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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Real user data aggregated to summarize the product performance and customer experience.
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87 Likeliness to Recommend
100 Plan to Renew
75 Satisfaction of Cost Relative to Value
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?
Pros
- Respectful
- Continually Improving Product
- Client Friendly Policies
- Helps Innovate
Emotional Footprint
How to Read
Positive
Neutral
Negative
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
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
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Tableau CRM Analytics Reviews
Shiv Dutt S.
- Role: Information Technology
- Industry: Healthcare
- Involvement: IT Leader or Manager
Submitted Jan 2024
AI based Analytic solution for CRM data
Likeliness to Recommend
What differentiates Tableau CRM Analytics from other similar products?
Best reporting solution for your CRM data if CRM data lies in salesforce. Beautiful dashboards which can beat any reporting tools. Easy integration with Salesforce data to provide accurate insights and analytical solution.
What is your favorite aspect of this product?
Eye catching dashboards can be build combining multiple data sources, development is quick and detail reports can be build. Robust security feature for user validation. It works on could based platform hence single page login logout and accessed from CRM app for business.
What do you dislike most about this product?
Compare to other BI solutions, license Cost is higher. Also integration to vast majority of data sources is not supported. Limited connectors are provided.. Also there is no way to implement snapshot data kind of logic using CRM analytics. you need to maintained history data in source system in order to build report.
What recommendations would you give to someone considering this product?
If you have CRM data in salesforce then you can opt for CRM analytics for sales/service reporting to build beautiful dashboards but if you have other data sources like SAP HANA, SQL server, DB2 etc. then you may need data lake to build quality dashboards.
Pros
- Continually Improving Product
- Reliable
- Generous Negotitation
- Trustworthy
Sagar K.
- Role: Consultant
- Industry: Banking
- Involvement: IT Development, Integration, and Administration
Submitted Jan 2024
Review on tableau crm
Likeliness to Recommend
What differentiates Tableau CRM Analytics from other similar products?
Its #1 cloud platform hence very secure and trustworthy. Its analytics is very smart than other products also transparent.
What is your favorite aspect of this product?
It is very user friendly and easy to setup. It makes easy to make custom dashboard.
What do you dislike most about this product?
Its relatively new, very few pre constructed dashboards hence have to build most of the dashboards.
What recommendations would you give to someone considering this product?
Add more pre built dashboards.
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
Cons
- Charges for Enhancements
Jessica G.
- Role: Operations
- Industry: Consulting
- Involvement: Initial Implementation
Submitted Jan 2024
User friendly and accurate.
Likeliness to Recommend
What differentiates Tableau CRM Analytics from other similar products?
User friendly, reporting is top notch, enables you to provide alot of data into single paged reports for your firm to get analysis and insights
What is your favorite aspect of this product?
Its usability and capacity to showcase big flat data into good analytical reports which helps the firm get their conclusions and help us consultants to help the client at priority
What do you dislike most about this product?
Its not for beginners one must know the basics to start reporting on it
What recommendations would you give to someone considering this product?
If your organisation needs good analyses and ready to work insights on the goals you are focusing and you need to cater different clients in various industries then this is the best tool.
Pros
- Acts with Integrity
- Helps Innovate
- Reliable
- Performance Enhancing
