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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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

88

Scenario Analysis

81

Visual Pipeline Monitoring

81

Collaboration

80

Territory Analytics and Management

80

Data Ingestion and Interoperability

80

Intelligent Alerts and Notifications

80

Predictive Time-Series Reporting & Analytics

79

Predictive Sales Forecasting

79

Artificial Intelligence-Based Insights

79

Pipeline Planning

78

Vendor Capability Ratings

Average 80

Quality of Features

82

Breadth of Features

82

Ease of IT Administration

82

Ease of Customization

82

Business Value Created

80

Ease of Implementation

80

Usability and Intuitiveness

79

Ease of Data Integration

79

Vendor Support

78

Product Strategy and Rate of Improvement

77

Availability and Quality of Training

77

Tableau CRM Analytics Reviews

  • Role: Consultant
  • Industry: Finance
  • Involvement: Business Leader or Manager
Validated Review
Anonymous Reviewer

Submitted Mar 2022

Great product and features, complete

Likeliness to Recommend

9 /10

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Kushal V.

  • Role: Consultant
  • Industry: Banking
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Mar 2022

Making smarter visualisation with Tableau CRM.

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

Fast Data processing, stability, balance between flow of visualization and they also embedding these Analytics within the Salesforce ecosystem.

What is your favorite aspect of this product?

Easy to learn and ease to implement.

What do you dislike most about this product?

Little Costly

What recommendations would you give to someone considering this product?

Fast processing engine, scaling Dashboard reports, integration with internal BI tool is effortless. Give stability, integrity.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

ABRAHAM P.

  • Role: Sales Marketing
  • Industry: Media
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Nov 2021

User Friendly and a must for all companies

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

Visualize the sales funnel on from MQL to Closed won/lost accounts to determinate action on each step, guiding this strategy to achieve our goals of yoy growth.

What is your favorite aspect of this product?

How easy is to view the data on Tableau has very huge capabilities for import/export data and is very user friendly.

What do you dislike most about this product?

Sometimes it struggles when exporting huge data sets, also sometimes when there is a customization it turns hard to deploy them.

What recommendations would you give to someone considering this product?

Dont think on the DATA, think on what decisions you want to get from the data that you have and sit with your teams to discuss on whats important for each one of them.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Cons

  • Vendor Friendly Policies
  • Vendor's Interest First

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