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

"We have been able to simplify our processes by transitioning all legacy systems to Salesforce, resulting in a 30% productivity gain." - Pete Butler

Peer review evidence (same sources as the product rating summary)

"...On iOS, users can now access Einstein Analytics dashboards from within the Salesforce app, alongside their Salesforce records and reports...." 6 Easy Ways to Customize the New Salesforce Mobile App
"...The custom built Einstein Analytics App enables Spark s Sales teams to receive warm leads and alerts to proactively engage with customers. ..." Case Study Spark
"...A highly intuitive search based approach to effective business analysis- Wave s approach to analytics is also markedly very different from other solutions currently available in the market...." Peer review by Viresh H, Software Developer, Computer Software

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

Why is Salesforce CRM Analytics (formerly Tableau CRM) the best choice for Social Media Analytics?

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

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

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

What makes Salesforce CRM Analytics (formerly Tableau CRM) ideal for Workflow Management?

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

Pete Butler

Chief Executive Officer

MS Companies

We have been able to simplify our processes by transitioning all legacy systems to Salesforce, resulting in a 30% productivity gain. Testimonial By Pete Butler
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

Rachel Rogers

Director, IT Sales, Channels, CPQ, and CEP

BMC Software

By pulling in Salesforce data natively, we give our sales teams the power to report across all of these different items, and that shows extreme value. Testimonial By Rachel Rogers
CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Pete Butler

Chief Executive Officer

MS Companies

We have been able to simplify our processes by transitioning all legacy systems to Salesforce, resulting in a 30% productivity gain. Testimonial By Pete Butler
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

Rachel Rogers

Director, IT Sales, Channels, CPQ, and CEP

BMC Software

By pulling in Salesforce data natively, we give our sales teams the power to report across all of these different items, and that shows extreme value. Testimonial By Rachel Rogers
 

CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforces Agentforce Health

Salesforce and CVS Health have expanded their collaboration to enhance call center operations using Salesforce's Agentforce Health solution. This partnership aims to streamline interactions for CVS H...ealth's Aetna and CVS Caremark businesses by integrating AI agents to provide real-time insights. The platform will enable personalized and efficient member care, marking Salesforce's largest Agentforce deal in regulated industries.

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Salesforce touts big deals as it tries to tamp down SaaS-pocalypse fears

Salesforce highlights significant customer deals to alleviate concerns about potential SaaS industry downturns.

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Salesforce's Air Force Deal Tests Agentforce's Role In Secure Government AI

Salesforce secured a $72 million contract with the U.S. Air Force, part of a $5.6 billion Department of Defense deal, to integrate its Agentforce AI platform for personnel and workflow management. Th...is marks Salesforce's largest federal contract, enhancing its presence in secure government cloud environments. The deal could boost Salesforce's position in AI-driven government solutions, potentially leading to more defense and civilian contracts.

Read on →
 

Los Angeles County Public Defender - Legal Services - Large

Los Angeles, USA

Salesforce helped the Los Angeles County Public Defender digitize 107 years of paper records and consolidate 26 legacy systems into a secure cloud-based case management platform. The office, with 1,2...00 employees, now manages over 140,000 client cases per year digitally. Attorneys access real-time client and case data from anywhere, improving preparation and client service. The new system streamlines legal workflows, enhances collaboration, and supports holistic representation. This transformation enables data-driven justice reform and better outcomes for residents.

 

Heathrow Airport - Hospitality - Large

London, UK

Heathrow Airport used Salesforce Agentforce to deliver faster, more personalized support for 83 million passengers each year. The airport improved digital contact efficiency by 40% and reduced chat e...xchanges by over 50%. Hallie, their AI agent, now resolves 90% of chats without live agent transfer. Commerce Cloud drove a 30% increase in digital revenue over four years. Marketing Cloud achieved a 49% open rate for customer emails, boosting engagement and purchase values.

 

Formula 1 - Entertainment - Large

London, UK

Agentforce helped Formula 1 cut service response times by 80%. F1 unified over 100 data sources to create detailed fan profiles. Service reps now resolve issues faster and deliver more personalized s...upport. Marketing Cloud and AI-driven content boosted click-through rates by 22%. Fan satisfaction rose 8% year over year, reaching 90%. Tableau enabled F1 to secure new partnerships with actionable audience insights.

When Data Cloud meets CRM Analytics

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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
Data Export


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

Financial

Salesforce Beats Q1 but Soft Q2 Guide Spooks SaaS Bulls

Salesforce exceeded Q1 FY27 revenue and EPS expectations but issued a lower-than-expected Q2 revenue forecast, causing investor concern over AI's impact on traditional SaaS models. The company is focusing on its Agentforce platform to balance per-seat license sales with AI-driven solutions.

Product

How We Use Data Detect to Secure the Heart of Salesforce

Salesforce uses its own product, Shield: Data Detect, to secure its internal systems by automating the discovery of sensitive data across billions of records. This internal testing, known as the "Customer Zero" approach, has led to improvements in product stability, user experience, and future roadmap features, enhancing the security and compliance of Salesforce's enterprise platform.

Financial

Salesforce revenue forecast disappoints amid AI disruption fears

Salesforce's revenue forecast for the second quarter falls below Wall Street estimates, raising concerns about AI-driven disruption to traditional software demand. Despite a strong first quarter with $11.13 billion in revenue and 98 new deals, the company faces investor apprehension over AI tools potentially impacting enterprise software demand.

Financial

Salesforce Delivers Record First Quarter Fiscal 2027 Results

Salesforce reported record first-quarter fiscal 2027 results, with revenue reaching $11.1 billion, a 13% year-over-year increase. The company highlighted significant growth in its Agentforce and Data 360 offerings, with annual recurring revenue hitting $3.4 billion. Salesforce also announced a $25 billion accelerated share repurchase program. The company remains optimistic about organic revenue growth in the second half of FY27.

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