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Salesforce.com Inc

Tableau CRM Analytics

Composite Score

7.6 /10

CX Score

8.1 /10

27 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.

85 Likeliness to Recommend

2
Since last award

100 Plan to Renew

4
Since last award

84 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.

+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

Reliable
Performance Enhancing
Includes Product Enhancements
Respectful

Feature Ratings

Average 80

Data Exploration and Visualization

Real-Time Visualization

Dashboard

Advanced Analytics and Data Science

BI Security

Data Modelling Tools

Collaboration

BI Platform Administration

Self Service and Ad Hoc Capabilities

Spatial Analysis

Intelligent Alerts and Notifications

Vendor Capability Ratings

Average 79

Vendor Support

Ease of Data Integration

Usability and Intuitiveness

Quality of Features

Ease of Implementation

Business Value Created

Breadth of Features

Ease of Customization

Availability and Quality of Training

Product Strategy and Rate of Improvement

Ease of IT Administration

Also Featured in...

Business Intelligence & Analytics - Midmarket

Score 8.3

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Sales Analytics

Score 7.8

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Customer Intelligence

Score 7.6

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

Tableau CRM Analytics Reviews

Arpita N.

Role: Operations
Industry: Retail
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Oct 2024

"Comprehensive Analytics Solution"

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau CRM Analytics uniquely integrates with Salesforce, offering AI-driven insights, real-time CRM data analysis, and customizable dashboards for actionable decision-making.

What is your favorite aspect of this product?

The seamless integration with Salesforce, enabling real-time insights and AI-driven analytics directly within the CRM, is a standout feature of Tableau CRM Analytics.

What do you dislike most about this product?

The primary drawback of Tableau CRM Analytics is its limited flexibility with third-party integrations and the need for more advanced, real-time data processing capabilities.

What recommendations would you give to someone considering this product?

Consider Tableau CRM Analytics for its strong Salesforce integration but evaluate your data sources for compatibility and focus on customizing dashboards to enhance user experience.

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

Antonio H.

Role: Information Technology
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Sep 2024

Great BI tool!

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

Many of the public institutions we have worked with have been very satisfied with this software due to its great ease of use and how easy it is to publish (or embed) it on their institutional web pages. Its dashboards are great and very fast.

What is your favorite aspect of this product?

It is very easy to use, although this means that there are fewer options than other similar software, but our clients prefer it that way.

What do you dislike most about this product?

As we have indicated previously, the lack of documentation in Spanish is a problem, and even more so in a software as well-known as this one.

What recommendations would you give to someone considering this product?

We recommend trying it out, as there are free versions, and if you find its features adequate, you can purchase it without any problem, as they have good support.

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Sejal A.

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

Validated Review

Verified Reviewer

Submitted May 2026

Accelerating Sales Pipelines with Operations.

Likeliness to Recommend

7 /10

What differentiates Tableau CRM Analytics from other similar products?

The beauty of this tool is that it takes the complexity of our CRM pipelines and turns them into daily actionable tasks for our business development reps. Other analytics software just show you historical trends. This platform actually tells you which leads to contact next based on historical conversion patterns. There’s nothing better at marrying business intelligence and active sales execution,

What is your favorite aspect of this product?

Awesome feature is the automated pipeline velocity tracking. You can see how long deals linger in each stage and where they tend to get stuck. This visual representation helps our ops team to identify the holes in our sales training and tweak our go-to-market efforts to keep deals moving at a fast clip

What do you dislike most about this product?

The mobile app interface can get a bit busy at times, making it hard for reps to read complex charts on their phones. The desktop dashboards are beautifully spacious, but squeezing that data for mobile devices can sometimes create a frustrating user experience. It takes additional design work to make mobile-friendly versions.

What recommendations would you give to someone considering this product?

When designing dashboards its always consider a mobile-first approach if your sales team is constantly on the road. Keep your visuals simple and don’t use too many filters on mobile layouts. This means your field team can quickly access the critical deal insights that they need without having to navigate a complex interface.

Pros

Reliable
Performance Enhancing
Enables Productivity
Unique Features

Cons

Slower Product Innovation
Less Transparent
Vendor's Interest First

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Book a Free Demo Today!

Awards & Recognition

Tableau CRM Analytics Ratings

85 Likeliness to Recommend

2 Since last award

100 Plan to Renew

4 Since last award

84 Satisfaction of Cost Relative to Value

1 Since last award

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.

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

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

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.

Intelligent Alerts and Notifications Ability to create, manage, send and receive notifications, enhancing efficiency and productivity.

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.

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.

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.

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.

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

Also Featured in...

Business Intelligence & Analytics - Midmarket

Sales Analytics

Customer Intelligence

Tableau CRM Analytics Reviews

Arpita N.

"Comprehensive Analytics Solution"

Likeliness to Recommend

Pros

Antonio H.

Great BI tool!

Likeliness to Recommend

Pros

Sejal A.

Accelerating Sales Pipelines with Operations.

Likeliness to Recommend

Pros

Cons

2
Since last award

4
Since last award

1
Since last award

Feature Ratings

Data Exploration and Visualization

Real-Time Visualization

Dashboard

Advanced Analytics and Data Science

BI Security

Data Modelling Tools

Collaboration

BI Platform Administration

Self Service and Ad Hoc Capabilities

Spatial Analysis

Intelligent Alerts and Notifications

Vendor Capability Ratings

Vendor Support

Ease of Data Integration

Usability and Intuitiveness

Quality of Features

Ease of Implementation

Business Value Created

Breadth of Features

Ease of Customization

Availability and Quality of Training

Product Strategy and Rate of Improvement

Ease of IT Administration