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

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

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?

What Are the key features of Salesforce CRM Analytics (formerly Tableau CRM) for Engagement Management?

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

What makes Salesforce CRM Analytics (formerly Tableau CRM) ideal 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.

CUSTOMERS TESTIMONIALS
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
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

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
CUSTOMERS TESTIMONIALS
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
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

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 Adapts as Customers Shift AI Expectations

Salesforce faces pricing pressure as enterprise customers, like Blavity, plan to replace its CRM with AI-enabled alternatives for cost savings. Customers demand AI features in base subscriptions, not... as add-ons. Salesforce's ecosystem remains valued for its integration capabilities, but AI-driven re-architecture challenges its pricing models.

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Salesforce: The SaaS Apocalypse doesn't make sense

Salesforce is investing $500 million in Argentina to advance AI, digitalize the public sector, and support SMEs. The company, which has doubled its business in Argentina over two years, dismisses the... "SaaS Apocalypse" notion. Salesforce's initiatives include AI training and collaborations with the national and Buenos Aires governments to foster digital transformation.

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Salesforce's Agentforce AI fuels 169% growth in recurring revenue

Salesforce's Agentforce AI products have driven a 169% increase in annual recurring revenue from 29,000 new customer deals. This growth highlights Salesforce's successful investment in AI, enhancing ...customer service and sales automation. The adoption of Agentforce across various industries strengthens Salesforce's position in the CRM market, competing with giants like Microsoft and Oracle.

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Balaji Wafers - Consumer Goods - consumer goods

Balaji Wafers uses Salesforce to improve distributor experiences. They have a 20% year-over-year growth. Distributor onboarding time reduced by 50%. Sales visits per rep increased by 30% per week. Ma...pping accuracy improved by 80% using Salesforce Maps.

Read on →

Pentagon Federal Credit Union (PenFed) - Banking - Banking

Agentforce helps Pentagon Federal Credit Union save 30,000 minutes a day with automated call summaries. This saves $3 million a year in labor costs. PenFed uses Agentforce to unify member data and sc...ale service for 2.8 million members. The platform supports branches, call centers, mobile, and web. PenFed aims to serve 6 million members with the same core team.

Read on →

Tata Consumer Products - Consumer Goods - consumer goods

Tata Consumer Products transformed its sales and distribution with Salesforce. They built a platform called MAVIC, automating distributor management. Onboarding time reduced from a week to 45 minutes.... The MAVIC app enables 6 million transactions monthly. Over 3,000 distributors were onboarded in four months. The platform is used by 8,000 sales employees to serve 12,000 distributors and 1.6 million retail outlets.

Read on →

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

4.37/5 ★

Read Reviews (261)
Data Export

4.20/5 ★

Read Reviews (236)

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Slack

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Salesforce CRM Analytics (formerly Tableau CRM)

OneDesk

4.06 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

FireText

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tremendous

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Proof

4.59 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

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 Launches the Forward Deployed Engineering Partner Network to Scale Agentforce Success

Salesforce has launched the Forward Deployed Engineering (FDE) Partner Network to enhance Agentforce implementations globally. This network includes partners like Accenture and Deloitte, providing specialized Salesforce training and engineering expertise. The initiative aims to scale Agentforce success by embedding Salesforce-trained engineers into partner delivery teams, ensuring robust, enterprise-grade digital workforce solutions.

Read more →
Product

Introducing Salesforce Headless 360. No Browser Required.

Salesforce has launched Salesforce Headless 360, a platform enabling API-driven interactions without a browser. It offers new MCP tools, coding skills, and an experience layer for seamless integration across platforms like Slack and WhatsApp. This innovation supports both human and AI agents, enhancing workflows and business logic access. The platform aims to streamline operations and improve efficiency for developers and enterprises.

Read more →
Product

Copado Introduces Agentia, Bringing Context-Aware AI Agents to Salesforce DevOps

Copado has launched Agentia, a context-aware AI solution for Salesforce DevOps, embedding AI agents into the software delivery lifecycle. This innovation enhances governance and testing, allowing teams to automate tasks while maintaining control. Agentia aims to transition from DevOps to AgentOps, offering specialized agents that integrate with Salesforce environments to improve productivity and deployment quality.

Read more →
Product

Salesforce releases Agentforce dev tools, updates Agent Fabric

Salesforce has introduced new developer tools, including the updated Agentforce Vibes 2.0 and Agent Fabric, which enhance AI agent management and orchestration. The tools offer granular control over AI agents, integrating governance and authentication features. Salesforce also launched AgentExchange, a partner marketplace, and open-sourced Agent Script to improve agent development. These updates aim to streamline AI agent deployment and management.

Read more →

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Facebook Linkedin Twitter

Financials

IPO