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)

"...By 2018 we had delivered a range of reporting and analytics capabilities using Einstein Analytics. ..." From Visualforce to Lightning: the FinancialForce journey of innovation on Salesforce
"...Community Cloud Surveys for More Engagement:..." Nonprofit Cloud Keynote Highlights from Dreamforce 2018
"...For instance, Introhive s open API framework enables customers to embed relationship intelligence data directly into their CRM contact and account records (Salesforce, Microsoft Dynamics, etc.) and Business Intelligence Solutions (Tableau, Power BI, Einstein Analytics, etc.) to easily visualize insights into relationships...." How to Use CRM to Increase Upselling and Cross-Selling Opportunities

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

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

Why is Salesforce CRM Analytics (formerly Tableau CRM) the best choice for Engagement Management?

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

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

What benefits does Salesforce CRM Analytics (formerly Tableau CRM) offer 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

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

Bill Hoffman

Chief Analytics Officer

U.S. Bank

Companies that are winning are personalizing at scale, and Einstein Discovery helps us achieve this. Testimonial By Bill Hoffman
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

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

Bill Hoffman

Chief Analytics Officer

U.S. Bank

Companies that are winning are personalizing at scale, and Einstein Discovery helps us achieve this. Testimonial By Bill Hoffman
 

U.S. Air Force - Defense - Very Large

Salesforce (CRM) Lands U.S. Air Force Fleet Deal As Margins Stay In Focus

Washington, D.C., USA

Salesforce's Missionforce National Security platform is now deployed by the U.S. Air Force to manage its global vehicle fleet, marking a significant expansion into mission-critical government logisti...cs. This deployment highlights Salesforce's capability in secure operational workloads beyond traditional CRM, positioning it against major enterprise software vendors in the defense sector.

Read on →
 

Air Force - Defense - Very Large

Salesforce in focus as Air Force picks tech giant to modernize vehicle ...

Washington D.C., USA

Salesforce has been selected by the Air Force to modernize its vehicle fleet, highlighting the tech giant's role in defense technology and fleet management. This partnership underscores Salesforce's ...capability to provide advanced solutions for large-scale government projects.

Read on →
 

Oviva - Healthcare - Medium

Salesforce Deepens Commitment to Switzerland with $1 Billion Investment ...

Salesforce announced a $1 billion investment in Switzerland to boost AI transformation. Oviva, a European virtual care provider, uses Salesforce's Agentforce to handle 300,000 monthly customer messag...es autonomously, achieving high efficiency in operational support queries. Salesforce's commitment includes partnerships with Swiss organizations and support for local workforce development.

Read on →

Williams-Sonoma, Inc. - Retail - Large

San Francisco, USA

Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands. The company implemented Salesforce in just 7.5 months..., much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.

Rise Alliance - Financial Services - Small

USA

Salesforce helped Rise Alliance double its customer base without adding staff. The company cut report compilation time by 97%, from one hour to two minutes. Automated reminders and a custom client po...rtal ended manual paperwork and saved at least an hour daily. Reliable uptime saved seven hours per week. Rise Alliance now uses data to spot client issues early and focus on strategy, not admin work.

Perk - Information Technology And Services - Medium

Boston, USA

Perk used Prospecting Agent from Agentforce Sales to automate manual prospecting. The sales team saw a 3x increase in call volume and built 60% of their North American pipeline with the tool. Email r...eply rates doubled, and meetings were booked within one week of setup. Reps shifted from research tasks to focusing on building relationships and closing deals. The solution let Perk's team spend more time on high-value sales activities.

When Data Cloud meets CRM Analytics

Video Thumbnail

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

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Anthropic launched Claude Tag, an AI assistant feature, into Salesforce's Slack app. This integration allows Claude to join conversations, complete tasks, and work across multiple channels. Claude Tag is available in Beta for Claude Team and Claude Enterprise, powered by Claude Opus 4.8.

M&A

Salesforce (CRM) Is Spending Billions To Broaden Its AI Offerings, But ...

Salesforce is acquiring Fin, a customer agent company, for $3.6 billion to enhance its AI offerings. This acquisition aims to broaden Salesforce's capabilities in delivering autonomous agents and improve its position in the AI software market. Fin's AI Agent platform resolves complex customer queries across channels, supporting Salesforce's strategy to provide advanced AI-driven solutions.

Product

Salesforce Launches MCP Servers: Integrating AI and Data Analytics into ...

Salesforce has launched MCP Servers, integrating AI and data analytics into Tableau and Slack. This integration enhances Slackbot's capabilities, allowing small businesses to access real-time data insights and collaborate effectively. The integration promotes data-driven decision-making and provides tools like Data 360 for comprehensive business data visualization.

Product

Salesforce MCP Servers: AI, Data & Analytics for Tableau & Data 360 in ...

Salesforce has announced the general availability of its MCP servers, which integrate with Slack to enhance data-driven decision-making. The integration allows Slackbot to access Salesforce CRM, Data 360, and Tableau, providing real-time insights and actions within Slack. This development aims to streamline workflows and improve collaboration by bringing data and communication into a single interface.

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