Salesforce CRM Analytics (formerly Tableau CRM) Overview

Salesforce CRM Analytics, formerly Tableau CRM, boosts productivity with visual data insights. Tableau simplifies data understanding and actionability.

Use Cases

Customers recommend Social Media Analytics, Engagement Management, Competitive Intelligence, as the business use cases that they have been most satisfied with while using Salesforce CRM Analytics (formerly Tableau CRM).

Other use cases:

  • Lead Analytics
  • Workflow Management
  • Collaboration
  • Forecasting
  • Account Management
  • Contract Management
  • Community Building
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce CRM Analytics (formerly Tableau CRM).

Other priorities:

  • Improve ROI
  • Increase Sales & Revenue
  • Scale Best Practices
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Build Brand Awareness
  • Launch New Products
  • Establish Thought Leadership
  • Improve Visibility
  • Improve Efficiency
  • Manage Risk
See all business priorities See less business priorities

Salesforce CRM Analytics (formerly Tableau CRM) Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce CRM Analytics (formerly Tableau CRM)'s features include Dashboard, Recording, Personalization, etc. and Salesforce CRM Analytics (formerly Tableau CRM) support capabilities include AI Powered, 24/7 Support, Phone Support, etc. also Salesforce CRM Analytics (formerly Tableau CRM) analytics capabilities include Analytics, and Custom Reports.

Reviews

"With Einstein Analytics, what used to take 48 hours and some manpower is now five minutes, and I do it myself, which is a big deal." - Greg Glenday

Salesforce CRM Analytics (formerly Tableau CRM), Xtract.io, Clari, Saleschoice BI, Mediafly Intelligence360 (formerly InsightSquared), etc., all belong to a category of solutions that help Sales Analytics. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce CRM Analytics (formerly Tableau CRM)

Top Industries

  • Research
  • Information Technology and Services
  • Banking

Popular in

  • Enterprise
  • Mid Market
  • Small Business

Salesforce CRM Analytics (formerly Tableau CRM) is popular in Research, Information Technology And Services, and Banking and is widely used by Enterprise, Mid Market, and Small Business.

Salesforce CRM Analytics (formerly Tableau CRM) Customer wins, Customer success stories, Case studies

What benefits does Salesforce CRM Analytics (formerly Tableau CRM) offer for Social Media Analytics?

How efficiently Does Salesforce CRM Analytics (formerly Tableau CRM) manage your Engagement Management?

What makes Salesforce CRM Analytics (formerly Tableau CRM) ideal for Competitive Intelligence?

How does Salesforce CRM Analytics (formerly Tableau CRM) address your Lead Analytics Challenges?

How can Salesforce CRM Analytics (formerly Tableau CRM) optimize your Workflow Management Workflow?

11 buyers and buying teams have used Cuspera to assess how well Salesforce CRM Analytics (formerly Tableau CRM) solved their Sales Analytics needs. Cuspera uses 3595 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Analytics needs.

CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Greg Glenday

Chief Revenue Officer

Shazam

With Einstein Analytics, what used to take 48 hours and some manpower is now five minutes, and I do it myself, which is a big deal. Testimonial By Greg Glenday
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

David Cohen

Head of Business Planning

Palo Alto Networks

With Einstein Analytics, we are empowering our sales and marketing team members to be even smarter about their business and accelerate it. Testimonial By David Cohen
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Mark Valentino

Managing Director

Citizens Bank

Citizens Bank has customized Einstein Analytics to deliver best-in-class business intelligence, helping our customers and colleagues reach their potential. Testimonial By Mark Valentino
CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Greg Glenday

Chief Revenue Officer

Shazam

With Einstein Analytics, what used to take 48 hours and some manpower is now five minutes, and I do it myself, which is a big deal. Testimonial By Greg Glenday
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

David Cohen

Head of Business Planning

Palo Alto Networks

With Einstein Analytics, we are empowering our sales and marketing team members to be even smarter about their business and accelerate it. Testimonial By David Cohen
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Mark Valentino

Managing Director

Citizens Bank

Citizens Bank has customized Einstein Analytics to deliver best-in-class business intelligence, helping our customers and colleagues reach their potential. Testimonial By Mark Valentino
 

Healthcare Is Short on People, But AI Is Closing the Gap

Salesforce's AI solutions, including Agentforce, are transforming healthcare by automating administrative tasks and improving patient access to care. UChicago Medicine, Transcend, Precina, and Simply...health are leveraging Salesforce's AI to enhance efficiency, reduce administrative burdens, and improve patient outcomes. These implementations demonstrate AI's potential to address healthcare workforce shortages and improve care delivery.

 

London Enterprises Accelerate AI-Driven CRM Adoption with Salesforce Agentforce - London Daily News

London enterprises are adopting Salesforce Agentforce to enhance AI-driven CRM capabilities, focusing on intelligent customer engagement and operational efficiency. Salesforce Agentforce integrates A...I into CRM workflows, offering intelligent automation, predictive insights, and conversational AI. This adoption aims to improve customer experience, increase sales effectiveness, and reduce operational friction, positioning businesses to better adapt to changing customer behaviors.

 

Salesforce (CRM) Is Down 6.9% After Winning $5.6 Billion Army AI Deal Has The Bull Case Changed - simplywall.st

Salesforce's Computable Insights subsidiary secured a 10-year, $5.6 billion contract with the U.S. Army to modernize data, cloud, and AI systems. This contract, alongside the EMBERPOINT wildfire mana...gement venture, positions Salesforce's Agentforce and Missionforce platforms as critical infrastructure for military and public safety operations, extending beyond its CRM roots.

Panasonic - Consumer Electronics

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

DeVry University - Education

Agentforce helped DeVry University support students from enrollment to course completion. The platform improved student engagement and streamlined support processes. DeVry used Agentforce to connect ...students with the right resources quickly. This led to better student experiences and smoother operations. The solution focused on education technology and student success.

BACA Systems - Manufacturing - Medium

Einstein 1 Sales helped BACA Systems double sales productivity. The sales team used AI to automate emails and call summaries, saving time and boosting engagement. Data Cloud unified information for b...etter insights and personalized recommendations. AppExchange integrations improved delivery operations, saving 5–8 minutes per order and achieving 99.9% shipping accuracy. Salesforce flows automated licensing and admin tasks, freeing up resources for growth.

When Data Cloud meets CRM Analytics

Video Thumbnail

Frequently Asked Questions(FAQ)

for Salesforce CRM Analytics (formerly Tableau CRM)

What is Salesforce CRM Analytics (formerly Tableau CRM)?

Salesforce CRM Analytics (formerly Tableau CRM) is a business intelligence software that helps to make the right decision every time using AI-powered advanced analytics. It helps to improve ROI.

It helps to automate discovery about the data, focuses on achieving business goals, visualizes the entire business on a single screen, and easily create AI models, dashboard, and more.

Its features include improving business outcomes with precise recommendations and specific guidance, complete visualizations, predictions, and insights, of the data, taking instant action from the point of insight, and many more.

What is Salesforce CRM Analytics (formerly Tableau CRM) used for?

Salesforce CRM Analytics (formerly Tableau CRM) is a Sales Analytics Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Social Media Analytics, Engagement Management and Competitive Intelligence .

What are the top features of Salesforce CRM Analytics (formerly Tableau CRM)?

Dashboard, Recording and Personalization are some of the top features of Salesforce CRM Analytics (formerly Tableau CRM).

Who uses Salesforce CRM Analytics (formerly Tableau CRM)?

Salesforce CRM Analytics (formerly Tableau CRM) is used by Research, Information Technology And Services and Banking among other industries.

What are Salesforce CRM Analytics (formerly Tableau CRM) alternatives?

Xtract.Io, Clari, Saleschoice BI and Mediafly Intelligence360 (Formerly InsightSquared) are popular alternatives for Salesforce CRM Analytics (formerly Tableau CRM).

Where is Salesforce CRM Analytics (formerly Tableau CRM) located?

Salesforce CRM Analytics (formerly Tableau CRM) is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce CRM Analytics (formerly Tableau CRM) for social media analytics and engagement management

Salesforce CRM Analytics (formerly Tableau CRM) Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.66/5 ★

Read Reviews (89)
Analytics

4.42/5 ★

Read Reviews (879)
Custom Reports

4.36/5 ★

Read Reviews (999)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.66/5 ★

Read Reviews (89)
Analytics

4.42/5 ★

Read Reviews (879)
Custom Reports

4.36/5 ★

Read Reviews (999)

Salesforce CRM Analytics (formerly Tableau CRM) Integrations

Salesforce CRM Analytics (formerly Tableau CRM) integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.37/5 ★

Read Reviews (261)
Data Export

4.20/5 ★

Read Reviews (236)


Few API Integrations for Salesforce CRM Analytics (formerly Tableau CRM)

Software Failure Risk Guidance

?

for Salesforce CRM Analytics (formerly Tableau CRM)

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM Analytics (formerly Tableau CRM)

Salesforce, Inc. News

M&A

Salesforce Advances AI Expansion With Cimulate Deal | PYMNTS.com

Salesforce has signed a definitive agreement to acquire Cimulate, enhancing its Agentforce Commerce platform with AI-powered product discovery and agentic commerce capabilities. The integration aims to offer more personalized and conversational shopping experiences. The transaction is expected to close in the first quarter of Salesforce's fiscal year 2027, with Cimulate's team joining Salesforce to support ongoing innovation.

Executive

Salesforce layoffs continue as high-ranking executives leave - TechTarget

Salesforce is experiencing significant executive departures, including the exits of Adam Evans, Ariel Kelman, Ryan Aytay, and Denise Dresser. These changes come amid ongoing layoffs affecting various teams, including Heroku, which is being sunsetted. CEO Marc Benioff's recent actions and comments have sparked internal controversy, with employees expressing concerns over Salesforce's ethical use of technology.

Executive

Salesforce (CRM) Implements Layoffs and Executive Changes - GuruFocus

Salesforce has implemented executive changes, appointing six new executives to replace five who left since December. This restructuring aligns with CEO Marc Benioff's strategy to leverage AI, reducing support staff from 9,000 to 5,000 employees.

Product

Salesforce to stop selling enterprise Heroku subscriptions, scale back upgrades

Salesforce will cease offering new Enterprise Account subscriptions for its Heroku platform and reduce feature development, focusing instead on cybersecurity and reliability updates. Existing enterprise contracts can be renewed, and credit card users can continue using the platform. This shift aims to prioritize AI capabilities and long-term customer value.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO