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

"The biggest reason for choosing Customer Community for our portal was growth. With Customer Community we have everything that the client needs in one spot. Without Salesforce, it would have been 3x as expensive to roll out this project. There were n...ine or 10 projects, with different integration points. Now our clients can say, ‘This is one vendor that can give me everything.’ The value of that in our industry is huge." - Forrester

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

"...Learning Objectives After reading this blog you will be able to Able to create an Einstein analytics Dashboard. ..." First-ever analytics Dashboard
"...Admissions Experience Make it easier to engage and prepare students Using EDA as the foundation, the Einstein Analytics Template for Recruitment & Admissions provides pre-built datasets, widgets, and dashboards to make visualizing and analyzing recruitment and admissions data easy for both K-12 and higher ed...." New Education Cloud Innovations to Support Lifelong Learning
"...When that expertise is paired with cutting- edge business intelligence, the added value is substantial...." Case Study Citizens Bank

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 Are the key features of Salesforce CRM Analytics (formerly Tableau CRM) for Social Media Analytics?

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

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

What solutions does Salesforce CRM Analytics (formerly Tableau CRM) provide for Lead Analytics?

What Are the key features of Salesforce CRM Analytics (formerly Tableau CRM) 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

Product management director, event management

Forrester

The biggest reason for choosing Customer Community for our portal was growth. With Customer Community we have everything that the client needs in one spot. Without Salesforce, it would have been 3x as expensive to roll out this project. There were nine or 10 projects, with different integration poi...nts. Now our clients can say, ‘This is one vendor that can give me everything.’ The value of that in our industry is huge.

Testimonial By Forrester
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

Melissa Kwilosz

Chief Information Officer

ASU

To have a tool that will help identify fundraising trends and help us move from descriptive analytics to predictive analysis is really exciting. Testimonial By Melissa Kwilosz
CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Product management director, event management

Forrester

The biggest reason for choosing Customer Community for our portal was growth. With Customer Community we have everything that the client needs in one spot. Without Salesforce, it would have been 3x as expensive to roll out this project. There were nine or 10 projects, with different integration poi...nts. Now our clients can say, ‘This is one vendor that can give me everything.’ The value of that in our industry is huge.

Testimonial By Forrester
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

Melissa Kwilosz

Chief Information Officer

ASU

To have a tool that will help identify fundraising trends and help us move from descriptive analytics to predictive analysis is really exciting. Testimonial By Melissa Kwilosz
 

Indian businesses - Various - Very Large

Salesforce: Indian businesses roll out AI, Bengaluru tower planned - NewsBytes

India

Indian businesses are deploying Salesforce's AI solutions across their operations, signaling a shift from testing to full-scale implementation. Salesforce is also investing in a new tower in Bengalur...u, highlighting its commitment to the Indian market. The company sees potential for India to become a leader in agentic AI innovation by 2030, driven by its large developer community.

Read on →
 

Indian firms - Various Industries - Very Large

Indian firms moving AI from pilots towards deployment: Salesforce - PTI

India

Salesforce reports that Indian firms are transitioning from AI pilot projects to full-scale deployments, indicating a significant opportunity for digital and agentic AI growth in India. Salesforce pl...ans to invest in infrastructure and talent development to support this shift.

Read on →
 

Maxicare - Healthcare - Large

PH Salesforce talent must move up to AI architecture, tech founder says

Philippines

Cloud Jedi Solutions founder Joey Chan highlights the challenges Philippine companies face in AI adoption, emphasizing the need for improved data quality and system integration. Maxicare's use of Sal...esforce for AI in dental authorization is cited as a specific application. Chan stresses the importance of architect-level skills in the Salesforce ecosystem to enhance AI integration and business processes.

Read on →
 

Thames Valley Police and Hampshire & Isle of Wight Constabulary - Government Administration - Large

UK

Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check case status and message officers directly. The portal le...d to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.

 

MIMIT Health - Hospital & Health Care - Small

Chicago, USA

MIMIT Health used Salesforce’s Agentic Enterprise Architecture to unify patient data and automate workflows. They replaced fragmented EHR systems with Agentforce Health, giving care teams a real-time..., complete view of each patient. This led to $1.5 million in annual operational savings, a 15% reduction in inventory costs, and $500,000 less in system maintenance. Providers now spend less time on paperwork and see 40% more patients. Physician burnout dropped to low single digits, and employees save three hours daily.

 

Rare - Non Profit Organization Management - Medium

Arlington, USA

Rare used Salesforce’s unified platform to connect farmer data, fundraising, and grant workflows. The nonprofit replaced manual, disconnected tools with a single CRM, improving data access and automa...ting routine tasks. Teams now anticipate 40% more time for high-impact field work. Centralized data helps Rare expand regenerative farming from 17,500 to 300,000 hectares. Salesforce’s automation and AI features support Rare’s global mission and growth.

When Data Cloud meets CRM Analytics

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Frequently Asked Questions (FAQ)

What buyers ask before choosing 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

Product

Snaps Specs Get an Enterprise Boost from Salesforce and Nvidia

Salesforce partners with Snap Inc. to integrate its Agentforce AI agents into Snap's Specs augmented-reality glasses for enterprise use. This integration aims to enhance hands-free workplace tasks in various environments, leveraging Salesforce's AI capabilities to provide practical applications for Snap's Specs in the enterprise market.

Partnership

Salesforce and OpenAI Launch Missionforce to Revolutionize Government AI Operations

Salesforce and OpenAI have launched Missionforce, a new AI-driven platform designed to enhance government operations. The platform integrates OpenAI's models to improve efficiency and service delivery in government agencies. Missionforce includes features like the Policy Engine for rapid policy execution and tools for real-time operations management, aiming to streamline workflows and foster public-private partnerships.

Product

Salesforce AIforce Makes the Agent the Enterprise UI — and Forces a Pricing Question

Salesforce introduced AIforce at Dreamforce 2026, a strategic brand that integrates Salesforce with external environments like Claude and Slack, using an agent-as-UI model. This shift challenges traditional per-seat pricing by offering consumption-based options, aiming to align costs with automated work volume. AIforce's success hinges on its ability to manage complex workflows without human intervention.

Product

Salesforce AIforce Connects Claude and Slack to CRM Controls - Quasa.io

Salesforce introduced AIforce, an interface and governance layer that connects external AI platforms like Claude and Slack to Salesforce's CRM controls. This integration allows users to initiate tasks in these platforms while Salesforce manages permissions and business logic. AIforce aims to enhance CRM functionality without replacing Salesforce's core system.

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