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Salesforce.com Inc

Tableau CRM Analytics

7.6 /10

30 Reviews Write a Review

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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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.

82 Likeliness to Recommend

1
Since last award

92 Plan to Renew

5
Since last award

86 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

+84 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

18% Neutral

80% Positive

Pros

Acts with Integrity
Respectful
Security Protects
Reliable

Feature Ratings

Average 80

API Framework

Audience Demographics

Predictive Analytics

Real Time Workflow Automation

Customer Journey Modelling

Audience Segmentation

Conversion Analysis

Data Visualization

Metadata Management

Cross Channel Attribution Analysis

Anomaly Detection

Vendor Capability Ratings

Average 78

Business Value Created

Quality of Features

Breadth of Features

Ease of Customization

Ease of Implementation

Ease of IT Administration

Usability and Intuitiveness

Ease of Data Integration

Availability and Quality of Training

Product Strategy and Rate of Improvement

Vendor Support

Also Featured in...

Sales Analytics

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Tableau CRM Analytics Reviews

Nicole G.

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

Validated Review

Verified Reviewer

Submitted Apr 2024

We follow our projects with Tableau CRM

Likeliness to Recommend

10 /10

What differentiates Tableau CRM Analytics from other similar products?

This is a major step in our plan to eliminate traditional reporting and make Salesforce our company's data hub. For the time being, we are only using it to replace our previous reports and to acquire raw statistics. Our long-term goal is to make this our primary analytics platform for studying patterns and making predictions.

What do you dislike most about this product?

One issue I have with it is that clicking on a link in the information article takes you to a different tab, which means you lose hours of work since you are either signed out or disconnected from Salesforce. As an additional issue that requires improvement, it takes a few minutes for responses from clients or emails to show up, and you have to refresh several times before you can see them. This causes customers frustration, especially when you're in the middle of a talk with a customer.

What recommendations would you give to someone considering this product?

This is an excellent application that displays reports nicely for modest data amounts and on-the-go dashboards. The product's learning curve is steep, although it's not quite as steep as some other data visualization tools. The simplest approach to utilize the tool is to integrate it into an existing Salesforce platform. I advocate this method above others that report on top of Salesforce data.

Pros

Reliable
Unique Features
Efficient Service
Inspires Innovation

Chetan K.

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

Validated Review

Verified Reviewer

Submitted Apr 2024

Likeliness to Recommend

9 /10

Pros

Helps Innovate
Caring
Saves Time
Fair

Doug S.

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

Validated Review

Verified Reviewer

Submitted Apr 2024

Tool that visualizes and analyzes business data.

Likeliness to Recommend

8 /10

What differentiates Tableau CRM Analytics from other similar products?

It stands out from the competition because of its graphical user interface, which makes learning the application a breeze and speeds up the process.

What is your favorite aspect of this product?

Before anything else, if this is your first data visualization tool, it's really simple. Besides its extensive feature set, it can manage almost all your tasks associated with creating and delivering interactive and user-friendly dashboards.

What do you dislike most about this product?

The inability to construct direct SQL queries is one drawback. When problems with data synchronization arise, the dashboards can become unresponsive. Additionally, there are market alternatives that are less expensive.

What recommendations would you give to someone considering this product?

This program is highly recommended because it serves as an excellent starting point for data visualization and presentation.

Pros

Helps Innovate
Reliable
Trustworthy
Efficient Service

Latest Research

Tableau CRM Analytics

What is Tableau CRM Analytics?

Company Details

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Awards & Recognition

Tableau CRM Analytics Ratings

82 Likeliness to Recommend

1 Since last award

92 Plan to Renew

5 Since last award

86 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+84 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

API Framework The platform provides the ability to move data to and from the solution and other customer interaction applications (i.e. CRM) with ease.

Audience Demographics Capture, analyze and display demographic data from customer interaction channels.

Predictive Analytics The ability to make predictions about audience behavior based on historical data and machine learning.

Real Time Workflow Automation The ability to create rules-based workflows and trigger certain actions (i.e. re-marketing) based on audience segments or behavioural cues.

Customer Journey Modelling Model and display customer behaviors or journeys through multiple channels (web, e-mail, social).

Audience Segmentation The ability to create and analyze discrete customer audience segments based on user-defined criteria or variables.

Conversion Analysis Capture and analyze conversion data and conversion paths from multiple channels.

Data Visualization Visualize customer data in configurable dashboards or reports, and easily share these visualizations with decision makers.

Metadata Management Easily manage metadata associated with customer data or audience segments.

Cross Channel Attribution Analysis The ability to estimate and report on conversion contributions to revenue.

Anomaly Detection The ability to identify and classify anomalous patterns in customer or transactional datasets.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

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.

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 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.

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.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

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.

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.

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.

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.

Also Featured in...

Sales Analytics

Tableau CRM Analytics Reviews

Nicole G.

We follow our projects with Tableau CRM

Likeliness to Recommend

Pros

Chetan K.

Likeliness to Recommend

Pros

Doug S.

Tool that visualizes and analyzes business data.

Likeliness to Recommend

Pros

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Title

1
Since last award

5
Since last award

2
Since last award

Feature Ratings

API Framework

Audience Demographics

Predictive Analytics

Real Time Workflow Automation

Customer Journey Modelling

Audience Segmentation

Conversion Analysis

Data Visualization

Metadata Management

Cross Channel Attribution Analysis

Anomaly Detection

Vendor Capability Ratings

Business Value Created

Quality of Features

Breadth of Features

Ease of Customization

Ease of Implementation

Ease of IT Administration

Usability and Intuitiveness

Ease of Data Integration

Availability and Quality of Training

Product Strategy and Rate of Improvement

Vendor Support