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

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

Customer Intelligence

Score 7.6

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

Tableau CRM Analytics Reviews

Mohamed G.

Role: Sales Marketing
Industry: Media
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Mar 2022

Great CRM tool. Pricey with a lot of potential.

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

A very powerful BI tool for CRM data

What is your favorite aspect of this product?

The tool is low-code which makes it super easy to use

What do you dislike most about this product?

Once you need anything that is not pre-built, you will need to build it which will require some coding

What recommendations would you give to someone considering this product?

For the price point, make sure it is utilized to its fullest potential and there is a lot of potential in there.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Role: Information Technology
Industry: Other
Involvement: Initial Implementation

Validated Review

Anonymous Reviewer

Submitted Mar 2022

Easy to use, but a bit pricey. Helpfull service

Likeliness to Recommend

7 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Cons

Commodity Features
Vendor's Interest First
Less Generous

Shiv Dutt S.

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

Validated Review

Verified Reviewer

Submitted Mar 2022

Amazing CRM Analytic tool, but Costly

Likeliness to Recommend

7 /10

What differentiates Tableau CRM Analytics from other similar products?

Very attractive GUI, Dashboards. If you want to do reporting for Salesforce data then good tool else there is lot of issue with connectivity with other tools. Also Complex logic can not be Implemented such as snapshot logic.

What is your favorite aspect of this product?

Eye catching interactive Dashboards.

What do you dislike most about this product?

limitation to write complex logics and bringing the data from other different sources is difficult.

What recommendations would you give to someone considering this product?

if you want to do reporting for salesforce database or if you have centralized database with business logic implemented then you can consider this tool.

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

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

Mohamed G.

Great CRM tool. Pricey with a lot of potential.

Likeliness to Recommend

Pros

Easy to use, but a bit pricey. Helpfull service

Likeliness to Recommend

Pros

Cons

Shiv Dutt S.

Amazing CRM Analytic tool, but Costly

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