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Salesforce.com Inc

Tableau CRM Analytics

Composite Score

8.4 /10

CX Score

8.4 /10

67 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.

Company Details

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Awards & Recognition

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

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2025 Data Quadrant Champion

2025

2024 Data Quadrant Champion

2024

0 Top Rated Capabilities

1 Top Rated Features

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.

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.

84 Likeliness to Recommend

100 Plan to Renew

77 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.

+82 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?

4% Negative

10% Neutral

86% Positive

Pros

Respectful
Inspires Innovation
Saves Time
Client Friendly Policies

Feature Ratings

Average 80

Dashboard

Predictive Sales Forecasting

Intelligent Alerts and Notifications

Visual Pipeline Monitoring

Collaboration

Artificial Intelligence-Based Insights

Predictive Time-Series Reporting & Analytics

Scenario Analysis

Territory Analytics and Management

Data Ingestion and Interoperability

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 Data Integration

Usability and Intuitiveness

Ease of Implementation

Availability and Quality of Training

Vendor Support

Product Strategy and Rate of Improvement

Also Featured in...

Business Intelligence & Analytics - Midmarket

Score 8.2

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

Customer Intelligence

Score 7.8

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

Tableau CRM Analytics Reviews

Dwayne H.

Role: Operations
Industry: Technology
Involvement: Vendor Selection and Purchasing

Validated Review

Verified Reviewer

Submitted Jun 2025

Its good when it works

Likeliness to Recommend

7 /10

What differentiates Tableau CRM Analytics from other similar products?

Ive used it with two differnt orgs and constant crashes with both

What is your favorite aspect of this product?

i dont have one

What do you dislike most about this product?

Ive used it with two differnt orgs and constant crashes with both

What recommendations would you give to someone considering this product?

Ive used it with two differnt orgs and constant crashes with both

Pros

Effective Service
Efficient Service
Caring
Saves Time

Cons

Less Reliable
Less Performance Enhancing
Commodity Features

Amir H.

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted May 2025

useful for role-based dashboards

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

each department in our org sees a customized view execs get topline metrics, reps see tasks and deals, and finance sees revenue trends.

What is your favorite aspect of this product?

role-based filters and permissions make sure everyone sees only what they need.

What do you dislike most about this product?

managing complex sharing rules can get tricky at scale.

What recommendations would you give to someone considering this product?

if your team spans multiple functions, tableau crm personalizes insights without duplicating work.

Pros

Helps Innovate
Continually Improving Product
Reliable
Caring

Cons

Less Efficient Service

Vishal G.

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

Validated Review

Verified Reviewer

Submitted Mar 2025

Best Software to review the summary

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

Tableau CRM Analytics differentiates itself by being native to the Salesforce ecosystem which offers seamless data integration and actionable within the CRM, while also providing powerful data visualization and analysis capabilities.

What is your favorite aspect of this product?

The favorite aspect of Tableau is their ability to provide clear, interactive, and customizable data visualizations, enabling users to quickly grasp complex information and make informed decisions.

What do you dislike most about this product?

Some of our users dislike Tableau dashboards due to perceived limitations in data transformation and cleaning capabilities, complex custom visual imports and challenges with navigating the interface and managing worksheets

What recommendations would you give to someone considering this product?

Focus on its strengths in data visualization and interactive dashboards

Pros

Helps Innovate
Trustworthy
Saves Time
Fair

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

Need Assistance?

Awards & Recognition

2025 Data Quadrant Champion

2024 Data Quadrant Champion

Tableau CRM Analytics Ratings

84 Likeliness to Recommend

100 Plan to Renew

77 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+82 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.

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.

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.

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.

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

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

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

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.

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 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.

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.

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.

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.

Also Featured in...

Business Intelligence & Analytics - Midmarket

Customer Intelligence

Tableau CRM Analytics Reviews

Dwayne H.

Its good when it works

Likeliness to Recommend

Pros

Cons

Amir H.

useful for role-based dashboards

Likeliness to Recommend

Pros

Cons

Vishal G.

Best Software to review the summary

Likeliness to Recommend

Pros

Most Popular Tableau CRM Analytics Comparisons

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Feature Ratings

Dashboard

Predictive Sales Forecasting

Intelligent Alerts and Notifications

Visual Pipeline Monitoring

Collaboration

Artificial Intelligence-Based Insights

Predictive Time-Series Reporting & Analytics

Scenario Analysis

Territory Analytics and Management

Data Ingestion and Interoperability

Pipeline Planning

Vendor Capability Ratings

Quality of Features

Breadth of Features

Ease of IT Administration

Ease of Customization

Business Value Created

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Availability and Quality of Training

Vendor Support

Product Strategy and Rate of Improvement