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Salesforce.com Inc

Tableau CRM Analytics

Composite Score

7.6 /10

CX Score

8.1 /10

26 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.

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Awards & Recognition

Tableau CRM Analytics won the following awards in the Business Intelligence & Analytics - Enterprise category

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2 Top Rated Capabilities

0 Top Rated Features

2024

3 Top Rated Capabilities

2 Top Rated Features

2023

Service Experience
Product Impact

2022

3 Top Rated Capabilities

0 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.

87 Likeliness to Recommend

100 Plan to Renew

4
Since last award

83 Satisfaction of Cost Relative to Value

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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.

+92 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

5% Neutral

93% Positive

Pros

Continually Improving Product
Reliable
Performance Enhancing
Includes Product Enhancements

Feature Ratings

Average 80

Data Exploration and Visualization

Real-Time Visualization

Dashboard

Advanced Analytics and Data Science

BI Security

Data Modelling Tools

BI Platform Administration

Collaboration

Self Service and Ad Hoc Capabilities

Spatial Analysis

Data Connectors and Data Mashup

Vendor Capability Ratings

Average 80

Vendor Support

Ease of Data Integration

Business Value Created

Usability and Intuitiveness

Quality of Features

Ease of Implementation

Breadth of Features

Ease of Customization

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Also Featured in...

Sales Analytics

Score 8.4

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

Business Intelligence & Analytics - Midmarket

Score 8.2

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

Customer Intelligence

Score 7.8

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

Tableau CRM Analytics Reviews

Shubham K.

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

Validated Review

Verified Reviewer

Submitted Jun 2022

Tableau CRM - Gem in Viz Industry

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau provides a pivot like structure - drag and drop with ease of color differentiation of dimension and measures

What is your favorite aspect of this product?

The ease of refreshing datasets once they're published on Tableau Server

What do you dislike most about this product?

The row limitations on some of the files formats like CSV/Excel

What recommendations would you give to someone considering this product?

Go ahead with this tool, this can be your first and best visualization tool in the current market

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Rose M.

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

Validated Review

Verified Reviewer

Submitted Jun 2022

Great tool for customer management.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Best for predictive analysis. Processing of complex data sets. Great UI/UX.

What is your favorite aspect of this product?

Easy to use and implement. Can record data and analysis within a short period of time. Can manage and communicate with several clients at the same time.

What do you dislike most about this product?

Requires intense training to fully understand all features. No clearly defined documentation. Metadata not very clear.

What recommendations would you give to someone considering this product?

When you are dealing with a huge customer base you need this tool to manage customers and sales tracking.

Pros

Helps Innovate
Reliable
Enables Productivity
Unique Features

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

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Book a Free Demo Today!

Awards & Recognition

Tableau CRM Analytics Ratings

87 Likeliness to Recommend

100 Plan to Renew

4 Since last award

83 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+92 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

Data Exploration and Visualization Ability to visually manipulate, interact with, and explore data, and perform basic descriptive statistics and pattern detection.

Real-Time Visualization Ability to analyze and visualize data as soon as it becomes available via data-streaming pipelines.

Dashboard Includes alerts and notifications, KPIs, visual analytics, and interactive features.

Advanced Analytics and Data Science Techniques including predictive, data and text mining, machine learning, forecasting, what-if analysis, sentiment analysis etc.

BI Security Data access control management, including access permissions management, user authentication and enforcement of access permissions via technology.

Data Modelling Tools Includes ability to model complex relationships between internal application sources and other parties.

BI Platform Administration Centralized console to manage BI portal administration. Management metrics and reports on usage, resource utilization, security, and other activities.

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

Self Service and Ad Hoc Capabilities Selected user groups are able to interact with BI data, slice and dice, and find answers on their own.

Spatial Analysis Ability to natively visualize and analyze spatial data out of the box tied to postcode, zipcode or spacial co-ordinates.

Data Connectors and Data Mashup Connect to, merge and clean data from multiple diverse data sources.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

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.

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

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.

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.

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 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.

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.

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.

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.

Also Featured in...

Sales Analytics

Business Intelligence & Analytics - Midmarket

Customer Intelligence

Tableau CRM Analytics Reviews

Shubham K.

Tableau CRM - Gem in Viz Industry

Likeliness to Recommend

Pros

Rose M.

Great tool for customer management.

Likeliness to Recommend

Pros

Ruth S.

Fantastic customer relations Product.

Likeliness to Recommend

Pros

4
Since last award

Feature Ratings

Data Exploration and Visualization

Real-Time Visualization

Dashboard

Advanced Analytics and Data Science

BI Security

Data Modelling Tools

BI Platform Administration

Collaboration

Self Service and Ad Hoc Capabilities

Spatial Analysis

Data Connectors and Data Mashup

Vendor Capability Ratings

Vendor Support

Ease of Data Integration

Business Value Created

Usability and Intuitiveness

Quality of Features

Ease of Implementation

Breadth of Features

Ease of Customization

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training