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Tableau CRM Analytics Logo
Tableau CRM Analytics Logo
Salesforce.com Inc

Tableau CRM Analytics

Composite Score
8.2 /10
CX Score
8.4 /10
Category
Tableau CRM Analytics
8.2 /10

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鈥檚 a complete intelligence experience built for Salesforce.

Company Details


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Awards & Recognition

Tableau CRM Analytics won the following awards in the Business Intelligence & Analytics - Midmarket category

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.

85 Likeliness to Recommend

95 Plan to Renew

2
Since last award

80 Satisfaction of Cost Relative to Value

2
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?

3% Negative
9% Neutral
88% Positive

Pros

  • Acts with Integrity
  • Respectful
  • Security Protects
  • Saves Time

Feature Ratings

Average 81

Data Exploration and Visualization

86

Dashboard

85

BI Security

83

BI Platform Administration

82

Self Service and Ad Hoc Capabilities

81

Collaboration

80

Operational Reporting Capabilities

79

Data Connectors and Data Mashup

78

Intelligent Alerts and Notifications

78

Mobile

73

Vendor Capability Ratings

Average 78

Quality of Features

83

Business Value Created

81

Ease of Data Integration

81

Breadth of Features

80

Ease of Implementation

80

Ease of Customization

80

Ease of IT Administration

79

Availability and Quality of Training

75

Usability and Intuitiveness

75

Product Strategy and Rate of Improvement

74

Vendor Support

74

Tableau CRM Analytics Reviews

Ruth S.

  • Role: Human Resources
  • Industry: Telecommunications
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2022

Fantastic customer relations Product.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

Best geographical user interfaced in the cloud. Great in predictive analysis. Navigation to salesforce is easy and great.

What is your favorite aspect of this product?

Great interactive dashboards. Easy to use and configure. Ability to integrate with different data sources.

What do you dislike most about this product?

Lack of AI features. Ability to execute sql queries.

What recommendations would you give to someone considering this product?

When you have a huge customer base it is the best to manage customers.

Pros

  • Helps Innovate
  • Performance Enhancing
  • Enables Productivity
  • Trustworthy

Tanner W.

  • Role: Sales Marketing
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2022

Little antiquated feeling, but gets the job done!

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

I haven't used many other products for BI but Tableau is reasonably usable for the everyday knowledge worker

What is your favorite aspect of this product?

Dashboards updated in near real time

What do you dislike most about this product?

Can be hard to search / find existing dashboards

What recommendations would you give to someone considering this product?

Tableau has been super helpful. Just make sure you have someone to own the application and provide a vision for the users

Pros

  • Performance Enhancing
  • Enables Productivity
  • Efficient Service
  • Respectful

Farjana L.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Apr 2022

Tableau CRM is a useful tool for businesses.

Likeliness to Recommend

9 /10

What differentiates Tableau CRM Analytics from other similar products?

I can create custom dashboards and reports using Salesforce data by leveraging Tableau CRM. Moreover, it assists me in shortening the amount of time I spend developing dashboards. From a KeyPoint Indicators perspective, the visual experience is impressive鈥攖he dashboards are good, and the data is clearly understood. Every useful feature of Einstein Wave Analytics has been preserved and enhanced by the team at Salesforce in the process. It's desirable.

What is your favorite aspect of this product?

Tableau CRM, a Salesforce business intelligence tool, is used for reporting purposes. In addition, it includes drag-and-drop functionality and a user-friendly graphical user interface (GUI). I find most valuable about it is the ability to embed analytics components directly into Salesforce records. It could also be used as a Salesforce tool to allow customers to order or open quotes from Salesforce.

What do you dislike most about this product?

Some of the updates are not performing as expected at this time. Creating data flow diagrams was not always an easy task when it came to creating data flow diagrams. It was necessary to have access to a resource that possessed specific expertise. Finding other charts was difficult because of the chart form's limited functionality.

What recommendations would you give to someone considering this product?

Rather than choosing chart types based on their appearance or variety, choose them based on the characteristics of the data being displayed. It's possible to achieve almost anything with faceting, as an example. If the binding doesn't work the first time, don't panic. The text widget allows you to run tests on the data. It is possible to share folders, dataflow, and dashboards with a specific user or group of users. I strongly urge you to see it!

Pros

  • Reliable
  • Inspires Innovation
  • Saves Time
  • Acts with Integrity

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