 Satisfaction of Cost Relative to Value

2
Since last award


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Emotional Footprint Overview

+84 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
18% Neutral
80% Positive

Pros

  • Acts with Integrity
  • Respectful
  • Security Protects
  • Reliable

Feature Ratings

Average 80

API Framework

82

Audience Demographics

82

Predictive Analytics

82

Real Time Workflow Automation

82

Customer Journey Modelling

80

Audience Segmentation

80

Conversion Analysis

78

Data Visualization

78

Metadata Management

78

Cross Channel Attribution Analysis

76

Anomaly Detection

74

Vendor Capability Ratings

Average 78

Business Value Created

84

Quality of Features

82

Breadth of Features

81

Ease of Customization

80

Ease of Implementation

80

Ease of IT Administration

80

Usability and Intuitiveness

78

Ease of Data Integration

77

Availability and Quality of Training

76

Product Strategy and Rate of Improvement

75

Vendor Support

73

Tableau CRM Analytics Reviews

Ruth S.

  • Role: Human Resources
  • Industry: Telecommunications
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2022

Fantastic customer relations Product.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Best geographical user interfaced in the cloud. Great in predictive analysis. Navigation to salesforce is easy and great.

What is your favorite aspect of this product?

Great interactive dashboards. Easy to use and configure. Ability to integrate with different data sources.

What do you dislike most about this product?

Lack of AI features. Ability to execute sql queries.

What recommendations would you give to someone considering this product?

When you have a huge customer base it is the best to manage customers.

Pros

  • Helps Innovate
  • Performance Enhancing
  • Enables Productivity
  • Trustworthy

Farjana L.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Apr 2022

Tableau CRM is a useful tool for businesses.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

I can create custom dashboards and reports using Salesforce data by leveraging Tableau CRM. Moreover, it assists me in shortening the amount of time I spend developing dashboards. From a KeyPoint Indicators perspective, the visual experience is impressive—the dashboards are good, and the data is clearly understood. Every useful feature of Einstein Wave Analytics has been preserved and enhanced by the team at Salesforce in the process. It's desirable.

What is your favorite aspect of this product?

Tableau CRM, a Salesforce business intelligence tool, is used for reporting purposes. In addition, it includes drag-and-drop functionality and a user-friendly graphical user interface (GUI). I find most valuable about it is the ability to embed analytics components directly into Salesforce records. It could also be used as a Salesforce tool to allow customers to order or open quotes from Salesforce.

What do you dislike most about this product?

Some of the updates are not performing as expected at this time. Creating data flow diagrams was not always an easy task when it came to creating data flow diagrams. It was necessary to have access to a resource that possessed specific expertise. Finding other charts was difficult because of the chart form's limited functionality.

What recommendations would you give to someone considering this product?

Rather than choosing chart types based on their appearance or variety, choose them based on the characteristics of the data being displayed. It's possible to achieve almost anything with faceting, as an example. If the binding doesn't work the first time, don't panic. The text widget allows you to run tests on the data. It is possible to share folders, dataflow, and dashboards with a specific user or group of users. I strongly urge you to see it!

Pros

  • Reliable
  • Inspires Innovation
  • Saves Time
  • Acts with Integrity

JONATHAN H.

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

Submitted Jan 2022

Really easy to use and we love it.

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

Great visualization that really stands out

What is your favorite aspect of this product?

Love how easy it is used

What do you dislike most about this product?

Sometimes it is not intuitive

What recommendations would you give to someone considering this product?

Learn how to use it to maxamize it

Pros

  • Reliable
  • Performance Enhancing
  • Trustworthy
  • Unique Features

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