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
See all use cases See less use cases

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, we are empowering our sales and marketing team members to be even smarter about their business and accelerate it." - David Cohen

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 life cycle of a sale a great visual our reps for keeping up a good cadence!...." Peer review by Employee in Customer Service
"...Learn more about leveraging successful business intelligence by browsing this blog, filling out the quick form below, or contacting us here to discuss our Salesforce consulting services. ..." Salesforce Summer 19 Einstein Highlights

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) facilitate Social Media Analytics?

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

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

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

How does Salesforce CRM Analytics (formerly Tableau CRM) facilitate 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

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

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
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
CUSTOMERS TESTIMONIALS
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

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
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
 

Curative - Healthcare - Medium

Salesforce (CRM) Lost A $600, 000 Contract To An In House AI CRM

USA

Curative has replaced its Salesforce CRM system with an in-house AI-powered CRM platform, terminating a $600,000 annual contract. This move highlights a shift towards custom AI solutions as a cost-ef...fective alternative to traditional SaaS CRM offerings. Salesforce cites security and compliance challenges for in-house systems in regulated sectors as potential hurdles.

Read on →
 

Curative - Healthcare - Medium

Curative Ditches $600, 000 Salesforce Contract Says 'AI Changes the Economics of Building ...

Austin, USA

Curative has terminated its $600,000 contract with Salesforce, opting to develop an AI-powered CRM system internally. This move underscores the potential of AI tools to enable faster, cost-effective ...software development tailored to specific business needs. Salesforce warns of the security and compliance challenges associated with internally developed systems, especially in regulated industries like healthcare.

Read on →
 

Siemens - Manufacturing - Very Large

Businesses nearly triple AI agent deployments — Salesforce

Munich, Germany

Salesforce reports a significant increase in AI agent deployments, with businesses nearly tripling their use over the past year. Siemens, a key customer, uses Salesforce's Agentforce platform to auto...mate lead qualification and routing, enhancing efficiency and sales growth. AI agents are increasingly handling complex tasks across industries, driving execution efficiency and improving customer interactions.

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

Salesforce aims to be your enterprise AI harness, touts AIforce

Salesforce introduces AIforce, an enterprise AI harness designed to integrate data and workflows with AI agents without additional integrations. AIforce aims to unify Salesforce's platform layers, including data, applications, and semantics, enhancing enterprise transformation. The platform features zero data retention and packaged agents for industry-specific tasks.

Partnership

Salesforce and Anthropic Announce Claudeforce: The #1 AI Meets the #1 AI CRM

Salesforce and Anthropic have launched Claudeforce, a strategic partnership that integrates Claude's AI reasoning with Salesforce's enterprise platform. This collaboration introduces Salesforce in Claude, a plugin with 37 prebuilt sales skills, enhancing sales automation and enterprise data integration. The partnership also embeds Claude into Salesforce and Slack, aiming to transform enterprise AI applications and productivity.

Product

Salesforce Quarterly Highlights: FY27 Q2 Product Releases and Corporate Announcements

Salesforce announced several product releases and enhancements in its FY27 Q2 update. Key updates include the launch of Agentic Advisor, Agentforce Commerce, and Agentforce Help Agent, which leverage AI to enhance customer service and commerce capabilities. Additionally, Salesforce introduced new MCP servers for better integration with Slackbot, enhancing CRM functionalities within Slack. These innovations aim to improve customer engagement and operational efficiency across various platforms.

Awards

Salesforce Named a Leader in IDC MarketScape: Worldwide Software Platforms for National Civilian Government AI-Enabled Case Management

Salesforce has been named a Leader in the 2026 IDC MarketScape for Worldwide Software Platforms for National Civilian Government AI-Enabled Case Management. The recognition highlights Salesforce's strengths in mission-specific case management templates, AI investments, and global compliance. This accolade underscores Salesforce's role in enhancing government agencies' efficiency and responsiveness through AI-driven solutions.

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