Salesforce.com Inc

Tableau CRM Analytics

8.4 /10

49 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.

Company Details

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Awards & Recognition

Tableau CRM Analytics won the following awards in the Sales Analytics category

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2024 Data Quadrant Gold Medalist

Latest Award, 2024

0 Top Rated Capabilities

1 Top Rated Features

Latest Award, 2024

5 Top Rated Capabilities

2 Top Rated Features

2023

2 Top Rated Capabilities

5 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.

87 Likeliness to Recommend

100 Plan to Renew

75 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+83 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

13% Neutral

85% Positive

Pros

Respectful
Continually Improving Product
Client Friendly Policies
Helps Innovate

Feature Ratings

Average 80

Dashboard

Scenario Analysis

Visual Pipeline Monitoring

Collaboration

Territory Analytics and Management

Data Ingestion and Interoperability

Intelligent Alerts and Notifications

Predictive Time-Series Reporting & Analytics

Predictive Sales Forecasting

Artificial Intelligence-Based Insights

Pipeline Planning

Vendor Capability Ratings

Average 80

Quality of Features

Breadth of Features

Ease of IT Administration

Ease of Customization

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Vendor Support

Product Strategy and Rate of Improvement

Availability and Quality of Training

Also Featured in...

Business Intelligence & Analytics - Midmarket

Score 8.4

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Customer Intelligence

Score 7.6

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Tableau CRM Analytics Reviews

Dennis M.

Role: Sales Marketing
Industry: Insurance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Sep 2022

Makes data actionable and accessible for our org

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

The ability to pull together disparate data sources and make them accessible and actionable to cross functional stakeholders - even those with little to no data science backgrounds.

What is your favorite aspect of this product?

How easy it is to pull together disparate data sources

What do you dislike most about this product?

Although the product is fairly easy to use, those without data science backgrounds (like myself) must rely on other stakeholders to build out reports.

What recommendations would you give to someone considering this product?

If you have multiple data sources and combining them is crucial to your business operations, Tableau is hands down the best tool out there.

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

JUNED A.

Role: Sales Marketing
Industry: Consulting
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2022

Bit Complicated but worth a try- It is a new age..

Likeliness to Recommend

7 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau has an intelligent interface that enables you to create and customize the dashboards according to your requirements. It has an inviting workspace area that encourages you to experiment with data and get smart results. The workspace area has different cards and shelves, toolbarsidebar, data source page, status bar, and sheet tabs.Tableau provides some essential advantages for exploring and visualizing data in detail. Tableau is also incorporating natural language capabilities into its software.Tableau offers a useful image sharing tool. Using a particular key combination, the user can share or publish the visualization on the serve

What is your favorite aspect of this product?

Tableau provides some essential advantages for exploring and visualizing data in detail. Tableau is also incorporating natural language capabilities into its software. This helps in finding solutions to complex problems by understanding the data better Tableau Software has access to numerous data sources and servers such as Excel, Text File, PDF, JSON, statistical file, Amazon Redshift, Cloudera Hadoop, Google Analytics, dropbox, google sheets, google drive and others.Tableau supports powerful data discovery and exploration that enables users to answer important questions in secondsNo prior programming knowledge is needed; users without relev

What do you dislike most about this product?

Tableau offers a useful image sharing tool. Using a particular key combination, the user can share or publish the visualization on the server, and other people will see it. The program supports a large number of data sources. It includes Excel, numerous databases, cloud systems, and more. No prior programming knowledge is needed; users without relevant experience can start immediately with creating visualizations using Tableau It can connect to several data sources that other BI tools do not support. Tableau enables users to create reports by joining and blending different datasets Tableau Server supports a centralized location to manage all

What recommendations would you give to someone considering this product?

No prior programming knowledge is needed; users without relevant experience can start immediately with creating visualizations using Tableau It can connect to several data sources that other BI tools do not support. Tableau enables users to create reports by joining and blending different datasets Tableau Server supports a centralized location to manage all published data sources within an organizationTableau offers a useful image sharing tool.Using a particular key combination, the user can share or publish the visualization on the server, and other people will see it. The program supports a large number of data sources. It includes Excel,

Pros

Inspires Innovation
Caring
Client's Interest First
Includes Product Enhancements

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

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

2024 Data Quadrant Gold Medalist

Tableau CRM Analytics Ratings

87 Likeliness to Recommend

100 Plan to Renew

75 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+83 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

Dashboard Generate presentation ready QBRs, reports and dashboards. Includes progress to goal, growth forecasts, average sales cycle and ACV, and lead source analysis.

Scenario Analysis The solution provides the ability to create and model different projected revenue and growth scenarios based on multivariate, user-defined conditions.

Visual Pipeline Monitoring Includes customizable visualizations of the sales pipeline for monitoring pipeline health, risk, quality and goal progression.

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

Territory Analytics and Management Includes the ability to analyze capacity and allocate resources for targeting key segments in a given territory or market.

Data Ingestion and Interoperability Includes bidirectional connections with external sources of data i.e. CRM Systems and Marketing Automation Tools, to improve the breadth of contact information.

Intelligent Alerts and Notifications Includes notifications across a range of channels including in-platform (tray notification), SMS and email customized to trigger in specific circumstances.

Predictive Time-Series Reporting & Analytics Includes time-series analytics on critical sales metrics, including forecasts, pipeline, activity, and quota attainment.

Predictive Sales Forecasting Includes the ability to project sales/revenue over a specified period of time, using a combination of historical performance and/or external signals.

Artificial Intelligence-Based Insights Includes predictive insights and forecasted on artificial intelligence rather than purely historical data.

Pipeline Planning Determine how much pipeline is necessary to meet revenue targets, specifically, understand if there is sufficient pipeline coverage for a given quarter.

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

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.

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

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.

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.

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.

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

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.

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...

Business Intelligence & Analytics - Midmarket

Customer Intelligence

Tableau CRM Analytics Reviews

Dennis M.

Makes data actionable and accessible for our org

Likeliness to Recommend

Pros

JUNED A.

Bit Complicated but worth a try- It is a new age..

Likeliness to Recommend

Pros

Rose M.

Great tool for customer management.

Likeliness to Recommend

Pros

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Feature Ratings

Dashboard

Scenario Analysis

Visual Pipeline Monitoring

Collaboration

Territory Analytics and Management

Data Ingestion and Interoperability

Intelligent Alerts and Notifications

Predictive Time-Series Reporting & Analytics

Predictive Sales Forecasting

Artificial Intelligence-Based Insights

Pipeline Planning

Vendor Capability Ratings

Quality of Features

Breadth of Features

Ease of IT Administration

Ease of Customization

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Vendor Support

Product Strategy and Rate of Improvement

Availability and Quality of Training