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

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.

Comprehensive Insights on Salesforce CRM Analytics (formerly Tableau CRM) Use Cases

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

How does Salesforce CRM Analytics (formerly Tableau CRM) facilitate Engagement Management?

What Are the key features of Salesforce CRM Analytics (formerly Tableau CRM) for Competitive Intelligence?

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

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

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.

Customer Testimonials

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

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
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

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

Case Studies

NA

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

NA

CASE STUDY Ambuja Neotia

Agentforce and Customer 360 help Ambuja Neotia improve customer experiences. The company uses Agentforce to get a full view of each customer. This helps them serve people better. The solution brings ...together data from many places. Ambuja Neotia can now understand and help customers faster. This makes their service stronger and more personal.

NA

CASE STUDY Panasonic

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.

NA

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

NA

CASE STUDY Dr. Reddy’s Laboratories

Salesforce Data Cloud helped Dr. Reddy’s Laboratories connect data from many sources. This unified data improved engagement with healthcare professionals. The company used AI and analytics to better ...understand customer needs. As a result, Dr. Reddy’s Laboratories increased the impact of their outreach and built stronger relationships with HCPs.

NA

CASE STUDY Tata Motors

Salesforce Data Cloud helped Tata Motors bring together data from 60 million unique customers. Tata Motors used this to create personalised engagement for each customer. The company unified customer ...data to improve marketing and sales. This led to better customer experiences and stronger relationships. Tata Motors now delivers more relevant messages to its customers.

Video

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

Partnership

Salesforce announces expanded partnerships with OpenAI - TNGlobal - TechNode Global

Salesforce and OpenAI have expanded their strategic partnership to enhance employee and consumer experiences using Salesforces Agentforce 360 and OpenAI's frontier models, including GPT-5. This collaboration allows integration of Salesforce's platform with ChatGPT, enabling users to query sales records and build visualizations. The partnership aims to transform enterprise workflows by embedding AI capabilities into platforms like Slack and ChatGPT, enhancing data-driven operations and customer interactions.

Partnership

Salesforce & AWS deepen AI partnership to boost agentic adoption - SecurityBrief Australia

Salesforce and AWS have expanded their partnership to enhance AI adoption for enterprises, focusing on data unification, secure AI agents, and modernizing contact centers. The collaboration includes new integrations like Salesforce's Data 360 with AWS Clean Rooms, and the Agentforce platform on AWS Marketplace. This partnership aims to simplify AI procurement and deployment, driving agentic enterprise transformation.

Executive

VC legend Ron Conway quits Salesforce Foundation after Benioff's National Guard comments

Ron Conway, a prominent venture capitalist, resigned from the Salesforce Foundation following controversial comments by Salesforce CEO Marc Benioff. Benioff's remarks supporting National Guard deployment in San Francisco and his alignment with Trump led to Conway's departure. The Salesforce Foundation, focused on youth education and development, has been a significant philanthropic entity under Conway's decade-long board membership.

Product

Introducing eVerse: Enterprise Simulation Environments to Train AI Agents

Salesforce AI Research introduces eVerse, a new enterprise simulation framework designed to train AI agents for enhanced capability and consistency. eVerse uses synthetic data, realistic testing, and reinforcement learning to optimize AI performance in enterprise settings. The framework has shown significant improvements, such as a 69% increase in task success rates, and is being piloted with customers like UCSF Health to improve healthcare billing processes.

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